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Salesforce Lightning Reporting and Dashboards by Johan Yu

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Hands-on exercise for adding a filter to a dashboard

Let's use the Account Dashboard created in Chapter 9, Building Dashboards in Lightning Experience for this exercise; we will add a filter based on Industry (a field in Account) with the option equal to:

  • Apparel or Education
  • Energy
  • Not blank

This allows users to analyze the numbers of accounts related to the Account Industry:

  1. Open and edit the Account Dashboard dashboard. If you come from the Dashboards tab, you can click on the Edit link directly; it is located under the arrow action menu, as shown in the following screenshot:
  1. At this moment, we have two components in this dashboard; ...

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