Salesforce Lightning Reporting and Dashboards

Adding dashboard filters

Next, let's add filters, so we can analyze the data easier:

1. Edit the dashboard.
2. We would like to have a filter for the account's Industry.
3. Click on the + Filter button and select the Industry field from Account:
   • First value, equal to Agriculture
   • Second value, equal to Communications, Telecommunications
   • Third value, not equal to blank
   • You can add more filter values, or combine the values if that makes sense
4. Click on the Add button and now we have the first filter added.
5. Let's add another filter, to analyze if the opportunity by Account's Country. We'll categorize them into US and International (not US).
6. Click on the + Filter button again and select Billing Country from Account:
   • First value, equal to United States ...