Filter Doesn't Filter Values as it Should
If the data you see on the dashboard is not what you expect it to be; the first thing to check is selection options in filters. Start with checking dashboard filters first and if needed move deeper to each widget; checking widget and formula filters.
The most common case is the mass update in Maximizer. For example; if Category change names; Sales Teams; Processes etc. These new values won't be automatically picked by the filters. You have to select all and pick correct changed label.
In rare cases; a filter might stop working. For example; it doesn't respond to the selection or it might even show empty values; like in the case below.
How to resolve:
- Refresh your browser.
- Make sure that widget filters and a dashboard filter are not contradicting. For example; if a Widget filter under Process says Include All and a dashboard filter under Process says Default; on this widget you will see data not only for one Default process; but for all processes.
- If previous steps didn't help or the filter shows an empty list; remove the filter and add it back again. Before you do this:
- Write down filter's table and column or field name; e.g. in this example; Process can belong either to Leads or Opportunities
- Check for every widget on the dashboard if this filter is applied or not. If not; remember to switch it off after you remove and add it back.