logo

NJP

Platform Analytics Academy - June 12th, 2024 - Platform Analytics: Crafting Insights with UI Builder

Import · Jun 13, 2024 · video

[Music] okay I think we are at the top of the hour we do have people that are still trickling in um my other panelists will take care of that uh so welcome it has been a minute uh prior to knowledge so all of may we did not have any of the AC these Academy sessions and I hope everybody comes back um those numbers are kind of small but I anticipate that will grow as uh the session goes along so thank you for joining platform analytics Academy on June 12th uh again it's great to be back from the long break that we had because of knowledge hopefully some of you were at knowledge if not all of you hopefully we met some of you and shook some hands and had some conversations and talked about some really great things I know that I did meet a couple people uh there at knowledge and um if I didn't get to meet you but you talked to somebody else maybe uh my coworker Dan or some of the other people on the platform analytics team it was great seeing all of you there and we really appreciate the fact that you came and listened uh and hopefully got some sessions in as well so with that we'll go ahead and get started maybe there we go so as usual this is always for you we try as hard as we can to bring uh new things practical guidance understanding and different things to you in these sessions these are being recorded as usual it' be be out on the community later on this afternoon or tomorrow at some point depending on when I get the recording it will also be out on YouTube so with that in mind please sit back enjoy um if you're a notetaker I'm not going to tell you can't do that but just know that it will be there for you later on so if you just want to sit back and enjoy and take in everything uh that is great as well please please please ask questions but if you could utilize the Q&A you and I uh that would definitely help us out so we can actually monitor that because like I said we do have have a panelist on here that'll be able to answer questions maybe via type um if there is a question that comes about that is Rel relevant to where we are within the content whether it be slides or demo um we can maybe stop that and ask that uh question to our presenter our speaker and then if there are any questions that are unrelated to the topic that we're covering today please feel free to ask those as well from a answering those livee perspective they those might go towards the end of the session uh and if we do not have time to actually get to those we would ask that um please ask those questions in the community and you can tag myself or Dan Kane feel free to do that um hopefully we'll get to all of the questions but if we don't uh please don't take it personal just ask those in the community and we'll try to get those answered so today we are going to talk well let me also say Safe Harbor if I can get my mouse to work safe harbor I don't know how much is in here Mr Tilton who's going to talk here in a second May elaborate on some things but in any case it's always good for us to have a safe harbor here just to make sure that um if there is any forward-looking statements um or even things that you see on the screen that you're well aware of our Safe Harbor so as usual my name is Thomas Davis and um today we have Brad Tilton I originally was going to do a little presenting but Brad and I fixed that so uh I think he's going to do most of it now um Dan I know is here I haven't looked at the panelist Adam um may be here if he's not already here I know that I saw oga she came in and I believe that Robert John is going to be here uh as well so again we have panelists here that can definitely answer questions as they come in and you you may as well hear their voice at some point within this call so today what we want to talk about is uh platform analytics crafting insights with UI Builder so if you have been on any of our previous calls as we have been talking about platform analytics uh a lot a a lot of conversation around that we actually did a session uh earlier this year where we talked about the inline Builder and one of the statements that U that I know that I said and you you maybe have heard this is when you go to create a dashboard and it asks you do you want to create a um inline dashboard or technical dashboard we've almost told you always always always stay away from the technical dashboard because that does require a lot of development skills and things of that nature uh but today we're going to throw that out the window and we're going to allow you to see the other side of that and that is why we have invited Brad to come in and uh talk us through a little bit about what UI Builder is and how we can actually use um platform analytics uh inside of UI Builder uh this is not a really deep deep dive into the into uh UI Builder and all of the great developing things that you can do there but it was uh in our mind it was just a conversation where we could actually show you that you can create data visualizations and filters and some other things inside of UI Builder if you remember U ability gives you a lot more um ability to to Really control the screen and do some other things to it and things of that nature and that is why we have always had the caveat make sure you're developer if you choose to click on that but like I said today we're going to throw all caution to the win and we're going to let Brad show us the amazing things that we can do inside of that so Brad whenever you're ready please feel free and we look forward to what you have to cover all right thanks Thomas hi everybody uh my name is Brad Tilton and I work on our agent and end user outbound product management team and cover most of agent experiences so work spaces UI Builder theming uh and really most things that touch workspaces uh yeah so today we're going to talk about um creating a more technical dashboard uh in UI Builder like Thomas said uh when you create a new dashboard you get an option and Technical editor uh is going to open up uh UI Builder um one of the I think one of the notes on this slide is around uh starting from uh the dashboards we're going to do that in a demo today today will be mostly a demo creating a technical dashboard uh and then adding some uh UI Builder specific things to it uh and we'll kind of go over some of the different parts of uib but like Thomas said uh UI Builder is really a tool aimed at uh kind of mid skilled to Pro code Developers uh it does take uh some training to get up to speed um so it is something that you you will have to invest a little time and just like blow designer and some of our other tools um yeah so don't uh don't try to create