And you could just select the fields you want to include in your dashboard, and on the dashboard utilize a lookup on a picklist field (multi-picklist) or report filtering capability (Sales Office Filter for example where end user could select sales office equals, contains, does not equal, etc....this way there would be no limit on the values allow per filter...and end users could have more flexibilty in customizing their dashboard.
Full Answer
How do I filter a Salesforce dashboard?
-Edit a dashboard, then click + Filter in Lightning Experience or Add Filter in Salesforce Classic. -From the Field drop-down, select a field to filter on. The drop-down shows fields that can be used to filter all the dashboard’s components. If there are equivalent fields for your selection, hover over the info icon () to see them.
How do I filter for equivalent fields in Salesforce?
If equivalent fields are available for a component, you can select a different field to filter the component. -Edit a dashboard, then click + Filter in Lightning Experience or Add Filter in Salesforce Classic. -From the Field drop-down, select a field to filter on.
Can we add filters in dashboards?
I am aware that we can add the filters in dashboards. But the filters can be added based on the fileds in that object. As mentioned before, i have my dashboard components from various reports with different objects.
How to filter components in Salesforce lightning experience?
If equivalent fields are available for a component, you can select a different field to filter the component. -Edit a dashboard, then click + Filter in Lightning Experience or Add Filter in Salesforce Classic.
Can we filter dashboard in Salesforce?
You can view dashboard data from different perspectives by applying filters. A single dashboard with well-chosen filters can do the work of several dashboards. When you apply a dashboard filter, the view is preserved. The next time you view the dashboard, the data is filtered in the same way.
How do you add multiple values to a filter in Salesforce?
If you would like to add multiple values to a filter value, simply use a comma to separate the values. For each filter, you can enter special values based on the field type for that particular filter. Some items you need to know related to the report filter are as follows: The filter value is case-insensitive.
Can I have more than 3 filters in Salesforce dashboard?
Each dashboard can have up to 3 filters, and each filter can have up to 50 Dashboard Filter Options.
How do we filter data for dashboard?
To create a dashboard filter: Click Filter Your Dashboard in the dashboard's right panel (if it's your first filter), or + if you are adding another filter. The Add Filter dialog box is displayed. (Optional) If you have multiple data sources, select the data source that contains the fields you want to filter.
How do I create a cross filter in Salesforce?
Edit or create a report.From the Filters pane, click Add | Cross Filter.Select a parent object from the dropdown list. ... Choose with or without .Select a child object from the dropdown or search by its name. ... Optionally, to add filters on the secondary object, add subfilters: ... Click OK.Click Save.
How do I create a custom filter in Salesforce?
Create a Custom FilterFrom the App Launcher. ... To the right of the filter picklist, click. ... Enter the name, description, and dates to select. ... Set the field criteria. ... Choose the fields to display. ... Decide whether to share the filter with other dispatchers. ... Click Save.
How many filters can a lightning dashboard have?
It has been made available on basis of Request raised to Salesforce. By default, the limit to the amount of options available in a Dashboard Filter is 10. By request, the limit can be increased to a maximum of 50.
What are the limitations of dashboards?
The Limitations of DashboardsLack of real-time anomaly detection prevents proactive incident management. ... Over-reliance on historical data. ... Missing small incidents that have a negative impact. ... CEO dashboards lack correlation. ... Cluttered dashboards and false positives. ... Lack of intelligent prioritization.
What are the limitations of the dashboard in Salesforce?
Each dashboard can have up to 20 components....The maximum number of rows that you can insert into a custom object is 2,000.The maximum number of runs that you can store is 200.The maximum number of source report columns that you can map to target fields is 100.
How do I use dashboard filters in Salesforce?
Edit a dashboard, and then click + Filter in Lightning Experience or Add Filter in Salesforce Classic. ) to see them. Give the filter a display name or label to identify it. If the filter has many equivalent fields, consider using a name that works for all components.
How do you create a selection filter to limit the data that appears in your sheet?
Create or edit a filter actionDo either of the following: ... In the Actions dialog box, click Add Action, and then select Filter. ... Specify a name for the action. ... Select a source sheet or data source. ... Specify how the action runs: ... Select a target sheet. ... Specify what happens when the selection is cleared in the view:More items...
What happens when you define a set as a filter?
Sets can be used as a filter by right-clicking on a set from the Sets Shelf and choosing “Show Filter”. Sets are binary, so when you add them as a filter, you will only have the option to choose whether the marks on the view are in or out of the set.
Why add filter widgets to dashboard?
Add filter widgets to a dashboard to give users the ability to slice and dice the data to view results from different angles. For example, you can filter the dashboard results to focus on a specific sales rep or product line. There are two types of filter widgets.
How to use global filter in SQL?
Use a global filter to apply the same filter to multiple queries in the dashboard. For example, if the dashboard has a separate chart for each rep to compare their performance, use the same filters for all charts so you’re comparing apples to apples. You can specify which queries to apply the global filters to and enable the users to change ...
Can filter widgets be changed?
Like global filters, filters in selection-based widgets can be changed by users viewing the dashboard. Unlike global filter widgets, selections in these widgets can also trigger selection bindings, which can dynamically change other query parameters (like measures and groupings) or widget properties (like reference lines).