Create a Custom Query with User-Defined Values

Use custom queries to apply user-defined values to dimensions, measures, and limits of other queries. For example, you can create a toggle widget that filters case records based on the following user-defined values: High Priority Cases, Medium Priority Cases, and Low Priority Cases. To enable these custom values to filter your data, you map them to your data using a binding.

1. To open the queries panel, click an empty space in the dashboard canvas in the dashboard designer.
   
2. Click Create Query.
   
3. Click Create Custom Query.
   
4. Click to change the query label.
   CRM Analytics creates the query ID from the label. After you create the query, you can’t change the query ID. CRM Analytics refers to queries by their ID so dashboards don’t break if you change the labels.

   
5. Click +Add Column to add a dimension, measure, text, or number as a column to your custom query.
   1. For a dimension or measure, choose a dataset.
   
6. Click +Add to add rows to your custom query.
   1. For a measure, choose a function. For a dimension or measure, choose a field.
      

      Note Each measure column in a custom query creates two values in the JSON. One value for the function (sum, average, etc.) and one for the selected measure field. Use both values when creating a compact-form binding on a measure.

      
7. Add up to 20 columns and click Done.
   

   Note To create SAQL bindings, your custom query requires two additional text columns. One column determines the value of the field and the other column is for the field label.

   CRM Analytics adds the query to the query panel, making it available for use by other widgets in the dashboard.
8. To make changes, find the query in the query panel, click , then Edit.
   You can change the query name, add and remove columns, add row and column values, reorder columns, and pick values from a dataset.

   

   Note To use a custom query for linking, make the column the first column in the dialog.
9. To apply this custom query to a list or toggle widget:
   1. Drag the list or toggle widget from the widget toolbar to the dashboard canvas.
   2. Drag the custom query on top of the widget.
      The widget shows the custom display values as selection options.
   3. To change the widget and query properties, select the widget.

      The Widget panel groups the widget properties into sections. So that you don’t accidentally overlook any properties, expand any collapsed sections.

   4. To customize the appearance of the widget, set the widget properties.
   5. To preview your changes to the dashboard, click .
   6. Save the dashboard.