Customizing Dashboard Header in Salesforce Einstein Analytics

A Data Visualization in the form of a dashboard helps you track your key KPIs, understand how your Team is performing and drill down into the finer details. For the aesthetics of a dashboard, the chart types, chart colors, background colors placement of charts, etc. all play a big role. But to further enhance the aesthetics and the overall users experience, we could customize the dashboard header to be friendly, welcoming and at the same time informative. Below is an example of a dashboard header built in Salesforce Einstein Analytics.

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Let’s drill down into each of the components:

1. Dynamic Greeting Message with Logged in User Name

Based on the time of the day, the text would show:

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The greeting is based a case statement using the now() function and the Logged in User Name can be displayed using a SOQL query. Details below:

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The FirstName from this query is used as a Results Binding in a Text field.

2. Photo Icon of logged in User along with Title and City.

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For the Photograph, we could use a query that groups by name and then projects first(FullPhotoUrl) along with the name. For displaying it, we could tweak the Widget properties, mainly the Trellis (Type: Wrap, Number of charts per line: 1, Size Ratio: Flat)

The Title and City are also fetched from the above query and then result binded in a text field along with the emoticon.

3. Quarter Passed (%)

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Many businesses track KPIs like Revenue, Quota Met, Number of Won Deals, Open Pipe Amount, etc. on a Quarterly timeline. In such cases, it is good to show the % of Quarter passed or Days in Quarter remaining on the dashboard header. This would help estimate say for example: Is the days remaining in the Quarter enough to reach the Quota for this quarter?

The query behind this calculation uses now(), quarter_days() and quarter_last_day() functions.

4. External Links

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Many times dashboards have complex calculations, formulas that can puzzle the user. To help this cause, we could have a Data Dictionary or a Functional Document stored elsewhere and linked to the dashboard using a URL. Examples of other resources that can be linked are Salesforce CRM Reports/Dashboards, Other Einstein Analytics dashboards, Company Website, Social Media Websites, etc.

In Einstein Analytics, creating an image link is a 2 step process:

  1. Adding a container on the dashboard and choosing the required image as a Background Image.
  2. Creating a link widget, with a Blank title, linked to the appropriate URL and Background color as “rgba(255, 255, 255, 0)”. This link widget needs to be then placed inside the Container created in Step 1.