An administrator for a logistics organization is building a Lightning dashboard to analyze inventory performance across multiple fulfillment centers. The VP of Operations requests four dynamic dashboard filters: Fulfillment Region, Inventory Status, Product Family, and Supplier Tier. Additionally, the VP wants a stacked bar chart component that displays total inventory value grouped by Fulfillment Region and sub-grouped by Product Family. Which combination of configuration adjustments must the administrator make to successfully meet these requirements within standard Salesforce limits?
- Reduce the dynamic dashboard filters to a maximum of three criteria, and configure the source report with groupings by both Fulfillment Region and Product Family.Cevap
- BSet the dashboard running user to the logged-in user to bypass the dynamic filter limit and allow all four filter criteria to function on a tabular source report.
- CCreate a summary formula on the underlying report to combine two filter attributes, allowing four effective filter criteria while using an ungrouped report format for the chart.
- DAssign custom profiles with administrative elevated reporting permissions to the warehouse leadership team to unlock additional dynamic dashboard filter slots.
Cevap
Reduce the dynamic dashboard filters to a maximum of three criteria, and configure the source report with groupings by both Fulfillment Region and Product Family.
Salesforce enforces a strict platform limit of up to 3 dynamic filters on any single Lightning dashboard. Additionally, to display a stacked bar chart component, the underlying source report must contain at least two levels of grouping (such as row and column groupings in a summary or matrix report) so that the chart can plot values on the main axis and stack them by a secondary category.
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Dashboard Dynamic Filter Limits and Chart Component Grouping Requirements
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