Chart choice, device layouts and dashboard templates
Picking widgets and chart types from the data, the bar-chart settings that fix crowding and show targets, filter widget types, themes and accessible colour, device layouts and how CRM Analytics chooses one, and when blank, traditional or smart dashboard templates fit.
Create appropriate dashboards to meet business requirements following CRM Analytics best practices and UX design principles.
~8 min read · 15 practice questions ·
What the exam expects
- Choose number, chart and table widgets and a chart type from the insight the data must deliver, not for variety.
- Configure bar and column charts for crowded dashboards, groupings within bars and target lines (Auto Fit, stacked charts, reference lines).
- Pick the filter widget (date, list, toggle, range, global filter panel) from the field type being filtered.
- Keep widget styling consistent and accessible with themes, default widget properties and high-contrast colour.
- Create and edit device layouts, restore removed widgets, and predict which layout a device gets.
- Choose blank, traditional or smart dashboard templates, and know when a template can be applied.
Key terms: layout (one arrangement of a dashboard's widgets, with device properties that decide where it's used); Unused Widgets (dashboard widgets not placed on the current layout); theme (a set of style properties applied to all widgets at once); smart template (a dashboard template with a configuration wizard that builds a populated dashboard); selection-based widget (a date, list, range or toggle filter whose selections can drive bindings).
Key facts
- Detail
- Bar charts for values, line charts for trends
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- No more than five slices
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- At most three lines
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- Fit shows all bars without scrolling; Preserve labels restores lost labels
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- Net subtracts negatives; Absolute adds absolute values
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- Date for dates; list or toggle for dimensions; range for measures
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- At least 3:1 between adjacent colours and the background
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- Most recently defined layout wins
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- Need Use Any API Client to list all datasets
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- Only while creating a dashboard
Sources for this section (7)
- Choose the Right Charthelp.salesforce.com (opens in a new tab)
- Bar Chartshelp.salesforce.com (opens in a new tab)
- Add Selectorstrailhead.salesforce.com (opens in a new tab)
- Accessible Dashboardshelp.salesforce.com (opens in a new tab)
- Layout Ruleshelp.salesforce.com (opens in a new tab)
- Create with a Templatehelp.salesforce.com (opens in a new tab)
- Build Dashboards Quicklytrailhead.salesforce.com (opens in a new tab)
- How many slices does Help allow in a donut chart?
- When does a widget dragged from Unused Widgets also appear in other layouts?
- Why use a global filter panel when several charts compare reps?
- What minimum contrast ratio does Help set between adjacent colours?
- Why does a new layout already contain pages?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the CRM Analytics and Einstein Discovery Consultant pack
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