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Apply Conditional Formatting and Annotate a Saved Dashboard View

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, and then click Column in the Properties panel on the right.
    Note

    Note

    If you don’t see the Column properties tab, click away, and then click the table again.

    The Properties panel displays conditional formatting.
  2. Click Conditional Formatting.
  3. Click Add Rule.
  4. In the < Specify range field, enter 5000000, and then select Red under text color.
  5. In the ≥ Specify range field, enter 5000000, and then select Green under text color.
  6. Click Apply.
  7. Click the Save icon, and then click Save.
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. Preview the dashboard by clicking the Eye icon Eye icon.
  2. From the Industry list widget, select Apparel, Biotechnology, and Education.
  3. At the top, under the My Amazing Dashboard tab, click Modified, and select Save View.
    The new dashboard view with Apparel, Biotechnology, and Education from the Industry list widget selected.
  4. For the View Name, enter My Amazing View, and then click Create.
  5. Click the Save icon, and then click Save.

Give Users Access to Your App

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.
  2. Click the Apps tab, locate the app you created, and click the name.
  3. Click the Share icon Share icon.
  4. Click the Give Access tab.
  5. Under Invite others, select User, 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
  7. Click Save.

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.
  3. In the New Annotation box, enter @Laura Garza, and then add a note for Laura.
    The New Annotation box is where you enter a note for Laura Garza.
  4. Click Attach current screenshot, and then click Share.

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

Important

Important

Before you click the green button, make sure that your Analytics-enabled Developer Edition org (not the Playground) is selected in the picklist next to the Launch button.

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