How do I filter data on my dashboard?

How do I filter data on my dashboard?

To create a dashboard filter:

1. Click Filter Your Dashboard in the dashboard’s right panel (if it’s your first filter), or + if you are adding another filter.
2. (Optional) If you have multiple data sources, select the data source that contains the fields you want to filter.
3. Select the field by which to filter.

What are filters in dashboard?

Filters on a dashboard allow you to choose different views of data. 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.

How do I add a filter to my dashboard in Salesforce?

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 many dashboard filters can you have?

Each dashboard can have up to 3 filters, and each filter can have up to 50 Dashboard Filter Options.

What are the two ways to make dashboard widgets interactive?

Make the Dashboard Widgets Interactive

• Filter the Dashboard Results with Faceting. Faceting is the simplest and most common way to specify interactions between widgets.
• Create Interactions with Clicks.

What is Sisense BloX?

BloX are JSON objects rendered as HTML inside widgets on your dashboard. The idea behind Sisense BloX is to allow you to create dynamic and interactive content in your widgets, thus allowing you to gather insights and take immediate action from within your widget or dashboard. Add images to your widget.

What is a dynamic dashboard?

Dynamic dashboards enable each user to see the data they have access to. With a dynamic dashboard, you can control data visibility without having to create a separate dashboard, with its own running user and folder, for each level of data access.

How do I filter in Metabase?

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. Next, we’ll need to connect our widget to the Field Filter variable in our question.

What is difference between dashboard and dynamic dashboard in Salesforce?

Normally, dashboards in Salesforce are run based on one user for the entire organization. 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.

Which are valid dashboard components?

Dashboard components can be charts, tables, gauges, metrics, or other components that you can create with VisualForce.

What are the types of dashboards?

Operational dashboards tell you what is happening now. Strategic dashboards track key performance indicators. Analytical dashboards process data to identify trends.

How do I download Sisense?

Installing Sisense

1. Download the latest full version of Sisense.
2. Open the installation file and click Run.
3. In the Welcome to Sisense window, click Activate.
4. In the Sisense Activation window, click Behind a Firewall.
5. Copy the product ID.
6. In the My Account page, from the left menu, select GET KEY.

How to use a filter in a dashboard?

Use Filters in Dashboards 1 Apply Dashboard filters. When you add a filter to a dashboard, the filter is applied to all the panels in the dashboard that contain that field. 2 Create a filter. Dashboard owners can add filters in Edit mode. 3 Use filters. 4 Autocomplete for filters. 5 Change filter settings. 6 Delete a filter.

Can a between filter be used on end date?

It’s important to be aware that the between filter will include any records that match your start date but will not include any records that match your end date. End date “includes results up to, but not through, the end date”. In my example below I want to be able to filter on records created during a working week (e.g. Mon-Fri).

How to add a filter to a calendar date?

1 Select your date field from the list of available fields and click ‘Add Filter Value’ 2 Change the operator to ‘between’ 3 Leave the date type as ‘Calendar’ 4 Choose a ‘Start Date’ and an ‘End Date’ 5 You can rename the display text for your filter if required 6 Click ‘Apply’

How to add filter value to relative date?

Type your relative date e.g. THIS MONTH, THIS YEAR, TODAY You can add additional relative date filters by clicking ‘Add Filter Value’ Select your date field from the list of available fields and click ‘Add Filter Value’