đź“Ł Attention Salesforce Certified Trailblazers! Link your Trailhead and Webassessor accounts and maintain your credentials by December 14th. Learn more.
close
trailhead

Add Selectors That Allow Users to Filter the Dashboard Results

Learning Objectives

After completing this unit, you’ll be able to:
  • List the four types of selection-based filter widgets.
  • Add global filters to a dashboard.

Explore Filters in Analytics Dashboards

Add filter widgets to a dashboard to give users the ability to slice and dice the data to view results from different angles. For example, you can filter the dashboard results to focus on a specific sales rep or product line. There are two types of filter widgets.
Global filter panel widgets
You can add multiple global filters in a global filter panel widget. Use a global filter to apply the same filter to multiple steps in the dashboard. For example, if the dashboard has a separate chart for each rep to compare their performance, use the same filters for all charts so you’re comparing apples to apples. You can specify which steps to apply the global filters to and enable the users to change the filters while viewing the dashboard.
Selection-based widgets
Like global filters, filters in selection-based widgets can be changed by users viewing the dashboard. Unlike global filter widgets, selections in these widgets can also trigger selection bindings, which can dynamically change other query parameters (like measures and groupings) or widget properties (like reference lines). We’ll cover bindings in the next unit. The dashboard designer provides four types of selection-based widgets: date, list, range, and toggle. Use a date widget to filter on a date. Use a list or toggle widget to filter on a dimension. Use a range widget to filter on a measure.

In this unit, we use global filters to enable Laura and sales reps to answer different questions without leaving the dashboard.

How Well Is Each Sales Rep Performing?

To view the performance of each rep, Laura needs to be able to filter the dashboard results by rep. For example, to help Dennis meet quota, Laura needs to see the value of his open and won opportunities and see his opportunity records.

Let’s add a filter on sales rep.

  1. While in edit mode, drag the global filter panel widget on top of the chart in the dashboard canvas.
    Notice the red box. This box shows the default size of the chart widget. It’s red to indicate that you can’t place it here. Except for container widgets, widgets can’t overlap.The red box appears when you try to drag the widget on top of anohter widget.
  2. While dragging the widget, tap Shift to enable reflow, which moves existing widgets down to make room. Then place the panel widget between the Sales Performance text widget and the chart widget.
    The global filter panel widget sits between the title text widget and the chart widget.
  3. To enable users to filter on the sales rep, click Add Global Filter button in the panel widget, and then select Opportunity Owner.
  4. Click Create to create a filter based on this dataset field.
    Although we can, we will not make a filter selection. Instead, we’ll leave the filter unlocked so that users viewing the dashboard can make their own selection.By default, the Opportunity Owner global filter doesn't have any selections and can be changed by dashboard viewers.
  5. Click Apply.
  6. Save the changes to the dashboard.
    Awesome. Those viewing the dashboard can now use this filter to focus on a particular rep.Opportunity Owner filter
    Tip

    Tip

    You can’t change the title of a global filter—the filter title matches the underlying field label. To use “Sales Rep” instead of “Opportunity Owner” as the filter title, you can change the label of the underlying dataset field.

What Does the Pipeline Look Like?

By analyzing the different pipeline stages for each rep, Laura can verify whether there’s enough opportunity at each stage so that the pipe doesn’t dry up. She can also help reps move their leads to closed deals and find out who already made quota based on the Closed Won stage.
  1. Click Add Global Filter button in the global filter panel widget again, select Stage, and then click Create.
  2. To create a filter based on this dataset field, click Apply.
  3. Save the dashboard.
In the next section, you’ll add a filter so Laura can analyze each product line.

How Is Each Product Line Doing?

You already created filters for opportunity owner and stage, but being able to filter by product family can help your sales team focus on the sales for each product line.

  1. Add another global filter based on the Product Family field. Like the previous filters, don’t make any filter selections.
  2. To create a filter, click Create | Apply.

In the next section, you’ll add a filter on deal size so Laura and reps can focus on the more lucrative opportunities.

How Much Are These Opportunities Worth?

Let’s build a filter based on the Amount measure so reps can focus on the deals that can help them meet quota the fastest—the million-dollar-plus ones.

  1. Add another global filter based on the Amount field.
  2. To create the filter, click Create | Apply.
  3. To get rid of the extra space to the right of the global filters in the panel widget, set Filters per Row widget property to 4.
    The global filter panel widget shows four filters per row.
  4. Save the dashboard.

Previously, you helped Laura determine the open, won, and lost opportunity amounts for the entire team. You also created a chart that ranks reps and identifies low performers. And you created a table that shows details about each opportunity record.

Now, Laura can analyze all of this information by rep, stage, product family, and opportunity amount because of the global filters that you added. With the tools you’ve built, she can track the progress of each member of her team. For example, she can use the filters to view Irene Kelley’s won opportunities that are worth more than $250,000. With those won opportunities alone, looks like Irene already qualifies for the trip to Bora Bora—time for her to start packing her bags! The Sales Performance dashboard shows Irene Kelley's won deals worth $250,000 or more.

In the next unit, you learn how these widgets interact with each other to change the focus of the dashboard, so you can analyze your business from different angles.

retargeting