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.

Required Editions

Available in: both Salesforce Classic and Lightning Experience

Available in: Essentials, Group (View Only), Professional, Enterprise, Performance, Unlimited, and Developer Editions

User Permissions Needed
To view, refresh, and apply filters to dashboards that you created:	Run Reports
To view, refresh, and apply filters to dashboards in public folders:	Run Reports AND View Dashboards in Public Folders

In Salesforce Classic, widgets are called components.

Note All widgets on the dashboard aren’t necessarily filtered on the same field. The person who creates or edits the dashboard specifies which field to use.

1. Open a dashboard.
2. Select a dashboard filter from the dropdown list in Lightning Experience.
   Each filter has one or more options that you can choose to narrow your selection.

   

   
3. To see data unfiltered, from the filter dropdown, select Clear Filter or All.