- 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.
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 do we filter data for 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 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.
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 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.
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 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 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.
What is dashboard filter in Salesforce?
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 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.
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 add a date filter in Salesforce dashboard?
Go to the Dashboard you wish to modify and click the Edit button.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!