All Courses
AI Career Planner
1:1 Coaching/Mentoring
Job Board
SQL
HTML/CSS/JS
Coding
Settings
LogoutA developer can use global filters in sheets, dashboards, and stories.
The Global Filters functionality enables admins to create filters at the dashboard level. These filters can be applied to one or more reports on a dashboard. The reports can be built on different objects, and the objects can originate from different sources like SFDC and MDA.
The Global Filters functionality enables admins to create filters at the dashboard level. These filters can be applied to one or more reports on a dashboard. The reports can be built on different objects, and the objects can originate from different sources like SFDC and MDA. This functionality reduces the number of filters required on each report on a dashboard, which in-turn reduces the number of dashboards required for each team, member, or reason. Global Filters can be configured in the Dashboard Builder page.
Examples
Some of the probable use cases of Global Filters are listed below:
- Date filter: If you want to view the Revenue, Support Ticket, and Usage data in one dashboard, you can create a date filter that applies to all the reports. This enables you to view data across these reports for the same period. You can also choose the Date field on all the required objects. For example: Booking Date from Revenue, Date from Usage, and so on.
- Team member’s view: If you are a CSM team manager and during your 1:1s with team members, you want to view all the customers that a CSM owns by their Health Score or all the CTAs the CSM owns, you can choose the User field that defines the ownership. In case of a customer, you can choose the CSM field and in the case of CTA you can choose the Assignee field.
- Region filter: As an executive, you can view the performance of various CS motions, like CTAs Closed, Tasks Open, ARR Information from the customers, and Survey responses, filtered by the region like EMEA and APAC.