DF2UFL 2012 Morning Session: Analytics Enhancement Overview Presented by: Salesforce.com Senior Customer Success Manager, Kevin Sherman

1. Analytics Enhancement
Overview Deck
#DF2UFL – Orlando, March 31st, 2012
Chatter
Profile
Picture
Kevin Sherman
Sr. Customer Success Manager
@kshermansfdc

2. Analytics
Enhancements

3. First the good news!!!!

4. What are the Enhancements to Analytics?
 Analytics Edition
 Dashboard Filters Enhancements
 Additional Analytics Enhancements

5. What is Analytics Edition?
Bucketing gives you on-the-fly segmentation and filtering
based on custom data groupings you create in your report
rather than the data model.
Cross filters help you perform sophisticated analysis and
exception reporting.
Joined reports let you create and run reports containing
data from different objects.

6. Additional Information about Bucketing
With Bucketing:
 Quickly categorize report records without creating formulas or
custom fields.
 Define multiple categories (buckets) to group report values.
 Sort, filter, and group your report, just like any other field.
 Add up to five bucket fields per report, each with up to 20
buckets.

7. Additional Information about Cross Filters
With Cross Filters:
 Specify inclusion or exclusion of records using a WITH or
WITHOUT condition.
 Apply cross filters by themselves or in combination with
field filters.
– Filter logic only applies to field filters—not cross filters.
– Create up to three cross filters per report.
– Add up to five subfilters for each cross filter.

8. Additional Information about Joined Reports
With Joined Reports
 Easily view different types of activities and information in a
single report.
 Combine data from multiple standard or custom report types
– Add report types to a joinedAdd report they have relationships
report if
with the same object or objects.to
Type
bring in
 Add report blocks to your reports to create multiple views of
more data
your data.
Search
through Filter each
compatible result block
report types separately
Result view
shows result
from both
report types
CUSTOMER IDEA: Joined Reports was submitted by a customer
via the Idea Exchange.

9. How will the Analytics Edition be Used?
Sales Reps can:
 Create a bucket field to sort and group records so they
only focus on the large deals that help them reach quota.
 Use cross filters to open opportunities on accounts with
escalated open cases.
Sales Managers can:
 Create reports containing each of their teams deals, and
the team members and products associated with each
deal.

10. What are the Enhancements to Dashboard Filters?
Spring ‘12 dashboard enhancements include:
 Three filters per dashboard
 Filters for dynamic dashboards
 Post snapshots of filtered dashboards to Chatter
 Additional operators available on dashboard filters
– Between operator to filter on ranges of values
 Support for filters on additional fields

11. Additional Analytics Enhancements
 Customize your view of Dashboards and Reports in the Reports tab
 Delete Report and List Filters with Filter Logic
 Additional Dashboard Enhancements
– Dashboard filter drop-downs now appear beneath the dashboard finder
– Spinners display in dashboard components to show a dashboard is being
refreshed.
– Date/Time of last refresh appear next to the Refresh button on a dashboard
– “Recently Viewed” now displays in the Dashboard finder results.
– Dashboard finder is now enabled for users with access to more than 20k
dashboards
– Dashboard finder is now enabled for IE6 users with access to more than 1k
dashboards
– A “Viewing As” label identifies the name of the person who generated a
dashboard component
 Up to 20 field filters on a report
 Drag-and-Drop Report Filters

12. Analytics Enhancements Summary
Automatically Not automatically
Automatically Contact
visible to visible. Feature
Release visible to salesforce.com Salesforce Salesforce
Feature all Admins. is available
Type all users. No to enable Edition License
No setup but requires
setup required. this feature.
required. some setup.
Bucketing GA P PE, UE, EU
Analytics
Edition
Joined Reports GA P PE, UE, EU
Analytics
Edition
Cross Filters GA P GE,, PE, UE,
EU, EE
Analytics
Edition
Additional
Scheduled
Reporting
GA P PE, UE, EU
Analytics
Edition
Dashboard Filters
Enhancements
GA P PE, EE, UE,
DE
n/a
Customize
Your View
GA P PE, EE, UE,
EU, EE
n/a
Deleting Report
and List Filters
w/ Filter Logic
GA P PE, EE, UE n/a
Enhancements to
Dashboards
GA P GE, PE, EE,
UE, DE
n/a
Enhancements to
Dashboard
Component
GA P GE, PE, EE,
UE, DE
n/a
Snapshots
Increased Report
Filter Limits
GA P GE, PE, EE,
UE, DE
n/a
Drag-and-Drop
Report Filters
GA P GE, PE, EE,
UE, DE
n/a
REFERENCE: For a full list of Analytics features and enhancements,
please see the release notes.

13. Additional Resources
Video’s
Salesforce Enterprise Analytics
Watch how salesforce.com's new Enterprise Analytics are relieving customers of the frustration and
wasted time of Excel and BI, by powering cross-business reporting, advanced queries and
filtering, and what-if modeling of the data, right in Salesforce, with real-time data, and with the
power of a single sharing and access model.
Introducing Joined Reports in Salesforce
With joined reports, you create view different types of information in a single report. Our example
will create open and closed opportunities and active support cases.
Bucketing in Reports
Learn how to group your data without having to create custom fields! Buckets help you sort, organize
and understand large amounts of data in Salesforce quickly and easily. Create your own categories
on the fly, without formulas or custom fields.