[{"data":1,"prerenderedAt":541},["ShallowReactive",2],{"navigation":3,"page-\u002Fen\u002Flenses-and-explorations\u002Fexplorer-mode-basics":250,"\u002Fen\u002Flenses-and-explorations\u002Fexplorer-mode-basics-surround":535,"comments-\u002Fen\u002Flenses-and-explorations\u002Fexplorer-mode-basics":540},[4],{"title":5,"path":6,"stem":7,"children":8,"page":249},"En","\u002Fen","en",[9,53,87,129,163,200,242],{"title":10,"path":11,"stem":12,"children":13,"icon":52},"CRM Analytics Foundations","\u002Fen\u002Ffoundations","en\u002F1.foundations\u002F1.index",[14,16,20,24,28,32,36,40,44,48],{"title":15,"path":11,"stem":12},"Welcome & Dev Org",{"title":17,"path":18,"stem":19},"Graded Quiz","\u002Fen\u002Ffoundations\u002Fquiz","en\u002F1.foundations\u002F10.quiz",{"title":21,"path":22,"stem":23},"What Is CRM 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Dataflow","\u002Fen\u002Fcreating-datasets\u002Frun-and-troubleshoot-the-dataflow","en\u002F3.creating-datasets\u002F6.run-and-troubleshoot-the-dataflow",{"title":118,"path":119,"stem":120},"Build with a Recipe","\u002Fen\u002Fcreating-datasets\u002Fbuild-the-same-dataset-with-a-recipe","en\u002F3.creating-datasets\u002F7.build-the-same-dataset-with-a-recipe",{"title":122,"path":123,"stem":124},"Combine Datasets","\u002Fen\u002Fcreating-datasets\u002Fcombine-datasets","en\u002F3.creating-datasets\u002F8.combine-datasets",{"title":49,"path":126,"stem":127},"\u002Fen\u002Fcreating-datasets\u002Finterview-questions","en\u002F3.creating-datasets\u002F9.interview-questions","i-lucide-database",{"title":130,"path":131,"stem":132,"children":133,"icon":162},"Lenses & Explorations","\u002Fen\u002Flenses-and-explorations","en\u002F4.lenses-and-explorations\u002F1.index",[134,136,140,144,148,152,156,159],{"title":135,"path":131,"stem":132},"What Is a Lens?",{"title":137,"path":138,"stem":139},"Analytics Tab & Apps","\u002Fen\u002Flenses-and-explorations\u002Fthe-analytics-tab-and-apps","en\u002F4.lenses-and-explorations\u002F2.the-analytics-tab-and-apps",{"title":141,"path":142,"stem":143},"Explorer Mode Basics","\u002Fen\u002Flenses-and-explorations\u002Fexplorer-mode-basics","en\u002F4.lenses-and-explorations\u002F3.explorer-mode-basics",{"title":145,"path":146,"stem":147},"Chart, Table & SAQL","\u002Fen\u002Flenses-and-explorations\u002Fchart-table-and-saql-modes","en\u002F4.lenses-and-explorations\u002F4.chart-table-and-saql-modes",{"title":149,"path":150,"stem":151},"Editing Fields","\u002Fen\u002Flenses-and-explorations\u002Fediting-fields-and-metadata","en\u002F4.lenses-and-explorations\u002F5.editing-fields-and-metadata",{"title":153,"path":154,"stem":155},"Conversational 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Faceting","\u002Fen\u002Fdesigning-dashboards\u002Fdate-toggles-and-faceting","en\u002F5.designing-dashboards\u002F3.date-toggles-and-faceting",{"title":178,"path":179,"stem":180},"Tables, Images & Themes","\u002Fen\u002Fdesigning-dashboards\u002Ftables-images-and-themes","en\u002F5.designing-dashboards\u002F4.tables-images-and-themes",{"title":182,"path":183,"stem":184},"Tooltips & Chart Markers","\u002Fen\u002Fdesigning-dashboards\u002Ftooltips-and-chart-markers","en\u002F5.designing-dashboards\u002F5.tooltips-and-chart-markers",{"title":186,"path":187,"stem":188},"KPI Micro Charts","\u002Fen\u002Fdesigning-dashboards\u002Fkpi-micro-charts","en\u002F5.designing-dashboards\u002F6.kpi-micro-charts",{"title":190,"path":191,"stem":192},"Linking Dashboards","\u002Fen\u002Fdesigning-dashboards\u002Flinking-dashboards","en\u002F5.designing-dashboards\u002F7.linking-dashboards",{"title":17,"path":194,"stem":195},"\u002Fen\u002Fdesigning-dashboards\u002Fquiz","en\u002F5.designing-dashboards\u002F8.quiz",{"title":49,"path":197,"stem":198},"\u002Fen\u002Fdesigning-dashboards\u002Finterview-questions","en\u002F5.designing-dashboards\u002F9.interview-questions","i-lucide-layout-dashboard",{"title":201,"path":202,"stem":203,"children":204,"icon":241},"Collaboration","\u002Fen\u002Fcollaboration","en\u002F6.collaboration\u002F1.index",[205,207,210,214,218,222,226,230,234,238],{"title":206,"path":202,"stem":203},"Why