How to add a filter on a dashboad in salesforce - Einstein Hub SalesForce Guide

^{Add a Filter}

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.

Table of Contents

What are lookup filters in Salesforce?

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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.

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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 …

Can we add filter in dashboard 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.

How do I add a filter to my dashboard?

2:154:169 Adding Filters to your Dashboard – YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd the way you’re going to want to do this is say selected worksheets and this will let us selectMoreAnd the way you’re going to want to do this is say selected worksheets and this will let us select only the worksheets on this sheet.

How do I add a filter in Salesforce?

Filter a Report in Salesforce ClassicOn the Reports tab, click a report to open it.Click Customize.Click Add and select a Field Filter from the list. A new filter row appears below the other two filters.Click. … Select an operator for the filter and type the filter value in the next field. … Click Save.

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 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 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 dashboard filter in Salesforce?

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 multiple filters in Salesforce?

Click Add Cases Filter. From the Case Field dropdown, select Status. From the Operator dropdown, select equals. From the picklist lookup, enter or select Escalated….Refine the cross filter so that the report shows Accounts that have Escalated Cases:Click Add Cases Filter.Select Status.Select Escalated.Click Apply.

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 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

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.

Why add filter widgets to dashboard?

Add filter widgets to a dashboard to give users the ability to slice and dice the data to view results from different angles. For example, you can filter the dashboard results to focus on a specific sales rep or product line. There are two types of filter widgets.

How to use global filter in SQL?

Use a global filter to apply the same filter to multiple queries in the dashboard. For example, if the dashboard has a separate chart for each rep to compare their performance, use the same filters for all charts so you’re comparing apples to apples. You can specify which queries to apply the global filters to and enable the users to change …

Can filter widgets be changed?

Like global filters, filters in selection-based widgets can be changed by users viewing the dashboard. Unlike global filter widgets, selections in these widgets can also trigger selection bindings, which can dynamically change other query parameters (like measures and groupings) or widget properties (like reference lines).