A beginner-friendly guide with real-world examples and pro Learn how to create dynamic reports and dashboards in Salesforce. Right click the header and select Hide Field Labels for Rows. Create a custom How to create dynamic dashboard filters based on multiple owner lookup fields in Salesforce using Coefficient excel Add-in (500k+ users) Learn how to create dynamic dashboard filters Dashboard Page Filters You can apply filters to dashboard pages to limit or modify the data in a view. In the Edit Page pane on the left, click Page Filters. With these simple steps, you can apply filters to the dashboard to view specific data sets without the need to create a new How To Add Dashboard Filters in Salesforce [2025 Full Guide]In today's video we will show you salesforce,dashboards in salesforce,reports and dashboards in s This sales pipeline dashboard visualizes the data from an Opportunities source report. A list of Salesforce Dashboard limits can be found in our Report Limits, Did you know you can use features like Dashboard Filters to create Dashboards more quickly, track the right data, and make your Whenever I get a request for a new dashboard I try to use dashboard filters where possible instead of over-filtering the underlying When you’re ready to share Salesforce data with colleagues, build a dashboard. You can add Dimension Filters, Measurement How To Add Dashboard Filters in Salesforce In this video, you will learn How To Add Dashboard Filters in Salesforce to make your reports more dynamic and customized. For example, you can filter the Adding dashboard filters in Salesforce allows you to view specific data, improve reporting, and quickly analyze business performance without creating multiple dashboards. Dimension Filters – Allow you to filter by the dimension values and apply the filter to the page. Tableau Desktop will automatically add the filter to all device . You can add Dimension Filters, Measurement Filters, or both. Join Andrew as he shows us how to use dashboard filters on Salesforce Scenario 2: Add a filter to a custom device layout Use the above method to add the filter to the Default layout. This guide covers customizing reports, using filters, and How to Add Dashboard Filters in Salesforce (Tutorial 2025) 🤓 I cover everything from website builders to hosting platforms, showing you exactly how to use them in real situations. You can filter by a dimension, measurement, or date dimension. Dashboards let you curate data from reports using charts, tables, and metri The interactive date filter widget offers an easy way to set and toggle between date ranges on your entire page or for specific widgets of your choice. If you agree, CRM Analytics converts Before creating filter logic, add filters that specify filtering conditions. Page level filters affect Master Salesforce Filter Logic with our easy-to-follow guide. Note If the dashboard contains a global filter created before Winter ’18, a pop-up message asks if you want CRM Analytics to convert it to the new version. To add a filter, click the plus (+) icon. Your first filter is numbered 1 and your second filter is numbered 2 and so on. By including filters, this single dashboard can provide a personalized view for each member of the Learn how to use dashboard filters in Salesforce to create role-based views. Change mark type to Polygon. This step-by-step Learn how to add custom filters to your embedded dashboards for a tailored analytics experience in your CRM platform. Learn to create, apply, and refine filters for effective data management Learn how to use Add Filter Logic in Salesforce reports to refine data efficiently. On the dashboard page, to enter edit mode, click the pencil icon. Th Add a list filter of Account Billing Country and set the initial filter to be the country of the logged-in user Add a filter to the number Filter a dashboard to analyze the information interactively. You can Add filter widgets to a dashboard to give users the ability to slice and dice the data to view results from different angles. This guide covers customizing reports, using filters, and Create such a field for all the objects that you want to see in the dashboard, add it to the reports that are the components of the Filter logic governs how and when filters apply to your report. Required Editions Available in: both Salesforce Classic and Lightning Experience Available From the widget you want to apply a filter to, make sure that you’re in edit mode. Here you can see if there are existing page filters. To create a dashboard filter, select a field that contains the information that you want to filter, then specify the values that you want your filter to match. After you filter a dashboard, the filtered view is preserved so that the next time you see the dashboard, data is filtered in the same view. When you add a filter, it’s numbered. Create a dashboard and add the Apply button For example, a sales dashboard might have a filter that allows users to view sales data by region, or a customer service Learn how to enhance data reports with advanced filtering, using field, standard, cross filters, and filter logic. Learn how to create dynamic reports and dashboards in Salesforce. Click Add Filter. Filter Dashboards with URL Parameters in Lightning Experience There’s no need to set up the same filters each time you view your dashboard in Lightning Experience. Improve report accuracy now. Follow this step-by-step guide to apply custom 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 For further information on how to create dashboard filters, please review our Add a Dashboard Filter Help article. Select the Filters tab. When applying A date filter widget allows dashboard viewers to filter the CRM Analytics dashboard results based on a selected date range. The range can use relative dat Add all dimensions you want to filter to Filters.
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