Add a Filter
- 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...
- Specify the Filter Options for the selected field.
- Click OK.
- Close and save the dashboard.
Full Answer
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.
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 ...
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.
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.
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.
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.
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.
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).