Using the Dashboards Charts

In Analytics, linking filters between charts is called faceting. When you click data on a chart with faceting enabled, the connected charts within the dashboard are automatically filtered.

For example, if you click an element bar on a chart, the data in another chart or table in the same dashboard changes in response to the relationship specified by faceting. You can also use the toggle buttons in conjunction with faceting and filtering to dissect the data displayed.

Note:

Faceting is not enabled in all charts in Financial Management Analytics.

To deselect any filters you have selected, click in your dashboard. You can also click Save View in the adjacent Modified drop-down to save your custom view.

For more information about faceting, see the Salesforce Help for Analytics.

You can use the drill down functionality on several charts to open the record related to the data displayed in Analytics. To drill down into the data:

1. Hover over the name of the record in the y-axis of the chart, such as project name or resource name.
2. Click to open the action menu.
3. Click Open Record to open the record in a new browser tab.

Tip:

You can use faceting in conjunction with the drill down functionality to get top to bottom insights of your data.

Some dashboards in Financial Management Analytics might have several tabs enabling you to access different KPIs and charts relevant to the dashboard's function.

To navigate between the different tabs, click on the relevant tab in the dashboard's top header.