Change Measures

Your choice of measure defines your entire visualization and determines the scope of your exploration. For example, change the measure and the aggregation method from “Count of Opportunities” to “Sum of Amount.” Then add a second measure to see 2 visualizations side by side.

Required Editions

Available in Salesforce Classic and Lightning Experience.
Available with CRM Analytics, which is available for an extra cost in Enterprise, Performance, and Unlimited Editions. Also available in Developer Edition.
User Permissions Needed
To view visualizations: Use CRM Analytics
  1. To explore it in a lens, click a CRM Analytics dataset.
    By default, the initial measure is Count of Rows.
  2. To open the Measures selection menu, click Count of Rows.
    explorer lens with edit measure menu
  3. Click Sum, and click the measure you want to visualize.
    explorer lens with sum measures
    Note
    Note To count the number of unique occurrences of a measure or a dimension, click Unique, then select the measure or dimension you want to count.

    After you group the data, the chart displays the chosen measure by group value.

    explorer lens visualizing product pipeline sales volumes