In this lecture he had a glaring discourse about how do we set up a dynamic a dashboard filters.
OK first let's understand the concept about dynamic dashboards as the name says dynamic.
A dashboards means the data that is reflected in the dashboard is not same for every user.
The dashboard shows a different information for a different set of people.
So that's called this dynamic dashboard.
So how do we basically set it up for every dashboard that we have created.
Once you go to the dashboard you will have the options of edit clone and refresh go click on edit you
will see an option right click here and you have a dropdown that and you have two options one is on
a specified user run as a log then use it.
So what does this optional specify tools that unlock the new set specified use.
It means the dashboard will run as a specific user say for example like you say a John Smith.
So the dashboard will always run for John Smith so it will reflect the information what John Smith has
blocked access to.
All right.
So whoever who runs on the dashboard would they be able to see the information with respect to John
Smith.
That is the concept of specified user you know you can specify which user basically like any test to
point out the other is love the news that option.
So why does that log mean user blood then use that means that dashboard is created.
OK.
And who you met who logs in and who haven't who runs the dashboard the dashboard to children information
with respect to the person who is basically running the dashboard.
Say for example like opportunities right all the hundred opportunities based on my security settings
I have access to 80 opportunities and you'll have access to many opportunities and the person 3 he has
access 250 opportunities.
So if I am on the dashboard you do a show on the 80 opportunities.
And if you were on the dashboard it would surely 90 opportunities.
And if personally he on the dashboard it would show enough of yours looks do opportunities we do it.
He has got access to that is the concept of the run as I love the news it doesn't specify the user means
like the data what I want to show NASCAR instead of that particular person.
So whoever runs it or who they'll see the same data and logged in knows that a totally depends on the
user who runs the dashboard.
OK.
So this is the concept of dynamic dashboard.
What next.
Next we have to understand about the concept of dashboard filters.
How do we implement filters in dashboards.
First of all we got to move widely useful doesn't dashboard say for example.
You know we have this dashboard and this dashboard is all about opportunities.
And I want to see like you know with respect to a particular person how these opportunities are.
OK so and say for example I have 40 users but that respect the particular user you know how does dashboard
is how the data displays in the dashboard.
So let's look for users then it does not necessary that I to go and create four different dashboards.
You can very much include filters you can use all the four users you can add of all the photo uses through
the filter great video you can very much use those flip doesn't see the output.
Say for example for example like a lawful grid by stage I want to see information really with respect
to a particular state.
And one of the criteria that you can define you can very much define it using dashboard for us.
So this is the concept of dashboard filter you can use a filter criteria and you can use the same dashboard
and see the output depending on the different four criteria.
And how do we do that.
You have the options of actually the Google ad filter.
And here we go to select the field say for example opportunity owner.
So let me say the opportunity owner equals he doesn't meet and then again I add one more fertile criteria
saying it is the best to use it.
And I add the filters.
OK.
Perfect.
So I know that I have added filters to my dashboard and that you can very much the dot here.
So once I save and Phyllis
I'd be able to see the dynamic a dashboard filters and that is up here.
So like if the opportunity owner equals astronaut idea under the dashboard eventually I'll put accordingly.
And if the opportunity owner equals the other user that is at best use it in the dashboard to ensure
that it sends accordingly.
But then like guys you can see here very much like we do not have much information or opportunities
created with respect to their best users.
I do not see an information yet but this is the concept of dashboard it does and in real time we'd like
there have be multiple opportunity owners that I let it be so many people will create opportunities
or in those scenarios like you can use these for us.
You can free trade by criteria and you can see they'll put up guarding you and you know the one thing
that you can add a maximum of only 10 filter conditions and also then considering a dashboard there
can be maximum of three full days that is defined in a dashboard.
When talking about these dynamic dashboard that are some points to be in order regarding the dynamic
dashboard filters then you are using the dashboard full doesn't mean only every dashboard can have one
lead up to the maximum three filters and that if we are dashboard contains we should follow that its
control companies then you cannot apply for those on those dashboards and therefore revenue.
Eventually you schedule a dashboard on email dashboard.
This does not apply to show the actual data and you guys like your dashboard has got a report which
is a giant robot.
Then you cannot use these.
Phil doesn't that giant report and this custom formula feels what our formula feels that you have in
the object you cannot use those formula feels funny defining it for a great idea.