web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Answered

Interactive Dashboards

(0) ShareShare
ReportReport
Posted on by 1,085

Hello community experts,

Could anybody please guide me on ways to create a filtered view of dashboards?

Also I would like to know when to use global and visual filters

Kindly guide

Best Regards,

Sumaira Noor

I have the same question (0)
  • Suggested answer
    AJ-22040756-0 Profile Picture
    on at
    RE: Interactive Dashboards

    Hi Partner,

    Here's a brief description on Visual filter and Global filter 

    Visual Filter

    Visual filters provide a visual snapshot of key metrics, such as cases by priority or by origin. They also help removing clutter from the screen and display information that interests you most. For example, if you select the High Priority circle in the Cases by Priority chart, the dashboard will refresh and you’ll see only high priority cases in your data streams. You can find different types of charts on your dashboard, such as pie, bar, doughnut, or tag chart. Visual filters and tiles help you see the changes and patterns in data, and act quickly to address the most important issues.

    To display the charts on the dashboard, select the visual filter button in the dashboard header, as shown below. The clickable button acts as a toggle switch, to show or hide the visual filters on the dashboard. On the single-stream dashboard, the visual filters are always shown and can’t be hidden from the view.

    pastedimage1579847180150v1.png

    The following illustration shows the multi-stream dashboard without visual filters enabled:

    pastedimage1579847180151v2.png

    The following illustration shows the multi-stream dashboard with visual filters. You can use the arrows to move the view right or left to see all charts.

    pastedimage1579847180151v3.png

    Global Filter

    To add granularity to filtering data, you can use the Global filter. For example, you can apply the Global filter to show only escalated cases and the cases that are marked as “Request.”

    Select the Show Global Filter button in the command bar to view and apply global filters.

    pastedimage1579847180151v4.png

    When you select the Global filter button, the filter flyout window opens. The entity fields that are preconfigured by your administrator appear in alphabetical order in the flyout window. You can select multiple values in a field, as well as values from multiple fields. Select Apply for the action to take place.

    pastedimage1579847180151v5.png

    After you apply Global filters, the dashboard refreshes to show you only the cases in charts, streams, and tiles that are based on the filter entity (the filter entity is the entity that is used in the charts). To clear the Global filter, select Clear in the flyout window.

    By using a combination of Visual and Global filters, you can drill down from a long list of cases to a more focused list.

    You can refer this article docs.microsoft.com/.../configure-interactive-experience-dashboards   for creation of Global filter fields. 

    docs.microsoft.com/.../customer-service-hub-user-guide-dashboard  

  • Verified answer
    ashish12 Profile Picture
    3,079 on at
    RE: Interactive Dashboards

    Hi Sumaira,

    You can add any field from the entity as Visual Filter. Open the field and you will see a check box to make the field as Visual filter.

    us.hitachi-solutions.com/.../

  • Sumaira Noor Profile Picture
    1,085 on at
    RE: Interactive Dashboards

    Thanks for the help Canada365guy and Akash Jain!

  • kcpacker85 Profile Picture
    160 on at
    RE: Interactive Dashboards

    Hi Akash Jain 

    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 update anything. To me it looks like a limitation, but can anyone confirm this?

    pastedimage1658862028373v1.png

    Thanks

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Pallavi Phade – Community Spotlight

We are honored to recognize Pallavi Phade as our Community Spotlight honoree for…

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
MVP-Daniyal Khaleel Profile Picture

MVP-Daniyal Khaleel 125

#2
Tom_Gioielli Profile Picture

Tom_Gioielli 101 Super User 2025 Season 2

#3
Erin Lubben Profile Picture

Erin Lubben 57

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans