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            Search all of Salesforce Help
            Apply a Dashboard Filter

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            1. Salesforce Help
            2. Docs
            3. Reports and Dashboards

            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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            Salesforce Help | Article