Reports/Analytics

Question 1

What is an Analytics dashboard?

Answer 1

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

Question 2

Why is sharing analytics via a dashboard powerful?

Answer 2

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

Question 3

What is one use for dashboards?

Answer 3

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

Question 4

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

Answer 4

true

Question 5

Name 4 areas of an analytics dashboard

Answer 5

Selection-based filters
Table
KPI’s
Chart

Question 6

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

Answer 6

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

Question 7

How can the KPI portion of a dashboard be used?

Answer 7

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

Question 8

How can the table portion of a dashboard be used?

Answer 8

Tables provide record level details

Question 9

How can the chart section of a dashboard be used?

Answer 9

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

Question 10

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

Answer 10

true

Question 11

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

Answer 11

true

Question 12

How can dashboards be built quickly?

Answer 12

Dashboard designer

Question 13

What permission is required to build analytics dashboards?

Answer 13

Create and Edit Analytics Dashboards

Question 14

What are three best practices for building analytics dashboards

Answer 14

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

Question 15

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

Answer 15

characteristics of the data not for look/variety

Question 16

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

Answer 16

whether the chart is doing its job

Question 17

How can related elements of a dashboard be organized?

Answer 17

using a container widget

Question 18

In what are two ways are Dashboard pages beneficial?

Answer 18

Makes the info on a DB easier to digest

Increase performance due to fewer queries on a page

Question 19

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

Answer 19

true

Question 20

What is a widget?

Answer 20

a basic building block of a dashboard that performs different functions

Question 21

What is a step?

Answer 21

A step returns results that are displayed in a widget

Question 22

How are steps created?

Answer 22

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

Question 23

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

Answer 23

because the unique ID isn’t always intuitive

Question 24

How can the unique ID of a step be edited?

Answer 24

edit the JSON behind the scenes

Question 25

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

Answer 25

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

Question 26

What types of steps cannot be reused?

Answer 26

range | a date widget step

Question 27

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

Answer 27

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

Question 28

T/F - Classic designer supports pages

Answer 28

false

Question 29

T/F - DB Designer supports pages

Answer 29

true

Question 30

T/F - classic designer provides wizards to create widgets

Answer 30

false

Question 31

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

Answer 31

false

Question 32

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

Answer 32

false

Question 33

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

Answer 33

false

Question 34

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

Answer 34

true

Question 35

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

Answer 35

true

Question 36

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

Answer 36

true

Question 37

What are the steps in iterative data exploration? VERSS

Answer 37

``` View Explore Refine Save Share ```

Question 38

Explain the View step of data exploration

Answer 38

view the data set

Question 39

Explain the Explore step of data exploration

Answer 39

get to know the boundaries/shape of your data

Question 40

Explain the Refine step of data exploration

Answer 40

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

Question 41

Explain the Save step of data exploration

Answer 41

Save your work

Question 42

Explain the Share step of data exploration

Answer 42

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

Question 43

How can questions about a data set be asked?

Answer 43

in terms of a query

Question 44

How can queries be created in the analytics explorer?

Answer 44

the left panel

Question 45

What is SAQL

Answer 45

Salesforce Analytics Query Language

Question 46

How is SAQL used?

Answer 46

added flexibility to create custom analytics queries

Question 47

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

Answer 47

true

Question 48

T/F - Writing SAQL has modified query limits

Answer 48

true

Question 49

Describe Salesforce Analytics

Answer 49

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

Question 50

What can you do with Salesforce Analytics

Answer 50

explore your data to discover new, unexpected insights

Question 51

How can one continually monitor key business metrics?

Answer 51

using a dashboard

Question 52

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

Answer 52

Faceting | Binding

Question 53

Relative to an analytics Dashboard, what is faceting?

Answer 53

Faceting filters the dashboard based on interactions

Question 54

Relative to an analytics Dashboard, what is a binding?

Answer 54

A way to customize dashboard widgets in a versatile way