-Edit a dashboard, then click + Filter in Lightning Experience or Add Filter in Salesforce Classic. -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.
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How do I filter a Salesforce dashboard?
-Edit a dashboard, then click + Filter in Lightning Experience or Add Filter in Salesforce Classic. -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. If there are equivalent fields for your selection, hover over the info icon () to see them.
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.
How do I filter for equivalent fields in Salesforce?
If equivalent fields are available for a component, you can select a different field to filter the component. -Edit a dashboard, then click + Filter in Lightning Experience or Add Filter in Salesforce Classic. -From the Field drop-down, select a field to filter on.
How to filter components in Salesforce lightning experience?
If equivalent fields are available for a component, you can select a different field to filter the component. -Edit a dashboard, then click + Filter in Lightning Experience or Add Filter in Salesforce Classic.
Can we filter 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 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.
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 linked filter to Salesforce report?
ReproCreate a report.Create a Dashboard.Add a component to the dashboard based on the above report.Add a filter to the dashboard.Save and run the dashboard.Apply a filter value on the dashboard.Click View Report on the dashboard component.Click the funnel icon to view the filters on the report.More items…
How do I add a filter to my dashboard in Salesforce?
Edit a dashboard, then click + Filter in Lightning Experience or Add Filter inSalesforce Classic. 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.
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 you create a selection filter to limit the data that appears in your sheet?
Create or edit a filter actionDo either of the following: … In the Actions dialog box, click Add Action, and then select Filter. … Specify a name for the action. … Select a source sheet or data source. … Specify how the action runs: … Select a target sheet. … Specify what happens when the selection is cleared in the view:More items…
What is a salesforce dynamic dashboard?
Dynamic dashboards allow each user to see the data they have access to according to the security settings that are in place. Without read access to a record, that record will not be accounted for in the dashboard. This allows you to control data visibility without having to create separate dashboards.
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 are linked filters in Salesforce reports?
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 you add filters to looker?
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 next.
How do I delete a linked filter in Salesforce?
Edit a report.From the Filters pane, find the cross filter you want to delete. To delete the cross filter, and all its subfilters, click Remove.To delete a subfilter on the cross filter, but not the cross filter, click Edit. Find the subfilter you want to delete, and click Remove. … To save the report, click Save.