Collaboration Matters",{"title":49,"path":208,"stem":209},"\u002Fen\u002Fcollaboration\u002Finterview-questions","en\u002F6.collaboration\u002F10.interview-questions",{"title":211,"path":212,"stem":213},"Sharing a Dashboard","\u002Fen\u002Fcollaboration\u002Fsharing-a-dashboard","en\u002F6.collaboration\u002F2.sharing-a-dashboard",{"title":215,"path":216,"stem":217},"Notifications & Annotations","\u002Fen\u002Fcollaboration\u002Fnotifications-and-annotations","en\u002F6.collaboration\u002F3.notifications-and-annotations",{"title":219,"path":220,"stem":221},"Downloading Data","\u002Fen\u002Fcollaboration\u002Fdownloading-data","en\u002F6.collaboration\u002F4.downloading-data",{"title":223,"path":224,"stem":225},"Self-Service Explore","\u002Fen\u002Fcollaboration\u002Fself-service-exploration","en\u002F6.collaboration\u002F5.self-service-exploration",{"title":227,"path":228,"stem":229},"Views","\u002Fen\u002Fcollaboration\u002Fviews","en\u002F6.collaboration\u002F6.views",{"title":231,"path":232,"stem":233},"Subscriptions & Watchlists","\u002Fen\u002Fcollaboration\u002Fsubscriptions-and-watchlists","en\u002F6.collaboration\u002F7.subscriptions-and-watchlists",{"title":235,"path":236,"stem":237},"Onboarding & Learn","\u002Fen\u002Fcollaboration\u002Fonboarding-and-learn","en\u002F6.collaboration\u002F8.onboarding-and-learn",{"title":17,"path":239,"stem":240},"\u002Fen\u002Fcollaboration\u002Fquiz","en\u002F6.collaboration\u002F9.quiz","i-lucide-users",{"title":243,"path":244,"stem":245,"children":246,"icon":248},"This is Section","\u002Fen\u002Fthis-is-section","en\u002F7.this-is-section\u002F1.index",[247],{"title":243,"path":244,"stem":245},"i-lucide-book-open",false,{"id":251,"title":141,"access":252,"body":253,"description":525,"extension":526,"interview":252,"links":252,"meta":527,"navigation":528,"passScore":252,"path":142,"quiz":252,"seo":529,"stem":143,"video":530,"__hash__":534},"docs\u002Fen\u002F4.lenses-and-explorations\u002F3.explorer-mode-basics.md",null,{"type":254,"value":255,"toc":513},"minimark",[256,260,277,301,306,320,335,346,350,371,378,388,392,403,410,413,417,420,425,431,435,445,452,477,480,484,487,490,496,499,503,506],[257,258,141],"h1",{"id":259},"explorer-mode-basics",[261,262,263,264,268,269,272,273,276],"p",{},"Open any dataset from Analytics Studio and you land in a ",[265,266,267],"strong",{},"lens"," — this is ",[265,270,271],{},"Explorer mode",". The screen shows one big number and nothing else: ",[265,274,275],{},"Count of Rows",", the entire dataset. That number is the answer to the most boring possible question (\"how many rows are there?\"), and every useful thing you do from here is refining it.",[261,278,279,280,283,284,283,287,283,290,283,293,296,297,300],{},"Learn six moves and you can answer almost any single-dataset question: ",[265,281,282],{},"measure",", ",[265,285,286],{},"group",[265,288,289],{},"trellis",[265,291,292],{},"history",[265,294,295],{},"limit",", and ",[265,298,299],{},"filter",".",[302,303,305],"h2",{"id":304},"_1-change-the-measure","1. Change the measure",[261,307,308,309,312,313,316,317,300],{},"The measure is the number you're aggregating. Click the measure at the top of the lens — it reads something like ",[310,311,275],"code",{}," — and you get two dropdowns: the ",[265,314,315],{},"aggregation function"," and the ",[265,318,319],{},"field",[261,321,322,323,326,327,330,331,334],{},"Change ",[265,324,325],{},"Count"," to ",[265,328,329],{},"Sum"," and pick ",[265,332,333],{},"Amount",", and the lens now shows total pipeline instead of a row count. Same