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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Dynamics365 Interactiv...
Microsoft Dynamics 365 | Integration, Dataverse...
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Dynamics365 Interactive Dashboard (Custom Filter)

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Posted on by Community Member

Hi,

Can anyone please show me/guide me how can I add "Custom Filter" in Interactive Dashboard?. 

pastedimage1641703833728v1.png

  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: Dynamics365 Interactive Dashboard (Custom Filter)

    Hi gujjar,

    Please follow the steps:

    1. Navigate to the Classic Interface, and click the Customize the System button.

    pastedimage1641780233009v1.png

    2.Under the Components, expand the Entities and click the corresponding entity in your dashboard:

    pastedimage1641780338189v2.png

    3.Switch to the Fields, and double-click the field you want to enable. (String type is not supported)

    4. Check the Appears in global filter in interactive experience check box.

    pastedimage1641780597589v3.png

    5. Save and Close this field, and then publish your customization is ok.

    Result:

    pastedimage1641780702746v4.png

    Reference:

    Online: https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/configure-interactive-experience-dashboards#configure-filter-columns-and-security-roles-for-he-interactive-dashboards

    On-Premise: docs.microsoft.com/.../configure-interactive-dashboards

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