When you look at data in an exploratory mode, you do so in a lens. A lens
has several aspects: it’s how you view data in a dataset, it’s the place where you explore the
data graphically, and it’s the basis for building any dashboard.
Required Editions
Available in Salesforce Classic and Lightning Experience.
Available with CRM Analytics, which is available for an extra cost in
Enterprise, Performance, and Unlimited Editions. Also
available in Developer Edition.
User Permissions
Needed
To view visualizations:
Use Analytics or Analytics Templated Apps
To create a lens:
Use CRM Analytics
From the App Launcher, find and select Analytics Studio.
Click Browse, and then click
Datasets.
Select a dataset.
A new lens tab is created for the dataset. The total row count of the dataset is
shown in a bar chart.
In the Bar Length section, click Count of Rows, and select a new
measure, such as Sum, Count, or Average to use for the visualization. To add more
measures, click the +.
To add a field for grouping your data, click the + in the Bars
section. To add more fields, click the +.
To sort the data, click the measure at the top of the lens. To change the chart type,
click the Charts icon in the right panel.
Click Save.
Enter a title, description, lens version, then select the App to save your lens
to.
Click Save.
To add the lens to a dashboard, click the Clip to Designer icon .
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