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Modify global filters on screen rather than in a filter box.

Related products:CS Reports
  • August 26, 2016
  • 1 reply
  • 31 views

daniel_oberes_b2e3e0
Currently, applying filters is a clunky way to interact with dashboards and especially difficult if using text based values. I would like to design the filtering interface by dashboard to display applied filters and make it easier for users. I've pushed exec dashboards to a separate BI tools previously when GS dashboards didn't have global filters. (May still push to a BI tool). See the example from a Tableau dashboard:

 

Filtering sections can be labeled, multiselect and picklist options visible, radio buttons for "on/off", etc.

A nice to have: Control over display labels for filter criteria since some CRM data can be kinda unclear or need to be consolidated and mapped to a single value. Say for example, we change our definitions/values for Tier within the same field or used a separate field previously, I'd like to map these values to a single field for display on the dashboard. I suppose this a separate request? I can file one for that too. 

1 reply

gaurav_kotak
  • Helper ⭐️⭐️⭐️
  • 378 replies
  • August 26, 2016
Great idea. For this release we have enabled this (somewhat) at the dashboard-level. If there are locked (new in this release) or unlocked filters at dashboard-level they show up in-line at top. Now we still want to get smart for text-based fields so have auto-fill on all etc, but this should be a good start. For report-level we'll look into but given the space constraints it available in popup. 

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