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Dashboard filters for interactive views

Key Takeaway

A single dashboard with well-chosen filters can do the work of several separate dashboards.

Dashboard filters let people who view a dashboard narrow its data to what they care about. The person who builds the dashboard sets up the filter field and its values, and viewers pick a value.

What a dashboard filter is made of

A dashboard filter works on fields from the dashboard's source reports.

For example, a Global Sales Overview dashboard can let viewers see results for each sales region. A Cases Overview dashboard can show only escalated cases.

Each filter has a display name (its label), a filter operator, and up to 50 values. Each dashboard can have up to 5 filters.

Platform App Builder Study Guide

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Identify the features and capabilities available when creating reports, report types, and dashboards

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Standard versus custom report types

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Custom report type field layout

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Report filters and filter logic

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Cross filters on related objects

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Bucket columns in the report builder

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Row-level formula columns

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Dashboard component types

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Tabular reports as dashboard sources

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Report and dashboard folder sharing

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Report and dashboard subscriptions

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Historical trending reports

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