Add More Data to Analytics Dashboards
- Describe how Analytics lets you add your own data to dashboards.
- Customize dashboards to fit your business needs.
- Share the Event Monitoring 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 CIO. But you know that Event Monitoring data has a lot more information than just reports—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’ll customize the dashboard to add object names and types so that we can review which account records (if any) Bob Bandit has accessed.
But first, we’ll 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 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.
- Go to Analytics Studio (it should already be open in another tab, or from the App Launcher (), find and select Analytics Studio).
Click Create, then select
In New Dataset, click Salesforce
Name your dataset AccountInfo and add to
the existing Analytics for CIO app dataflow, then click
Select the Account object and click + to
select Account fields.
Select fields Account Name and
- Click Next.
Select the Analytics for CIO app for your dataset and click
You’re notified that the dataset was added to the queue. Click
- Let’s monitor the dataset creation. Click the gear icon in the upper right, and select Data Manager.
Select the Dataflows subtab.
- On the Monitor page, expand Analytics for CIO.
If you don’t see a status message in the expanded list in the
Analytics for CIO item, you can refresh the page to get it
to appear (it can take a few minutes). Don’t worry if the
status is Warning. Your new AccountInfo dataset will still
appear in your Analytics for CIO app.
You can confirm that you have the right information from the
values table for your AccountInfo dataset. From your
Analytics for CIO app homepage, click
Datasets, then click
You can click the Table Mode button in the display bar to show
the data values in a table.
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.
Let’s fortify your new AccountInfo dataset 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.
In the upper right, click the gear icon and select
In the upper left, click Dataflows &
Recipes, then click Dataset
- In the upper right, click Create Recipe.
Select the URIWithUsers dataset as the base dataset for your
- Name your new dataset recipe URIWithAccountInfo and click Next.
Transform the table by clicking Add Data
(hexagon button with plus) and choose the AccountInfo
dataset as the lookup dataset.
In the Lookup Keys fields, enter the two columns you want to
correlate in your dataset recipe: URI_ID_DERIVED from the
URIWithAccountInfo dataset and Account ID from the
AccountInfo dataset (the latter may be already entered).
Select the Account Name column to be included in the data
set. If all the columns are selected by default, it’s
easiest to first click None and then
select the column.
- Click Done.
To run the recipe, click Create Dataset,
choose Analytics for CIO from the App
dropdown, and click Continue.
Select No, Run This Time Only and click
Run Recipe. (In a real-world
situation, you schedule this to run daily to get the latest
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.
- In Analytics Studio, navigate to your Analytics for CIO app. On the app’s homepage, open the Page Views (URI) dashboard.
On the More menu, click Clone in New Tab.
Click the pencil icon next to the cloned dashboard name to change it to Account Page
Next, let’s add the dataset to the dashboard and tweak the layout.
- In Analytics Studio, open the URIWithAccountInfo dataset.
Next to Bars, click + and select Account
Repeat this step and group by User.Name.
In the toolbar, click the Clip to Designer icon and name the lens
URIWithAccountAndUserNames, then click Clip to Designer.
- Navigate to the Analytics Studio homepage and open the Account Page Views dashboard. (Check your open Analytics tabs—it can already be open.)
- In the toolbar, click the pencil icon to edit the Account Page Views dashboard.
From the step 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.
In the toolbar, save the dashboard and preview it.
Great job! You can now see the accounts that Bob Bandit accessed in the past 30 days.
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 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 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.
- Video: Add Report Names to the Report Downloads Dashboard
- Salesforce Help: Create a Dataset with the Dataset Builder
- Trailhead: Event Monitoring