Mastering Dashboard Pages in Salesforce Einstein Analytics

Posted on August 14, 2019 by Abhishek Gupta and Himanshu

In Einstein Analytics the dashboard can be broken into multiple pages, each with a specific focus and audience. Pages have the following features:

Breaking dashboards into multiple pages improves performance by reducing the number of widgets loaded at once. However, performance also depends on how efficiently the underlying queries are written. Salesforce uses SAQL (Salesforce Analytics Query Language) to fetch and process data for dashboards. Optimizing SAQL queries can significantly enhance dashboard speed and responsiveness.

  • Increased Dashboard performance due to less number of widgets.
  • Reusability of widgets across the pages in the same dashboard.
  • New cool effects & animations while navigating from one page to another.

Managing Pages:

Follow the below steps in order to manage the pages

  • Open the dashboard in edit mode.
  • Click on (+) to add another page.

    EinsteinAnalyticsDashboard

  • We can rename the page or hide it from the navigation widget.

    EinsteinAnalyticsDashboard

  • For navigating to the specific page, add a link widget. On clicking link widget properties, we have option to link to a dashboard, page, step, lens, or web page.
  • To add the existing widgets on other pages, select the widgets, click Add to Page, and then select the pages.
  • Save the dashboard (by pressing [s]).

Einstein Pages

Note: We can add up to 20 pages per dashboard.

Dashboard pages often rely on shared datasets to display consistent and meaningful insights. In many scenarios, data from multiple sources needs to be combined before it can be visualized effectively. Einstein Analytics provides capabilities to append and merge datasets, allowing users to create unified data sources for dashboards.

Dashboard pages are most effective when they are powered by integrated data from multiple systems. Salesforce CRM Analytics enables seamless integration between Salesforce data and external sources, ensuring that dashboards reflect a complete view of business performance. This integration enhances decision-making and reporting capabilities. To learn more about integrating analytics with Salesforce, refer to our article CRM Analytics Salesforce Integration page.

Reference:

https://trailhead.salesforce.com/en/content/learn/projects/advanced-dashboard-techniques/animated-pages?trail_id=wave_analytics_enable_and_produce

For any query on Einstein Analytics Dashboard, contact support@astreait.com