ArticlesBite Size Analytics: How to Build Simple Dashboards

All versions

For any feedback or requests for future Bite Size Analytics, post in the Reporting Chatter group.

The below video is based on a dataset from PSA Analytics so you may even be able to follow along, but the items being covered can be applied to use any dataset from either Certinia or built custom. When it comes to saving your dashboard I would suggest making two copies. One in your private app and another elsewhere through the clone functionality. There is no recycle bin in analytics so this will ensure you always have a copy incase it gets deleted by accident.

As I've said a few times, what we provide with Certinia Analytics is not just the out of the box dashboards and datasets but also access to the analytics platform to build your own assets. Building dashboards from scratch within analytics I find as a very intuitive experience with dashboards being automatically interactive. Just like Salesforce dashboards, analytics dashboards are compiled from multiple reports. I'd recommend checking out some of the Bite Size Analytics for building tables and adding filters ahead of this byte. See the full list here.