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CRM Analytics
Filter Your Data

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Filter Your Data

Apply filters in a lens to unclutter your chart and focus on the subset of data that’s most relevant for your business. You can create partial filters on measures and dimensions. You can also create global lens filters on measures, dimensions, or dates and apply them to the compare table in a single step. You can even apply filter logic to a lens or a dashboard step.

Required Editions

Available in Salesforce Classic and Lightning Experience.
Available with CRM Analytics, which is available for an extra cost in Enterprise, Performance, and Unlimited Editions. Also available in Developer Edition.
User Permissions Needed
To view visualizations: Use CRM Analytics
Tip
Tip Don’t want filters to be applied to the dataset as you drill down? Then, define filters on individual measures, which don’t persist. On the other hand, global lens filters are preserved when you switch to View Details or the values table.

Here’s an example to limit the view of opportunities to the ones with a substantial amount in agriculture or healthcare.

  1. On the Filters tab, click the filters plus button.

    In the filters dialog box, aggregated measures and measures are listed at the top, followed by dates and dimensions.

  2. In the filters dialog box, add the following filters:
    • Industry equals Agriculture
    • Amount greater than 100,000
    • Industry equals Healthcare
    • Amount greater than 200,000.
    Filter tab in Explorer
    Note
    Note You can select a field from the data source by choosing it from the list of fields or by typing its API name into the search field.
    Searching for a field by API name.
  3. To add filter logic, click Filters action menu in the Filters tab.
  4. Select Add Filter Logic.
  5. In Edit Filter logic, build the filter logic as follows: (1 AND 2) OR (3 AND 4) and click Apply.
    Explorer edit filter logic
  6. Adding multiple text values in filters
    1. In the filter input box, type the values you want to include, separated by commas.
      Note
      Note Commas act as separators, avoid using them within a single name or data point. For example, "San Francisco, CA" becomes separate filter values: "San Francisco" and "CA". These filter operators support multi-values: Contains, Does Not Contain, Starts With, Does Not Start With, Ends With, Does Not End With.

Normally, measure filters in multiple-column steps remain in the filter panel. However, in table mode, filters move to the measures to which they apply.

Analytics compare table with measure filters

If a calculated column is created in table mode, then filters remain with their measures even if the lens is set to chart mode.

Analytics line chart with measure filters located with measures

You can apply filters to new measures using their context menus.

 
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