dataset, completely different question. Average, Min, Max, Median, and Unique count are all there too.",[261,336,337,338,341,342,345],{},"You're not limited to one. Click the ",[265,339,340],{},"+"," next to the measure to add a ",[265,343,344],{},"second measure"," — say, Count of Rows alongside Sum of Amount. Now you can see volume and value side by side, which is usually far more informative than either alone. A hundred small deals and one enormous one produce very different stories from the same total.",[302,347,349],{"id":348},"_2-group-by-a-dimension-bars","2. Group by a dimension (bars)",[261,351,352,353,356,357,360,361,283,364,283,367,370],{},"A single number is rarely the answer. Click ",[265,354,355],{},"Bar"," (in some releases labelled ",[265,358,359],{},"Group",") and pick a dimension — ",[265,362,363],{},"Industry",[265,365,366],{},"Stage",[265,368,369],{},"Account Owner"," — and the lens splits that measure into one bar per value.",[261,372,373,374,377],{},"You can group by a ",[265,375,376],{},"second"," dimension too. Group by Stage, then add Industry, and you get a stacked or clustered breakdown depending on your chart type. Ordering matters: the first grouping is the primary axis, the second nests inside it.",[379,380,382],"tip",{"icon":381},"i-lucide-lightbulb",[261,383,384,385,387],{},"Group by an ID-like dimension with thousands of distinct values and you'll get an unreadable chart and a slow query. If a grouping has high cardinality, pair it with a ",[265,386,295],{}," (below) or switch to a table. Charts are for comparison; tables are for lookup.",[302,389,391],{"id":390},"_3-trellis-one-chart-becomes-many","3. Trellis: one chart becomes many",[261,393,394,397,398,402],{},[265,395,396],{},"Trellis"," breaks your single chart into a grid of small charts — one per value of a chosen dimension. Instead of one bar chart of amount by stage, you get a bar chart of amount by stage ",[399,400,401],"em",{},"for each region",", laid out side by side.",[261,404,405,406,409],{},"This is the right tool when you want to ",[265,407,408],{},"compare patterns, not totals",". A stacked bar tells you which region is biggest; a trellis tells you whether each region's stage distribution looks the same shape. Those are different insights, and trellis is far better at the second.",[261,411,412],{},"You can trellis by row, by column, or both — a two-dimensional grid — though beyond a handful of values per axis it stops being readable.",[302,414,416],{"id":415},"_4-undo-redo-and-history","4. Undo, redo, and history",[261,418,419],{},"Explorer mode is meant to be poked at, and it protects you accordingly.",[421,422],"lesson-cards",{":columns":423,":items":424},"3","[{\"title\":\"Undo\",\"icon\":\"i-lucide-undo-2\",\"description\":\"Steps back one action. Every click — measure change, grouping, filter — is a step, so you can retrace freely.\"},{\"title\":\"Redo\",\"icon\":\"i-lucide-redo-2\",\"description\":\"Steps forward again if you undid one too many. Nothing you explore is destructive.\"},{\"title\":\"History\",\"icon\":\"i-lucide-history\",\"description\":\"A panel of every state this exploration has been in. Click any entry to jump straight back to it.\"}]",[261,426,427,428,430],{},"The ",[265,429,292],{}," panel is the underrated one. When you've clicked your way down a rabbit hole and the chart from four steps ago was the good one, you don't undo four times and hope — you open history and jump directly to it. It also doubles as a record of your reasoning, which is handy when someone asks how you got to a number.",[302,432,434],{"id":433},"_5-query-limit-and-sorting","5. Query limit and sorting",[261,436,437,438,440,441,444],{},"By default a lens returns every group. Open the ",[265,439,295],{}," control (often shown as a row\u002Frecord count setting) and set it to ",[265,442,443],{},"10",", and