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Dashboard Filter Action does not Filter Source Sheet

Publiceringsdatum: Apr 13, 2024
Beskrivning
When using a Dashboard Filter Action to filter the source sheet as well as additional worksheets, the source sheet is unaffected.

Cause

By design, Filter Actions do not filter the source by checking the source sheet in a list of sheets. This prevents accidentally filtering the source sheet.
Lösning
Create a Filter Action that uses the dropdown menu to specify the source sheet as the target sheet.
  1. Select the source sheet and click Dashboard > Actions
  2. Click Add Action > Filter
  3. For Source Sheets, check the checkbox for the desired source sheet
  4. For Target Sheets, select the source sheet from the dropdown menu
  5. Click OK in each Dialog box to return to the dashboard
User-added image
Ytterligare resurser
Please note, this method may require making multiple Filter Actions to ensure all desired sheets are filtered.

Knowledge-artikelnummer

001473499

Bilagor

Filter Source Sheet by Itself.twbx

1246 KB

 
Laddar
Salesforce Help | Article