Question

Difficulty: MediumDashboard Design, Components, and Dynamic Filters

A Salesforce Administrator at a hospitality management company is creating a centralized Lightning Experience dashboard to track guest satisfaction and reservation metrics across multiple hotel locations. The administrator adds a dashboard filter based on the 'Region' picklist field on the Account object. However, one specific component displaying guest survey ratings does not change when users select a value from the 'Region' filter dropdown. Which explanation identifies the root cause of this issue?

  1. The source report for the component does not include a field that can be mapped to the 'Region' dashboard filter.Answer
  2. B
    The component's source report uses a dynamic running user setting, which overrides and disables all interactive dashboard filters.
  3. C
    The guest survey rating is calculated using a summary formula, which prevents dashboard filters from evaluating report data.
  4. D
    The dashboard has reached the limit of components that can be connected to custom object report types when filters are active.

Answer

The source report for the component does not include a field that can be mapped to the 'Region' dashboard filter.
Dashboard filters depend on field mapping between the dashboard filter field and the fields present in each component's source report. If a component's source report does not contain a field with a compatible data type (or if the administrator did not map an equivalent field for that report), the filter cannot filter that component's data.

Step-by-Step Solution

1
Analyze why dashboard dynamic filters apply to some components but not others.
Identify that dashboard filters require explicit field mapping between the dashboard filter field and an equivalent field in each component's source report.
If a source report does not contain the filter field or a compatible field type, the filter cannot be mapped to that component, causing it to display unfiltered data.
2
Evaluate the underlying source report structure for the un-filtered component.
Determine that the report lacks a field compatible with 'Region'.
Without a mapped field in the source report, selecting a filter value has no effect on that component.

Key Concept

Dashboard Dynamic Filter Field Mapping
Estimated Time:1m 30s
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