Add a List Widget to Filter Dashboard Results Based on a Dimension

A list filter widget allows dashboard viewers to filter the CRM Analytics dashboard results based on a dimension. For example, a list widget can filter results based on a particular case status or region.

The list widget requires a query that has a single grouping based on a dimension. The values of the grouping appear as the values in the list.

You can also create a custom query to specify a user-defined list of values for the list widget.

1. Drag the list widget to the dashboard canvas.
2. To open the wizard, click the button inside the widget.
   The Select a Field screen appears, showing a list of all dimension fields in the specified dataset. Select the desired field from the list or locate a field by typing in its API name.

   
3. To use a different dataset, click Change Dataset.
4. Select the date field that you want to filter on.
5. Click Create.
   

   Tip To create a user-defined list of values instead of using values from a dataset, click Customize.
   Behind the scenes, CRM Analytics creates a query grouped by the field that you selected. CRM Analytics adds the query to the query panel, making it available for use by other widgets in the dashboard. In addition, by default, the list widget is collapsed and CRM Analytics doesn’t apply any selections to the widget.

   
6. To add an interaction, select Create Interaction | +Add Action.
   
   1. Use the menu to set up an action.
      
7. To expand the list and show more values, increase the size of the widget.
   

   

   Note If you don’t expand the list, when a user views the dashboard, they can select the dropdown arrow to see the values in the list. To navigate list filters with a keyboard, use the tab key to select a list filter then press the space bar to expand it. Use the tab key to maneuver around the widget. To view and navigate the list values, press the up and down arrows.
8. To change the widget and query properties, select the widget.

   The Widget panel groups the widget properties into sections. So that you don’t accidentally overlook any properties, expand any collapsed sections.

   
9. To customize the appearance of the widget, set the widget properties.
   When you set a property, the widget immediately shows the effects of your change.
10. To show and set the query properties, click Query in the right panel.
    For example, to enable this widget to filter other faceted widgets, select Broadcast selections as facets.
    While viewing the dashboard, a user can select a dimension in this widget to filter other faceted widgets. To allow the viewer to make single or multiple selections, configure this widget’s query properties. You can specify whether selections are optional or required. You can also set an initial selection that applies when the dashboard opens. While viewing the dashboard, viewers can undo the selection or change the selection to filter the results differently. For information about setting an initial selection, see Set Initial Selections in the Dashboard.
11. To preview your changes to the dashboard, click the Preview button.
12. Save the dashboard.