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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Leah Ju Microsoft Employee on at

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Hi,

The top right corner shows 'unfiltered':

You mentioned that the interactive Dashboard is based on Lead entity.

According to my previous research:

https://community.dynamics.com/forums/thread/details/?threadid=7b34d94c-1e94-ee11-be37-000d3a5474a4

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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