Filtering with filter views in Google Sheets - Dashboard Guide

Dashboard Mode - Filtering with filter views

Goal

See sales data for specific regions easily by using filter views without changing the original data for others.

Sample Data

Order ID	Region	Salesperson	Product	Sales Amount
1001	East	Alice	Widget	250
1002	West	Bob	Gadget	300
1003	East	Charlie	Widget	150
1004	South	Diana	Gizmo	400
1005	West	Eva	Gadget	350
1006	North	Frank	Widget	200
1007	South	Grace	Gizmo	450

Dashboard Components

• Filter View Selector: A filter view named "East Region Sales" that filters the table to show only rows where Region = "East".
• Sales Data Table: The original sales data table (A1:E8) that can be filtered using filter views without changing the data for others.
• Total Sales (East Region): A cell with formula =SUMIF(B2:B8, "East", E2:E8) showing total sales for East region.

Dashboard Layout

+----------------------+-----------------------+
| Filter View Selector  | Total Sales (East)    |
+----------------------+-----------------------+
|                      Sales Data Table           |
|                      (Filtered by filter views) |
+-------------------------------------------------+

Interactivity

User selects the filter view named "East Region Sales" from the Data > Filter views menu. This filters the Sales Data Table to show only East region rows. The Total Sales (East Region) cell updates automatically because it uses a formula summing only East region sales.

Self Check

If you add a filter view for Region = "West", which components update?

• The Sales Data Table shows only West region rows.
• The Total Sales cell does NOT update automatically because it is fixed to East region sales with SUMIF.
• The Filter View Selector changes to the new filter view.

Key Result

Dashboard shows sales data filtered by region using filter views and total sales for East region.