Cloudy's Chalkboard: Tracking the stars in your salesforce universe - Part 2

Last week we started creating a complex dashboard table that could help a nonprofit keep tabs on its most important donors. 

We created the report that will be the basis for the dashboard component.  Today we will finish by actually adding it to the dashboard!

Step 1: Add a chart to your source report

In order to create a complex dashboard table, you must first add a chart to the source report. The chart on the report itself does not have to look meaningful: in fact, it usually doesn't!  

Go to your report, click  "Customize" and then click "Add Chart":

Choose a scatter chart as the type of chart, and on the chart data tab, set all four chart data fields to the meaningful groupings of your report, as shown:

Click "OK" and then Save and Run your report. You will notice that the resulting scatter chart is not very interesting as a chart, but it allows us to create a more complex dashboard table. 

**If you want to make the chart less prominent on the report itself go to the "Formatting" tab on the chart editor and choose to make the chart size "Tiny" and the chart location "Below Report"!**

Step 2: Go to your dashboard

You probably have multiple dashboards in your salesforce org; choose the one where you would like to add this component, or start a new one.  For more about creating and editing dashboards, check out: Cloudy's Chalkboard: Creating Dashboards

When you are on the correct dashboard, click "edit"

Step 3: Drag a table component onto the dashboard

Step 4: Drag the correct report onto the component.

Note that you must switch from the "Components" tab to the "Data Sources" tab in the Dashboard Builder palette on the left side.  

(For instructions about how to build this report, see last week's post: 

Cloudy's Chalkboard: Tracking the stars in your salesforce universe - Part 1)

Step 5: Edit the table

The default settings of the table that appears will only show 2 columns.  Click the wrench in the upper right corner of the table to see more options.

On the Component Editor that appears, choose the Formatting tab and click "Customize table".  You will now be able to edit the table columns to show all four data points: 

Congratulations! You have created a complex dashboard table that will allow you to keep track of important donor relationships that might be at risk.  Consider scheduling this dashboard to refresh regularly, and/or have it emailed to interested parties automatically.

Following similar steps, you can create tables to track other parts of your business as well. If you would like help with your reporting and dashboards, Contact Us!

Cloudy's Favorite Apps: Apsona

Have you ever wished you could import and export all of your salesforce.com data without firing up an external application or digging out your security token?

Have you ever encountered the limits of Salesforce.com reporting, wished that you could create more sophisticated reporting filters, or gotten frustrated while managing a list of custom report types?

How much time would you save if you could perform inline-editing on a whole list of records, without clicking into each one individually?

What if you could realize all of these functions and more with a single inexpensive app?

Apsona is one of Cloudy's favorite AppExchange apps, with such varied and powerful functionality that it can benefit any organization. What's more, nonprofits have access to 10 free licenses! 

Cloudy recently created an awesome report for a nonprofit client, allowing them to see which of their donors contributed to last year's matching grant Campaign, but did not contribute to the same Campaign this year. This insight will enable them to do a targeted and informed "ask" of those invested donors for this year's matching grant challenge!  The information on how to create this report using nested filters was right on the Apsona website:

The Apsona Website has lots of eye-opening use-cases and tutorials like this one!

Surely you are already considering the possibilities, but here are even more exciting ideas to ponder:

-Create Exception Reports: ie. Show all Accounts WITHOUT Opportunities
-Quickly change record ownership en mass.
-Import into multiple objects.
-Cleanse and import data in a single, integrated process.

Visit this page for some short, informative demos to see how powerful yet simple Apsona can be: Apsona Demos on the AppExchange 

If you would like help evaluating this App for your salesforce.com, installing it, or creating your first custom reports, CONTACT US!


Read Cloudy's reviews of other popular Apps:
Form Assembly
Conga Composer
Flip Top Social Profiles
Dupe Catcher
Rollup Helper

Cloudy's Chalkboard: Creating Dashboards

Salesforce.com reports are a powerful tool for understanding your data, but when you have many reports, levels of complexity, and large amounts of data, it can be a lot to take in.  Charts and Dashboards are the best way to create snapshot views of your data.

Good dashboards give executives the answers to the questions they care about most, give managers a handy tool to drive meetings, and give users an organized view of the things they need to prioritize.  If you have never created a dashboard, here is a step by step tutorial to get you started.

