Set Initial Selections and Global Filters in the Dashboard

Set the initial selections and global filters that appear when the dashboard first opens. To analyze the results from a different angle, the dashboard viewer can change the initial selections and, if configured, global filters while viewing the dashboard.

• Set Initial Selections in the Dashboard
  If the CRM Analytics dashboard contains selection-based widgets (chart, date, list, range, or toggle), you can set initial selections that are applied when the dashboard first opens. For example, you can select a bar in a bar chart and set that as the initial selection. If the underlying query for the bar chart is faceted, other widgets with faceted queries are filtered based on this initial selection. While viewing the dashboard, a user can change the selection in the chart to filter the results differently or remove the selection and filters altogether.
• Set Initial Global Filters in the Dashboard
  If the CRM Analytics dashboard contains global filters, you can set the initial filters that are applied when the dashboard first opens. If a global filter is unlocked, the dashboard viewer can change the filter while viewing the dashboard. Global filters apply to all queries in the dashboard unless a query is configured to ignore these filters.