Salesforce currently doesn't support formula field in dashboard filter: There are some things you can’t do with dashboard filters. Filters can’t be added to dashboards that contain Visualforce or s-control components. It’s not possible to filter on bucket fields.
How to use Formula field in dashboard filter in Salesforce?
Salesforce currently doesn't support formula field in dashboard filter: There are some things you can’t do with dashboard filters. Filters can’t be added to dashboards that contain Visualforce or s-control components. It’s not possible to filter on bucket fields.
How do I select a field in Salesforce?
Select a suggested field from the Field text box. You can only select fields on the current record, the lookup object, or the user record. You can also choose related fields that are one relationship away from the lookup object.
How does Salesforce Salesforce help you find available fields?
Salesforce assists you by listing the available fields and relationships when you click the lookup icon or click inside the text box. Thanks for contributing an answer to Salesforce Stack Exchange!
How to add a formula field to a custom report type?
Salesforce can add formula field on Dashboard Filter. 1) Make sure Field Level Security of that formula field is visible to all intended parties 2) Make sure to add the formula field to the specific custom report type of the report you are adding to Dashboard Thanks for contributing an answer to Salesforce Stack Exchange!
Can you search formula fields in Salesforce?
Unfortunately, the Salesforce search function does not currently search formula fields and we would like to have this functionality added. It seems intuitive that, if you enter a value in the search box, it should search the entire database, including customer formula fields.
Can you filter on a summary formula in Salesforce?
You can't filter report data by summary formula columns. You can't reorder summary formula columns. Before adding a summary formula column, group report data at least one time. Summary formulas can contain 3900 or fewer characters.
Can you filter columns in Salesforce?
When setting up your filter, you can select a single column, multiple columns, or a custom range within and/or across columns. In any case, a filter menu will be placed at the top of each column within the range.
What is the capability of formula fields in Salesforce?
Character limit — Formula fields can contain up to 3,900 characters, including spaces, return characters, and comments. If your formula needs more characters, create separate formula fields and reference them in another formula field.
Can I have more than one row-level formula Salesforce?
Each report supports 1 row-level formula. Each row-level formula can reference up to 5 unique fields. If the formula references the same field 5 times, that counts as referencing 1 unique field.
What is summary formula in Salesforce?
Summary formulas are a great way to calculate additional totals based on the numerical values in your report. In addition to the standard summaries that we used in a previous step, you can add up to five summary formulas to summary and matrix reports to create calculated summaries of your numerical fields.
How do I filter data in Salesforce?
Filter a Report in Salesforce ClassicOn the Reports tab, click a report to open it.Click Customize.Click Add and select a Field Filter from the list. A new filter row appears below the other two filters.Click. ... Select an operator for the filter and type the filter value in the next field. ... Click Save.
How do I add a filter criteria in Salesforce?
Set Up Data FiltersTo only mask data that meets the filtering criteria, switch Data Filter to Active.Select one of more fields to apply the filter to.Select the operator to apply to the field. ... Select the matching criteria. ... If necessary, add more conditions, and repeat steps 3 and 4.More items...
How do I create a logic filter in Salesforce?
To add filter logic,From the Lightning Experience report builder, click Filters | | Add Filter Logic. ... Enter each filter line number, separated by a filter logic operator. For example, (1 AND 2) OR 3 finds records that match both Filter 1 and Filter 2, or Filter 3. ... Click Save.
What type of field Cannot be used in a formula field?
You can't use long text area, encrypted, or Description fields in formulas. The value of a field can't depend on another formula that references it. You can't delete fields referenced in formulas.
How do I make a formula field unique in Salesforce?
Now all you need is a straight Text Field that is set to "No Duplicate Values allowed" then create a WorkFlowRule with a Field Update that will populate your custom Unique Text field with the value from your concatenated Formula(Text) field, and you're good to go.
Can a formula field reference a formula field?
Yes you can use the value of a formula field on the same object or Parent object to be referred within another formula field.
Can a custom summary formula reference other summary formulas in Salesforce?
A summary formula can't reference another summary formula.
What is a summary level formula?
Summary Formulas go across multiple records, while Row-Level Formulas go across a single record. You can think of Summary Formulas as the column-based formula (where the formula result displays at the bottom of a column), whereas the Row-Level Formula result displays on the row itself.
What is rollup summary in Salesforce?
A roll-up summary field calculates values from related records, such as those in a related list. You can create a roll-up summary field to display a value in a master record based on the values of fields in a detail record. The detail record must be related to the master through a master-detail relationship.
Why is add summary formula column Salesforce grayed out?
If you can't see the Add Formula or Add Summary Formula option in the Fields pane of the report builder, add a row grouping to the report. (In Salesforce Classic, change your report format to summary, matrix, or joined.) Formulas require at least one row grouping.