Applying Filters to Dashboard Reports through Parameters in URL

By | March 18, 2021

With the Spring‘21 release notes, new functions and enhancements have been added to Salesforce, in this blog, we will show you how to pass filter parameters for Dashboard view in Lightning Experience.

This change applies to Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.

Previously, users have to set the same filter each time to view the dashboard. Now, there is no need to set up the same filters to run the dashboard. User can create a custom URL that includes the filter parameters. Then when you access the URL, your dashboard opens with the filters already set

Example

Let’s suppose we have a Dashboard which shows the summarized data for all the Accounts (Customers), now we only want to see the summary of Account records where Billing Country is “USA”. To achieve this we have to set up the filters from the dashboard builder.

Dashboard Without Filter
Dashboard Without Filter

In our case we have added Billing Country as the filter. Once you have finished adding the filter, now add the filter parameters to the end of the URL. For example, this URL sets Stage (the first filter, or fv0) to “USA”. In our case, the URL will look like below:

https://dev.lightning.force.com/lightning/r/Dashboard/01Z6F000001EkIoUAK/view?queryScope=userFolders&fv0=USA

Filter URL
Filter URL

To add filters to the URL, use this structure:

  • &:— denotes a new parameter in the URL. If no other parameters are present in the URL, then substitute? In place of &.
  • fv0:— the fv stands for filter value, and is the name of the parameter. The number that follows represents the order in which the filter appears in the dashboard. The first filter is 0, the second filter is 1, and the third is 2.
  • =USA: — specifies the filter value. The parameter value must be URI encoded, which means certain characters (such as spaces) must be written in a format that URLs can understand.

To open the dashboard with the filters selected, go to the URL you created. The URL is also available to share with your team or to modify and reuse.

For more details, refer to spring’ 21 release notes.

We hope you may find this Blog resourceful and helpful. If you still have concerns and need more help, please contact us at salesforce@greytrix.com

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