Collaborate with Analytics
You know now that Analytics dashboards are well-thought-out maps that give you many paths through your data. And you’re not in the wilderness alone. As you’ll see in this unit, there are many ways to make progress toward goals through working with others.
Now it’s time to meet with your sales reps and show them how Analytics can help them too. You’re going to present the Regional Sales dashboard and demonstrate annotating, posting, and downloading. These are all powerful ways to hold conversations around your data and put your insights to work for your business.
- Click the Analytics Studio tab to go to the home page. Under Dashboards, click Regional Sales.
Click the full screen icon ().
Note that in full screen mode, you have the app control bar, which includes options to share, annotate, and set notifications.
- Hover at the top of the screen to show the team how to access the operating system menu bar.
Click to open the app’s navigation panel.
Here are the other dashboards in the app, you tell your team. But we’re going to focus on the map now.
Click Canada in the map.
The bar chart and table facet accordingly. There are oohs and ahs from around the room.
One rep says that she didn’t realize that Canadian sales were so high. Is the U.S. falling behind? Another rep observes that the table shows only the Canadian deals. The group decides to scroll through the table to get a sense of what’s going on. You’re really pleased. By presenting the dashboard to the group, you’ve set up a meeting where people are putting their heads together to gain insights into the data.
In the Regional Sales dashboard, hover near the upper-right corner of the bar chart and
click to open the drop-down menu. Select Annotate.
In the Annotation panel, type “Take a look at the Canadian numbers!”
To attach a screenshot of the dashboard, click the checkbox.
Attaching a current screenshot shows the dashboard’s filtered state, so that others see what you’re referring to.
Your comment appears in your Chatter feed, and it’s saved with the dashboard. Anyone who’s following the dashboard sees your comment and can join a conversation about the chart and its data.
To see the indication of the annotation on the widget, click the Show Annotations icon
() in the dashboard controls. (You might have to click it twice if the panel
closes at first.)
Notice the blue square with the number in the upper-left corner of the chart. That tells you how many annotations are on that widget.
- In the Annotation panel, click the annotation to open it and view the entire feed.
Type another comment, “Almost caught up to the U.S.!” and click
Comment. When you’re finished with a conversation, you can resolve annotations. Notice that the Annotations panel lets you toggle between Open and Resolved annotations.
Click the check mark in the upper right of the panel to resolve and remove the annotation
from the Open list.
Later, if you want, you can reopen the annotation or delete it.
- Click the app launcher, and select Analytics Studio. In Analytics Studio, you can access the dashboard directly, instead of viewing it within the running app.
Locate and click the Regional Sales dashboard.
The dashboard opens in preview mode, where you can share from individual widgets.
- Hover at the upper-right corner of the map widget and click to open the dropdown menu. Select Share.
Click the Download tab.
- Click Download in CSV Format.
Now locate the downloaded file and open it.
You see a small subset of data, just what was presented in the chart. The download contains the results of the widget’s query.
Your analyst applauds from the back of the room: Just what the team needs to combine their Excel data with data from the Analytics query. Now they can do v-lookups and other formulas to their hearts’ content and correlate their data with the country-by-country analysis from the widget filter.
And—even better—the analyst chimes in about how impressive Analytics looks, saying perhaps it’s time to move the team from spreadsheets to dashboards. Once they get there, they can upload all their data to include it for future analysis in Analytics. But that’s a story for another time. (If you’re interested in learning about getting data into Analytics, see the Data Integration Basics module.)
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