When you look at data in an exploratory mode, you do so in a lens. A lens
has several aspects: it’s how you view data in a dataset, it’s the place where you explore the
data graphically, and it’s the basis for building any dashboard.
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 Analytics or Analytics Templated Apps |
| To create a lens: |
Use CRM Analytics |
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From the App Launcher, find and select Analytics Studio.
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Click Browse, and then click
Datasets.
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Select a dataset.
A new lens tab is created for the dataset. The total row count of the dataset is
shown in a bar chart.
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In the Bar Length section, click Count of Rows, and select a new
measure, such as Sum, Count, or Average to use for the visualization. To add more
measures, click the +.
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To add a field for grouping your data, click the + in the Bars
section. To add more fields, click the +.
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To sort the data, click the measure at the top of the lens. To change the chart type,
click the Charts icon
in the right panel.
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Click Save.
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Enter a title, description, lens version, then select the App to save your lens
to.
-
Click Save.
To add the lens to a dashboard, click the Clip to Designer icon 
.
