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How To Use Legends As Filters In A Dashboard

Publiceringsdatum: Mar 31, 2026
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How to use legends as filters

Steg
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
 
Ytterligare resurser

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-artikelnummer

001456717

Bilagor

sample.twbx

1181 KB

 
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Salesforce Help | Article