how to add a filter to 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.
• Close and save the dashboard.

What are lookup filters in Salesforce?

• beta
• deleted
• deprecated
• deprecatedEditable
• installed
• installedEditable
• released
• unmanaged

How to customize Salesforce dashboards?

• ‘Display Units’ can be changed to display as a shortened number, full number, hundreds, thousands etc.
• You can check the ‘Show Values’ and ‘Show Percentages’ to display these also.
• You can amend the ‘Measure filter’ to display as a record count a different value.

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How to create dashboard filters?

• When you enter filter Criteria in the Condition Table
• And Click on Refresh button which is linked to the Macro
• The macro runs and the Data gets filtered by using Advanced Filter
• The Charts update automatically to show only visible cells (and not the hidden cells)

How to add a dashboard filter?

Adding dashboard filters. To get started, make sure the dashboard is in edit mode and that you have at least one query tile or Look-linked tile. Click Filters in the top toolbar, and then click Add Filter. An Add Filter window appears pre-populated with fields from any Explores used in the dashboard. You can use the search bar to find the field ...

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 filter to my 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 add a dashboard filter in Salesforce lightning?

Edit a dashboard, then click + Filter in Lightning Experience or Add Filter inSalesforce 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.

Can we use filter in the dashboard?

Adding dashboard filters. To get started, make sure the dashboard is in edit mode and that you have at least one query tile or Look-linked tile. Click Filters in the top toolbar, and then click Add Filter. An Add Filter window appears next.

How many filters can I add in Salesforce dashboard?

Each dashboard can have up to 3 filters, and each filter can have up to 50 Dashboard Filter Options.

What is a dashboard filter?

Dashboard filters make it easy for users to apply different data perspectives to a single dashboard. Filtering rules apply to fields from the dashboard's source reports. After filters are defined, a user viewing the dashboard can select a filter to visualize the data of most interest.

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 customize my dashboard in Salesforce lightning?

To create or edit a Salesforce Dynamic Dashboard, navigate to the Dashboards tab, click New Dashboard to create or click on an existing dashboard to edit. First, when building a new dashboard, name it, add a description if you'd like, and select the right folder for proper organization.

How do I create a dynamic dashboard?

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 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...

How do I add a filter to a dashboard in tableau?

To filter all worksheets on a dashboard:In a dashboard, click the drop-down menu on a filter card and select Apply to Worksheets > Selected worksheets.In the Apply Filter to Worksheets dialog box, click All on dashboard, and then click OK.

How to Filter a Dashboard in Salesforce

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.

Add a Filter

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.

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).

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 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.

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.