Add More Data to Analytics Dashboards

Learning Objectives

After completing this unit, you’ll be able to:

  • Describe how Tableau CRM lets you add your own data to dashboards.
  • Customize dashboards to fit your business needs.
  • Share the Event Monitoring Analytics app with others.

Reports Aren’t the Only Dashboards

We’ve looked at the Reports dashboard to spot problems and trends to highlight to your chief information officer (CIO). But you know that Event Monitoring data has a lot more information than just reports, like page views, logins, Apex usage, and more. Let’s use that data to answer more questions.

For example, in the previous unit, you deduced that Bob Bandit ran the High Net-Worth Contacts report more than 100 times over the past month. But what about the rest of Bob’s activity in your org?

Let’s look at Bob’s page views to determine whether there’s other suspicious activity we need to know about. In this example, we’re interested in finding out the accounts that Bob has clicked on the most. To do this, we use the Page Views (URI) dashboard with some value-added data to make it easier to interpret.

Turbocharge Your Dataset with More Data

The Page Views (URI) dashboard doesn’t show account records, only URIs like /apex/SOQLQuery and/lightning. We customize the dashboard to add object names and types so that we can review which account records (if any) Bob has accessed.

But first, we add that data to Event Monitoring Analytics by creating a dataset. What’s a dataset? A dataset is a collection of related data that is stored in a denormalized yet highly compressed form. In other words, a dataset is the container for your data in Event Monitoring Analytics. To show object names and types in a dashboard, you need that data in a dataset first.

So, let’s add object names and types to a dataset.

  1. Go to Analytics Studio. (It should already be open in another tab; if not, from the App Launcher (App Launcher icon), find and select Analytics Studio.)
  2. Click Create, then select Dataset.
    Tableau CRM Analytics Studio page with the Create menu displayed and Dataset highlighted
  3. In New Dataset, click Salesforce Data.
    Choose data source page
  4. Name your dataset AccountDataset.
  5. Choose the Add to new dataflow option.
  6. Enter AccountDataflow, then click Next.
    New Dataset page
  7. Select the Account object and click + to select Account fields.
    Account object, displaying the + menu
  8. Select the fields Account Name and Account ID.
    Select Fields page with Account ID and Account Name highlighted
  9. Click Next.
  10. Select the Analytics for CIO app for your dataset, and click Create Dataset.
    New Dataset page
  11. You’re notified that the dataset was added to the queue. Click OK.
    Dataset in queue message
  12. Now, let’s update the dataflow. Click Update Dataflow in the upper right corner of the page. Once the popup screen appears in the middle of the page, click Update Dataflow again.
    AccountDataflow view page with Update Dataflow highlighted
  13. Click Run Dataflow in the upper right corner of the page. Once the popup screen appears in the middle of the page, click Go to Data Monitor. If the pop screen does not appear, or you receive an error message, check the job status by clicking on the Data Manager tab and navigating to Monitor.
    AccountDataflow view page with Run Dataflow highlighted
  14. On the Monitor page, you can monitor the dataset creation.
    Monitor menu with Jobs view highlighted
  15. Once the dataset creation is successful (it can take a few minutes, and you might need to refresh your screen to see the Successful status message), go to Analytics Studio—it should already be open in another tab. Or, from the App Launcher (App Launcher icon), find and select Analytics Studio—and open your Analytics for CIO app homepage.
  16. Click the Datasets tab, and you should see AccountDataset at the top of the dataset list.

Dataset view page with AccountDataset highlighted

Great! Now you’ve got account names and IDs in a dataset. But that’s not the only data you want to show in a dashboard, right? You want the page views data in there, too.

Fortify Your AccountDataset

Let’s fortify your new AccountDataset with data from the existing URIWithUsers dataset, which is the dataset that the prebuilt Page Views dashboard uses. Salesforce has already denormalized the user IDs to make them into human-readable usernames.

  1. In the upper right, click the gear icon and select Data Manager.
    Gear icon menu with Data Manager option highlighted
  2. In the upper left, click Dataflows & Recipes, then click Recipes.
    Dataflows & Recipes page
  3. In the upper right, click Create Recipe and then Select Data.
  4. Select AccountDataset as the base dataset for your recipe, and click Next.
    Select Input Data view page with AccountDataset highlighted
  5. To join the AccountDataset with the URIWithUsers dataset, click the plus sign next to the AccountDataset icon and then choose Join from the dropdown menu.
    Recipe view page displaying the AccountDataset icon, with the plus sign function highlighted
  6. Select the URIWithUsers dataset from the Select Input Data page list to join it with the AccountDataset, and click Next.
  7. Choose the Lookup join type, and select Look Up Multiple Values for the lookup to return all matching rows from the right data streams. Then, in the Join Key fields, enter the two columns you want to correlate in your dataset recipe: URI_ID_DERIVED from the URIWithUsers dataset and Account ID from the AccountDataSet dataset (the latter may be already entered), and click Add.
    Join Key fields with the AccountDataSet and URIWithUsers datasets highlighted
  8. To create the recipe, check the Name column at the top of the Columns view page to include all datasets in your recipe.
Note

Note

By default, the Join node includes all columns from the base dataset for your recipe (Account ID in this case) and only what appears in the Join Key field—URI_ID_DERIVED—from the other data source. 

