Add More Data to Analytics Dashboards

Learning Objectives

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

  1. 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).
  2. Click Create, then select Dataset.
    Analytics Studio page with the Create menu displayed
  3. In New Dataset, click Salesforce Data.
    Choose Data Source page with Salesforce highlighted
  4. Name your dataset AccountInfo and add to the existing Analytics for CIO app dataflow, then click Next.
    New Dataset page
  5. Select the Account object and click + to select Account fields.
    Account object with + menu highlighted
  6. Select fields Account Name and Account ID.
    Select Fields page with Account ID and Account Name selected
  7. Click Next.
  8. Select the Analytics for CIO app for your dataset and click Create Dataset.
    New Dataset page
  9. You’re notified that the dataset was added to the queue. Click OK.
    Dataset in queue message
  10. Let’s monitor the dataset creation. Click the gear icon in the upper right, and select Data Manager.
  11. Select the Dataflows subtab.
    [Monitor menu with Dataflow View selected
  12. On the Monitor page, expand Analytics for CIO.
  13. 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.
    [Monitor page showing successful status
  14. 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 AccountInfo.
    Analytics for CIO app page showing AccountInfo dataset
  15. You can click the Table Mode button in the display bar to show the data values in a table.
    AccountInfo values 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.

  16. In the upper right, click the gear icon and select Data Manager.
    Gear icon menu with Data Manager option highlighted
  17. In the upper left, click Dataflows & Recipes, then click Dataset Recipes.
    Dataflows and Recipes page with Dataset Recipes selected
  18. In the upper right, click Create Recipe.
  19. Select the URIWithUsers dataset as the base dataset for your recipe.
    Datasets list
  20. Name your new dataset recipe URIWithAccountInfo and click Next.
  21. Transform the table by clicking Add Data (hexagon button with plus) and choose the AccountInfo dataset as the lookup dataset.
    Recipe Preview page before clicking Add Data
  22. 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.
    Dataset recipe page with URI and Account ID columns selected
  23. Click Done.
  24. To run the recipe, click Create Dataset, choose Analytics for CIO from the App dropdown, and click Continue.
    Run Recipe page
  25. 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 data.)
    Schedule recipe confirmation prompt

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 Analytics Studio, navigate to your Analytics for CIO app. On the app’s homepage, open the Page Views (URI) dashboard.
  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.

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

  4. In Analytics Studio, open the URIWithAccountInfo dataset.
  5. Next to Bars, click + and select Account Name.
    New Lens page
  6. Repeat this 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. (Check your open Analytics tabs—it can already be open.)
  9. In the toolbar, click the pencil icon to edit the Account Page Views dashboard.
  10. 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.
    Account Page Views dashboard with URIwithAccountsandUsers lens placeholder in middle
  11. In the toolbar, save the dashboard and preview it.
    Account Page Views dashboard with URIwithAccountsandUsers lens inserted in middle

    Great job! You can now see the accounts that Bob Bandit accessed in the past 30 days.

Share the App

Just one more step: Share the app with your CIO. Only users with the Event Monitoring Analytics Admin standard permission set (which contains the Use Analytics Templated Apps and Access Event Monitoring Analytics Templates and Apps permissions) can see the app.

Remember, in unit 2 you only gave Julie Chavez access to view the dashboards, so she needs more permissions before you share the app with her.

Use what you learned in unit 2 to reassign the Event Monitoring Analytics Admin standard permission set to Julie. After that, come back here and complete these steps to share the app with Julie.

  1. From the App Launcher (App Launcher icon), find and select Analytics Studio.
  2. On the Analytics for CIO app tile, click Share. If your apps are displayed in a list instead of a grid of tiles, select Share from the menu on the right side of the Analytics for CIO row.
    Analytics Studio page with Analytics for CIO app menu shown with Share option
  3. Add Julie Chavez 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 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.