you get ten groups back.",[261,446,447,448,451],{},"Which ten depends entirely on your ",[265,449,450],{},"sort",". This is the pairing that trips people up:",[453,454,455,466,474],"ul",{},[456,457,458,459,462,463,300],"li",{},"Sort the measure ",[265,460,461],{},"descending"," + limit 10 → your ",[265,464,465],{},"top 10",[456,467,458,468,462,471,300],{},[265,469,470],{},"ascending",[265,472,473],{},"bottom 10",[456,475,476],{},"No sort + limit 10 → ten arbitrary groups, which is almost never what you wanted.",[261,478,479],{},"So \"top 10 accounts by revenue\" is not one setting, it's two: sort descending, then limit. Get in the habit of setting them together.",[302,481,483],{"id":482},"_6-filters","6. Filters",[261,485,486],{},"Filters narrow the rows the query runs over, and how they behave depends on the field type.",[421,488],{":columns":423,":items":489},"[{\"title\":\"Measure filters\",\"icon\":\"i-lucide-sliders-horizontal\",\"description\":\"A numeric range — amount greater than 50,000, quantity between 1 and 10. Drag the slider or type exact bounds.\"},{\"title\":\"Date filters\",\"icon\":\"i-lucide-calendar\",\"description\":\"Absolute ranges (a fixed start and end) or relative ones — current quarter, last 12 months — which stay correct as time passes.\"},{\"title\":\"Dimension filters\",\"icon\":\"i-lucide-tags\",\"description\":\"Pick values from a searchable list. Include or exclude, one value or many.\"}]",[261,491,492,495],{},[265,493,494],{},"Relative date filters are the ones to reach for."," A lens filtered to \"1 Jan – 31 Mar\" is wrong on 1 April. A lens filtered to \"current quarter\" is right forever, which matters enormously once the lens becomes a dashboard chart someone checks every Monday.",[261,497,498],{},"Filters stack, and they're all visible in the filter bar at the top of the lens, so you can always see exactly what's been excluded. If a number looks surprisingly small, that bar is the first place to look.",[302,500,502],{"id":501},"putting-it-together","Putting it together",[261,504,505],{},"A realistic exploration takes about thirty seconds: sum of Amount, grouped by Account Name, filtered to closed-won in the current fiscal year, sorted descending, limited to 10. That's your top ten customers this year — and every one of those clicks wrote a line of SAQL you can go and read.",[261,507,508,509,512],{},"Which is exactly where we're headed. Next: the ",[265,510,511],{},"three modes"," a lens can display its results in — chart, table, and raw SAQL.",{"title":514,"searchDepth":515,"depth":516,"links":517},"",1,2,[518,519,520,521,522,523,524],{"id":304,"depth":516,"text":305},{"id":348,"depth":516,"text":349},{"id":390,"depth":516,"text":391},{"id":415,"depth":516,"text":416},{"id":433,"depth":516,"text":434},{"id":482,"depth":516,"text":483},{"id":501,"depth":516,"text":502},"The core moves of a CRM Analytics lens — changing measures, adding groupings and bars, trellis charts, undo\u002Fredo and the history panel, query limits for top-N, and filtering on measures, dates, and dimensions.","md",{},{"title":141},{"title":141,"description":525},{"id":531,"start":532,"end":533},"G3NLtd5A1VM",170,430,"kujrVoFtN9zGm91oz2_ofiMKlrsUkIBj3iZD7yMvib4",[536,538],{"title":137,"path":138,"stem":139,"description":537,"children":-1},"Add the Analytics tab to a Lightning app so users reach Analytics Studio without switching apps, create a blank app to organize your work, and use the Share button to control who can see your dashboards, lenses, and datasets.",{"title":145,"path":146,"stem":147,"description":539,"children":-1},"A CRM Analytics lens can display the same query three ways — chart mode with the chart picker and formatting panel, table mode (values, compare, and pivot tables), and advanced SAQL mode where you read and hand-edit the generated query.",[],1786788910963]