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18,260 Points voting closed

Delivered in Spring 21

Spencer Collins

Ability to pass Dashboard filters by URL (?pv0= functionality in reports)

Operational Reporting

I would like to have the ability to open a dashboard with a filter set by URL.

Example:

We have a standard dashboard for all Marketing Campaigns which can be filtered by each specific campaign to show general progress & statistics. On the Campaign object we would have a formula field which would link to the dashboard passing the ID of the campaign to the filter.

When viewing a campaign, users would then easily be able to jump to the campaign dashboard to see real-time statistics on the progress of the campaign.

This functionality already exists for reports using the ?pv0= query string at the end of the report URL.

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Latest Comment from Salesforce

Ankita Dutta - 7 months ago

I am excited to announce that this idea has now been delivered for Spring '21. You can find the release notes here: https://help.salesforce.com/articleView?id=release-notes.rn_rd_dashboards_filter_url.htm&type=5&release=230. As always, do provide us any feedback.

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Comments ( 168 )

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Ankita Dutta - 7 months ago

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Bailey Rudd - 8 months ago

Didn't seem like this was a feature in my pre-release Spring 21 org.
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Ankita Dutta - 1 year ago

This idea was up for May 2020 prioritization and while it didn't rank in the top 5, the team thought it was valuable and decided to build it. Thank you, Trailblazers, for helping us shape our product roadmap. Inspired by this idea, we’re working on the following feature:

Ability to pass Dashboard filters by URL
Users would have the ability to open a dashboard with a filter set by the URL so that they don’t have to clone multiple dashboards to suit individual needs.
Estimated GA Release: Spring ‘21 (safe harbor)

Learn more about Prioritization and how you can shape Salesforce products via the IdeaExchange at https://ideas.salesforce.com/s/about.

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Ankita Dutta - 1 year ago

This idea was up for prioritization in the May 2020 cycle. Product managers are reviewing the results, which you can find on the Prioritization tab, as part of release planning for Spring '21 and beyond. Top prioritized ideas that move into development will be announced when release planning concludes in late August 2020. To learn more about IdeaExchange and how product managers plan releases, earn the IdeaExchange Basics badge on Trailhead https://sfdc.co/IdeaExchangeBasics.

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Ankita Dutta - 1 year ago

A feature based on this idea is once again being considered in the next cycle of IdeaExchange Prioritization from May 18 - June 1. Similar to how report filter values can be overridden via URL parameters, this would provide a way to override existing dashboard filter values by URL. Help us determine if we should prioritize this feature over others on our product roadmap as we begin planning for Spring ‘21 and beyond. Click the Prioritization tab above or visit https://sfdc.co/Prioritization.

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Jerome Clamageran - 1 year ago

This would be really useful in order to give access to context-specific Dashboards within business object records.
I tried to counterpass by using DashboardPal by Salesforce Lab but it only allows 1 prefered Dashboard and filter per user, meaning that whatever the record page you get to, you have the same context-less dashboard initially displayed... A pity...

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Jay Delaune - 1 year ago

It's fine for the community to have a vote but while we wait for this feature, we are all getting much better at using Microsoft's Power BI and other applications that already allow for URL passing of parameters for dashboards.

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Anusha Surepeddi - 1 year ago

This idea was considered during the January 2020 cycle of Prioritization. The community prioritized other ideas for the upcoming releases ahead of this one, however we will continue to review this idea in future product roadmap discussions. See prioritization winners at https://ideas.salesforce.com/s/winners and learn more about Prioritization and how you can shape Salesforce products via the IdeaExchange at https://ideas.salesforce.com/s/about.

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Brad Watson - 1 year ago

Agreed that this would be needed and make things easier for all who.
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Sarah Smith - 1 year ago

This would be cool and much better than several seperate reports as links...just 1 dashboard link.
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Victor Veisbergs - 1 year ago

An idea with sufficient votes that has been "on hold" for seven years? Should this not be at the top of the priority list by now?
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Arun Singh - 1 year ago

This idea was floated around 7 years ago, hopefully it'll be considered and prioritized for adding filters via URL for Lightning Reports & Dashboards as well.
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Justin Janßen - 1 year ago

Absolutely key feature!
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Todd Kelley - 1 year ago

This would be a BOON to our dashboard and business transparency initiatives. PLEASE work to get this feature added to the platform ASAP. Thanks!
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Anusha Surepeddi - 1 year ago

A feature inspired by this idea is up for consideration in the January 2020 round of Prioritization. Help us determine which features you want us to prioritize as we begin planning for Winter ‘21 and beyond. Visit https://sfdc.co/PrioritizeIdeas to access Prioritization.