Analytics Flashmob: Master Topics for Analytics AdminsAdministrators Track

David Schach, x-Squared On Demand

Tom Tobin, salesforce.com

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It’s Wednesday at 3:34. Why Are We Here?

Top requested analytics topics from last Dreamforce:– Eclipse for admins

• It’s a developer tool, but not just for developers

– Managing 100’s of reports and dashboards• I know, it’s your job, but maybe we can help…

– Analytic Snapshots• You’ve heard of them, but what use are they?

– Making end users create their own reports• Or at least, helping them

David SchachX-Squared On Demand

@dschach

Quick Thoughts

Dreamforce 2008: Wrangle Data and Pump Up the Configuration

Dreamforce 2010: Be A Rockstar Admin

DO try this at home

(In a sandbox or developer edition org!)

FORCE.COM IDENot As Difficult As It Seems

Analytics and the IDE

Force.com IDE– IDE: The Experience

Set up project– Who are you?

– What do you want?

Delete components– Dashboards

– Reports

Update reports

IDE Installation

http://wiki.developerforce.com/index.php/Force.com_IDE

http://wiki.developerforce.com/index.php/Force.com_IDE_Installation

Windows 32-bit

Windows 64-bit

OSX

Linux 32-bit

Linux 64-bit

Set Up Project

Username, Password, Security Token

Choose components - default is pure Apex/VF. Go with analytics items– Analytic Snapshots

– Dashboards

– Reports

– Report Types

Procedure: Delete Dashboards

Delete dashboard(s)– Why so simple?

– Top-level item.

Procedure: Delete Reports

Move all reports for deletion to Unfiled Public Reports– Consider how you want to use this folder routinely

– Deleting from one place is safer & faster

Clean this like the office fridge, every Friday at 5pm

Refresh IDE– I prefer to make new project

Delete from IDE

Procedure: Update Reports

This should be done in Sandbox Identify reports & criteria

Global Search & Replace– Pre-filter search results

– Execute & Save to Server

VERIFY

Deploy to Production

Use Search/Replace

Finish: Deploy

Only for creating/updating analytics components

We did our work in the Sandbox, so we must deploy to Production– Faster if have limited payload

Cannot deploy to delete reports or dashboards.

Tom Tobin @tomjtobin

Product Manager

Salesforce Analytics

“The Bottleneck” Killed BI Adoption To Date

More than 50 percent of data warehouse projects will have limited acceptance, or be an outright failure.

Getting Users To Use and Edit Reports

Give everybody rights to edit.

Put report links on the homepage

Getting Users To Use and Edit Reports

Once they are on a report, let them modify the filters– Keep standard reports in a folder that’s read-only so no-one

breaks them

– Consider locking down all folders to read-only, and keeping “publishing” to an admin moving a named report from Unfiled to a folder

– Lock inexperienced groups out of read-write folders

– Maybe use the pv0 trickery

Getting Users To Use and Edit Reports

Don’t give access to the report tab, but a new tab– List your own reports that have filters and aggregates

– List of “template reports” with just the report type chosen and very few fields, and no filters

“Most useful report of the week” competition

Who Makes Reports at salesforce.com?Adoption of analytics at

Salesforce.com:

60%

Industry benchmark for adoption of

analytics:

25%

Snapshots – What Are They Good For

Imagine:

You want to record a point in time history

You care about summaries

You want to know the status once a time period

e.g.

Case statuses every Friday

Order status every Monday morning

Pipeline status every 1st of the month

There Are Two Kinds of Measures

Flow– E.g. the number of opportunities closing a day

– The number of leads created in a day

– Measures of frequency

Levels– E.g. the number of cases open at a point in time

– The amount of all open opportunities at any point in time

– Measures of quantity

There Are Two Kinds of Measures

Flow– E.g. the number of opportunities closing a day

– The number of leads created in a day

– Measures of frequency

Pool** I have to find the right word for this– E.g. the number of cases open at a point in time

– The amount of all open opportunities at any point in time

– Measures of quantity

Measuring Flows

If you want to measure flow, stamp the records – This happens for closing cases/creating leads and opportunities

– You might need to use workflow rules to stamp when fields change

– Not covered here

Measuring Quantities

What do you want to measure?

Get the rest of the dashboard showing the metric– <picture of a gauge>

Start with a metric you know and love

Step 1: What’s Important?

What will you want to slice by?

What’s already in the report?

When you are looking at the trend, what else will you want to group by?– E.g. owner role, product family

Step 2: Make The Report Group By This

Edit the report and make it group the data you also need to see

Step 3: Create The Target Object

You will need “Customize application”

You will need a field for each field in the report (including every grouping)– E.g. owner role, amount

Make the object have an auto-numbered name– No-one will ever see it

Step 4: Create The Snapshot

You will need “manage analytic snapshots”

Create the snapshot, summary snapshot

Choose your saved report from step 2

Choose the lowest grouping level

Map the grouping fields from step 2 into the fields created in step 3

Schedule it for your time period

But I’m a User? How Do I Trend?

You create the report, and document when it has to run and what the fields should be in the target object

Given them to your friendly admin

They follow steps 3 and 4 – No thinking for admins

Then What?

Then all the trending data is being built up in the target object, you can build a report on it:

Questions & Answers

Tom Tobin

salesforce.com

David Schach

X-Squared On Demand

Analytics Flashmob: Master Topics for Analytics AdminsAdministrators Track

David Schach, x-Squared On Demand

Tom Tobin, salesforce.com

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