Analytics
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Analytics
Salesforce Spring
salesforcedocs
Last updated January
Copyright Salesforce Inc All rights reserved Salesforce is a registered trademark of Salesforce Inc as are other
names and marks Other marks appearing herein may be trademarks of their respective owners
CONTENTS
Analyze Your Data
Salesforce Analytics Tools
Reports and Dashboards
CRM Analytics
Intelligent Analytics Apps
Analyze Data with Tableau
Unified Analytics Experiences
Einstein Discovery
Index
ANALYZE YOUR DATA
Unleash the power of data to drive better business decisions Connect data sources gain deep understanding of your business and
customer data and deliver timely actionable insights and predictions to your teams within the context of their work
Reports and Dashboards
CRM Analytics
Tableau
Reports and Dashboards
CRM Analytics Learning Map
Tableau Learning Map
Reports
Direct Data for Data Cloud
Data Cloud for Tableau
Dashboards
Intelligent Analytics Apps
Einstein Discovery in Tableau
Data Cloud Reports and Dashboards
Industry Apps and Prebuilt Apps
Explore Metrics with Tableau Pulse
CRM Analytics for Experience Cloud
Unified Analytics Experiences
Analytics Tab
Einstein Discovery
Marketing Cloud Intelligence
Einstein Discovery Learning Map
Marketing Cloud Intelligence Learning
Map
Collections
Einstein Discovery for Reports
Tableau Views in CRM Analytics
Slack
Mobile
Salesforce Analytics Tools
Salesforce offers several tools to help you analyze your data and act on it Use reports and dashboards built into Salesforce Connect
data and create interactive visualizations with CRM Analytics a Salesforcenative tool Tableau is a flexible analytics platform with
cloud onpremises and desktop applications Use this matrix to understand each tools capabilities
Analyze Your Data
Salesforce Analytics Tools
Reports and Dashboards
Salesforce offers a powerful suite of reporting tools that work together to help you understand and act on your data
Explore Data and Take Action with CRM Analytics
CRM Analytics is a cloudbased platform for connecting data from multiple sources creating interactive views of that data and
sharing those views in apps CRM Analytics is a better way to distribute insight to business users so they can understand and act on
changing information
Intelligent Analytics Apps
Provide your teams with curated paths through your data plus powerful tools for spontaneous deep explorations With an intelligent
app you have a purposebuilt set of analyses and insights about a specific area of your business Answer pressing questions predict
outcomes and get recommendations on the next best actions with insights infused directly within the flow of work in Salesforce
Analyze Data with Tableau
Tableau is a complete flexible analytics platform with cloud onpremises and desktop applications for harmonizing managing
and exploring data with interactive visualizations You can combine and manage data from multiple sources including Salesforce
in the Tableau platform
Unified Analytics Experiences
With unified experiences in Analytics tab mobile and Slack you can interact with all of your Lightning reports and dashboards CRM
Analytics assets Tableau views and Einstein Discovery models and predictions
Explain Predict and Take Action with Einstein Discovery
Einstein Discovery augments your business intelligence with statistical modeling and supervised machine learning to identify surface
and visualize insights into your business data It uses predictive and prescriptive analysis to predict future outcomes as well as
suggests ways in which you can improve predicted outcomes Einstein Discovery requires either the CRM Analytics Plus license or
Einstein Predictions license both of which are available for an extra cost
Salesforce Analytics Tools
Salesforce offers several tools to help you analyze your data and act on it Use reports and dashboards built into Salesforce Connect data
and create interactive visualizations with CRM Analytics a Salesforcenative tool Tableau is a flexible analytics platform with cloud
onpremises and desktop applications Use this matrix to understand each tools capabilities
Develop tools and data analysis for decisionmaking
Reports and Dashboards
CRM Analytics
Tableau
Reports and Dashboards Limitations
Allocations and Technical Requirements
Connect to Local Salesforce Data
Connect to Salesforce Data
Connect to Remote Data Outside of Your
Salesforce Org
Unlock Hidden Insights with Tableau for
Data Cloud
Improve Report Performance
Data Cloud Reports and Dashboards
Build a Report
Build a Dashboard
Clean Transform and Load Data with Data Structure Data for analysis
Prep
Get Started with Building Views
Unlock CRM Analytics Insights on Data
Analyze Data
Cloud
Explore and Visualize Your Data
Build CRM Analytics Dashboards
Analyze Your Data
Salesforce Analytics Tools
Bring data into decisionmaking processes
Reports and Dashboards
CRM Analytics
Tableau
Report and Dashboard Folders
Create and Share CRM Analytics Apps to
Link from Dashboard Widgets in Lightning Give Business Users a Big Data Picture
Experience
Intelligent Analytics Apps
Publish Data Sources and Workbooks
Deploy CRM Analytics Industry Apps and
Prebuilt Apps
Embed Tableau Views into Salesforce
Schedule Extract Refreshes as You Publish
a Workbook
