Expand the filter widget across the dashboard. To enable users to filter on the sales rep, click the Filter widget, select the DTC Opportunity dataset and the Opportunity Owner field. Click Create to create a filter based on this dataset field.
How do I filter a dashboard in Salesforce?
Open the dashboard you want to filter and click Edit. Click Add Filter. Next you need to specify the fields you want to use to filter the dashboard. Enter a field name or select it from the Field list. Components in the dashboard are often based on different Salesforce objects. Specify the Filter Options for the selected field. Click OK.
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.
How do I enable users to filter on the sales rep?
To enable users to filter on the sales rep, click the panel widget, select the DTC Opportunity dataset and the Opportunity Owner field. Click Create to create a filter based on this dataset field.
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.
How many filters can a Salesforce dashboard have?
Each dashboard can have up to 3 filters, and each filter can have up to 50 Dashboard Filter Options.
Can you add filter to Salesforce dashboard?
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 I add a drop down filter in Salesforce dashboard?
To add a filter to the dashboard, press + Filter. 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. Next, give the filter a Display Name for easy identification.
How do you filter a 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. ... (Optional) If you have multiple data sources, select the data source that contains the fields you want to filter. ... Select the field by which to filter.More items...
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.
How do I add a global filter in Salesforce dashboard?
Set Initial Global Filters in the DashboardWhile editing a dashboard, select a global filter, and then click Pick Initial Values (1).Choose the initial filter value for each global filter, then click Apply.Click Done, and save the dashboard.
How do I create a dynamic dashboard in Salesforce?
From the Dashboards tab, create a new dashboard or edit an existing one. next to the View dashboard as field. Note If you don't have “Manage Dynamic Dashboards” permission, enter a running user and skip to the final step. Enter “*” to see all available users.
How do I filter multiple values 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.
How do I use a dynamic dashboard in Salesforce?
1:302:34How to Create Dynamic Dashboards - Salesforce Emily - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd put it in a public folder. All folders new folder have it be public. And save select the publicMoreAnd put it in a public folder. All folders new folder have it be public. And save select the public folder. And create there you go now we can change who we are viewing the dashboard.
How do I add a filter in Salesforce?
Filter a Report in Lightning ExperienceOn the Reports tab, click a report to open it.Click Edit.Select the Filters tab.Click Add Filter and select a Field Filter from the list. ... Select an operator for the filter and type the filter value in the next field. ... Click Apply.
What is a salesforce dynamic dashboard?
Dynamic dashboards allow each user to see the data they have access to according to the security settings that are in place. Without read access to a record, that record will not be accounted for in the dashboard. This allows you to control data visibility without having to create separate dashboards.
What is the use of toggle filter option?
Answer. Explanation: Toggle filter is a component that enables a user to quickly access a common, singular filter criteria. It is displayed as a toggle button group.
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.
Why do you need to filter by product family?
You already created filters for opportunity owner and stage, but being able to filter by product family can help your sales team focus on the sales for each product line.
How Well Is Each Sales Rep Performing?
To view the performance of each rep, Laura needs to be able to filter the dashboard results by rep. For example, to help Dennis meet quota, Laura needs to see the value of his open and won opportunities and see his opportunity records.
What are the four types of widgets in dashboard designer?
We’ll cover bindings in the next unit. The dashboard designer provides four types of selection-based widgets: date, list, range, and toggle. Use a date widget to filter on a date. Use a list or toggle widget to filter on a dimension. Use a range widget to filter on a measure. In this unit, we use global filters to enable Laura and sales reps to answer different questions without leaving the dashboard.
Can you have multiple global filters?
You can add multiple global filters in a global filter panel widget. 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.
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).
How to create a filter in a dashboard?
Creating Dashboard Filters. To create a filter Click Add Filter and select the field to filter on from the Field dropdown See Add a Dashboard Filter. Equivalent Fields. The field you select for the filter could have equivalent fields Equivalent fields share the same underlying object as the field you select.
Can you use equivalent fields in a filter?
for the filter You can use equivalent fields to filter components that dont have the exact field you selected for the filter or to filter some. components differently For example if you filter on the Account Owner field equivalent fields include Opportunity Owner.
Can you add filters to dashboards?
Note As you prepare to filter dashboards keep these dashboard filter limitations in mind. You cant add filters to dashboards that contain Visualforce or scontrol components. Its not possible to filter on bucket fields However it is possible to use a report filtered on a bucket field on the dashboard. page.
Why add filters to dashboard?
You can add a filter to a dashboard to control the data it contains. For example, if you have three sales offices you could create a single dashboard with filters for each office, instead of having to create three separate dashboards.
Does Salesforce show only records that fit your specifications?
Salesforce applies the filter and only shows records that fit your specifications.
Why use the same dashboard for managers and VP?
Because the metrics are the same for managers and the VP, you can use the same dynamic dashboard for both roles. The dynamic dashboards feature reduces the number of required dashboards from 45 to two!
How do administrators control dashboards?
Administrators control access to dashboards by storing them in folders with certain visibility settings. Dashboard folders can be public, hidden, or restricted to groups, roles, or territories. If you have access to a folder, you can view its dashboards.
What is view my team dashboard?
Managers with the “View My Team's Dashboards” or “View All Data” permission can set an option to preview the dashboard from the point of view of users under them in the role hierarchy.
Can a sales rep see their own bookings?
All users only see data that they can access. Sales reps see their own bookings and activities. Managers see bookings and close rates for the reps they manage. The VP sees bookings and close rates for the whole team. Because the metrics are the same for managers and the VP, you can use the same dynamic dashboard for both roles. The dynamic dashboards feature reduces the number of required dashboards from 45 to two!
Do sales reps see their own data?
Sales reps should only see their own data; managers should only see data for the reps they manage; and the VP should see data across the entire team. In this scenario, you'd typically have to create 45 different dashboards—one for every single person. You'd also have to create multiple folders to manage access rights.
Can you run a dashboard as a user?
Run as specified user. The dashboard runs using the security settings of that single, specific user. All users with access to the dashboard see the same data, regardless of their own personal security settings. This approach is perfect for sharing the big picture across a hierarchy or motivating team members by showing peer performance within a team. If you don’t have “View All Data,” you can only choose yourself. If you have “View My Team's Dashboards,” you can choose any user below you in the role hierarchy.