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Analyze Your Data
Apply a Dashboard Filter

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Apply a Dashboard Filter

Filter a dashboard to analyze the information interactively. After you filter a dashboard, the filtered view is preserved so that the next time you see the dashboard, data is filtered in the same view.

Required Editions

Available in: both Salesforce Classic and Lightning Experience
Available in: Essentials, Group (View Only), Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To view, refresh, and apply filters to dashboards that you created: Run Reports
To view, refresh, and apply filters to dashboards in public folders: Run Reports AND View Dashboards in Public Folders

In Salesforce Classic, widgets are called components.

Note
Note All widgets on the dashboard aren’t necessarily filtered on the same field. The person who creates or edits the dashboard specifies which field to use.
  1. Open a dashboard.
  2. Select a dashboard filter from the dropdown list in Lightning Experience.
    Each filter has one or more options that you can choose to narrow your selection.
    Selecting a dashboard filter in Lightning Experience
    Selecting a dashboard filter from the Filter By dropdown list in Salesforce Classic
  3. To see data unfiltered, from the filter dropdown, select Clear Filter or All.
 
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