Skip to main content

Creating My First Analytics Cloud Dashboard

Last post we discovered how to create our first Analytics cloud report from the dataset .This post will show how to create interactive dashboards using Analytics cloud platform.

This will be again step by step tutorial assuming developer or data team has created Dataset for us to build reports and Dashboards .

Business Scenario -Need an Interactive Dashboard which will show Revenue generated from opportunity grouped by Account and left Panel will be a list showing different fiscal quarter and based on selected quarter results will auto filter out

Step 1-Create a report for the Chart with opportunity Amount and GROUP BY Account Name

i)Search for opportunity dataset 


















ii)Create a sample report with Measure as Sum of Revenue and Group as Account Name 











iii)Clip this report .Note this is a very important step when you are building a dashboard

The above screenshot shows the clipper highlighted in RED colors.

iv)A new tab will open and shows as "New dashboard"

Step 2-Create Second report with Fiscal quarter as GROUP BY and COUNT as Measure 

i)Switch to the opportunity tab and create a report  with FISCAL quarter GROUP BY and clip it as well

Make sure to clip this and make sure dashboard screen shows both the reports 


Step 3-Select List as dashboard type 

i)Once you select list the screen is as displayed below


Click on 2nd report and this will automatically add to the list .

Rearrange and remove the selected measure field and keep it none .

ii)Select the chart type now and add 1st created report by clicking on the first created report

Once you have all ready your screen is as below


Click on the green button at extreme right  to run this 

You can also save this report to the folder .


Here is the simple demo of dashboard





Popular posts from this blog

TLS 1.0 has been disabled For Sandbox - Salesforce

Salesforce has finally disabled TLS 1.0 in sandboxes .This is in preparation for disablement later in 2017 for PRODUCTION instances .

Now this would have not impacted your integrations in PRODUCTION org but if your integration is broken in your sandbox ,this means you have only few months to sort this and fix before this affects your integration for PROD live users .
Before we deep drive on how to possibly fix this and work with your external systems to figure solution ,lets first understand what is TLS and why did SFDC moved to 1.x and had to disable TLS 1.0
TLS 1.0 Explained























TLS 1.1 Improvements 
Added protection against cipher-block chaining (CBC) attacks. Support for IANA registration of parameters.

Clearly TLS 1.1 is more secure(Compared to 1.0) and protects salesforce resources against CBC attacks .
Identify if this change broke anything .The things that can be affected in your instances are as below Web requests to Salesforce URLs that require authenticationWeb requests to the login pag…

Opening Modal Using Lightning Component Framework of SFDC

One of my friend from India threw a challenge .The challenge was to open a modal by using latest and greatest lightning components framework and modals design from SLDS .For the love of community I thought of sharing the entire code base that I did .

So here we start ..

Business Use Case - Need a handy SalesLeader board component that can be used to display the Sales revenue generated by each sales rep for current year in the order of decreasing total revenue .On click of the tile ,we will show detail opportunity list aggregating the revenue .

The component can be dragged in lightning design experience or in App builder lightning Page .

Video Demonstration-



SalesLeaderBoard from Mohith Kumar Shrivastava on Vimeo.








Frameworks Used -
Lightning Design Systems (SLDS) for CSSLightning Component Framework for client side logicApex aura enabled class for backend logicApproach
The component hierarchy is very important to imagine or mindmap before we dig deeper- SalesLeaderMain
    -SalesLeaderBoard
    …

Invoking Apex Callout From Process Builder

Process builder is GA in Spring 15 and one of the queries I came across was around how to invoke apex callouts from Process builder .

Before process builder came we had two common approaches of calling webservice 

1)We have outbound messages as one of the Actions for workflows.This works if other party implements the WSDL that is generated once Outbound messaging is defined with appropriate end point .

2)Most of times future method invoked through triggers allowed to do apex callouts and invoke external web service provided the future method is annotated with @future(callout=true).This provides lot of flexibility and one of the best approaches .

3)Flow triggers was in BETA and this was also one of the ways we could invoke callouts provided the Flow implements process plugin .To understand in detail how to implement process plugin refer to the below example

The purpose of this blogpost is to demonstrate the new possibility of invoking apex callout through Process Builder 

I tried initi…