Unique experiences in Salesforce are static, that means you’ll be able to’t work together with them or change the information they present. Dynamic experiences, then again, are interactive, permitting you to filter and kind the information as you see match. This makes it a lot simpler to search out the data you want, particularly whenever you’re working with a big dataset. On this article, we’ll stroll you thru the steps on how one can add dynamic filters to Lightning experiences.
Including dynamic filters to Lightning experiences 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’ll be able to 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 may filter by the “Identify” discipline, 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 in accordance with the standards you specified. You too can use dynamic filters to create interactive experiences. For instance, you may create a report that exhibits the gross sales for the present month. Then, you may add a dynamic filter that enables customers to pick the month they wish to view. This makes it straightforward for customers to get the data they want with out having to create a brand new report every time.
How To Add Dynamic Filters To Lightning Reviews
So as to add dynamic filters to Lightning experiences, you need to 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 primarily based 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’ll be able to comply with the steps outlined above.
What are the advantages of utilizing dynamic filters?
Dynamic filters supply a number of advantages, together with:
- They will let you filter information primarily based on consumer enter, date ranges, and different standards.
- They can be utilized to create extra advanced filters that may not be doable with static filters.
- They can be utilized to enhance the efficiency of your experiences.
How can I exploit dynamic filters to enhance the efficiency of my experiences?
Dynamic filters can be utilized to enhance the efficiency of your experiences by lowering the quantity of information that’s processed. By solely processing the information that meets the filter standards, you’ll be able to pace up the loading time of your experiences.
