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Filter Dashboard Without Filtering Underlying Worksheets

Дата публикации: Feb 19, 2026
Описание
How to filter a dashboard without filtering its component worksheets
Решение

Option 1: Add Dashboard to a Story Point

Story points are designed to be sandboxes, which means that any filter selections on a story point will not change any of the upstream worksheets or dashboards. For more details, see Create a Story

Option 2: Duplicate Worksheet

  1. For each worksheet used in the dashboard, right-click the worksheet tab, and then select Duplicate Sheet.
  2. If using Filter Actions, in the duplicated worksheets, on the Filters shelf, remove all filter actions. Filter actions begin with the word Action.
  3. If using shared filters, on the Filters shelf, right-click all fields, and then select Apply to Worksheets > Only This Worksheet.
When you make filter selections on the dashboard, the newly created worksheets will not be affected.
Номер статьи базы знаний

001473669

Вложения

Separate Filter States_v2022.1.twbx

1209 KB

 
Загрузка
Salesforce Help | Article