A dashboard isn’t just for reading. It’s for carrying on a conversation based on one or more datasets that matter to your company. Don’t just look at the pictures—use the tools on the dashboard to dive deeper into the data that you care about. Go ahead, click around, and explore!
You read a Salesforce Wave
dashboard interactively by clicking its displayed elements. Every element is a picture of a live, filtered database query.
- Selection Filters
- A selection filter lets you filter based on a particular value that matters to you. For example, set the maximum and minimum sliders in a range selector to make the dashboard show only the amounts that fall within a specific range. Watch the charts and numbers on the page change when you set the sliders. Selection filters are often tied to each other so that you can progressively drill deeper. For example, use one filter to look at sales of a product. Then use the next to filter sales by region. Finally, use another to filter sales regions by account. There are different types of selection filters, such as list, toggle, date, and range.
- Key Performance Indicators
- Some information is best measured by a single number, also known a key performance indicator. Some number elements can be filtered based on selections in charts and filters. For example, in a bar chart that shows individual salespeople’s pipelines, click a bar to focus on a particular person’s pipeline. Notice that the number changes from showing the total value for all salespeople to show the value for the selected person.
- A rich variety of charts shows you data from multiple angles. Many parts of a chart are interactive. For example, click a bar in a bar chart and watch what happens. Clicking a bar filters the query that the bar chart represents. Your revision changes other values in this chart, values in other charts, and number displays.
- A table provides the record-level details. For example, a chart can show you a performance summary for each region, but the table can show you the opportunity-specific details. You can sort tables to show the top and bottom records. You can also create calculated columns in tables to compute values based on existing data.