How to create a Global Filter that will filter all reports and charts in one Home Page.

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I have a dashboard with multiple charts and reports coming from different source tables. I want a Global Filter that will filter all charts and reports on click.
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Rohit Agarwal

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Posted 2 years ago

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If  this only needs to work for 1 set of filters at a time across your organization, then here is a solution.

Set up a new table called Global report filters and create a single record.  Add 1 record and then lock it down so no one can add any new records.  It will be [Record ID#] of 1.

Make dropdown fields or relationships on that record to look up or select the filter(s) you want.

On your details table, where the data is, make a formula numeric field with the formula of 1 and make a relationship back to that single record.  Lookup those filters and adjust your dashboard reports to use that filter.

You will probably want to find a way to make the user aware of what filter is being applied.  Depending on the type of report that may be obvious to your users or maybe you can build the filters into a Report group By heading.
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Rohit Agarwal

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Thank you. I will try and get back.
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Rohit Agarwal

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Is there any source where I can find the demo.
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I do not have a demo app.  You can just start down the path and i will help you if you get stuck on any of the steps.
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Suppose I have to filter on Status.  So I created a table name Filter with 1 record (status with value completed). As said, Now how I will proceed further?
(Edited)
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OK, so you wanted to have a Global filter or maybe a few filters.  What is that Global Filter?
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The status Field should be a multiple choice field with any of the status that you might want to Filter on.

The next step is this
On your details table, where the data is, make a formula numeric field with the formula of 1 and make a relationship back to that single record.  Lookup those filters and adjust your dashboard reports to use that filter.
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Rohit Agarwal

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How about I have to apply multiple filters at different sources instead of one. Do I create a column of each filter in a table or there is any other way.
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If you are going to use multiple filters, then the process is the same.  You would set those filters on the single record, look them up to your details tables and use them as report filters.
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Rohit Agarwal

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Means I have to create columns of every filter.
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I am not really understanding about extra columns on the report.  I was referring to the report filters.