- Select your date field from the list of available fields and click ‘Add Filter Value’
- Change the operator to ‘between’
- Leave the date type as ‘Calendar’
- Choose a ‘Start Date’ and an ‘End Date’
- You can rename the display text for your filter if required
- Click ‘Apply’
- Click the +Filter button from the Edit screen.
- Search for the field you want to use as the filter – in my case, Contact Created Date. ...
- After you click Apply, click Add. ...
- That's it!
How to filter on another date in Salesforce?
But if you want to filter on another date you need to add a new filter which doesn’t give you the Date Range drop-down. Luckily Salesforce allows you to type in the same ranges using “special date values”. So you can add a filter field and select the other date field and type the relative value in the spot where you would normally put one date.
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 add a filter to the date on the dashboard?
First, locate a dashboard and click ‘Edit’. Next click ‘+ Filter’. Select your date field from the list of available fields and click ‘Add Filter Value’ Check your operator – do you want ‘Equals’, ‘Contains’ etc?
How to modify dashboard components in Salesforce classic data settings?
Modify a Dashboard Component in Salesforce Classic Data Settings for Dashboard Line Chart Components Expand Dashboard Components to See a Larger Version in Lightning... Switch Between a 12 or 9-Column Dashboard Layout Install the CRM Sample Dashboards from AppExchange Use Source Report Charts in Dashboard Components
How do I put a date filter on my dashboard?
First, locate a dashboard and click 'Edit'. Next click '+ Filter'. Relative dates: Select your date field from the list of available fields and click 'Add Filter Value'
How do I add a filter to my dashboard 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 I add a date range filter in Salesforce?
So how do we fix this?In Salesforce Classic UI, go to Setup | Create | Report Types.Click New Custom Report Type button.Choose Campaigns as your Primary Object.Fill out the other required information (label, unique name, description, category, deployment status)Click Next button.Click Save button.More items...•
Can you filter a 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.
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 I customize my dashboard in Salesforce?
Required Editions Click Customize Page in the Dashboard section of the Home tab. Search for a dashboard and select a different dashboard from the drop-down list. Click Refresh to refresh the data in your dashboard.
How do I create a date range in Salesforce report?
You can create custom date ranges in Salesforce reports by using Relative Date Filters. For example, to build a filter with a date range of 'Last 3 days', use the hardcoded date of 'All time'.
How do I query a date in SOQL?
In a SOQL query, you can specify either a particular date or a date literal....Date Formats.FormatFormat SyntaxExampleDate onlyYYYY-MM-DD1999-01-01Date, time, and time zone offsetYYYY-MM-DDThh:mm:ss+hh:mm YYYY-MM-DDThh:mm:ss-hh:mm YYYY-MM-DDThh:mm:ssZ1999-01-01T23:01:01+01:00 1999-01-01T23:01:01-08:00 1999-01-01T23:01:01Z
What relative dates can I use in Salesforce?
What are Relative Dates? This Salesforce Help article about Relative Dates explains them in more detail, but the short version is that instead of using a specific date like 4/1/2019, you can use a “relative” date like “TODAY”, “NEXT WEEK”, “LAST QUARTER”, and so on.
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 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 linked filter to Salesforce report?
ReproCreate a report.Create a Dashboard.Add a component to the dashboard based on the above report.Add a filter to the dashboard.Save and run the dashboard.Apply a filter value on the dashboard.Click View Report on the dashboard component.Click the funnel icon to view the filters on the report.More items...
What time does the next quarter start?
Starts at 12:00:00 a.m. on the first day of the current quarter and continues to the end of the quarter. NEXT QUARTER. Starts at 12:00:00 a.m. on the first day of the quarter after the current quarter and continues to the end of that quarter.
Can you type in the same range in Salesforce?
Luckily Salesforce allows you to type in the same ranges using “special date values”. So you can add a filter field and select the other date field and type the relative value in the spot where you would normally put one date.
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.
