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SF - DAMD - Info > Reports/Analytics > Flashcards

Reports/Analytics Flashcards

1
Q

What is an Analytics dashboard?

A

a collection of widgets that work together to surface data from multiple angles

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2
Q

Why is sharing analytics via a dashboard powerful?

A

It enables the user to explore data on their own without providing them the entire data set

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3
Q

What is one use for dashboards?

A

Dashboards provide focus for the user. It provides only the data that’s necessary or useful

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4
Q

T/F - A dashboard allows the user to dive deeper into the underlying data.

A

true

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5
Q

Name 4 areas of an analytics dashboard

A

Selection-based filters
Table
KPI’s
Chart

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6
Q

On a dashboard, how are selection-based filters used?

A

Selection-based filters allow the user to filter on whatever criteria while viewing the dashboard

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7
Q

How can the KPI portion of a dashboard be used?

A

KPIs measure information and can be filtered by selections in charts and filters

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8
Q

How can the table portion of a dashboard be used?

A

Tables provide record level details

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9
Q

How can the chart section of a dashboard be used?

A

Charts show data from multiple angles, many parts of which are interactive.

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10
Q

T/F - sections of a Salesforce Analytics dashboard can be clicked into to dive deeper into the data

A

true

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11
Q

T/F - a Salesforce Analytics dashboard is interactive and the display elements is a picture of a live filtered query

A

true

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12
Q

How can dashboards be built quickly?

A

Dashboard designer

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13
Q

What permission is required to build analytics dashboards?

A

Create and Edit Analytics Dashboards

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14
Q

What are three best practices for building analytics dashboards

A

Sketch the dashboard before building
Prioritize elements top left to bottom right
Place high-level actionable widgets top left and supporting info towards bottom right

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15
Q

What should be the factor in deciding on a chart type?

A

characteristics of the data not for look/variety

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16
Q

If a chart caption has a long caption, what should be considered?

A

whether the chart is doing its job

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17
Q

How can related elements of a dashboard be organized?

A

using a container widget

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18
Q

In what are two ways are Dashboard pages beneficial?

A

Makes the info on a DB easier to digest

Increase performance due to fewer queries on a page

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19
Q

T/F - widgets, steps, global filters and selections can be shared across Dashboard pages

A

true

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20
Q

What is a widget?

A

a basic building block of a dashboard that performs different functions

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21
Q

What is a step?

A

A step returns results that are displayed in a widget

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22
Q

How are steps created?

A

clipping a lens from an exploration
using the widget wizard
creating it manually in db designer

23
Q

Why should a label be added to the step during creation?

A

because the unique ID isn’t always intuitive

24
Q

How can the unique ID of a step be edited?

A

edit the JSON behind the scenes

25
Q

How does a step relate to the performance in of a dashboard?

A

limiting the number of steps improves performance. A step maybe reused for multiple widgets

26
Q

What types of steps cannot be reused?

A

range

a date widget step

27
Q

How does db designer and classic designer differ in terms of mobile layout?

A

In classic designer mobile layout has to be done via JSON; db designer provides a UI

28
Q

T/F - Classic designer supports pages

A

false

29
Q

T/F - DB Designer supports pages

A

true

30
Q

T/F - classic designer provides wizards to create widgets

A

false

31
Q

T/F - In classic designer, you can snap to grid or specify pixels to align elements on a dashboard

A

false

32
Q

T/F - in classic designer steps (including static steps) can be created within the designer

A

false

33
Q

T/F - Classic designer allows you to hide steps and properties when designing a dashboard

A

false

34
Q

T/F - Dashboard designer allows you to hide steps and properties when designing a dashboard

A

true

35
Q

T/F - Classic designer has a separate widget for each type of table used to create a values or create table

A

true

36
Q

T/F - only dashboards built with the dashboard designer supports annotations and notifications

A

true

37
Q

What are the steps in iterative data exploration?

VERSS

A 
View
Explore
Refine
Save
Share
38
Q

Explain the View step of data exploration

A

view the data set

39
Q

Explain the Explore step of data exploration

A

get to know the boundaries/shape of your data

40
Q

Explain the Refine step of data exploration

A

Narrow your view to the most important data, decide the level of detail/categorization, chose the most appropriate chart

41
Q

Explain the Save step of data exploration

A

Save your work

42
Q

Explain the Share step of data exploration

A

Share your view with others. For a more packaged presentation, use your visualization to build a dashboard.

43
Q

How can questions about a data set be asked?

A

in terms of a query

44
Q

How can queries be created in the analytics explorer?

A

the left panel

45
Q

What is SAQL

A

Salesforce Analytics Query Language

46
Q

How is SAQL used?

A

added flexibility to create custom analytics queries

47
Q

T/F - Using SAQL, miultiple data sets can be spanned

A

true

48
Q

T/F - Writing SAQL has modified query limits

A

true

49
Q

Describe Salesforce Analytics

A

Analytics is a self-service application that enables you to make sense of large amounts of data

50
Q

What can you do with Salesforce Analytics

A

explore your data to discover new, unexpected insights

51
Q

How can one continually monitor key business metrics?

A

using a dashboard

52
Q

What are two ways to make a widget on an Analytics Dashboard interactive?

A

Faceting

Binding

53
Q

Relative to an analytics Dashboard, what is faceting?

A

Faceting filters the dashboard based on interactions

54
Q

Relative to an analytics Dashboard, what is a binding?

A

A way to customize dashboard widgets in a versatile way

SF - DAMD - Info (16 decks)

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