1. Sales Questions and Answers
  2. Can I add multiple filters to a visualization I create for the Sales Dashboard in the Redwood User Experience?

Can I add multiple filters to a visualization I create for the Sales Dashboard in the Redwood User Experience?

Yes, you can add multiple filters for a chart that you create using the Visualization Configuration tool in Application Composer.

  • If you create the visualization from a specific saved search, then the visualization inherits the filters from the saved search.

  • If you specify Default as the saved search, then you can update filters and add multiple filters during the configuration.

    Screenshot of Filters bar with sample filters.

  • If your source of data is an Oracle Transactional Business Intelligence (OTBI) analysis, then the filters come from that analysis. Optionally, you can add a filter to the visualization itself. Salespeople can select a filter value to narrow down the scope of the chart. The filter must be present in the analysis as an "as prompted" filter.

    Filter section showing the location of the filter you select above the chart

See the following topics in the How do I configure the Sales Dashboard in the Redwood User Experience? playbook: