Using the New Dashboard Filters
Last updated
Last updated
Previously, the dashboard filters were limited to filtering by company or user properties. With the launch of Filters V2, you can now filter dashboards at the most granular level.
HockeyStack's new dashboard filters enable you to filter entire dashboards by fields of your choice. This is useful when you want to take a look at your marketing efforts from a particular angle, for example by filtering a set of reports by deal type (new vs. existing business) or company size (by number of employees or market segment).
Additionally, you can filter different objects in a dashboard by different fields at the same time. A common scenario is one where you want to filter a table that presents Leads, MQLs, and Closed Won deals by Region, but there are separate fields that define Region on lead and deal objects. The region on the lead object may be Lead_Region__c, while the region on the opportunity object may be Opp_Region__c. You can now create a Defined Property that combines these two fields into a single filter.
First, enable new filters in Settings, under the “Reporting & Tracking” section. It will convert all dashboard filter buttons to Filters V2 buttons.
Then, you need to build Properties, which you will later use for filtering. Go to Definitions → Properties, and create mappings, using the fields of your choice (you'll find them in Action Properties section of a dropdown), and mapping them either to specific values of your choice or simply back to the Property value.
In the Advanced Options of your Property, toggle Include in Filters. If you don’t manually turn this on, it won’t be displayed in the filter options.
Properties are executed from top to bottom. So place your detailed definitions on top, and the general ones on the bottom.
