Authentic reviews in Salesforce are static, that means you possibly can’t work together with them or change the info they present. Dynamic reviews, however, are interactive, permitting you to filter and type 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 methods to add dynamic filters to Lightning reviews.
Including dynamic filters to Lightning reviews is a comparatively easy course of. First, open the report you wish to add filters to. Then, click on the “Filters” tab. From right here, you possibly can add new filters or edit present ones. When including a brand new filter, you will must specify the sphere you wish to filter on, the operator you wish to use, and the worth you wish to filter for. For instance, you might filter by the “Title” discipline, utilizing the “equals” operator, and the worth “John Smith”.
As soon as you’ve got added the filters you need, click on the “Apply” button. The report will then be filtered in line with the factors you specified. It’s also possible to use dynamic filters to create interactive reviews. For instance, you might create a report that reveals the gross sales for the present month. Then, you might add a dynamic filter that permits customers to pick out the month they wish 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 Studies
So as to add dynamic filters to Lightning reviews, you should use 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 kind.
- Enter the filter standards.
- Click on the **Save** button.
Dynamic filters are a robust method to filter your information and get the insights you want. They can be utilized to filter information based mostly on consumer enter, date ranges, and different standards.
Individuals Additionally Ask
How do I create a dynamic filter in Lightning?
To create a dynamic filter in Lightning, you possibly can comply with the steps outlined above.
What are the advantages of utilizing dynamic filters?
Dynamic filters supply an a variety of benefits, together with:
- They let you filter information based mostly on consumer enter, date ranges, and different standards.
- They can be utilized to create extra advanced filters that may not be attainable with static filters.
- They can be utilized to enhance the efficiency of your reviews.
How can I exploit 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 possibly can pace up the loading time of your reviews.