Embed Dashboards Everywhere
Use Parameters to Make Views More
Interactive
CRM Analytics Distribution and Packaging
Explore and Manage Web Content
Reports and Dashboards
CRM Analytics
Tableau
Manage Your Reports and Dashboards on
Analytics Home
CRM Analytics Security Implementation
Guide
Tableau Cloud Site Administrator Roles and
Tasks
Govern and manage
Governance in Tableau
Set Web Edit Save and Download Access
on Content
Answer business questions with data
Reports and Dashboards
CRM Analytics
Tableau
Analyze Reports with Einstein Discovery for Learn What You Can Do with CRM Analytics Explore and Inspect Data in a View
Reports
Get Data Answers While You Search with What can I do with a Tableau Web View
Filter Report Data
Ask Data for Salesforce
Explore Metrics with Tableau Pulse
Learning Resources
Personalize and act on your analysis
Reports and Dashboards
CRM Analytics
Tableau
Favorite Your Reports and Dashboards
Get Scheduled Updates with Email
Subscriptions
Create a Subscription to a View or Workbook
Save Your Filtered View of a Dashboard
Customize the Underlying Data you View
Monitor Important Metrics with the CRM
Analytics Watchlist
Send Select Data to Salesforce Flow
Schedule and Subscribe to Reports
Perform Salesforce Actions Directly from
CRM Analytics
Use Custom Views
Analyze Your Data
Reports and Dashboards
Collaborate with others around data
Reports and Dashboards
CRM Analytics
Tableau
Export a Report
Set and Send Smart Notifications
Set and Send DataDriven Alerts
Stay Organized with Collections
Share Annotate Present and Download
CRM Analytics
Create Metrics with Tableau Pulse
CRM Analytics for Slack
Tableau for Slack
Post Lightning Dashboards to Slack
Share or Grant Access to Content
Curate
and
Share
Insights
with
Collections
View Your Reports on Mobile with Enhanced
Explore and Manage Web Items
Reports
Go Mobile with CRM Analytics
Tableau Mobile Overview
Reports and Dashboards
Salesforce offers a powerful suite of reporting tools that work together to help you understand and act on your data
Get Started with Reports and Dashboards
Manage Reports and Dashboards in the Analytics Tab
Help
Manage Reports and Dashboards in the Analytics Tab
Browsing Analytics Home
Use Navigation Breadcrumbs in Analytics Home
Create Reports and Dashboards in Analytics Home
Stay Organized with Collections
Favorite Your Reports and Dashboards
Share a Lightning Report or Dashboard Folder
Learn Reporting Concepts and Build Your First Report and
Dashboard
Trailhead
Reports and Dashboards Lightning Experience
Reports and Dashboards Salesforce Classic
Help
Reports Basics
Dashboards Basics
Video
Review Report and Dashboard Limitations
Series Get Started with Reports and Dashboards in
Lightning Experience
Series Get Started with Reports and Dashboards in
Salesforce Classic
Help
Reports and Dashboards Limits and Allocations
Analyze Your Data
Reports and Dashboards
Get Started with Reports and Dashboards
Lightning Reports and Dashboards Technical Requirements
Report on Your Data
Build Reports
Help
Build a Report
Video
Build a Report Lightning Experience
Getting Started with Buckets Salesforce Classic
Building Matrix Reports Salesforce Classic
Filter Reports
Introducing Joined Reports in Salesforce Salesforce
Classic
Help
Filter Reports by Values
Filter Across Objects with Cross Filters
Filter Reports with URL Parameters in Lightning Experience
Video
Share Reports and Report Data
How to Use Cross Filters Lightning Experience
Dynamically Filter Reports Using URL Parameters
Lightning Experience
Using Cross Filters in Reports Salesforce Classic
Help
Report and Dashboard Folders
Video
Subscribe to and Schedule Reports
Manage Report and Dashboard Folders Lightning
Experience
Help
Schedule and Subscribe to Reports
Video
Subscribe to Reports and Dashboards Lightning
Experience
Report Notifications Salesforce Classic
Tips for Scheduling Reports Salesforce Classic
Analyze Your Data
Reports and Dashboards
Report on Your Data
Work with Report Data in Other Tools
Help
Salesforce Reports in Quip
Export a Report
Analyze Report Data Using AI
Help
Analyze Reports with Einstein Discovery for Reports
Troubleshoot Reports
Video
Making Your Reports Run Faster Salesforce Classic
Share Insights with Dashboards
Build Dashboards
Help
Build a Dashboard
Edit and Customize Lightning Experience Dashboard
Widgets
Salesforce Classic Dashboards
Control Dashboard Data Visibility
Sample CRM Dashboards PDF
Video
Filter Dashboards
An Overview of Dashboards Salesforce Classic
Help
Filter a Dashboard
Subscribe to and Schedule Dashboards
Help
Subscribe to or Schedule Dashboards
Video
Share Dashboards
Subscribe to Reports and Dashboards Lightning
Experience
Help
Report and Dashboard Folders
Video
Manage Report and Dashboard Folders Lightning
Experience
Analyze Your Data
Manage Your Reports and Dashboards on Analytics Home
Share Insights with Dashboards
Troubleshoot Dashboards
Help
Why Doesnt My Dashboard Display the Data I Expect
Manage Your Reports and Dashboards on Analytics Home
The Analytics tab provides a modern and cohesive experience for organizing all your analytics
content in one place You can access all your reports and dashboards in a single location making
it easier for you to manage and analyze your data Some of the enhancements you can experience
