Analytics Enhancement

Overview Deck #DF2UFL – Orlando, March 31st, 2012

Chatter

Profile

Picture

Kevin Sherman

Sr. Customer Success Manager

@kshermansfdc

Analytics Enhancements

First the good news!!!!

Analytics Edition

Dashboard Filters Enhancements

Additional Analytics Enhancements

What are the Enhancements to Analytics?

What is Analytics Edition?

Bucketing gives you on-the-fly segmentation and filtering

based on custom data groupings you create in your report

rather than the data model.

Cross filters help you perform sophisticated analysis and

exception reporting.

Joined reports let you create and run reports containing

data from different objects.

With Bucketing:

Quickly categorize report records without creating formulas or

custom fields.

Define multiple categories (buckets) to group report values.

Sort, filter, and group your report, just like any other field.

Add up to five bucket fields per report, each with up to 20

buckets.

Additional Information about Bucketing

With Cross Filters:

Specify inclusion or exclusion of records using a WITH or

WITHOUT condition.

Apply cross filters by themselves or in combination with

field filters.

– Filter logic only applies to field filters—not cross filters.

– Create up to three cross filters per report.

– Add up to five subfilters for each cross filter.

Additional Information about Cross Filters

With Joined Reports

Easily view different types of activities and information in a

single report.

Combine data from multiple standard or custom report types

– Add report types to a joined report if they have relationships

with the same object or objects.

Add report blocks to your reports to create multiple views of

your data.

Additional Information about Joined Reports

CUSTOMER IDEA: Joined Reports was submitted by a customer

via the Idea Exchange.

Add report

Type to

bring in

more data

Search

through

compatible

report types

Result view

shows result

from both

report types

Filter each

result block

separately

Sales Reps can:

Create a bucket field to sort and group records so they

only focus on the large deals that help them reach quota.

Use cross filters to open opportunities on accounts with

escalated open cases.

Sales Managers can:

Create reports containing each of their teams deals, and

the team members and products associated with each

deal.

How will the Analytics Edition be Used?

Spring ‘12 dashboard enhancements include:

Three filters per dashboard

Filters for dynamic dashboards

Post snapshots of filtered dashboards to Chatter

Additional operators available on dashboard filters

– Between operator to filter on ranges of values

Support for filters on additional fields

What are the Enhancements to Dashboard Filters?

Customize your view of Dashboards and Reports in the Reports tab

Delete Report and List Filters with Filter Logic

Additional Dashboard Enhancements

– Dashboard filter drop-downs now appear beneath the dashboard finder

– Spinners display in dashboard components to show a dashboard is being

refreshed.

– Date/Time of last refresh appear next to the Refresh button on a dashboard

– “Recently Viewed” now displays in the Dashboard finder results.

– Dashboard finder is now enabled for users with access to more than 20k

dashboards

– Dashboard finder is now enabled for IE6 users with access to more than 1k

dashboards

– A “Viewing As” label identifies the name of the person who generated a

dashboard component

Up to 20 field filters on a report

Drag-and-Drop Report Filters

Additional Analytics Enhancements

Analytics Enhancements Summary

Feature Release

Type

Automatically

visible to

all users. No

setup required.

Automatically

visible to

all Admins.

No setup

required.

Not automatically

visible. Feature

is available

but requires

some setup.

Contact

salesforce.com

to enable

this feature.

Salesforce

Edition

Salesforce

License

Bucketing GA P PE, UE, EU Analytics

Edition

Joined Reports GA P PE, UE, EU Analytics

Edition

Cross Filters GA P GE,, PE, UE,

EU, EE

Analytics

Edition

Additional

Scheduled

Reporting

GA P PE, UE, EU Analytics

Edition

Dashboard Filters

Enhancements GA P

PE, EE, UE,

DE n/a

Customize

Your View GA P

PE, EE, UE,

EU, EE n/a

Deleting Report

and List Filters

w/ Filter Logic

GA P PE, EE, UE n/a

Enhancements to

Dashboards GA P

GE, PE, EE,

UE, DE n/a

Enhancements to

Dashboard

Component

Snapshots

GA P GE, PE, EE,

UE, DE n/a

Increased Report

Filter Limits GA P

GE, PE, EE,

UE, DE n/a

Drag-and-Drop

Report Filters GA P

GE, PE, EE,

UE, DE n/a

REFERENCE: For a full list of Analytics features and enhancements,

please see the release notes.

Additional Resources

Video’s

Salesforce Enterprise Analytics Watch how salesforce.com's new Enterprise Analytics are relieving customers of the frustration and

wasted time of Excel and BI, by powering cross-business reporting, advanced queries and

filtering, and what-if modeling of the data, right in Salesforce, with real-time data, and with the

power of a single sharing and access model.

Introducing Joined Reports in Salesforce With joined reports, you create view different types of information in a single report. Our example

will create open and closed opportunities and active support cases.

Bucketing in Reports Learn how to group your data without having to create custom fields! Buckets help you sort, organize

and understand large amounts of data in Salesforce quickly and easily. Create your own categories

on the fly, without formulas or custom fields.