Loading
Salesforce now sends email only from verified domains. Read More
Analyze Your Data
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Filter a Dashboard

            You are here:

            1. Salesforce Help
            2. Docs
            3. Reports and Dashboards

            Filter a Dashboard

            Dashboard filters make it easy for users to apply different data perspectives to a single dashboard. Filtering rules apply to fields from the dashboard’s source reports. After filters are defined, a user viewing the dashboard can select a filter to visualize the data of most interest. The filtered view is remembered - the next time the user visits the dashboard, the same filtered view is shown.

            Required Editions

            Available in: both Salesforce Classic and Lightning Experience
            Available in: Essentials, Group (View Only), Professional, Enterprise, Performance, Unlimited, and Developer Editions

            For example, filters for a Global Sales Overview dashboard can allow users to visualize results for individual sales regions. Or a Cases Overview dashboard filter can allow users to visualize only the data for escalated cases.

            Each filter has a name, a filter operator, and up to 50 values. You can filter on text, numeric, date, and datetime fields and on picklists, lookups, and checkboxes.

            When you change filters on a dashboard, the dashboard shows previously cached data, if it exists. If no data exists, the dashboard fetches the latest. Either way, the dashboard’s Last Refreshed date shows you the timestamp for the data you’re viewing. To get the most recent data, click Refresh.

            As you prepare to filter dashboards, keep these considerations in mind.

            • Fields that are used in a dashboard filter must be included in the source report’s layout.
            • You can’t add filters to dashboards that contain Visualforce or s-control widgets.
            • You can’t filter on bucket fields, but you can use a source report that's filtered on a bucket field in your dashboard.
            • Filters aren’t applied when you schedule or email a dashboard.
            • Filtering isn’t supported for widgets created from a joined report chart.
            • You can’t use custom summary formulas in dashboard filters.
            • Filters aren’t applied in dashboard subscription emails. If you subscribe to a filtered dashboard, the emailed dashboard is displayed without any filtering.
            1. Add a Dashboard Filter
              To create a dashboard filter, select a field that contains the information that you want to filter, then specify the values that you want your filter to match.
            2. Apply a Dashboard Filter
              Filter a dashboard to analyze the information interactively. After you filter a dashboard, the filtered view is preserved so that the next time you see the dashboard, data is filtered in the same view.
            3. Filter Dashboards with URL Parameters in Lightning Experience
              There’s no need to set up the same filters each time you view your dashboard in Lightning Experience. Create a custom URL that includes the filter values. Then when you access the URL, your dashboard opens with the filters already set. For example, you can customize your Opportunity Stages dashboard with a different URL for each account owner. Or you can create a URL to zero in on the closed deals for a particular account.
            4. Dashboard Filter Examples
              You can view dashboard data from different perspectives by applying filters. A single dashboard with well-chosen filters can do the work of several dashboards. When you apply a dashboard filter, the view is preserved. The next time you view the dashboard, the data is filtered in the same way. To provide the filtered dashboard view to others, you can create a URL to post or email.
             
            Loading
            Salesforce Help | Article