Reports/Analytics Flashcards
What is an Analytics dashboard?
a collection of widgets that work together to surface data from multiple angles
Why is sharing analytics via a dashboard powerful?
It enables the user to explore data on their own without providing them the entire data set
What is one use for dashboards?
Dashboards provide focus for the user. It provides only the data that’s necessary or useful
T/F - A dashboard allows the user to dive deeper into the underlying data.
true
Name 4 areas of an analytics dashboard
Selection-based filters
Table
KPI’s
Chart
On a dashboard, how are selection-based filters used?
Selection-based filters allow the user to filter on whatever criteria while viewing the dashboard
How can the KPI portion of a dashboard be used?
KPIs measure information and can be filtered by selections in charts and filters
How can the table portion of a dashboard be used?
Tables provide record level details
How can the chart section of a dashboard be used?
Charts show data from multiple angles, many parts of which are interactive.
T/F - sections of a Salesforce Analytics dashboard can be clicked into to dive deeper into the data
true
T/F - a Salesforce Analytics dashboard is interactive and the display elements is a picture of a live filtered query
true
How can dashboards be built quickly?
Dashboard designer
What permission is required to build analytics dashboards?
Create and Edit Analytics Dashboards
What are three best practices for building analytics dashboards
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
What should be the factor in deciding on a chart type?
characteristics of the data not for look/variety
If a chart caption has a long caption, what should be considered?
whether the chart is doing its job
How can related elements of a dashboard be organized?
using a container widget
In what are two ways are Dashboard pages beneficial?
Makes the info on a DB easier to digest
Increase performance due to fewer queries on a page
T/F - widgets, steps, global filters and selections can be shared across Dashboard pages
true
What is a widget?
a basic building block of a dashboard that performs different functions
What is a step?
A step returns results that are displayed in a widget
How are steps created?
clipping a lens from an exploration
using the widget wizard
creating it manually in db designer
Why should a label be added to the step during creation?
because the unique ID isn’t always intuitive
How can the unique ID of a step be edited?
edit the JSON behind the scenes
How does a step relate to the performance in of a dashboard?
limiting the number of steps improves performance. A step maybe reused for multiple widgets
What types of steps cannot be reused?
range
a date widget step
How does db designer and classic designer differ in terms of mobile layout?
In classic designer mobile layout has to be done via JSON; db designer provides a UI
T/F - Classic designer supports pages
false
T/F - DB Designer supports pages
true
T/F - classic designer provides wizards to create widgets
false
T/F - In classic designer, you can snap to grid or specify pixels to align elements on a dashboard
false
T/F - in classic designer steps (including static steps) can be created within the designer
false
T/F - Classic designer allows you to hide steps and properties when designing a dashboard
false
T/F - Dashboard designer allows you to hide steps and properties when designing a dashboard
true
T/F - Classic designer has a separate widget for each type of table used to create a values or create table
true
T/F - only dashboards built with the dashboard designer supports annotations and notifications
true
What are the steps in iterative data exploration?
VERSS
View Explore Refine Save Share
Explain the View step of data exploration
view the data set
Explain the Explore step of data exploration
get to know the boundaries/shape of your data
Explain the Refine step of data exploration
Narrow your view to the most important data, decide the level of detail/categorization, chose the most appropriate chart
Explain the Save step of data exploration
Save your work
Explain the Share step of data exploration
Share your view with others. For a more packaged presentation, use your visualization to build a dashboard.
How can questions about a data set be asked?
in terms of a query
How can queries be created in the analytics explorer?
the left panel
What is SAQL
Salesforce Analytics Query Language
How is SAQL used?
added flexibility to create custom analytics queries
T/F - Using SAQL, miultiple data sets can be spanned
true
T/F - Writing SAQL has modified query limits
true
Describe Salesforce Analytics
Analytics is a self-service application that enables you to make sense of large amounts of data
What can you do with Salesforce Analytics
explore your data to discover new, unexpected insights
How can one continually monitor key business metrics?
using a dashboard
What are two ways to make a widget on an Analytics Dashboard interactive?
Faceting
Binding
Relative to an analytics Dashboard, what is faceting?
Faceting filters the dashboard based on interactions
Relative to an analytics Dashboard, what is a binding?
A way to customize dashboard widgets in a versatile way
