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Dashboard filters

Key Takeaway

One dashboard with well-chosen filters can do the work of several dashboards, because viewers can switch the data perspective themselves.

Dashboard filters let people look at one dashboard from different angles, such as by sales region or by case status, without building a separate dashboard for each view. You set up a filter on a field from the source reports, and viewers pick a value from a dropdown list to narrow what the widgets show. In Salesforce Classic, widgets are called components.

What a dashboard filter contains

Filtering rules apply to fields from the dashboard's source reports. Each filter has a display name, a filter operator, and up to 50 values.

For example, a Cases Overview dashboard can use a filter to show only escalated cases.

Platform Administrator Study Guide

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Describe the options available when creating and modifying dashboards (for example: dashboard widgets, data sources, chart types/settings, subscribing, dynamic dashboard, org licensing limits, view dashboard as, schedule refresh, filters)

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Dashboard widget types

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Dashboard component source reports

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Dashboard chart types and settings

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Dashboard filters

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Dashboard org licensing limits

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Dashboard subscriptions

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Scheduled dashboard refresh

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