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Analytics Flashmob: Master Topics for Analytics Admins


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Come on—Take your successful analytics deployment to the next level! We'll be sourcing 3-5 in-depth topics in the Dreamforce App, and answering them with a show-and-tell from our product team and our partners. Topics include managing CRTs, report administration using the Eclipse IDE, deploying report and dashboard creation capabilities to business end-users, and more as decided by our customers.
Presented by: David Schach, x-Squared On Demand; Tom Tobin,

Published in: Business, Technology

Analytics Flashmob: Master Topics for Analytics Admins

  1. 1. Analytics Flashmob: Master Topicsfor Analytics AdminsAdministrators TrackDavid Schach, x-Squared On DemandTom Tobin,
  2. 2. Safe HarborSafe harbor statement under the Private Securities Litigation Reform Act of 1995:This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any suchuncertainties materialize or if any of the assumptions proves incorrect, the results of, inc. could differmaterially from the results expressed or implied by the forward-looking statements we make. All statements other thanstatements of historical fact could be deemed forward-looking, including any projections of product or service availability,subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans ofmanagement for future operations, statements of belief, any statements concerning new, planned, or upgraded servicesor technology developments and customer contracts or use of our services.The risks and uncertainties referred to above include – but are not limited to – risks associated with developing anddelivering new functionality for our service, new products and services, our new business model, our past operatinglosses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breachof our security measures, the outcome of intellectual property and other litigation, risks associated with possible mergersand acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand,retain, and motivate our employees and manage our growth, new releases of our service and successful customerdeployment, our limited history reselling products, and utilization and selling to larger enterprisecustomers. Further information on potential factors that could affect the financial results of, inc. is includedin our annual report on Form 10-Q for the most recent fiscal quarter ended July 31, 2011. This documents and otherscontaining important disclosures are available on the SEC Filings section of the Investor Information section of our Website.Any unreleased services or features referenced in this or other presentations, press releases or public statements are notcurrently available and may not be delivered on time or at all. Customers who purchase our services should make thepurchase decisions based upon features that are currently available., inc. assumes no obligation anddoes not intend to update these forward-looking statements.
  3. 3. 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
  4. 4. David SchachX-Squared On Demand @dschach
  5. 5. 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!)
  6. 6. Not As Difficult As It SeemsFORCE.COM IDE
  7. 7. Analytics and the IDE  IDE – IDE: The Experience  Set up project – Who are you? – What do you want?  Delete components – Dashboards – Reports  Update reports
  8. 8. IDE Installation   nstallation  Windows 32-bit  Windows 64-bit  OSX  Linux 32-bit  Linux 64-bit
  9. 9. Set Up Project  Username, Password, Security Token  Choose components - default is pure Apex/VF. Go with analytics items – Analytic Snapshots – Dashboards – Reports – Report Types
  10. 10. Procedure: Delete Dashboards  Delete dashboard(s) – Why so simple? – Top-level item.
  11. 11. 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
  12. 12. 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
  13. 13. Use Search/Replace
  14. 14. 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.
  15. 15. Tom Tobin @tomjtobin Product ManagerSalesforce Analytics
  16. 16. “The Bottleneck” Killed BI Adoption To Date More than 50 percent of data warehouse projects will have limited acceptance, or be an outright failure.
  17. 17. Getting Users To Use and Edit Reports  Give everybody rights to edit.  Put report links on the homepage
  18. 18. 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
  19. 19. 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
  20. 20. Who Makes Reports at Industry benchmark Adoption of for adoption of analytics at analytics: 25% 60%
  21. 21. 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
  22. 22. 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
  23. 23. 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
  24. 24. 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
  25. 25. 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
  26. 26. 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
  27. 27. Step 2: Make The Report Group By This  Edit the report and make it group the data you also need to see
  28. 28. 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
  29. 29. 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
  30. 30. 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
  31. 31. Then What?  Then all the trending data is being built up in the target object, you can build a report on it:
  32. 32. Questions & Answers Tom Tobin David Schach X-Squared On Demand
  33. 33. Analytics Flashmob: Master Topicsfor Analytics AdminsAdministrators TrackDavid Schach, x-Squared On DemandTom Tobin,
  34. 34. How Could Dreamforce Be Even Better? Tell Us! Every session survey you submit is a chance to win an iPad 2! Watch your inbox at the end of each day for an email from our survey partner, Alliance Tech. Click on the personalized link to be directed to the survey page for the sessions you attended.