Creating an App from the WorkGrid Analytics Template

The app template for WorkGrid Analytics enables you to generate an app that contains a dashboard. In the configuration wizard you can select a dataset that contains data from WorkGrid plans. This dataset is used by the app to populate the dashboard.

For more information about app templates, dashboards, and datasets, see the Salesforce Help for Analytics.

You can have multiple apps to compare different types of scenarios according to the nature of their data. For example, you can create a Financial Plans app to compare scenarios that include financial data, and an Operational Plans app to compare scenarios that include data related to your projects.

The length of time for your first WorkGrid Analytics app to be generated depends on the volume of information stored within your org and whether you have turned on specific features in Analytics.

If the Data Sync and Connections feature and the Incremental Sync connection mode are not enabled in your org, we recommend enabling them. Enabling these features can improve the performance of the app generation. For more information, see the Salesforce Help.

During the WorkGrid Analytics configuration wizard, you must select the dataset that the Plan Scenario Comparison dashboard uses. The names of the datasets are displayed in the picklist. Once you select one, its API name is displayed instead. This helps you identify two or more datasets with the same name.

To check the API names of your datasets:

  1. In Analytics Studio, click Browse | Datasets.
  2. For the dataset that you want to check its API name for, click Open actions menu for the dataset | Edit. The API Name field contains the API name of your dataset.

To create an app using the WorkGrid Analytics template:

  1. Click Create in Analytics Studio.
  2. Click App.
  3. Select the WorkGrid Analytics template, then click Continue.
  4. Provide your answers to the questions. For the details about the questions included in the configuration wizard, see Configuration Wizard Questions.
  5. Name your app, then click Create.

Your app is created. You can view the app from the Analytics tab, or edit it from Analytics Studio.

By default, when you generate an app the sharing settings are set to private. To give access to other users, click . This opens the app's Give Access tab. For more information about sharing Analytics apps, see the Salesforce Help.

To create your app, you must provide responses to the following questions in the configuration wizard:

WorkGrid Analytics Configuration Wizard Questions
Question Description
Which dataset do you want to use for the Plan Scenario Comparison dashboard?

Select the dataset that you want the Plan Scenario Comparison dashboard to use. All datasets that you have access to are displayed.

The dataset that you select must contain data from your WorkGrid plans, meaning that it must contain the Plan Name and Plan Scenario Name fields.

Note:

The dataset that you select in the configuration wizard must be created using the Winter 2025 or a newer version of WorkGrid.
If you want to define a new title for your Plan Scenario Comparison dashboard, enter your title. Enter a title for your Plan Scenario Comparison dashboard. Only populate this field if you want to override the default title, Plan Scenario Comparison.
How many filters do you require for your Plan Scenario Comparison dashboard? Select the number of filters that you want available in the Plan Scenario Comparison dashboard. You can select a maximum of 12 filters. The value selected by default is 6.

When you run the WorkGrid Analytics app template to create an app, the Plan Scenario Comparison dashboard is generated.