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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How do I filter an Acc...
Customer experience | Sales, Customer Insights,...
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How do I filter an Account stream within a Lead Interactive Dashboard?

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Posted on by Taryn @ HSO
Hello,
 
I have built an Interactive Dashboard based on Leads, but want to get my Account stream to filter when charts are filtered.  What am I doing wrong?
 
Dashboard pre-filtered:
 
 
Dashboard after filtered:
 
 
I want to get the Accounts filtered to only those Accounts related to the 8 leads that I selected in Lead Source.  Is it possible? What do I need to do?
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  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    How do I filter an Account stream within a Lead Interactive Dashboard?
    Hi,
    The top right corner shows 'unfiltered':
    You mentioned that the interactive Dashboard is based on Lead entity.
    According to my previous research:
    Except for the one selected on the dashboard 'Filter Entity', all other entities in this dashboard will show 'unfiltered', which means that they cannot be filtered.
    I hope you can mark my answer verified if it answer your question! If you have any questions, please feel free to contact me.
    Regards,
    Leah
     

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