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Get to Know Your Analytics Home

Learning Objectives

After completing this unit, you’ll be able to:
  • Navigate the desktop interface.
  • Describe the different Analytics assets like app, dashboard, lens, and dataset.
  • Describe the different ways to import data into Analytics.
  • Create an app.
  • Customize your Analytics home page.
  • Organize an Analytics presentation.

Open Analytics

Now that you’ve got your special Analytics-enabled Developer Edition org, go ahead and open Analytics.

Click the app launcher (App Launcher icon), and then click the Analytics Studio tile.

Note

Note

If Analytics Studio doesn’t open, check to see if your pop-up blocker is on. If so, change the setting to allow pop-ups from your org.

Tip

Tip

The first time you open Analytics Studio, the Welcome screen appears, offering resources to help you get started. You can dismiss it now, and open it again anytime from the Help menu. Click the question mark at upper right to open the menu. Click the question mark to open the Analytics Studio Help menuThen select Welcome to Analytics.

Browse Analytics Assets

Analytics opens to the home page, where you can view all your Analytics assets: apps, dashboards, lenses, and datasets. But what are these assets? Let’s take a few minutes to discuss each asset type.
App icon Apps
An app is a purpose-built set of analyses and answers about a specific area of your business. With apps, you can provide curated paths through your data, plus powerful tools for spontaneous, deep explorations. After creating dashboards, lenses, and datasets, you can organize them in apps to present dashboards in relevant order, and then share apps with appropriate groups.
By default, you get the following apps.
Private App icon My Private App
This app is visible to you and only you. You can’t share My Private App with anyone. It’s a good place to store assets with sensitive data or work-in-progress dashboards that you aren’t ready to show others.
Shared App icon Shared App
This app is the opposite of My Private App. The Shared App is accessible by anyone in your org who has access to Analytics. Although it’s accessible by everyone, you can still ensure stricter security on datasets through row-level security, which you can learn about in the Analytics Security Implementation Guide.
Icon for the DTC Sales app My DTC Sales
This is a sample app we’ve provided—just in the Developer Edition org—to help you get started with Analytics. You’ll work with this app later in the trail.
You can create additional apps and control access to each of them. If colleagues have access to an app, they can see all the datasets, lenses, and dashboards within that app. For example, you might want to create different apps for different teams, based on their needs. Creating an app for each team allows you to provide a customized experience for every department.
Icon for Wave dashboards Dashboards
A dashboard is a curated set of charts, metrics, and tables that gives you an interactive view of your business data. Wait until you see what these things can do. Wow!
Icon for Wave lenses Lenses
A lens is a saved exploration. You’ll go more in depth about lenses later in the trail when you do your first explorations.
Icon for Wave datasets Datasets
A dataset is set of specially formatted source data, optimized for interactive exploration.

To filter the assets by type, click a tab. Click a tab to filter the types of assets shown in the home page.

To quickly locate an asset, perform a search based on the name. Don’t forget about search—it can be useful when you have many assets in your org!

Text box for entering search terms

Another feature of the Analytics home page is the view toggle for switching between tile view (Icon that toggles to tile view) and list view (Icon that toggles to list view). In tile view, you can identify assets by their thumbnail image. In list view, you can see additional information about each asset. In tile view, hover at the upper right corner of an asset to locate the Actions menu icon for the dropdown menu. In list view, hover at right side of the line to locate the dropdown menu. The menu has different actions depending upon the asset.

Go ahead! Try toggling from tile view to list view and back. Hover on the assets and find the menus.

You’ll learn the basics of the product as you get your Analytics badges. However, keep in mind that you can always click Help icon in the top right corner if you need help or want to learn more.

Now, to prepare for further Analytics exploration, let’s talk data!

Understand Importing Data and Analytics Datasets

Analytics provides multiple ways to import data, both from Salesforce and external sources. For example, you can use an Analytics tool—like the dataflow or the dataset builder—to import Salesforce data.

The dataset builder has a point-and-click interface. The dataflow enables you to perform more advanced tasks. To import external data, you can use the CSV Upload interface to import manually or the External Data API to import programmatically. In addition, you can use third-party tools to import the data. For more information about integrating data, see Analytics Data Integration Guide.

The main thing to understand is that imported data is saved in Analytics as datasets. And from datasets, you build lenses, dashboards, and apps. You don’t have to do any importing now, however, because we’ve done that for you. Let’s move right to the next task—creating an app.

Create Your First Analytics App

Apps allow users to organize and control sharing of their datasets, lenses, and dashboards.
You’d like to create some lenses to share with only your group. You don’t want to save them in the Shared App because they’ll be visible to all Analytics users in your org. To share assets with a select set of users, let’s create a new app for them.
  1. In Analytics, click the Create button at the upper right and then select App.
  2. Select Blank App and click Continue.
  3. Enter My Exploration as the name of your app.
  4. Click Create.

