Salesforce Cross Filters allow you to create a report that identifies records with or without a related record, where you have no need for the related object’s data (so you don’t need those related object’s fields displayed in the report).
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Do you need cross filters in Salesforce reports?
You may have come across cross filters when learning about Salesforce reports but having no immediate need for them, forget about them. It is only sometime later when faced with a reporting challenge that you may delve back and find that they are very useful and may even solve a problem that you thought you could not do with Salesforce reports.
What is a cross filter and how do I use it?
When a Cross Filter is used, it is going across that relationship. More specifically, going down. In the example image above, it is going down from Account to Opportunity. When you add a cross filter to a report, you are looking at the data in a Related List and filtering based on those child records.
How do I add cross filters to my report?
The majority of report types allow Cross Filters, but occasionally, the options are greyed out. Usually, this means that your organization has the option turned off because you are using Group or Professional Edition. Make sure you can see the “Add Cross Filter” action by going to the Filters panel and clicking the dropdown next to Filters.
How to add cross filters to a WordPress website?
Make sure you can see the “Add Cross Filter” action by going to the Filters panel and clicking the dropdown next to Filters. If you are following along with our example, click on it.
What is cross filter?
Cross-filtering makes it easier and more intuitive for viewers of dashboards to interact with a dashboard’s data and understand how one metric affects another. With cross-filtering, users can click a data point in one dashboard tile to have all dashboard tiles automatically filter on that value.
How do I use a cross filter in Salesforce report?
Edit or create a report.From the Filters pane, click Add | Cross Filter.Select a parent object from the dropdown list. … Choose with or without .Select a child object from the dropdown or search by its name. … Optionally, to add filters on the secondary object, add subfilters: … Click OK.Click Save.
How many cross filters can you have on a Salesforce report?
3 cross filtersEach report can have up to 3 cross filters. Each cross filter can have up to 5 subfilters.
What are linked filters in Salesforce?
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 I create a cross block formula in Salesforce?
To add a cross-block formula in Salesforce Classic, drag it to a block. When you add cross-block formulas to a block, they appear to the right of standard ones in the order in which you add them to the block. The results of cross-block formulas are affected by the filter options applied to the blocks in the report.
What is a cross object formula field?
A Cross-object formula is a formula that spans two related objects and references merge fields on those objects. A cross-object formula can reference merge fields from a master (“parent”) object if an object is on the detail side of a master-detail relationship.
What is the difference between a filter and a cross filter in Salesforce?
Use cross filters to filter a report by an object’s child objects using WITH conditions. For example, filter a report to show just accounts with cases. Use cross filters to filter a report by an object’s child objects using WITHOUT conditions. For example, filter a report to show just contacts without activities.
How many types of dashboards are there in Salesforce?
There are four types of dashboard components in Salesforce.
Can you give me any examples of where you had to use cross filters?
So here are some examples of how you could use cross filters: Accounts with no Activities in the last 12 months. Accounts with no Opportunities created in the last 12 months. Accounts that haven’t ordered a certain product in the last 12 months (if you bring order history into Salesforce)
How many filters can you put on dashboard in Salesforce?
Each dashboard can have up to 3 filters, and each filter can have up to 50 Dashboard Filter Options.
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 I link filters to my dashboard?
To link filters, we’re going to need another filter. So let’s say we want to add a filter to the dashboard for cities. On the dashboard, we’ll click on the pencil icon to enter dashboard edit mode, then click on the filter icon to add a new filter. For What do you want to filter?, we’ll select Location.
What are Cross Filters?
Cross Filters are an essential part of creating a more sophisticated report without making the use of custom report types. It helps to develop a better report for submission, especially if you are a Salesforce admin.
How to Create Cross Filters?
For reference purpose, we will take an example of Opportunity report. There are some products available that are associated with the Opportunities. We will try to create a Cross Filter for the purpose of finding Opportunities without Products.
Limitations of Cross Filters
Anything can’t be perfect and will have some flaws. Cross Filters also sets you back in a few key points like,
Final Verdict
Salesforce has many tools and Cross Filter is one of the most popular and useful tools among them. Once you are comfortable using them, they will save you a lot of time and reduce the load. Make sure you examine the results once they are separated. It will help you to determine if there is any mistake while applying the Cross Filters.
What is a cross filter in Salesforce?
Cross filters are a great way to connect divided data within Salesforce reporting (and fantastic for deduplicating reports too).#N#Salesforce define Cross Filters as..: “Use Cross Filters to include or exclude records in your report results based on related objects and their fields.”
What is cross filter?
Use a cross filter to find just the records you need in a report. Cross filters let you fine-tune your results by including or excluding records from related objects, without having to write formulas or code.
What does a cross filter do?
A cross filter can be used to report on Accounts that have incomplete projects.
What is cross filter reporting?
Usually you are reporting on all records or records that meet a certain filter criteria. With cross filters, creating a report of accounts with no activity in the last 12 months is extremely easy. Here is what the filters will look like: Cross filters work on related custom objects as well.
How many cross filters can you have in a report?
You can define up to 3 cross filters in a report. Each cross filter can have up to have subfilters. Be aware of the report type you are using for the report. For example if you would like a report of Accounts with no activities, and you use the report type ‘Accounts with Activities’ you will not get any results.
Filter a Report by Its Child Object
Use a cross filter to fine-tune your results by including or excluding records from related objects and their fields, without having to write formulas or code.
Verify Step
You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