in the Analytics tab include an improved search experience that helps you find the information you
need more efficiently Another enhancement is the organization of your data with Collections to
curate analytics for a project or items that are the most relevant to you
Watch a Demo
Unified Analytics Home
From the App Launcher select Analytics
Note If you cant find the Analytics tab or accidentally remove it refer to the steps in
Personalize the Navigation Bar in Lightning Experience
Use the search bar for keyword searches and Browse to locate specific reports and dashboards
The cards in For You organize your reports and dashboards and help you find what youre looking
for quickly Go to My Analytics to access content from a chronological listing and Favorites
Use Collections to curate and organize analytics across different folders and share them with
other users
EDITIONS
Available in Lightning
Experience
Available in Essentials
Group Enterprise
Professional Unlimited
and Developer Editions
USER PERMISSIONS
To access the Analytics tab
Legacy Folder Sharing
Run Reports AND
Manage
Dashboards
Enhanced Folder
Sharing
Run Reports AND
Create and
Customize
Dashboards
To access the Analytics tab
with CRM Analytics items
Use CRM Analytics
Browsing the Analytics Tab
Find the last report or dashboard that you worked with or see whats available on the Analytics tab Browse enables you to quickly
locate the items youre looking for by filtering through different categories
Use Navigation Breadcrumbs on the Analytics Tab
Use the navigation breadcrumb to guide you back to where you started when opening items in the Analytics tab
Favorite Your Reports and Dashboards
Favorite your reports and dashboards for quick access such as My Analytics and throughout the Analytics tab
Analyze Your Data
Manage Your Reports and Dashboards on Analytics Home
Stay Organized with Collections
Collections enable you to curate and organize your analytics in a customized way By creating a collection you have a personalized
set of analytics thats relevant to your projects or interests Your analytics can be drawn from different folders and you can avoid
searching different folders to access your most important analytics In addition collections can personalize the home page that
makes it easier to find and use the information that matters most to you
Create Reports and Dashboards on the Analytics Tab
Create reports and dashboards right from the Analytics tab Rather than opening multiple tabs you can stay in one app and create
the analytics you want
Share a Lightning Report or Dashboard Folder
Use enhanced folder sharing to share a report or dashboard folder with users groups roles or territories Enhanced folder sharing
is the default option for all orgs created after
SEE ALSO
Add a Report or Dashboard Folder as a Favorite
Create a Report or Dashboard Subfolder in Lightning Experience
Create a Lightning Report or Dashboard Folder
Global Search for Folders
Quick Search for Folders
Rename a Report or Dashboard Folder in Lightning Experience
Share a Lightning Report or Dashboard Folder
Analyze Your Data
Manage Your Reports and Dashboards on Analytics Home
Browsing the Analytics Tab
Find the last report or dashboard that you worked with or see whats available on the Analytics tab
Browse enables you to quickly locate the items youre looking for by filtering through different
categories
Click Browse that shows all your analytics organized by type Within Browse are filters that set
the current context and determine the results that are returned Click an asset filter to narrow
down the browse page to a selection then click additional filters to narrow your search further
by date or owner
EDITIONS
Available in Lightning
Experience
Available in Essentials
Group Enterprise
Professional Unlimited
and Developer Editions
USER PERMISSIONS
To browse the Analytics tab
Legacy Folder Sharing
Run Reports AND
Manage
Dashboards
Enhanced Folder
Sharing
Run Reports AND
Create and
Customize
Dashboards
To browse the Analytics tab
with CRM Analytics items
Use CRM Analytics
Click column headers to sort search results in ascending or descending order
Analyze Your Data
Manage Your Reports and Dashboards on Analytics Home
Click Details in the rowaction menu to view asset metadata
Analyze Your Data
Manage Your Reports and Dashboards on Analytics Home
Use Navigation Breadcrumbs on the Analytics Tab
Use the navigation breadcrumb to guide you back to where you started when opening items in
the Analytics tab
EDITIONS
Navigation breadcrumbs are activated when you open a report or dashboard Use the navigation
breadcrumb to guide you back to where you started whether from home search or browse In
addition to helping you know where you started the navigation breadcrumb also identifies the
item and type youre currently viewing
Available in Lightning
Experience
This breadcrumb begins with the location where the item was opened In this example the
dashboard was opened from Browse Next is the item type Within the opened dashboard it
shows its icon type and saved name
Available in Essentials
Group Enterprise
Professional Unlimited
and Developer Editions
USER PERMISSIONS
To access the Analytics tab
Legacy Folder Sharing
Run Reports AND
Manage
Dashboards
Enhanced Folder
Sharing
Run Reports AND
Create and
Customize
Dashboards
To access the Analytics tab
