BUILD THE DASHBOARD
Analytics dashboards are built in the Analytics Studio. In order to create a dashboard, navigate to the Dashboards tab and click Create > Dashboard.
Once you click Create, a popup will display asking you to select a dashboard template. While there are numerous prebuilt templates that can be used and configured for your business, you can also start with a blank slate by selecting Blank Dashboard in the Dashboard designer.
The layout of the Dashboard Designer, as well as commonly used tools are shown and discussed below.
Dashboard Title - The Title of your dashboard.
Tools Widgets - There are a variety of Tools (also known as Widgets) available. From the top down, the available widgets are:
Each one of these widgets can be dragged and dropped into the grid layout and the configured using the Widget/Step Properties tool. An example that goes through building a dashboard using a column chart, List, and Table widget is shown at the end of this user guide.
Widget/Step Properties - Allows you to configure the look of your widget, as well as view the detail of your Step (steps are discussed in the section below).
Undo/Redo - Allows you to undo/redo changes made to your dashboard.
Preview - Allows you to preview the dashboard that end users would see.
Save - Allows you to Save the dashboard.
Steps are a fundamental component of your dashboard. They define what data will be queried from the specified dataset. While steps themselves may seem complicated, the majority of steps can be built using a point-and-click interface. Once a step is built, it is combined with a widget to display the data. Note that a single step can query more than one piece of data and can be used in multiple widgets. Steps queries can also be written using Salesforce's SAQL language for more advanced users.
Building a Sample Dashboard
Using the dataset we created, we will build a simple dashboard.
Step 1. Build the Steps
In this dashboard we'll be using a few steps to display our data. More particulariliy, we will be creating two steps for the Chart and Table Widget.
To build steps:
1. Click on any blank space on the grid layout. This will display the Create Step button in the Widget/Step Properties tool.
2. Click on the Create Step button, and select the dataset you would like to visualize. In this example we will select the Trades with Accounts dataset.
3. The first step that we will create will be used to visualize the column chart. This column chart will summarize the USD transacted value grouped by currency pair for all trades. In order to create this step, you will need to select the Column Chart, set the Horizontal Axis to StandardPairName and set the Vertical Axis to Sum of USDTransactedValue. This is shown in the video below. Note that as a best practice, we will also rename this step to SumUSDValue.
4. The second step we will create is the step used to display the details of the trade in a table. This step is created by selecting Table Mode and clicking on Values Table. The data that you'd like to display in this table can then be selected as shown in the video below.
Note that all steps created are shown in the Widget/Step properties window and can be dragged and dropped to the main dashboard grid layout.
Step 2. Add the Widgets and Steps to the Dashboard
1. Once the steps have been created, you can add them to the dashboard. This is done by dragging-and-dropping the step into the dashboard and adjusting it's size. Alternatively, you can drag-and-drop a widget into the dashboard and then drop the step on top of the widget.
2. Once the steps have been added to the dashboard, and the associated widget is displayed, you can adjust the properties of this widget in the Widget/Step properties window. To do this, click on the widget which will bring up the details. For the column chart, we will set the:
- Title: USD Transacted Value by Currency Pair
- Title Font Size: 16
- X-Axis Title: Currency Pair
- Y-Axis Title: USD Transacted Value
- Uncheck Show Legend
For the table we will set:
- Themes: The first theme in the second row
- Column Width: Fit to Widget
3. We will also add a List widget which will act as a filter. To add the List Widget, drag and drop the List Widget from the tool and select the field that you want to filter on. In this case, we will filter on the Account Name. A video illustrating how to add a filter is shown below.
Similar to the chart and table, the properties of the filter can be set in Widget/Step properties. For the filter we will just change the Title to Account Name.
Step 3. Save and Preview your Dashboard
Now that you've built out a few dashboard widgets, you can click on the Save button to Save your dashboard. When saving your dashboard, you'll be prompted for a Title, Description and App.
Once you've saved your dashboard you can click on the Preview button. Your dashboard should look like the one below. Note that these dashboards are interactive, meaning you can click on a bar in the chart to filter the data that is displayed in the field. For example, if you click on the blue GBPUSD column, only GBPUSD trades will show in the table below. If you would like to display all trades again, you can click on any blank space in the chart.
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