Part-2: Efficient dashboard visualization with Global filters
As we discussed in our previous chapter that, you loved the use of global filters on dashboards and you can apply it in different ways to streamline CSM and Managers activities. This feature truly a game changer is to allow more flexibility between the reference field type and the available fields that can be used in other objects that the filter applied.
Let suppose we have 3 objects on the dashboard:
|SF Campaign
|SF Project and
|MDA Table
And we want to filter the dashboard to only look on pick list types. However, the 'Campaign Type' field on the SF Projects and MDA Table objects is string fields that were sourced in when the records were originally created. This is currently not possible
Salesforce introduced Dashboard Filters. This allowed users to use one dashboard and dynamically change it using a drop down filter. This is an awesome feature because it means you need to maintain less reports and dashboards to deliver desired functionality.
If I have one dashboard and reports to maintain then, so let’s do some quick math: 20 territories with 13 components each = 260 reports to maintain! Enter dashboard filtering. Now with dashboard filtering, I can have 13 reports that are used by the dashboards. I can also reduce the number of dashboards to the number of reps we have. I find it easier for all users to understand and they can also take advantage of the Chatter Feed for the dashboard to discuss a specific rep’s performance without everyone seeing it.
Dashboard Filters:
Filters allow one Dashboard to serve a variety of needs. This can be especially useful during a sales team meeting or during a one-on-one coaching session.
The platform supports different widgets that will allow you to select or filter data as you please this includes lists, toggle, date and range. There are two ways you can power these selections and filters; steps that are powered by your data set or static steps where you define a static value.
The dynamic selection only works on filters, where static steps can work as filters, groupings, measures, limit and order. So once you have applied these selections and filter options you want to take a step back and tell yourself “less is more”.
Few examples of Dashboard Filters are:
You need to create nearly identical copies of the same dashboard, with just one different variable.
Always have your date filters in the top of the dashboard, don’t move them to the left. Or maybe you always want to have a “key metrics” section to the left, Try and Remember.
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