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Create a Dashboard with a Conversational Query

Introduction

A dashboard is an interactive collection of widgets that visualizes data query results. Now you’re going to create a dashboard with an interactive chart, a list widget, and a table. You’ll incorporate the lens from the previous step and learn about tools in the dashboard designer, including conversational exploration.

Add the Lens to a Dashboard

To include a lens in a dashboard, clip it. When you clip the lens, Analytics adds the query as a step in a new dashboard (or the most recently used open dashboard).

  1. In your new lens, click Clip to Designer Scissors icon to clip the query.
  2. Under Display Label, enter Amount by Industry and then click Clip to Designer.

    Analytics opens the dashboard designer and adds the query as a step in the Step panel on the right. The new step displays under the dataset that’s being queried, DTC Opportunity.

    Amount by Industry displays under DTC Opportunity
  3. Drag the Amount by Industry step onto the new dashboard.
  4. Drag the corner of the chart to make it bigger.

Add a List Widget

A widget is a basic building block of a dashboard. You add a widget to your dashboard to perform a certain function. Functions might include showing key performance indicators, filtering dashboard results, visualizing data using interactive charts, or showing record-level details in tables. Here, you add a list widget to give dashboard users the power to facet all the charts in the dashboard.

  1. On the left, drag the List Widget icon List Widget icon onto an empty space on the dashboard.
  2. Click the word List and then select Industry.
  3. Click Create.
  4. Click the List Widget to select it.
  5. On the right side, in the Properties panel, click the Step tab.
  6. Verify that Apply global filters and Apply filters from faceting are both selected.
  7. Under Selection Type, select Multiple Selection.
  8. On your dashboard, resize the list widget to make it bigger.
    The list widget shows the values per industry
  9. On the top-right side, click Save Save icon.
  10. Enter My Amazing Dashboard for the title of your new dashboard, and select App -> My Amazing App.
  11. Click Save.

Add a Conversational Query

A conversational query starts with a word or two from you, and then Einstein Analytics provides suggestions that you can accept or edit. In this section, you see how quickly you can hold a conversation with your data, and then add the results to the dashboard.

Note

Note

In addition to this tab, make sure that you have open your Analytics Studio tab and your Trailhead Developer Edition org tab.

  1. In your Trailhead Developer Edition org, on the top-right side, click the Setup (wheel) icon and select Setup.
    Click Setup in the dropdown menu.
  2. In the Quick Find box at upper left, enter Analytics, and select Settings.
  3. Make sure that Enable Conversational Exploration is enabled. If it isn’t enabled, select it, and click Save.
  4. Click the Analytics Studio tab, and refresh the browser page.
  5. On your dashboard, click Choose Conversations icon to open the conversations panel.
  6. Click in the text entry box, and select top 10 amount by opportunity name. If you don’t see it, enter top 10 amount by opportunity name.
  7. From the dropdown menu on the new chart, select Clip to Dashboard.
    The dropdown menu on the new chart shows the Clip to Dashboard option.
    The new step, Opportunity_Name_1, that you just clipped to the dashboard displays on the right side.
    The new step, Opportunity_Name_1, displays on the right side.
  8. From the left side, slide the Table icon Table icon and drop it on the dashboard.
  9. From the right side, click Opportunity_Name_1 and drop it on the empty table widget.
  10. Save the dashboard by clicking the Save icon save icon.
  11. Verify it’s named My Amazing Dashboard and that it’s in My Amazing App, and click Save.

Now that you’ve created your dashboard with a conversational query, you’re ready to apply conditional formatting and annotate a saved view. It’s time to start sharing data insights with others in your org.

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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