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How To Use Legends As Filters In A Dashboard

Julkaisupäivä: Mar 31, 2026
Tehtävä

How to use legends as filters

Vaiheet
1. Create a separate legend sheet like below

User-added image

2. Add both sheets to dashboards and configure dashboard actions to filter the view with legend sheet like below:
User-added image

Attached sample workbook demonstrates the solution
 
Lisäresurssit

To voice your support for the inclusion of this feature in a future product release, add your vote to the following Idea: Legends to work as filter too..

Knowledge-artikkelin numero

001456717

Liitteet

sample.twbx

1181 KB

 
Ladataan
Salesforce Help | Article