Note that the filter from the dashboard is displayed under the "Linked Filters" section 10. Click Edit 11. Click "Filters" 12. Note that the filter that was displayed as a linked filter is now grouped with the other filters and is locked
Full Answer
How to apply a filter to multiple fields?
Select one of more fields to apply the filter to. Select the operator to apply to the field. You can choose from: Field Type Available Operators All fields equals, does not equal
How do I add a search filter to my products?
Select Add Products in the quote line editor, and then select the filter icon to show the search filter box. You can search by Product Code, Product Name, Product Family, and Product Description by default. You can also add and remove standard or custom fields to any search filter by editing the product object’s search filter field set.
How do I filter products and assets by their field values?
Use the quote line editor’s search filter to filter products, assets, or subscriptions by their field values. Select Add Products in the quote line editor, and then select the filter icon to show the search filter box. You can search by Product Code, Product Name, Product Family, and Product Description by default.
How do I set up data filters?
Set Up Data Filters You can define data filters when setting mask rules on the Configure Maskingpage. To only mask data that meets the filtering criteria, switch Data Filterto Active. Select one of more fields to apply the filter to. Select the operator to apply to the field.
How do I add a linked filter 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.
What linked filters?
Link filters in dashboards to limit the choices available in one filter based on the current selection of another filter. Setting up a dashboard, adding saved questions, and adding a dashboard filter.
How do I use cross filters in Salesforce?
Edit or create a report.From the Filters pane, click Add | Cross Filter.Select a parent object from the dropdown list. ... Choose with or without .Select a child object from the dropdown or search by its name. ... Optionally, to add filters on the secondary object, add subfilters: ... Click OK.Click Save.
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.
What are linked filters in Salesforce?
When you have a dashboard with filters, select the filters and then on click View Report from the dashboard component. The report opens and is filtered in the same way as the dashboard, so you can keep analyzing data without missing a beat! Filters conveyed from a dashboard to a report are called Linked Filters.
How do I add a filter to Metabase?
In Dashboard edit mode (click on the pencil icon to enter edit mode): Click on the filter icon to add a new filter widget to the dashboard. Under What do we want to filter , we'll select Time . For What kind of filter? , we'll select All options , which will add a date filter to our dashboard.
What is the difference between a filter and a cross filter in Salesforce?
Use cross filters to filter a report by an object's child objects using WITH conditions. For example, filter a report to show just accounts with cases. Use cross filters to filter a report by an object's child objects using WITHOUT conditions. For example, filter a report to show just contacts without activities.
What is cross filter?
Cross-filtering makes it easier and more intuitive for viewers of dashboards to interact with a dashboard's data and understand how one metric affects another. With cross-filtering, users can click a data point in one dashboard tile to have all dashboard tiles automatically filter on that value.
What is cross object filter?
Cross Filter are used to filter the results by including or excluding records from related objects and their fields, without the need of writing formulas or code.
How many filters can a salesforce report have?
In Salesforce Classic, filter your report from the report builder. ). You can edit existing filters from the filters pane, but you can't add new ones. Each report supports up to 20 field filters.
How do I use logic filters?
To add filter logic,From the Lightning Experience report builder, click Filters | | Add Filter Logic. ... Enter each filter line number, separated by a filter logic operator. For example, (1 AND 2) OR 3 finds records that match both Filter 1 and Filter 2, or Filter 3. ... Click Save.