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Create a Reset Button for Specific Filters on a Dashboard

Дата публикации: Apr 13, 2024
Задача

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

Действия
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.
Номер статьи базы знаний

001456910

Вложения

Selective Reset Button Demo.twbx

1393 KB

 
Загрузка
Salesforce Help | Article