Winter ‘17 Release – Review of Salesforce Analytics.

We recently previewed Winter ‘17 Release and are excited about the following features added to Salesforce Analytics. For this blog we focus on new features that eliminates usage of JSON!

New Charts

Winter ‘17 Release has the following new charts

  1. Pyramid Chart,
  2. Polar/Gauge Charts
  3. Rating

new-charts

Gauge charts are extremely useful in showing progress and attainment results. Prior to this release this required custom SAQL to build the lens. This is a great visualization to show quota attainment, budget usage and any use cases that track against goal.

Example: Forecast attainment lens using gauge chart.

Select a single measure that we want to track against a goal.

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Place the lens on the dashboard and change the chart to gauge chart

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Basic Configuration

Using the widget properties, we can change the Title, Subtitle, Alignment , Colors etc. No more JSONs!!

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More configuration

Size of the center

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Option to show number or %

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Configuring gauge parameters

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This is the import configuration, the step allows to enter in absolute values which can be modified to use results binding!

Similar set of configurations apply for flat gauge chart

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Static Step

Every dashboard has a static step to show views based on user requirements. In the past this required JSON manipulation. This new feature is great step towards simplifying custom development.

We can now create a static step right from dashboard designer.

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Set dimension values

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This new steps is ready to be placed in the dashboard layout.

Compare Table

Compare table is a great feature to perform calculations and show values based on time, custom filters etc. Adding any window functions, hide columns require significant development to convert compare tables to SAQL. New compare table features allows to quickly build formula fields and window functions. We love the windows functions to quickly calculate ranking,  % of group, previous change etc.

Process of building the compare table is same but the magic happens when we click “Edit this column”

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In the next series, we will cover new bindings, dashboard layouts and dataset recipes.