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How do I add a filter to my dashboard?
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 dropdown, select a field to filter on.
- Give the filter a Display Name to identify it.
How to create a dashboard filter in Salesforce?
To create a dashboard filter, select a field that contains the type of information you want to filter, then define how the filter returns the data. -The field you select for the filter could have equivalent fields. Equivalent fields share the same underlying object as the field you select for the filter.
How to specify field equivalent in dashboard filter?
I can add a dashboard filter on say Account Owner, and then can find equivalent fields on the other objects, such as Opportunity Owner. However, we are limited to what the system is deeming as “equivalent”. We want to have a dashboard that has components for multiple objects (standard & custom) and not all objects are related.
On the dashboard, click the drop-down arrow on the sheet that contains the quick filter. Use one of the above methods to add the filter to the Default layout. Tableau Desktop will automatically add the filter to all device layouts if no modifications have been made to the device layout separate from the default layout.
How to add a filter to a report?
Add a filter to a visual. You can add a visual-level filter to a specific visual in two different ways. Filter a field that is already being used by the visualization. Identify a field that is not already being used by the visualization, and add that field directly to the Visual level filters bucket.
How to add filters to dashboard in tableau?
1 Click on the sheet in the dashboard 2 In the upper right of the layout container, there is an arrow, a funnel, and a “x”. Select the arrow. 3 Select Filters >
How do I add a filter to a worksheet?
If a filter card is already shown on a worksheet before it is added to the dashboard, then the filter card will automatically be added to the dashboard as well. If the worksheet has already been added to the dashboard, then do the following: In the upper right of the layout container, there is an arrow, a funnel, and a “x”.
Why do you need filters in ArcGIS dashboard?
Creating filters is an essential part of building a focused and effective dashboard. Filters enable you to specify one or more search conditions to limit the features from the source layers that are used to power your dashboard’s data visualizations.