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Learning Einstein Analytics

You're reading from   Learning Einstein Analytics Unlock critical insights with Salesforce Einstein Analytics

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Product type Paperback
Published in Jan 2018
Publisher Packt
ISBN-13 9781788475761
Length 242 pages
Edition 1st Edition
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Author (1):
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Santosh Tukaram Chitalkar Santosh Tukaram Chitalkar
Author Profile Icon Santosh Tukaram Chitalkar
Santosh Tukaram Chitalkar
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Toc

Executive dashboard for a sales team

Anutosh Infotech wants to build an executive dashboard so that they can see their company performance, KPIs, important information, and other details in one dashboard. The following is a mockup diagram of their requirements:

Now that we have our requirements, let's start building our dashboard.

In order to create the dashboard, perform the following steps:

  1. First, we need to create all of the required datasets
  2. Create the Opportunity and Account datasets
  3. After we have all of the required datasets, create a blank dashboard and name it Executive dashboard for Sale
  4. Go to the dashboard LAYOUT settings and change the Columns to 50
  5. Change Row Height to Fine and set Cell Spacing to 0 for both Horizontal and Vertical, as shown in the following screenshot:
...
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