Creating a dashboard filter in Salesforce is an important feature that allows users to refine the data displayed in a dashboard, providing a more customized and relevant view of important business metrics. Essentially, dashboard filters allow users to focus on specific data points or subsets of data, providing a more accurate representation of the underlying trends and patterns.
In Salesforce, dashboards are used to display important data in a visual format. By creating a dashboard filter, users can customize the data displayed in the dashboard by selecting specific criteria or filters. For example, a sales dashboard might have a filter that allows users to view sales data by region, or a customer service dashboard might have a filter that allows users to view customer satisfaction data by product line.
The benefits of creating a dashboard filter in Salesforce are numerous. First, creating a dashboard filter can provide a more accurate representation of the underlying data, allowing users to make more informed decisions and take action as needed. Second, creating a dashboard filter can improve efficiency by providing a more focused view of the data, reducing the time needed to sift through irrelevant information. Third, creating a dashboard filter is highly customizable, allowing users to choose the filters and criteria that are most relevant to their workflow and processes.
Youtube Video
With that being said, I want to mention we have a video. This is on the Salesforce Emily youtube channel.
The tutorial is embedded, keep scrolling to see the step-by-step tutorial!
Step by Step Tutorial
The first thing you’ll need to do is head to dashboards.
To do this click on the dashboards tab or search for it in the app launcher.
Then navigate to the correct dashboard.
Once in the dashboard click edit.
Then click “+ filter”.
This will take you to choose the field you wish to filter by.
In the below screen shot I chose created date.
Then pick your filter values or what your picklist values will be to filter down.
Here the operator is equals and has a relative to the last fiscal quarter.
Then click save.
Next, add an additional filter value.
Here I chose this fiscal quarter.
Then click save an add any additional filter values for your requirements.
Then save the whole dashboard and you may need to refresh.
You should see some additional filters or a new filter near the top of the dashboard.
Finally, validate that the filter works as you wish!
Conclusion
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Check out the Salesforce Emily youtube channel here.
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