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根据仪表板查看器，动态设置初始选择
您可以设置初始筛选器选择，以显示与登录用户关联的信息。例如，您可以筛选销售仪表板，这样每个销售代表仅会查看销售业务机会和业绩。您可以根据用户 ID、用户名、角色 ID 或登录用户的角色名称设置初始化筛选器选择。
您可以根据以下 Salesforce 用户令牌设置初始选择：user.id、user.name、user.rolename 和 user.roleid。在运行时，CRM Analytics 会从 Salesforce 环境变量检索这些令牌的值 — 这些值不是来自数据集。
提示 要根据登录用户的其他用户属性（例如国家/地区）设置初始选择，根据用户令牌使用捆绑包。有关更多信息，请查看 CRM Analytics 捆绑包开发人员指南。
示例
在仪表板打开时，您想要根据当前登录用户的名称动态筛选图表。
要添加筛选器，请创建列表小部件，然后在仪表板 JSON 中，根据小部件查询 (Owner_Name_1) 中的user.name标记添加初始筛选器选择。此选择会筛选以下图表：
- 圈形饼图，因为它的查询(
Owner_Name_3)是用查询Owner_Name_1分面筛选的。 - 条形图，因为其查询 (
Owner_Username_3) 包含基于查询Owner_Name_1的绑定。
查看以下仪表板 JSON 中的粗体文本，以了解如何设置初始筛选器，并对查询进行分面筛选和绑定。
{
"label": "My Sales",
"state": {
"gridLayouts": [
…
],
"layouts": [],
"steps": {
"Owner_Name_1": {
"datasets": [
{
"id": "0FbB00000000pNNKAY",
"label": "Opportunities",
"name": "opportunity",
"url": "/services/data/v38.0/wave/datasets/0FbB00000000pNNKAY"
}
],
"isFacet": true,
"isGlobal": false,
"query": {
"measures": [
[
"count",
"*"
]
],
"groups": [
"Owner.Name"
]
},
"selectMode": "multi",
"start": [
"!{User.Name}"
],
"type": "aggregateflex",
"useGlobal": false,
"visualizationParameters": {
"options": {}
}
},
"Owner_Name_3": {
"datasets": [
{
"id": "0FbB00000000pNNKAY",
"label": "Opportunities",
"name": "opportunity",
"url": "/services/data/v38.0/wave/datasets/0FbB00000000pNNKAY"
}
],
"isFacet": true,
"isGlobal": false,
"query": {
"measures": [
[
"count",
"*"
]
],
"groups": [
"Owner.Name"
],
"order": [
[
-1,
{
"ascending": false
}
]
]
},
"selectMode": "single",
"type": "aggregateflex",
"useGlobal": true,
"visualizationParameters": {
"visualizationType": "hbar",
"options": {}
}
},
"Owner_Username_3": {
"datasets": [
{
"id": "0FbB00000000pNNKAY",
"label": "Opportunities",
"name": "opportunity",
"url": "/services/data/v38.0/wave/datasets/0FbB00000000pNNKAY"
}
],
"isFacet": false,
"isGlobal": false,
"query": {
"measures": [
[
"sum",
"Amount"
]
],
"groups": [
"Owner.Name"
],
"filters": [
[
"Owner.Name",
"{{column(Owner_Name_1.selection, [\"Owner.Name\"]).asObject()}}",
"in"
]
],
"order": [
[
-1,
{
"ascending": false
}
]
]
},
"selectMode": "multi",
"type": "aggregateflex",
"useGlobal": true,
"visualizationParameters": {
"visualizationType": "hbar",
"options": {}
}
}
},
"widgetStyle": {
"backgroundColor": "#FFFFFF",
"borderColor": "#E6ECF2",
"borderEdges": [],
"borderRadius": 0,
"borderWidth": 1
},
"widgets": {
"listselector_2": {
"parameters": {
"compact": false,
"expanded": true,
"exploreLink": false,
"instant": true,
"measureField": "count",
"step": "Owner_Name_1",
"title": "Owner.Name"
},
"type": "listselector"
},
"chart_2": {
"parameters": {
"autoFitMode": "fit",
"showValues": true,
"legend": {
"showHeader": true,
"show": true,
"position": "right-top",
"inside": false
},
"axisMode": "sync",
"visualizationType": "hbar",
"exploreLink": true,
"title": {
"label": "Bound Chart",
"align": "left",
"subtitleLabel": ""
},
"trellis": {
"enable": false,
"type": "x",
"chartsPerLine": 4
},
"measureAxis2": {
"showTitle": true,
"showAxis": true,
"title": ""
},
"measureAxis1": {
"showTitle": true,
"showAxis": true,
"title": ""
},
"theme": "wave",
"step": "Owner_Username_3",
"dimensionAxis": {
"showTitle": true,
"showAxis": true,
"title": ""
}
},
"type": "chart"
},
"chart_4": {
"parameters": {
"visualizationType": "pie",
"exploreLink": true,
"title": {
"label": "Faceted Chart",
"align": "left",
"subtitleLabel": ""
},
"step": "Owner_Name_3",
"theme": "wave",
"legend": {
"show": true,
"showHeader": true,
"inside": false,
"position": "right-top"
},
"trellis": {
"enable": false,
"type": "x",
"chartsPerLine": 4
},
"showMeasureTitle": true,
"showTotal": true,
"inner": 70
},
"type": "chart"
},
"container_1": {
"type": "container",
"parameters": {
"documentId": "",
"fit": "original",
"alignmentX": "left",
"alignmentY": "top"
}
}
}
},
"datasets": [
{
"id": "0FbB00000000pNNKAY",
"label": "Opportunities",
"name": "opportunity",
"url": "/services/data/v38.0/wave/datasets/0FbB00000000pNNKAY"
}
]
}有关编辑仪表板 JSON 的相关信息，请参阅 CRM Analytics 仪表板 JSON 开发人员指南。
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