-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.
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 ...
Can we filter 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 Salesforce dashboard?
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 add a filter to my dashboard sheet?
On a worksheet, select Worksheet > Actions. On a dashboard, select Dashboard > Actions. From the drop-down menu of a dashboard sheet, you can also select Use as Filter.
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.
How do I show my dashboard filters?
Click the sheet the filters correspond to, select the analysis menu > quick filters and select the quick filter. This also works the same way for legends. Alternatively, click the drop down arrow in the top right hand corner of the frame containing the report and select Quick Filters.
How do I change the components of a dashboard in Salesforce?
Change a Dashboard's PropertiesClick the Dashboard Properties button.Edit the dashboard title and/or folder. Make the desired changes to your dashboard.Click OK to close the Dashboard Properties dialog box.
How do I change the properties of a dashboard in Salesforce?
From the Dashboard Edit page, you can:See the running user for the dashboard in the Displaying data as field.Click Dashboard Properties to change the title, folder, running user, and more.Click Done to view the dashboard. ... Click the Delete button to delete the entire dashboard.Click Add Component in any column.More items...
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.
Which element will be used for filter action?
A filter circuit consists of passive circuit elements i.e, inductors, capacitors, resistors and their combination. The filter action depends upon the electrical properties of passive circuit elements. For example, an inductor allows the D.C to pass through it.
How do I arrange filters in Tableau dashboard?
From the drop-down menu of the sheet you want to expand, choose Use as Filter. Choose Dashboard > Actions, and double-click the generated filter you just created. In the Target Sheets section of the Edit Filter Action dialog box, select the other sheets in the layout container.
How do I change the filter format in Tableau?
0:536:08Tableau - Format Filters - YouTubeYouTubeStart of suggested clipEnd of suggested clipCard itself now if I want to format the filter. So I just click on this place. And I'll just clickMoreCard itself now if I want to format the filter. So I just click on this place. And I'll just click on this drop-down. And if you if you see the option which is given as format filters.