COPY FOR Salesforce Help Articles

Creating lenses and exploring datasets

Updated Dec 09, 2020

Select a dataset to begin exploring and visualizing the data

The default view for a dataset will be a bar graph which counts the number of records in the dataset

Manipulating and visualizing the data can be accomplished by change the measures, groups, and filters

Measures, groups, and filters change how to data is presented

Multiple groups, measures, and filters can be applied to visualize the data in a way which meets your needs. The display section on the left hand side allows you to add, change, or remove any of these. Below are examples of what each:

Different visualizations can be used to change the type of chart which is used to present the data

The three button toggle provides the ability to change chart type, change table type, and access the behind the scenes code to make advanced calculations

1. Different charts can be used to visualize the data - different chart types may require a different number of measures and groups. Hovering over the chart types will display the requirements.

2. Different value tables can be selected - a raw data table, a pivot table (similar to Excel), and a compare table which provides the ability to insert custom formulas for each column.

3. You can access the SAQL code which can be used to write custom functions for advanced visualizations and calculations. More information on SAQL can be found here.


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