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Displaying Top Customers Based on Parameter

Date de publication: Mar 20, 2026
Tâche
How to create a slider parameter that will display top customers sorted by sales, in descending order.
Étapes
The following instructions can be reviewed in the workbook attached below.
  1. Drag Customer Name to the Filters shelf.
  2. In the Top tab in the Filter dialog box, select By Field > Top > Create a New Parameter.
  3.  In the Create Parameter dialog box:
    • Name the parameter.
    • Ensure Range is selected
    • Enter 0 for Minimum.
    • Enter 10 for Maximum.
    • Click OK to navigate back to the Filter dialog box.
  4. Select Sales Sum.
  5. Click OK.
  6. Right-click Customer Name and select Sort:
    1. Select Field: Sales Sum.
    2. Select Descending.
    3. Click OK.
Ressources supplémentaires
To view the above steps in action, see the video below.
Note: the video has no sound. To view the video in higher quality, click the YouTube icon below to watch it on YouTube directly.


 
Numéro d’article de la base de connaissances

001466968

Pièces jointes

Top Customers with Parameter.twbx

1217 KB

 
Chargement
Salesforce Help | Article