The dashboards are all a little different, some spin on combo boxes, option buttons, slicers and there is a few that changed based on the mouse rolling over a cell or two. All have an associated Excel dashboard template which is fully functional and has a complete data set inside it. The next section contains a selection of the Excel dashboards on this site. An Excel file is on every page with a brief description of the Dashboard. Click on the link or picture to visit the specific Excel dashboard page. I will be creating more and more Excel dashboards and these dashboards will be free to download. The following are the sites current Excel dashboards to download. There are a couple of exceptions when you get down to the Heat Map section but mostly native Excel run these dashboards. On the whole these Excel Dashboards do not need VBA at all. Many of the techniques spoken about in the site which I have incorporated on are built into these Excel dashboards. I then just needed to sketch out a final output dashboard and work backwards to make the data fit that vision. Later I got a bit smarter and found that wiki and some government websites had ready made tables which were Excel compatible. I would scratch my head as I started creating the raw data from scratch early on. Advanced features such as data transformation using computeExpression and computeRelative as well as dataflow with a multi-value lookup are explored.One of the issues with developing the following Excel dashboards is obtaining the data. This book guides you step-by-step in simple, easy-to-understand terms to get data from the Salesforce platform to the Einstein Analytics platform and also shows you how to import external data (e.g., CSV files).Ĭore chapters focus on understanding data sources, dataflow, dataset, and lens leading up to building dashboards from scratch. You will manage datasets, query data with Salesforce Analytics Query Language (SAQL), and customize dashboards.īecause Einstein Analytics is new, the curve to learn this technology can be difficult. Explore all of your data quickly and easily by providing AI-powered advanced analytics, right in Salesforce. Build interactive dashboards using Salesforce Einstein analytics.
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