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Apply Conditional Formatting and Annotate a Saved Dashboard View

Follow Along with Trail Together

Want to follow along with an expert as you work through this step? Take a look at this video, part of the Trail Together series.

(This clip starts at the 20:48 minute mark, in case you want to rewind and watch the beginning of the step again.)

Introduction

With conditional formatting, you can use rules to automatically highlight charts, tables, and number widgets in your dashboard. In this step, you save a view of your dashboard with conditional formatting applied. Then you annotate the saved view, and share your data insights with others in your org.

Use Color to Highlight Numbers

Highlight high and low values based on ranges and colors that you specify. You’re going to add a rule to the table widget that makes it easy to see numbers above and below a threshold.

  1. Click the Opportunity Name table widget to select it.
  2. In the Properties panel on the right, click Column.
    Note: If you don’t see the Column properties tab, click away, and then click the table again.

The Properties panel displays conditional formatting.

  1. Click Conditional Formatting.
  2. Click Add Rule.
  3. Under Coloring Method, if it’s not already selected, select Specify range (Bins).
  4. In the < field, enter 5000000.
  5. Click the down arrow under Required, click the down arrow under Text Color, and select the red square (left column, middle row). Then click the arrow next to Text Color again to close the palette.
  6. In the ≥ field, verify that 5000000 was automatically entered, open its Text Color, and select the green square (4th column, middle row).
  7. Click Apply.
  8. Click the Save button in the dashboard header controls, and then click Save in the dialog.

Your dashboard should look like this, but with the widgets sized and arranged in the way you chose. 

The dashboard view with specified ranges in the range field and amounts displayed in red and green.

Save a View of Your Dashboard

Now, set dashboard filters and save your view of the dashboard. Only you can see your views—other users still see the original dashboard. You can create multiple views and choose one as the default that shows when you open the dashboard. You can also share the URL to your saved view so that when users open the link, they see your view of the dashboard.

  1. Switch to dashboard preview mode by clicking the Preview button.
  2. From the Industry list widget, select Apparel, Biotechnology, and Education.
  3. Near the name of your dashboard, click Modified, and select Save View. 

The Save View option in the Modified menu

  1. For the View Name, enter My Amazing View, and then click Create.
  2. Click the Save button in the dashboard header controls, and then click Save in the dialog.

Give Users Access to Your App

CRM Analytics assets can be shared across users, groups, or roles. To enable others to see a lens, dashboard, or dataset, share the app it’s in. You can grant Viewer, Editor, or Manager access to apps that you manage. After you grant access to the project manager in your org (Laura Garza), she can see the amazing data you share with her.

  1. Click the Analytics Studio tab, and then click Browse.
  2. Click Apps, and click My Amazing App.
  3. Click Share to open the Share dialog.
  4. Click the Give Access tab.
  5. Under Invite others, verify that User is selected, and then enter Laura Garza.
  6. Click Viewer and select Editor, and then click Add. 

To invite other users, fill out the user’s name and role, and then click Add

  1. Click Save.
  2. Click X to close the Share dialog.

Annotate Your Dashboard

Post Chatter comments directly on the dashboard using the annotation feature. With annotations, you can hold conversations about your data and how it’s visualized, with the dashboard right there for reference.

  1. Click My Amazing Dashboard.
  2. Hover in the upper-right corner of your Stacked Bar chart, click the dropdown menu, and then select Annotate. 

The stacked bar chart showing the dropdown menu with Annotate selected.

  1. In the New Annotation panel, enter @Laura Garza, and then add a note for Laura. 

The New Annotation box is where you enter a note for Laura Garza.

  1. Click Attach current screenshot, and then click Share.

Congratulations! You now have first-hand experience creating data visualizations and building CRM Analytics dashboards and apps. You’re on your way to becoming a CRM Analytics expert!

Note

Before you click the Verify Step button, make sure that your CRM Analytics-enabled Developer Edition org shows next to the Launch button.

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