D365 Interactive Dashboard Queue Stream filtering

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Posted on by kcpacker85

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Hello,

I'm using queue and not view option for my interactive streams. Does Global filtering work with queues? I've tried to apply global filtering and it doesn't seem to reflect any of my streams after applying the filter. To me it looks like a limitation, but can anyone confirm this?

Thanks

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Hi kcpacker85,

The global filter works at a field level on all charts, and also on streams and tiles that are based on the filter entity (you specify the filter entity when you configure the visual filters).

Filter Entity: The visual filters (interactive charts) and global filter attributes are based on this entity.

Entity View: The visual filters (interactive charts) are based on this view.

If you select queue option in the stream, records shown in the dashboards are queue item records.

So if you want the filter can work, you need set queue item as filter entity.

Note:

Filter fields must be enabled 'Appears in global filter in interactive experience' and added to the selected Entity View.

https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/configure-interactive-dashboards?view=op-9-1#to-set-the-global-filter-flag

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