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Create a Reset Button for Specific Filters on a Dashboard

Date de publication: Apr 13, 2024
Tâche

how to create a reset button for specific filters on a dashboard

Étapes
1. On a new worksheet, place the dimensions to be reset on the Rows shelf.
2. From the Analysis dropdown menu, navigate to Totals > Show Column Grand Totals
3. Right-click the headers and select "Hide" to hide their marks.
4. Right-click the whitespace to the right of the words "Grand Total" and click "Show Header" to conceal the header.
5. Right-click the words "Grand Total" and select "Format", then change the words to "Reset Button".
6. Add the Reset Button worksheet to the dashboard, and click the filter icon on it to automatically create a Filter Action.
Numéro d’article de la base de connaissances

001456910

Pièces jointes

Selective Reset Button Demo.twbx

1393 KB

 
Chargement
Salesforce Help | Article