Reports, dashboards and TabNext semantic metrics
How to build standard reports and dashboards that work in the Life Sciences Cloud mobile app, including presentation click-stream reports, mobile report settings and chart limits, and how to define Data 360 semantic metrics and show followed metrics in a dedicated, translatable mobile tab.
Create standard reports, dashboards, and TabNext industry metrics.
~7 min read · 10 practice questions
What the exam expects
- Build a standard report and dashboard from click-stream and engagement data, choosing groupings and summaries that answer the question.
- Configure mobile report settings and predict how charts, dashboards and report formats render in the Life Sciences Cloud mobile app.
- Define a semantic metric with its measure, time dimension, grouping dimensions and comparison periods.
- Show a user's followed metrics in a dedicated mobile tab and localize its labels.
Key terms: source report, the report that supplies one dashboard widget's data; PresentationClickStrmEntry, the record of engagement data captured per presented slide; semantic model, the Data 360 semantic-layer model that metrics are built on; measure and time dimension, the value a metric tracks and the date it is tracked over; comparison period, the reference window a metric's result is compared with; followed metrics, the metrics a user chooses to follow, listed in the mobile tab. The exam guide uses the term TabNext; the official pages document these mechanics for Data 360 and Tableau Next.
Key facts
- Detail
- Each widget has one source report
- Detail
- Up to two rows and two columns
- Detail
- Seconds spent on one slide
- Detail
- Empty Reports tab that stays in navigation
- Detail
- Not supported; tile appears blank
- Detail
- Home page only
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- Measure and time dimension
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- One primary, one optional secondary
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- Metrics the user follows
- Detail
tabs, lowercase
Sources for this section (6)
- Build a Dashboardhelp.salesforce.com (opens in a new tab)
- Build a Reporthelp.salesforce.com (opens in a new tab)
- PresentationClickStrmEntrydeveloper.salesforce.com (opens in a new tab)
- Reports and Dashboards Administrationhelp.salesforce.com (opens in a new tab)
- Create a Metrichelp.salesforce.com (opens in a new tab)
- Embed Tableau Next in the Mobile Apphelp.salesforce.com (opens in a new tab)
- When do click stream entry records captured during a visit reach Salesforce?
- Why can two managers see different totals on dashboards built from the same source reports?
- Which permission set does creating a metric for a semantic model in Data 360 require?
- How many row and column groupings can a Lightning report have?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Agentforce Life Sciences Consultant pack
- Core concepts
- Exam traps
- Worked scenario
The pack includes:
- All 21 lessons of the Agentforce Life Sciences Consultant guide, with reading progress
- Interactive decision walks and step-by-step sequence steppers
- Practice exams purchase adds inline bank questions and topic practice (10 questions for this lesson)
- An official source cited for every claim
- An AI tutor that answers from the guide
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