Columns view page with the Name column checked and highlighted

9. Click Apply

10. Next, get ready to run your recipe by creating your Output node. In the upper half of the recipe screen, click the plus sign and select Output from the dropdown menu. 

Recipe view page displaying the AccountDataSet icon and URIWithUsers icon, with the plus sign function highlighted

11. On the Output page, name your Dataset Display Label URI_With_Account_Data and choose Analytics for CIO for your App Location. 

12. Click Apply

Output view page with Apply highlighted

13. At the top right corner of the page, click Save and Run

Recipe view page with Save and Run highlighted

14. Name your recipe Joint Account Info with URI Dataset and click Save

15. To view your run status, click Back to Data Manager (top right corner of page). 

Monitor view page with Jobs view highlighted

16. Once the recipe run is successful (it can take a few minutes, and you might need to refresh your screen to see the Successful status message), go to Analytics Studio—it should already be open in another tab; or, from the App Launcher (The App Launcher icon), find and select Analytics Studio—and open your Analytics for CIO app homepage.

17. Click the Datasets tab, and you should see URI_With_Account_Data near the top of the dataset list. 

Dataset view page with URI_With_Account_Data highlighted

Now you’ve got all the data you need in one dataset. Let’s show it in a dashboard. 

Customize the Page Views Dashboard

First, let’s make a copy of the Page Views dashboard and call it Account Page Views.

  1. In Tableau CRM Analytics Studio, navigate to your Analytics for CIO app. On the app’s homepage, open the Page Views (URI) dashboard by typing Page Views (URI) into the Search bar.
  2. On the More menu, click Clone in New Tab.
    More menu with Clone in New Tab selected
  3. Click the pencil icon next to the cloned dashboard name to change it to Account Page Views. Make sure to save your new dashboard by clicking the disk icon and then Save.

    Next, let’s add the dataset to the dashboard and tweak the layout.

  4. In Analytics Studio, search for the URI_With_Account_Data dataset, and then click the title to open.
  5. Next to Bars, click + and select Account Name.
    New Lens page with Account Name highlighted
  6. Repeat the previous step, and group by User.Name.
    New Lens page with data grouped by Account Name and User.Name
  7. In the toolbar, click the Clip to Designer icon and name the lens URIWithAccountAndUserNames, then click Clip to Designer.
    Toolbar with Clip to Designer button selected
  8. Navigate to the Analytics Studio homepage, and open the Account Page Views dashboard.
  9. In the toolbar, click the pencil icon to edit the Account Page Views dashboard.
  10. From the query list on the right, drag the URIWithAccountAndUserNames lens to where you want it displayed on the dashboard. Pressing Shift as you drag automatically moves the other dashboard panels out of the way. Resize the new panel if its default size is too small.
    Account Page Views dashboard with URIWithAccountAndUserNames lens placeholder visible
  11. In the toolbar, save the dashboard and preview it.

Account Page Views dashboard with URIWithAccountAndUserNames lens inserted in middle

Share the App

Just one more step: sharing the app with your CIO. 

  1. From the App Launcher (The App Launcher icon), find and select Analytics Studio.
  2. Navigate to the Created By Me section, click the dropdown menu next to the Analytics for CIO app tile, and select Share from the dropdown menu.
    Analytics for CIO app menu shown with Share option highlighted
  3. Search for Julie Chavez and add her as an Editor for the app, then click Add.
  4. Click Save. That sends an email to Julie asking her to start using Event Monitoring Analytics.

Wrap Up

Congratulations on a patient job, carefully done. Julie just sent you an email telling you about the lunch she’s going to take you to at your favorite place next time she’s in town. Awesome.

Of course, your job as a Salesforce admin is never done, and there’s certainly some fine-tuning ahead. But, for now, you can pat yourself on the back for finishing the process of creating Event Monitoring Analytics!

To up your Event Monitoring Analytics game, consider installing the Salesforce app on your mobile device. You can review your dashboards on the go, without having to be in the office or in front of a computer.

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