From the App Launcher, find and select Field Service Admin. Click the Field Service Settings tab. Click Dispatcher Console UI and select Enable Custom Filters.
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How to use Formula field in dashboard filter in Salesforce?
Salesforce currently doesn’t support formula field in dashboard filter: There are some things you can’t do with dashboard filters. Filters can’t be added to dashboards that contain Visualforce or s-control components. It’s not possible to filter on bucket fields.
Can you edit filtered dashboards in Salesforce lightning experience?
In Lightning Experience, you can’t edit filtered dashboards, which means you can’t add new dashboard filters. (You can change existing filters while viewing the dashboard, though!) Switch to Salesforce Classic to edit filtered dashboards. Salesforce supports dashboard filters.
How do I create a filter in Salesforce?
Then, click Apply. -In Salesforce Classic, under Filter Options, select an operator and provide one or more values to filter by. Use the Display Text field to give your filter a name. For example, on a sales dashboard, you might gather several stages of Opportunities into a group called “Early.”
How to give company filter in dashboard?
How to give Company filter in Dashboard. To create a dashboard filter, select a field that contains the type of information you want to filter, then define how the filter returns the data. -The field you select for the filter could have equivalent fields. Equivalent fields share the same underlying object as the field you select for the filter.
Why is field not available for dashboard filter Salesforce?
If a field is not available to filter on, it means that not all of the dashboard components have a common object where that field filter can be applied.
How do I add a field to a dashboard filter in Salesforce?
Equivalent fields allow you to filter on fields that are similar but not the same, and to change the equivalent field selection for individual components.Edit a dashboard, and then click + Filter in Lightning Experience or Add Filter in Salesforce Classic.From the Field dropdown, select a field to filter on.More items…
Can we use formula field as dashboard filter in Salesforce?
Salesforce currently doesn’t support formula field in dashboard filter: There are some things you can’t do with dashboard filters. Filters can’t be added to dashboards that contain Visualforce or s-control components. It’s not possible to filter on bucket fields.
How do I add a custom filter to my dashboard?
Creating Custom Filters on DashboardsOpen an existing dashboard in Edit mode.Switch to the Filters tab.Click Create Custom Filter. … This creates a New Filter in the filter area of the application, and opens the Settings window modal for that filter. … To configure the filter see Configuring Dashboard Filter Settings.
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 create a filtered dashboard in Salesforce?
To create a dashboard filter, select a field that contains the information that you want to filter, then specify the values that you want your filter to match. Filter a dashboard to analyze the information interactively.
How many filters can a lightning dashboard have?
You can add up to 20 custom field filters when you run a report.
How do I enable dynamic dashboard in Salesforce?
From the Dashboards tab, create a new dashboard or edit an existing one. next to the View dashboard as field. Note If you don’t have “Manage Dynamic Dashboards” permission, enter a running user and skip to the final step. Enter “*” to see all available users.
How do I create a dynamic 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.
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.
How do I add filters 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 a dashboard filter?
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 to Filter a Dashboard in Salesforce
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.
Add a Filter
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.
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.