--- schema_version: "1" id: 51099154f5568168a1288812e9d4ba9978621a5fc891e30a7ccb20384e809fc2 title: Filter Dashboard Results with Faceting collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_dashboard_widgets_facet_flex.md canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_dashboard_widgets_facet_flex.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 541e4980b5bc297651fc95c476881d630953a0f1da789ca8ca7d73183cc2966e description: Faceting makes dashboards interactive. For example, select a sales region in a list widget and see accounts from that region in a table widget. When you enable faceting, selections made on chart, date, list, range, and toggle widgets automatically filter other widgets in the dashboard. You can also use targeted faceting to include or exclude specific queries from your faceting selections. products: - CRM Analytics - Cross Cloud release: "264" --- # Filter Dashboard Results with Faceting Faceting makes dashboards interactive. For example, select a sales region in a list widget and see accounts from that region in a table widget. When you enable faceting, selections made on chart, date, list, range, and toggle widgets automatically filter other widgets in the dashboard. You can also use targeted faceting to include or exclude specific queries from your faceting selections. By default, queries from the same dataset are faceted. To facet queries between different data sources such as different datasets or custom queries, first [connect them](https://help.salesforce.com/s/articleView?id=analytics.bi_dashboard_data_source_connections.htm&release=264.0.0&type=5 "By default, queries from the same dataset are faceted—automatically filtering each other. To facet queries from different datasets or even custom queries in the dashboard designer, connect them using common fields between them."). Queries with a mix of datasets facet widgets based on the first dataset specified in the `datasets` field in the dashboard JSON only. 1. To edit the dashboard, click ![Edit button](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_icon_edit_widget.png). 2. Select the widget that uses the query. The panel shows the widget properties. 3. Click **Query**. ![The panel shows the step properties, including the faceting options.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_dashboards_facet_broadcast_receive_options.png) 4. In the Faceting section, select **All**, **Include**, **Exclude**, or **None**. For **Include** or **Exclude**, click **Choose Queries** and then select from the list of queries in your dashboard. To apply external filters when you open an embedded dashboard, set faceting to **All**. 5. **Broadcast selections as facets** is enabled by default. Controls whether the query’s selections are broadcast as facets. Keep the following considerations in mind when configuring faceting for queries. - Set query faceting on the receiving query. For example, to prevent faceting in query A when data from query B is selected, open query A, set faceting to **Exclude**, and then choose query B. Alternately, to facet specific queries, use **Include**. - The **Broadcast selections as facets** appears as read only for the `apex` and `soql` query types because they don’t support faceting. - **Broadcast selections as facets** appears as read only for the `aggregate`, `grain`, and `static` query types because they don’t support these options. To change the faceting behavior for these query types, edit the `isFacet` property in the dashboard JSON. For a list of the supported faceting JSON properties for each query type, see the CRM Analytics Dashboard JSON Reference. - For **Include**, faceting applies to only the selected queries. For **Exclude**, faceting applies to all queries except those selected. - When faceting is disabled, selections aren't broadcast to other widgets. Each widget operates independently, and the selections you make in one won't update others. - When faceting is set to **None**, a table or list widget selection is local to that widget. No broadcast is sent to other widgets, so you won’t see any other filters or widgets update in response to your selection. - There's no global filter reset to remove filter selections. If you want to remove a filter selection or filter a widget with faceting turned off, they must be done manually. To reset a list widget, select **All**. To reset a widget selection or toggle widget, click the selected item to return all values. - Saved views that contain filter or widget selections still apply when faceting is turned off. Selections remain until they are manually reset. The only difference is that other widgets will not respond to that selection. 6. Save the dashboard. - **[Configure Cross-Dataset Faceting with Connected Data Sources](https://help.salesforce.com/s/articleView?id=analytics.bi_dashboard_data_source_connections.htm&release=264.0.0&type=5)** By default, queries from the same dataset are faceted—automatically filtering each other. To facet queries from different datasets or even custom queries in the dashboard designer, connect them using common fields between them. - **[Configure Faceting on Related Salesforce Objects](https://help.salesforce.com/s/articleView?id=analytics.bi_dashboard_sobject_connections.htm&release=264.0.0&type=5)** Surface trends between Salesforce objects with parent-child relationships in a single dashboard. For example, on a dashboard that’s set up to monitor Salesforce account records, you can track related opportunities and cases. To facet queries based on parent-child relationships in the dashboard designer, connect them using common fields between them. - **[Facet Queries with Multiple Datasets](https://help.salesforce.com/s/articleView?id=analytics.bi_dashboards_steps_multidataset_facet.htm&release=264.0.0&type=5)** You can use a query with multiple datasets in a widget and then facet the query. The query receives filters from all of its datasets, but broadcasts selections from its first loaded dataset. - **[Considerations for Connected Data Sources](https://help.salesforce.com/s/articleView?id=analytics.bi_dashboard_connected_sources_considerations_concept.htm&release=264.0.0&type=5)** Keep these considerations in mind when faceting queries from different datasets. #### See Also - [Add Selection-Based Filter Widgets to Enable Users to Filter the Results](https://help.salesforce.com/s/articleView?id=analytics.bi_dashboard_widgets_filter_add_flex.htm&release=264.0.0&type=5 "Users viewing the dashboard can make selections in these types of widgets, which filter the results of other faceted widgets. Selection-based filter widgets give users the ability to slice and dice the data to view results from different angles. For example, the dashboard viewer can select a region in a list widget to focus the dashboard results on a specific sales location. Unlike with a filter defined by a query, the viewer can filter the results differently (by making another selection) or remove the filter altogether.") - [Control How Filtering Works in Embedded Dashboards](https://help.salesforce.com/s/articleView?id=analytics.bi_embed_faceting_filtering.htm&release=264.0.0&type=5 "Use query faceting settings to control whether filters get applied to embedded dashboards. For example, to apply filters to a dashboard when it’s opened from a link widget, enable faceting in the underlying query.")