Customizing Business Analytics Assets

You can use the Analytics Studio to customize the dashboards and lenses of your Business Analytics app. However, to streamline the upgrade process to new versions of the Business Analytics app, ensure that you first clone the assets you want to customize and edit the cloned versions.

Warning: Avoid customizing the Business Analytics dataflows or the datasets generated by them as custom datasets are currently not supported by the Business Analytics upgrade process. Doing so might impact your ability to upgrade your app when new app template versions are available. If you customized these assets, you have to manually copy your changes into new versions of the app. For more information about upgrading Business Analytics, see Upgrading the Business Analytics App available from the FinancialForce Community.

To customize a dashboard in Analytics:

  1. Open your Business Analytics app in the Analytics Studio.
  2. Select the dashboard you want to customize from the list. The dashboard is displayed in an Analytics Studio tab.
  3. Open the dashboard, then click to view more options.
  4. Click Clone in New Tab. This creates a cloned copy of the dashboard in a new Analytics Studio tab. You can proceed to customize and rename this new copy.
  5. Select the tab that contains the copy of the dashboard that you want to customize. By default, edit mode is enabled in copied dashboards tabs.
  6. Customize the dashboard. When you are satisfied with your changes, click to save your changes.
  7. Name your dashboard.
    Tip: As more than one dashboard with the same name can exist in an app, we recommend you name the new dashboard in a way that can be easily identified.
  8. Select the app you want to integrate your cloned dashboard into.
    Tip: We recommend that you create a new Blank App to store any custom dashboards.
  9. Click Save to finish the process.

If you want to apply further changes to your cloned dashboard you can always customize your dashboard in analytics by clicking when viewing a dashboard.

By default, when you clone an app, dashboard, or lens the sharing settings are set to private. To give access to other users, click . This opens the Give Access tab. For more information about sharing Analytics apps and assets, see the Salesforce Help.

To customize a lens in Analytics:

  1. Open your Business Analytics app in the Analytics Studio.
  2. Select the lens you want to customize from the list. The lens is displayed in an Analytics Studio tab.
  3. Open the lens, then click to view more options.
  4. Click Clone in New Tab. This creates a cloned copy of the lens in a new Analytics Studio tab. You can proceed to customize and rename this new copy.
  5. Select the tab that contains the copy of the lens that you want to customize.
  6. Customize the lens. When you are satisfied with your changes, click to save your changes.
  7. Name your lens.
    Tip: As more than one lens with the same name can exist in an app, we recommend you name the new lens in a way that can be easily identified.
  8. Select the app you want to integrate your cloned lens into.
  9. Click Save to finish the process.

By default, when you clone an app, dashboard, or lens the sharing settings are set to private. To give access to other users, click . This opens the Give Access tab. For more information about sharing Analytics apps and assets, see the Salesforce Help.