    You created an app, and it displays in a new tab!

    New apps are empty when they are first created
  5. Let’s add a description so that your colleagues understand the app’s purpose and contents. Click Details, and then click the pencil in the description area. Type a description into the box that appears.
    The description of the app.
  6. To make it easier to distinguish from other apps, change the app’s default icon. Click the icon and then select a new icon from the gallery.
    App icon gallery

Awesome work, you created your first app! Later in the trail, you’ll create explorations to share from this app. But first, there’s more to learn about Analytics apps.

Customize Your Analytics Home Page

Now that you’ve created your first Analytics app, you’re ready to customize your own Analytics home page!
  1. Start by clicking the Analytics Studio tab. On the left, you see filters and customizable views. Recent includes all assets but organizes your home page by the most recently viewed assets. To filter assets for easier access, you can click Created by Me or Shared with Me.

    Your Analytics home page also has two areas that you can customize, one for your favorite apps and one for tracking your notifications. Notifications are alerts that Analytics can send you when a goal or measure is reached, exceeded, or falls below your mark. You can set up notifications to track the progress of your goals right on your home page. We’ll get into notifications in the next module, and for now you want to focus on apps.

  2. Click Pinned Apps in the left panel.
  3. Click the Pin Apps button at the upper right.
    Dialog to pin or unpin apps to the Wave home page
  4. Click My Exploration and My DTC Sales to pin them.

    Notice that My Private App isn’t in the list. That’s because it’s for storing assets that you’re not going to share. Pinned apps are for running and presenting dashboards. Since you won’t be presenting from the Shared App, you decide not to pin it to the home page. You can always see My Private App and Shared App in the Recent view.

  5. Click Done.

Looking good! Now you have the two apps you’ll need for the trail easily accessible under Pinned Apps on your home page.

Note

Note

Apps appear on your Analytics home in the order that you pinned them.

Run Presentations from Analytics Apps

Analytics apps are where you run your dashboards and lenses.
  1. If you’re not already there, click Pinned Apps on your Analytics home page.
  2. Click My DTC Sales. This opens the browse page of the app where you can see the app’s assets. (On the Analytics home page, you can browse all of your assets, but when browsing an app, you’re viewing only the assets in that app.)
  3. Click the Run App button.
    Note

    Note

    If the app doesn't load on your first attempt, close the tab and log in again with this link: login.salesforce.com.

    The app opens to the first dashboard in its navigation list. Notice that the upper part of the dashboard has the name of the dashboard and controls for running the dashboard and the app. The icon with three dots App drop-down menu icon opens a dropdown menu with additional options.

    Icons and dropdown menu in the upper right corner of the dashboard
    While running a dashboard, you can:
    • Edit the dashboard in the dashboard designer
    • Save the dashboard
    • Full-screen the presentation
    • Share from the dashboard
    • Open the notification panel and create notifications on dashboard widgets
    • Open the annotation panel and annotate dashboard widgets
    • Clone the dashboard in a new tab
    • Delete the dashboard
    • Print or save a PDF file of the dashboard
    • Use the Dashboard Inspector tools to assess performance
    • In addition, you can
      • Save modified views of the dashboard
      • Return the dashboard to its initial view
      • Navigate to other dashboards and lenses in the app

    There are a lot of things you can do while running a dashboard! We’ll cover most of these as we progress through the trail. First, let’s learn how to navigate through the assets in the app and set up a presentation.

  4. Click the down arrow next to the dashboard title to open the navigation list.
    App navigation menu

    The list has the dashboards and lenses in the app that are available for presenting. Simply click a dashboard name to run the dashboard in your presentation.

    Because the DTC admin set you up to be a manager of this app, you have access to the controls for setting up presentations.

  5. Click Edit List to arrange your presentation.

    The Selected Assets column shows the order of your presentation. You can rearrange the order, or move assets to the available column so they don’t appear in the navigation list.

  6. Click Opportunity Details, and then click the left arrow.

    If you saved the app at this point, you could then share it with an individual or group that shouldn’t see opportunity details. You’d give them Viewer access to the app. For other colleagues, you could give Editor or Manager access, depending upon the amount of control you wanted them to have. For more information about sharing apps, see App-Level Sharing.

  7. Click Regional Sales, and then click the up arrow so that it changes places with Opportunity Details.

    Feel free to practice rearranging the navigation list. But just take a minute, because you need to move to the next module to learn more about Analytics dashboards before the meeting with your manager!

  8. When you’re ready, set the navigation back the way it was by clicking Cancel.

Ready to Discover Analytics

Take a moment and pat yourself on the back! In this module, you signed up for your Analytics-enabled Developer Edition org and got to know the Analytics environment. You created your own shareable app, set up your home page, and learned about app presentations. You did great!

But you’re just on the verge of learning the power of Analytics. In the upcoming modules, you’ll navigate the dashboards in the sample app and then jump into real data exploration on desktop and mobile.

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