- Navigate the desktop interface.
- Describe the different Analytics assets like app, dashboard, lens, and dataset.
- Describe the different ways to import data into Analytics.
- Create an app.
- Customize your Analytics home page.
- Organize an Analytics presentation.
The method for opening Analytics depends on the user experience enabled in your org.
In Lightning Experience, click the app launcher (), and then click the Analytics Studio tile.
In Salesforce Classic, select Analytics Studio from the app menu at the upper right.
- An app is a purpose-built set of analyses and answers about a specific area of your business. With apps, you can provide curated paths through your data, plus powerful tools for spontaneous, deep explorations. After creating dashboards, lenses, and datasets, you can organize them in apps to present dashboards in relevant order, and then share apps with appropriate groups.
- By default, you get the following apps.
- My Private App
- This app is visible to you and only you. You can’t share My Private App with anyone. It’s a good place to store assets with sensitive data or work-in-progress dashboards that you aren’t ready to show others.
- Shared App
- This app is the opposite of My Private App. The Shared App is accessible by anyone in your org who has access to Analytics. Although it’s accessible by everyone, you can still ensure stricter security on datasets through row-level security, which you can learn about in the Analytics Security Implementation Guide.
- My DTC Sales
- This is a sample app we’ve provided—just in the Developer Edition org—to help you get started with Analytics. You’ll work with this app later in the trail.
- You can create additional apps and control access to each of them. If colleagues have access to an app, they can see all the datasets, lenses, and dashboards within that app. For example, you might want to create different apps for different teams, based on their needs. Creating an app for each team allows you to provide a customized experience for every department.
- A dashboard is a curated set of charts, metrics, and tables that gives you an interactive view of your business data. Wait until you see what these things can do. Wow!
- A lens is a saved exploration. You’ll go more in depth about lenses later in the trail when you do your first explorations.
- A dataset is set of specially formatted source data, optimized for interactive exploration.
To filter the assets by type, click a tab.
To quickly locate an asset, perform a search based on the name. Don’t forget about search—it can be useful when you have many assets in your org!
Another feature of the Analytics home page is the view toggle for switching between tile view () and list view (). In tile view, you can identify assets by their thumbnail image. In list view, you can see additional information about each asset. In tile view, hover at the upper right corner of an asset to locate the for the dropdown menu. In list view, hover at right side of the line to locate the dropdown menu. The menu has different actions depending upon the asset.
Go ahead! Try toggling from tile view to list view and back. Hover on the assets and find the menus.
- Help for this Page to access documentation about the page you’re viewing.
- Analytics Library to access the landing page that contains all Analytics documentation—a gold mine that’s worth checking often.
Now, to prepare for further Analytics exploration, let’s talk data!
The dataset builder has a point-and-click interface. The dataflow enables you to perform more advanced tasks. To import external data, you can use the CSV Upload interface to import manually or the External Data API to import programmatically. In addition, you can use third-party tools to import the data. For more information about integrating data, see Analytics Data Integration Guide.
The main thing to understand is that imported data is saved in Analytics as datasets. And from datasets, you build lenses, dashboards, and apps. You don’t have to do any importing now, however, because we’ve done that for you. Let’s move right to the next task—creating an app.
- In Analytics, click the Create button at the upper right and then select App.
- Select Blank App and click Continue.
- Enter My Exploration as the name of your app.
- Click Next.
You created an app, and it displays in a new tab!
- Let’s add a description so that your colleagues understand the app’s purpose and
contents. Click Details, and then click the pencil in the
description area. Type a description into the box that appears.
- To make it easier to distinguish from other apps, change the app’s default icon. Click
the icon and then select a new icon from the gallery.
Awesome work, you created your first app! Later in the trail, you’ll create explorations to share from this app. But first, there’s more to learn about Analytics apps.
Customize Your Analytics Home Page
- Start by clicking the Analytics Studio tab. On the left, you see
filters and customizable views. Recent includes all assets but
organizes your home page by the most recently viewed assets. To filter assets for easier
access, you can click Created by Me or Shared with
Your Analytics home page also has two areas that you can customize, one for your favorite apps and one for tracking your notifications. Notifications are alerts that Analytics can send you when a goal or measure is reached, exceeded, or falls below your mark. You can set up notifications to track the progress of your goals right on your home page. We’ll get into notifications in the next module, and for now you want to focus on apps.
- Click Pinned Apps in the left panel.
- Click the Pin Apps button at the upper right.
- Click My Exploration and My DTC Sales to pin
Notice that My Private App isn’t in the list. That’s because it’s for storing assets that you’re not going to share. Pinned apps are for running and presenting dashboards. Since you won’t be presenting from the Shared App, you decide not to pin it to the home page. You can always see My Private App and Shared App in the Recent view.
- Click Done.
Looking good! Now you have the two apps you’ll need for the trail easily accessible under Pinned Apps on your home page.
- If you’re not already there, click Pinned Apps on your Analytics home page.
- Click My DTC Sales. This opens the browse page of the app where you can see the app’s assets. (On the Analytics home page, you can browse all of your assets, but when browsing an app, you’re viewing only the assets in that app.)
- Click the Run App button.
The app opens to the first dashboard in its navigation list. At the upper left is the name of the app and then the name of the dashboard. At the upper right are the controls for running the dashboard and the app. The icon with three dots opens a drop-down menu with additional options.While the app runs your dashboards, you can:
- Refresh the dashboard
- Full-screen the presentation
- Share from the dashboard
- Edit the dashboard in the dashboard designer
- Open the annotation panel and annotate dashboard widgets
- Open the notification panel and create notifications on dashboard widgets
- Pin or unpin the app
- Browse the contents of the app. To go back to the browse app view, click to drop down the menu and select Browse App.
There are a lot of things you can do while running an app! We’ll cover most of these as we progress through the trail. First, let’s learn how to navigate through the dashboards in the app and set up a presentation.
- Click to open the navigation panel.
The panel lists the dashboards and lenses in the app that are available for presenting. Simply click a dashboard name to run the dashboard in your presentation.
Because the DTC admin set you up to be a manager of this app, you have access to the controls for setting up presentations.
- Click to arrange your presentation.
Notice that the dashboards have an eye icon to show that they are available for presenting.
- Click Opportunity Details to hide it.
- Grab Regional Sales and slide it up so that it changes places with Opportunity Details.
Then your navigation panel should look like this:
If you saved the app at this point, you could then share it with an individual or group that shouldn’t see opportunity details. You’d give them Viewer access to the app. For other colleagues, you could give Editor or Manager access, depending upon the amount of control you wanted them to have. For more information about sharing apps, see App-Level Sharing.
Feel free to practice hiding and showing dashboards and rearranging their order. But just take a minute, because you need to move to the next module to learn more about Analytics dashboards before the meeting with your manager!
- When you’re ready, set the navigation back the way it was by clicking
Cancel in the controls at the bottom of the panel.
- Finally, click to close the panel.
But you’re just on the verge of learning the power of Analytics. In the upcoming modules, you’ll navigate the dashboards in the sample app and then jump into real data exploration on desktop and mobile.