Create a Dashboard with a Conversational Query
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).
- In your new lens, click Clip to Designer to clip the query.
- 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.
- Drag the Amount by Industry step onto the new dashboard.
- 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.
- On the left, drag the List Widget icon onto an empty space on the dashboard.
- Click the word List and then select Industry.
- Click Create.
- Click the List Widget to select it.
- On the right side, in the Properties panel, click the Step tab.
- Verify that Apply global filters and Apply filters from faceting are both selected.
- Under Selection Type, select Multiple Selection.
- On your dashboard, resize the list widget to make it bigger.
- On the top-right side, click Save .
- Enter My Amazing Dashboard for the title of your new dashboard, and select App -> My Amazing App.
- 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.
- In your Trailhead Developer Edition org, on the top-right side, click the
Setup (wheel) icon and select
- In the Quick Find box at upper left, enter Analytics, and select Settings.
- Make sure that Enable Conversational Exploration is enabled. If it isn’t enabled, select it, and click Save.
- Click the Analytics Studio tab, and refresh the browser page.
- On your dashboard, click to open the conversations panel.
- 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.
- From the dropdown menu on the new chart, select Clip to
Dashboard.The new step, Opportunity_Name_1, that you just clipped to the dashboard displays on the right side.
- From the left side, slide the Table icon and drop it on the dashboard.
- From the right side, click Opportunity_Name_1 and drop it on the empty table widget.
- Save the dashboard by clicking the Save icon .
- 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.
- Build Analytics Dashboards (Salesforce Help)
- Analytics Dashboard Building Basics (Trailhead)
- Get Quick Answers from Einstein Analytics with Conversational Exploration (Video)
- Einstein Analytics Learning Adventure (App)