Authentic reviews in Salesforce are static, that means you may’t work together with them or change the info they present. Dynamic reviews, then again, are interactive, permitting you to filter and kind the info as you see match. This makes it a lot simpler to seek out the knowledge you want, particularly once you’re working with a big dataset. On this article, we’ll stroll you thru the steps on the best way to add dynamic filters to Lightning reviews.
Including dynamic filters to Lightning reviews is a comparatively easy course of. First, open the report you need to add filters to. Then, click on the “Filters” tab. From right here, you may add new filters or edit present ones. When including a brand new filter, you may must specify the sector you need to filter on, the operator you need to use, and the worth you need to filter for. For instance, you may filter by the “Title” area, utilizing the “equals” operator, and the worth “John Smith”.
As soon as you have added the filters you need, click on the “Apply” button. The report will then be filtered based on the factors you specified. You can too use dynamic filters to create interactive reviews. For instance, you may create a report that exhibits the gross sales for the present month. Then, you may add a dynamic filter that permits customers to pick the month they need to view. This makes it simple for customers to get the knowledge they want with out having to create a brand new report every time.
How To Add Dynamic Filters To Lightning Experiences
So as to add dynamic filters to Lightning reviews, you should utilize the next steps:
- Open the report in Lightning Report Builder.
- Click on the **Filters** tab.
- Click on the **+ Add Filter** button.
- Choose the **Dynamic** filter sort.
- Enter the filter standards.
- Click on the **Save** button.
Dynamic filters are a robust method to filter your knowledge and get the insights you want. They can be utilized to filter knowledge primarily based on consumer enter, date ranges, and different standards.
Folks Additionally Ask
How do I create a dynamic filter in Lightning?
To create a dynamic filter in Lightning, you may observe the steps outlined above.
What are the advantages of utilizing dynamic filters?
Dynamic filters supply a number of advantages, together with:
- They permit you to filter knowledge primarily based on consumer enter, date ranges, and different standards.
- They can be utilized to create extra complicated filters that may not be doable with static filters.
- They can be utilized to enhance the efficiency of your reviews.
How can I take advantage of dynamic filters to enhance the efficiency of my reviews?
Dynamic filters can be utilized to enhance the efficiency of your reviews by lowering the quantity of information that’s processed. By solely processing the info that meets the filter standards, you may velocity up the loading time of your reviews.
