Hello,

The quick filter component can be easily added to any required list.
Please refer to the Set up Quick filter components article for more detailed instructions. Please see the following example.

It is a very long awaited feature indeed. 

Have you been able to make it filterable with page data ? 

The capability is very useful when using the dashboard toggle on list pages, with data in the dashboards adapting to the filters on the list. 

It seems calculated metrics with formulas do not have the capabilities yet, or did I miss something ?

Thanks

Damien Collot,

In 8.3.4 I can add the metric widget and use a custom formula instead of just counting/summing etc over a single column. It can also have filtering applied based on page data (page params and/or lists that have other filters applied to them can be automatically applied to any of the individual metric formula inputs) and you can apply Quick Filters to individual elements of the formula too (e.g. just on the first count of Cases) though this can only be done via the Quick Filter's settings currently (not in the metric's options).

When adding a metric widget, you can select the Formula function, and then from there change the formula, where you get the UI that looks like in the OP.

Then when you add something to the formula like a count or sum of an object/column, you can click on the "button" in the purple representing the object/column, and in there you can apply filters including page data ones.

Giving you this:

But none of this I can see a way to apply to charts, only the metric widget.

Hi Matt, 

as I asked myself the same before - to my knowledge the OOTB Sales Pipeline consists of specific hardcoded functionality, for example to allow using the extra fields in the Stage Lookup to customise what the Pipeline shows and in which order.

However for the same reason, it seems like the standard drill-down functionality is not available. If needed, you can instead build a custom pipeline widget and re-name the stages to start with numeric values, as then you can also sort them by Name ("01 Proposal", "02 Presentation") for correct display. Not very elegant, but does the job. 

Best, 
David