---
schema_version: "1"
id: 31f34ed0377e8fb0f2046866eaa6a6923a327e48c67018e6b12bdb440faf9403
title: Add a Dashboard Filter
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/dashboard_filters_editing.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.dashboard_filters_editing.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a936151aa8d5a9d84c63e323fe9791d0aa8e510e826196708ff2827a16c4355f
description: 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.
products:
  - Cross Cloud
release: "264"
---
# 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.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Essentials</strong>, <strong>Group</strong> (View Only), <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
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        <thead class="slds-text-title_caps ">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="vertical-align:top;" id="d42108e82">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d42108e82 ">To add filters to dashboards that you created:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d42108e82 ">Run Reports AND Create and Customize Dashboards</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d42108e82 ">To add filters to dashboards that you created in public folders:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d42108e82 ">Edit My Dashboards OR Manage Dashboards in Public Folders</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d42108e82 ">To add filters to dashboards that you didn’t create:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d42108e82 ">Manage Dashboards in Public Folders</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d42108e82 ">To add filters to dynamic dashboards:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d42108e82 ">Manage Dynamic Dashboards</td>

          </tr>
        </tbody>
      </table>

In Salesforce Classic, widgets are called components.

For flexibility in dashboard filtering, Salesforce uses equivalent fields, which are fields taken from the same underlying object. For example, Account Owner in the Accounts object and Case Last Modified By in the Cases object are equivalent because they both draw their values from the same field in the Users object. Equivalent fields allow you to filter on fields that are similar but not the same, and to change the equivalent field selection for individual widgets.

1. Edit a dashboard, and then click **\+ Filter** in Lightning Experience or **Add Filter** in Salesforce Classic.
2. From the Field dropdown, select a field to filter on. The dropdown shows fields that can be used to filter all the dashboard’s widgets. If there are equivalent fields for your selection, hover over (![the info icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/rd_icon_info.png)) to see them.
3. Give the filter a display name or label to identify it. If the filter has many equivalent fields, consider using a name that works for all widgets.
4. Assign values to the filter.
    
    In Lightning Experience, click **Add Filter Value**, choose an operator, and set a value. Optionally, modify the custom display text. Then click **Apply**.
    
    ![Adding a dashboard filter in Lightning Experience](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/rd_dashboard_filter_example_stage_lex.png)
    
    In Salesforce Classic, under Filter Options, select an operator and provide one or more values to filter by.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/images/icon_note.png)
    
    Note If you create a filter on a text field using the equalsoperator, enclose any filter values that include a comma in double quotes. For example, to filter on the Account Name Acme, Inc, enter the filter value "Acme, Inc".
5. In Lightning Experience, click **Add**. In Salesforce Classic, click **OK**. If equivalent fields are available for a widget, you can select which one to use to filter the widget.
6. Save the dashboard and close the dashboard builder.

To apply the filter while viewing the dashboard, select a value from the filter’s dropdown list.

In Lightning Experience, to modify an existing filter, click ![Edit filter](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/pencil_lex.png). To delete an existing filter, click ![Delete filter](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/rd_button_remove.png).

In Salesforce Classic, to modify or delete an existing filter, from the filter dropdown, select **Edit Filter** or **Remove Filter**.

- **[Equivalent Fields in Dashboard Filters](https://help.salesforce.com/s/articleView?id=analytics.dashboard_filters_equivalent_fields.htm&release=264.0.0&type=5)**  
    Fields that you select for a dashboard filter often have equivalent fields, which are derived from the same field on the underlying Salesforce object.

#### See Also

- [Equivalent Fields in Dashboard Filters](https://help.salesforce.com/s/articleView?id=analytics.dashboard_filters_equivalent_fields.htm&release=264.0.0&type=5 "Fields that you select for a dashboard filter often have equivalent fields, which are derived from the same field on the underlying Salesforce object.")