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.
Table of Contents
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 modify dashboard components in Salesforce classic data settings?
Modify a Dashboard Component in Salesforce Classic Data Settings for Dashboard Line Chart Components Expand Dashboard Components to See a Larger Version in Lightning… Switch Between a 12 or 9-Column Dashboard Layout Install the CRM Sample Dashboards from AppExchange Use Source Report Charts in Dashboard Components
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 do I create a filter in Salesforce Lightning?
-In Lightning Experience, click Add Filter Value, choose an Operator, and set a Value. Optionally, set custom Display Text. 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.
How do I add a filter to salesforce dashboard?
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.
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.
Can you filter a 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 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 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 create a dashboard filter?
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 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 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 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.
What is dashboard filters 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 do you organize filters?
To organize filters in a hierarchical structure, you can create folders….Rename a FilterFrom the top navigation bar, select Computers.From the left pane, select Filters.Next to the filter you want to rename, click .Select Edit Filter. The Edit Filter dialog box opens.In the Name box, type a new name.Click OK.
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 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.