Most of the time, the built-in filtering can get the job done, but for our reports, we need to take it a step further. We need to add additional filters to the charts, maps, and tables that allow you to view data by a time frame or status. By adding the Column and DateTime filters to our datasets, we can eliminate unneeded records to repot. Let's take a look at a few examples.
A lot of CRM systems may have data that you never want to pull to your dashboard. This data needs to get filtered from the dataset before it is presented in a report. By adding different column filters to our underlining dataset, we can accomplish this.
Tip
Using column filters can also help with the overall performance of the reports by limiting the amount of data sent to the report.
A great example is to add a filter to the Status column in our Deals Lost by Territory dataset. For this chart, we only need to show Deals that have the status as Lost.
Here is how we add a column...