Having multiple filters on a chart

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Posted on by Community Member

Hi there -

I am trying to filter the chart below to filter by a custom date range as well as filter by the account (or customers). Any ideas on how this can get done? Ideally I would be able to filter by a date range, once I have the results I could filter down to the account.

1462.Accounts.PNG

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LuHao 40,892 on at

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Hi partner,

Since the data for the chart is completely from the view, you only need to filter the view and the chart will automatically apply the same filter.

In the Won Opportunities view, click on the filter icon to the right of the Customer field and Time field to filter them.

Once the view is filtered, its chart is also filtered.

If you don't want to filter the view, then I recommend you create a new view which has been filterd.

Click the Create View button on the command bar. Select Use Saved View as Won Opportunities, add filters of customers and time on top of it. Click Save As to save as another view.

The chart for this view is the filtered chart.

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Community Member on at

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Got it! This was very helpful! Thanks so much Lu.

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