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 ...
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.
How do I use dashboard filters 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 you use dashboard filters?
0:092:02How To Use Dashboard Filters | datapine - YouTubeYouTubeStart of suggested clipEnd of suggested clipTo create a filter we just need to go to the edit mode and click add filter.MoreTo create a filter we just need to go to the edit mode and click add filter.
How many filters can you put on dashboard in Salesforce?
Each dashboard can have up to 3 filters, and each filter can have up to 50 Dashboard Filter Options.
How do I create a filter in Salesforce?
Filter a Report in Salesforce ClassicOn the Reports tab, click a report to open it.Click Customize.Click Add and select a Field Filter from the list. A new filter row appears below the other two filters.Click. ... Select an operator for the filter and type the filter value in the next field. ... Click Save.
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 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 my dashboard filters?
Editing dashboard filters To edit a filter, click the icon. This opens the filter menu, which displays options to edit or delete a filter: Select the Edit menu option to open a filter configuration window, similar to the one used to add a filter, populated with the existing configuration for the filter.
What is a filter in Salesforce?
0:004:20Filter Report Data (Lightning Experience) | Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipGroup by stage. But what if you only want to view specific data within that report luckily addingMoreGroup by stage. But what if you only want to view specific data within that report luckily adding filters to the report can help narrow down the content you see so it's easier to make sense of it.
How do I add multiple filters in Salesforce?
| Add Cross Filter. From the Show Me dropdown, select Accounts. From the Operator dropdown, select with. From the Secondary Object dropdown, select Cases....Refine the cross filter so that the report shows Accounts that have Escalated Cases:Click Add Cases Filter.Select Status.Select Escalated.Click Apply.
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.
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.
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.
