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vghanithala
Frequent Visitor

Filter fields not showing up in Interactive Dashboard

Hi All,

 

I have custom entity and created interactive dashboard.

By default Filter by option shows Created on and Modified on fields. I would like to show few more custom fields as well in filter. 

 

Capture.PNG

 

 

 

 

Followed below URL but still its not showing the fields in Filter By drop down.

https://www.inogic.com/blog/2016/07/configure-fields-in-sort-and-filter-in-dynamics-crm-interactive-...

 

Please advise.

1 REPLY 1
v-yutliu-msft
Community Support
Community Support

Hi @vghanithala ,

Do you want to add custom field to filter in your dashboard?
I've looked into the link that you provided.

It seems like it only mentions the first step.

You need to :

1)For a field to appear in the global filter and be included in the data stream sort, you must set two flags:

  • Appears in global filter in interactive experience
  • Sortable in interactive experience dashboard

2)Configure the 'Appears in global filter in interactive experience' option

The fields that you enable for Appears in global filter in interactive experience appear in the global filter flyout window when the global filter icon is clicked on the dashboard header. In the flyout window, the service reps can select the fields on which they want to filter globally, in charts, and also in streams and tiles that are based on the filter entity.

 

Here's a doc about this in details for your reference:

https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/configure-interactive-experience-...

 

 

Best regards,

Community Support Team _ Phoebe Liu
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