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Hi Experts - I have an Analytics dashboard embedded in SF Account Page. When the dashboard is embedded, it is filtered by Account ID.

 

All of the data is showing correctly except two charts.  Those two charts can be filtered properly when I apply an Account ID global filter on the dashboard directly, but are NOT filtered when viewing the dashboard on the SF Account page.  I do have a restriction on these two charts to exclude faceting from certain queries on the dashboard, but I don't know whether that influenced this as the excluded queries have nothing to do with Account ID; these two charts are set up to accept global filters. Any advice is appreciated. 

5 respuestas
  1. 13 nov 2024, 14:41

    So here is how my dashboard looks like embedded on the Account page. I guess any queries with exclusion faceting can't be filtered based on this: https://help.salesforce.com/s/articleView?id=sf.bi_embed_faceting_filtering.htm&type=5

     

    Is there any other way to do this so the chart with query exclusion can also have the Account ID filter applied? I also read this but not sure how to implement it: https://help.salesforce.com/s/articleView?id=sf.bi_embed_filters.htm&type=5

    So here is how my dashboard looks like embedded on the Account page.

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