16 June 2017

How to Customize Your Report Downloads Dashboard

Attention all security folks! How to monitor data exports from cloud applications is always popular topic amongst security teams.

With Event Monitoring and Salesforce Shield, customers can closely follow these activities in form of Event Log Files and Transaction Security Policies. With Event Monitoring Wave App, customers can further visualize who's downloading data (exporting reports).

Event Monitoring Wave App already includes the out of the box denormalization from UserIDs to Usernames but with three simple steps you can also denormalize and update your Report Downloads dashboard to include what reports your users are downloading.

Dennis Schultz, Principal Solution Engineer from Salesforce has worked on a short video that shows how to use Salesforce Wave Analytics Recipe feature to bring more Salesforce data into Wave and transform your dashboards to include Report Names just under 5 minutes.

How to add Report Names to the Report Dashboards with Salesforce Wave Analytics Recipes in 3 easy steps.


1. Create "Lookup" Dataset
  • From your Wave app environment click Create Dataset. 
  • Select Salesforce as the source and select Report object. Select fields e.g. Report ID and Report Name. Create the Dataset. 
  • To enable the integration between Wave Analytics and Salesforce, go to Data Manager to enable the default Salesforce Dataflow. Once finished, soon you'll see the dataset in your Wave environment. 
  • You can confirm you have the right information from the Values table.
2. Create a new Report Export Dataset with Recipe features
  • Go to Data Manager and select Prepare
  • Create Recipe and Select ReportExportWithUsers Dataset as the base to work with
  • Name your new Dataset "ReportExportWithReportNames"
  • Transform the table with the Lookup Dataset we created in Step 1 with Add Data Transform
  • Select URI_ID_Derived from the Base ReportExportWithUsers Dataset and Report ID from the new Lookup Dataset
  • Now specify you want the Report Name field to be included in the new Dataset
  • Finally create Dataset to run the Recipe
  • Run on scheduled to pick up new events daily
3. Update the Report Downloads Dashboards
  • Open the Report Downloads Dashboard
  • Make a Copy or Clone the Dashboard before continuing 
  • Rename the Dashboard "New Report Downloads" and Save
  • Open ReportExportwithReportNames DataSet
  • Group by Username and ReportName - some names might not be available e.g. User created a new report and deleted the report
  • Click the scissors to "Clip to Designer" the lense and Provide a name ReportExportWithNames 
  • Return to the New Report Downloads Dashboard and hold the Shift Key down and move the widget to the Dashboard
  • Save the Dashboard and Click the Eye button to view it
Please take a look at the video and leave comments or questions below: http://salesforce.vidyard.com/watch/SfuJDkrD9qmycyjgwcdiNS



Cheers, Jari

13 comments:

  1. This comment has been removed by a blog administrator.

    ReplyDelete
    Replies
    1. Great Article
      Cyber Security Projects

      projects for cse

      Networking Security Projects

      JavaScript Training in Chennai

      JavaScript Training in Chennai

      The Angular Training covers a wide range of topics including Components, Angular Directives, Angular Services, Pipes, security fundamentals, Routing, and Angular programmability. The new Angular TRaining will lay the foundation you need to specialise in Single Page Application developer. Angular Training

      Delete
  2. Event Monitoring Wave App already includes the out of the box denormalization from UserIDs to Usernames but with three simple steps you can also denormalize and update your Report Downloads dashboard to include what reports your users are downloading. Marketing Cloud Consultant Exams

    ReplyDelete
  3. Very Nice Post! Thank you so much for sharing this informative post, it was so good to read and useful to improve my knowledge as updated one, keep blogging.
    Saleforce Developer Training in Electronic City

    ReplyDelete
  4. frases You did really good work. I really appreciate your new and different post. Please guys keep it up and share with us some unique post in the future   

    ReplyDelete
  5. This is my first visit to your web journal! We are a group of volunteers and new activities in the same specialty. Website gave us helpful data to work. how to get into someones imessage

    ReplyDelete
  6. Hacking can prompt the robbery of distinguishing data or the shutdown of online administrations. Subway surfer hack

    ReplyDelete
  7. Great post, and great website. Thanks for the information! professional hackers professional hackers

    ReplyDelete
  8. Hello I am so delighted I located your blog, I really located you by mistake, while I was watching on google for something else, Anyways I am here now and could just like to say thank for a tremendous post and a all round entertaining website. Please do keep up the great work. Find a hacker online

    ReplyDelete
  9. Illicit breaking of a PC framework is a criminal offense. As of late a spray in hacking of PC frameworks has opened up a few seminars on moral hacking. HackerOne profile - art-of-conquest-generator

    ReplyDelete
  10. Your blog is awfully appealing. I am contented with your post. I regularly read your blog and its very helpful. If you are looking for the best Easy dessert recipes, then visit The Craver’s Guide. Thanks! I enjoyed this blog post.

    ReplyDelete
  11. A port is a communication endpoint in a networking system. You can recognize a port by its 16-bit unsigned number, and each of them specifies a particular process for a different network service 192.168.1.1 - 192.168.l.l Router Admin Login.

    ReplyDelete