Cert++
Close

Dashboard filters versus cloned dashboards

Key Takeaway

One dashboard with filters lets viewers switch between different views of the data, so it can replace several separate dashboards. Cloning, unlike a filter, creates a new, separate dashboard.

Dashboard filters let people who view a dashboard switch it between different views of the data. Cloning a dashboard creates a separate new dashboard, which you then change and save. A single dashboard with well-chosen filters can do the work of several dashboards, so you need to know both what filters can do and where they stop working.

What a dashboard filter does

A dashboard filter lets a viewer pick a value to narrow what the dashboard shows. The filtering rules apply to fields from the dashboard's source reports.

For example, a Global Sales Overview dashboard can have a filter that lets viewers see results for an individual sales region. A Cases Overview dashboard can use a filter to show only escalated cases.

Platform Administrator II Study Guide

Checklist progress

0/290Learned

Given a scenario, determine the appropriate analytic tools to meet complex reporting requirements (custom report types, reporting snapshots, complex charting, custom summary formulas, bucketing, joined reports, cross filters, dynamic dashboards, dashboard filters)

0/11

Prepare for the Exam

Play Today's Certle

Study Community

Ask questions and get the latest info from other Platform Administrator II studiers.