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.
Table of Contents
How to edit filtered dashboards in Salesforce?
Switch to Salesforce Classic to edit filtered dashboards. Salesforce supports dashboard filters. The question was why few fields were not available in the filter. Show activity on this post. Salesforce can add formula field on Dashboard Filter. 1) Make sure Field Level Security of that formula field is visible to all intended parties
Can I use custom formula fields in a dashboard filter?
You can’t use custom formula fields in a dashboard filter. 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.
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.”
Can I add a filter to a dashboard report?
You can’t filter data on a joined report in dashboard view or add a filter to a dashboard that only has joined reports. You can’t use custom formula fields in a dashboard filter.
How to add formula field to Salesforce dashboard?
Can you add formulas to dashboard filter?
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How do I add a custom field as 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…
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.
Can you filter a dashboard 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 many filters can be added to a dashboard in Salesforce?
Each dashboard can have up to 3 filters, and each filter can have up to 50 Dashboard Filter Options.
What type of field can be used to filter a report chart?
What type of field can be used to filter a Report Chart that has been added to a Page Layout? Formula 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 global filter in Salesforce dashboard?
Set Initial Global Filters in the DashboardWhile editing a dashboard, select a global filter, and then click Pick Initial Values (1).Choose the initial filter value for each global filter, then click Apply.Click Done, and save the dashboard.
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 many columns can be added in a dashboard in Salesforce?
Review the instructions below to add up to 4 columns to your Salesforce Classic dashboard table. Important: Please be sure that you complete steps 1-11 before you proceed to the Dashboard steps. 1. Click Customize or Edit on your source report to enter the report builder.
How do I use a dynamic dashboard in Salesforce?
1:302:34How to use Dynamic Dashboards – YouTubeYouTubeStart of suggested clipEnd of suggested clipAs it is as simple as that click save click save all right we have to move the folder. So let’s goMoreAs it is as simple as that click save click save all right we have to move the folder. So let’s go ahead and save as. And put it in a public folder. All folders new folder have it be public.
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.
How to add formula field to Salesforce dashboard?
How : 1) Make sure Field Level Security of that formula field is visible to all intended parties. 2) Make sure to add the formula field to the specific custom report type of the report you are adding to Dashboard. Share.
Can you add formulas to dashboard filter?
Salesforce can add formula field on Dashboard Filter.
