1. Edit a dashboard, then click + Filter in Lightning Experience or Add Filter inSalesforce Classic.
2. From the Field drop-down, select a field to filter on. The drop-down shows fields that can be used to filter all the dashboard’s components. If there are equivalent fields for your selection, hover over the info icon () to see them.
3. Give the filter a Display Name to identify it. If the filter has many equivalent fields, we consider using a name that works for all components.
4. Assign values to the filter.In Lightning Experience, click Add FilterValue, choose an Operator, and set aValue. Optionally, set custom Display Text. Then, click Apply.In Salesforce Classic, under Filter Options, selectan operator and provide one or more values to filter by.Use the Display Text field to give your filter a name. For example, on a sales dashboard, youmight gather several stages of Opportunities into a group called “Early.” Thislets users quickly filter the dashboard to show only data relevant to deals that are in theearly stages of development.
5. In Lightning Experience, click Add. In Salesforce Classic, click OK. If equivalent fields are available for a component, you can select which one to use to filter the component.