Step 1: A dashboard is simply a visual representation of a collection of reports, so the first step is to create or identify the folder where you will store these reports.  If Cloudy is creating a Sales Dashboard, he will create a new report folder and call it "Sales Dashboard Reports."  Since report privacy is set at the folder level, now is the time to think about who gets to see this data and make the appropriate settings on the folder.  To create a new report folder, go to the Reports tab, click the folder icon at the top right of the folder menu, and select "New Report Folder."

Step 2: Create Summary or Matrix reports showing what you want to represent with your chart components  (Tabular reports cannot be used for dashboards).  The Format settings menu is found in the Preview pane of the Report Builder; if you are relatively new to report building, start with a Summary report!  Save your reports in the folder you created in Step 1.

Step 3: Create or identify the folder where you will store your dashboard.  As with reports, privacy is determined at the folder level, so consider those security questions now.  To create a new dashboard folder, go to the Reports tab, click the folder icon at the top of the left hand folder menu, and select "New Dashboard Folder."

A table can be configured to link
directly to the listed records.

Use a pie chart to show
proportions against the total.

Step 4: Create your Dashboard by going to the Reports tab and clicking the "New Dashboard" button.  Using the drag-and-drop interface, add the chart types you want to use from the "Components" tab, and then find the matching reports from the "Data Sources" tab and drag them onto the correct components.  You can use the same report for more than one chart if you want to represent the data in more than one way.

A gauge shows progress
toward a goal or a limit.

A grouped line chart show data
trends over time
                               

Step 5: Customize your chart components.  You can add a title, subtitle, and footer simply by clicking in those spaces.  Click the wrench in the upper right corner of each component to view further formatting options.   (For a tutorial on one advanced formatting option, see Cloudy's Chalkboard - Grouped Bar Charts)

When you are ready to view your completed dashboard, Click "Save As" and save the dashboard to the correct folder, then click "Close."  On the Dashboard viewing page, a "Refresh" button appears at the top of the page.  Your dashboard will not refresh automatically; you must either click the button or schedule refreshes to occur regularly by clicking the down arrow next to "Refresh" and selecting "Schedule Refresh."  On this page, you will also see the option to have a dashboard emailed to you or any other user on a recurring schedule.  This is a great way to keep managers or teams up to date.

If you have other questions about using dashboards, please leave a comment below, or Contact Us!

Cloudy Cumulus is part of Redpath Consulting Group, based in Minneapolis, MN (c) 2012

Cloudy's Chalkboard: Grouped Bar Charts

Salesforce.com charts and dashboards create useful snapshot views of your data.  Bar charts are popular because you can easily add valuable detail to a basic bar chart by using groupings.

Look at Cloudy's examples below and then follow the step-by-step instructions to create a grouped bar chart for your report or dashboard:

Step 1: Create your report.

You need to include at least 3 fields:

-Record Name or ID (ie. Activity ID)

-Group Category 1 (ie. Activity Type)

-Group Category 2 (ie. Assigned to)

Check your filters:

-Set the date filters to the time frame you are interested in.

-Add any other filters needed to zoom in on the records you want to see.

Summarize:

-In the report Preview pane, select the Format drop-down and choose "Summary."

-Drag the Group Categories into the Summary drop zones in any order you wish.

Step 2: Create your chart.

You can create a chart on a dashboard or on the report itself. 

Chart Editor:  

(these instructions assume a horizontal bar chart.  Switch X and Y axis instructions in the case of a vertical bar chart)

-If you are on the report itself, the Chart Editor appears automatically when you add a chart.  If you are on a dashboard, click the wrench icon to open Chart Editor.

-Click the "Chart Data" tab

-For the X-Axis, choose the correct measurement metric (ie. Record Count, $ amount, etc.)

-For the Y-Axis, choose the first Group Category you want to see.  These will be the bars on your chart.

-Next, click the "Group By" drop down and choose the OTHER Group Category.  

-Select the type of Grouped Bar Chart by clicking the icons below the Group By menu.  For stacked grouping like the example above, click the middle icon.

Click OK to view your Grouped Bar Chart!

Read more of Cloudy's Salesforce.com step-by-step instructions:

How-to install an App in your sandbox

If you would like help creating these or other dashboard components, CONTACT US

Learn more about our Salesforce.com services HERE

Cloudy Cumulus is part of Redpath Consulting Group, based in Minneapolis, MN (c) 2012