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daniel_oberes_b2e3e0
Contributor ⭐️⭐️⭐️⭐️
February 24, 2017
Question

Need to set a global dashboard filter when adding a MDA report

  • February 24, 2017
  • 17 replies
  • 183 views
Hi All,

It seems that if you add an MDA report to a dashboard you can't set global dashboard filters even if you're pulling the same fields into the MDA table.

If there's away around this, that would be great. If not, this is a significant gap in functionality.

17 replies

samantha_braastad
Contributor ⭐️⭐️⭐️⭐️⭐️
February 24, 2017
This would be helpful for us as well. We have benchmark dashboards that we create to compare similar customers to each other based on fields within Salesforce. We add these to an MDA Account Reference table so that they are visible in the MDA but we are not able to add any Salesforce reports to the dashboard using the same filters as they are not pulled from the account reference table. 
gaurav_kotak
Expert ⭐️
February 24, 2017
If they are the same field in the same object, it should work fine. You'll need to set this field as an unlocked filter in each report. 
daniel_oberes_b2e3e0
Contributor ⭐️⭐️⭐️⭐️
February 24, 2017
It doesn't work. As soon as we add an MDA report to a dashboard, even if we source the field from the same object, the shared filters are cleared out. 
gaurav_kotak
Expert ⭐️
February 24, 2017
Today, it won't work if there are reports in SFDC and MDA. Need all reports to be on SFDC and MDA. I see how that's very limiting. I am going to prioritize making this filter more flexible. 
daniel_oberes_b2e3e0
Contributor ⭐️⭐️⭐️⭐️
February 24, 2017
Yes, this is very limiting. Most, if not all of our dashboards will have some combination of this. We don't want to push all datapoints into each MDA table just to manage global filters - we don't think that is a scalable solution.

Right now we are creating separate reports and dashboards for the same data to accommodate this limitation. Also, not scalable.

Raising this to a higher priority would be huge for us. 
gaurav_kotak
Expert ⭐️
February 24, 2017
Thanks for this feedback. Noted. 
daniel_oberes_b2e3e0
Contributor ⭐️⭐️⭐️⭐️
February 24, 2017
Same applies to UI Views - this is valuable for the scorecard report. Overall, want consistency in ability to use global filters across all reporting tools and objects.
jeffrey_coleman
Helper ⭐️
March 22, 2017
Gaurav -- at least for us this is mostly around filtering to CSM so that the team dashboard can be used to look at a CSM's accounts, performance, etc. in the same view. I'm sure there are a number of other scenarios, but I would assume that requiring the MDA object to have an identified SFDC ID mapped to a known type which would then match the native data object would be a reasonable requirement for most of these cases.
chuen_moschetti_1466d2
Contributor ⭐️⭐️⭐️⭐️
June 28, 2017
Could we have a timeline of when this issue of global dashboard filter will be resolved? 
yogesh_singh
Contributor ⭐️⭐️
June 28, 2017
It's already planned for summer release, where ability to apply global filters across different objects will be provided. If there are reports from SFDC and MDA in dashboard, we will provide ability to apply global filters on these reports.