Filtering, Faceting & Drilling Down

Faceting

Clicking a value in one chart — say, a region on a bar chart — facets every other connected widget on the page to that selection. Click again to clear it. This is the default interaction in CRM Analytics and needs no configuration.

Explicit filters

Filter widgets (dropdowns, date pickers, toggles) let a viewer set a condition without needing a chart to click on — useful for fields that aren't already charted, like "Fiscal Quarter."

Drilling down

Some charts support drill paths — clicking a bar in "Region" reveals the next level, like "Country," without leaving the chart. Drill paths are configured by the dashboard builder ahead of time.

Clearing selections

A Clear or Reset filters action (often in the top toolbar) removes all facets and filters at once, returning the dashboard to its default view.

What you'll learn next

Next: saving your own view of a dashboard and sharing it with others.