uh these dashboards directly in UI Builder uh there's some magic that happens behind the scenes when you create a when you start from uh the dashboard editor and then it launches you into UI Builder uh it knows the right experience to put you in and uh some of the other things uh listed on the slide here uh so UI Builder uh is really uh it's really a page uh configuration tool at this point um so it's primarily used by our customers and partners uh to interact with workspaces although it can do more than that uh you can create workspace landing pages and list Pages uh and um let me turn off my chat messages uh list Pages record pages and really do a lot of configuration and customization to those pages and make uh really rich uh user experiences uh that are maybe a little different than just a regular list or form uh and really customize and optimize that experience to your end users all right and then I think we've got some links here I mentioned uh that uh UI Builder does take uh some time to get up to speed on uh I think that time is uh has drastic reduced from when it first came out in Quebec uh We've made a lot of usability and performance improvements to uib over the past few releases uh but on this slide uh this has most of what you will want uh to to visit uh in order to get up to speed with UI Builder uh this link on the far left is uh is almost brand new the sn. workor next experience workshops or any workshops uh this is a little site that we spun up that has links to just about everything else on this slide uh but it also has the four Labs uh that our team built for knowledge uh we've got an intro to work spaces Advanced workspaces and then a UI Builder Centric I think it's called build a killer single page app with UI Builder that just really drops you in and has you do all sorts of things in UI Builder and get you up to speed and then there's also an advanced theming lab in there so uh really anything that has to do with workspaces uib theming uh we are covering uh in those workshops so that's a good thing to do um but I would start with the UI Builder fundamentals course on now learning which is this top right uh this top right uh screenshot there uh The .w Works uib fun W uh and that really gets you it level sets you into what UI Builder does uh and introduces you to a lot of the different terminology and and kind of how everything works um so I would start with that and then maybe run through some of the workshops uh and then we've got a couple of different video series on YouTube uh we have our next experience Academy that runs the third Wednesday of every month uh we didn't do it last month and it's not going to happen this month but we're going to do another one in July uh where we're really going to focus on uh adding a dashboard platform analytics dashboard to a workspace because it's a question we get a lot uh and then uh we also do a show called you and I Builder live uh on YouTube it's the second and fourth Thursday of every month at 300 p.m. central uh and that is where we tackle some problem in UI Builder uh without having practiced it beforehand uh sometimes it works sometimes it doesn't uh but we run into issues and troubleshoot them and it's it's a real developer experience where you'll see people with lots of uib experience uh do something wrong or run into issues and we have to we have to solve them and then we have a lot more links here uh and I believe this will be available after the session when it gets posted but there's a lot of documentation now we're adding more documentation every release on the doc site so if you visited it uh you know a year or two ago and didn't have what you want I would revisit it uh now uh because we're working pretty closely with a docs team and we have a really great docs team uh that's adding more and more content all the time all right and with that I'm going to get into a demo here here all right um so this is I think everyone is probably familiar uh with the platform analytics uh dashboard page here I think I called it the right thing um and what we're going to do in this is we're going to create a new dashboard uh and we'll add you know filtering capability to it uh when you use an inline dashboard the filtering just kind of all works uh when you do it through uib uh there's a couple of things that you have to add so we'll show how to do that uh it's not too terrible but uh there is there is a script that you have to use uh and then uh then we'll do some uib specific things to kind of showcase uh how you can really take a dashboard uh to the next level if you need to uh using uib so let's create a new dashboard we're going to say technical editor and we'll call this rad platform analytics dashboard uib all right so we'll create a new dashboard and then I believe it's going to show me the dashboard and then we can edit it using UI Builder so there's nothing on my dashboard so far uh and when I hit edit UI Builder uh it's going to open it in uib uh one thing I'll note is that uh UI Builder uh is a store app now uh so in the Washington release uh we moved UI Builder from the family release to the store uh and so we're releasing ing uh we're doing big releases four times a year quarterly releases uh and so this version of UI Builder has um the February release and we actually did two May releases um so this is the most up-to-date version of UI so if it looks a little different than your uib uh then and and I'm going to call UI Builder uib uh then uh you may need to update uh your your version if you want to get this um so if you're on Washington you should be able to update to the newest version uh starting in xanadoo we'll be displaying a message in uib that tells you hey there's a new version available you should go ahead and update uh because we know with store apps one of the biggest uh pieces of feedback we get is that it's hard to keep track of when there's a new version with all of my different store apps um so we're trying to make that easier for everybody all right so the first thing that I am going to do here is we're going to add some components to my page uh but I guess before we get there uh let's let's look at uib a little bit um so what we can see here up at the top uh is that uh I can see that I'm in uh the platform analytics uh experience here or the advanced dashboard experience and it's going to show me all sorts of uh dashboards that I have uh in this experience uh and so what I have here is the one I've created uh which is Brad platform analytics dashboard uib I can switch to other uh dashboard Pages or variants there on the left here this is what we call the content tree as we build out the page you'll see the structure of the page reflected uh in this tree and you'll be able to click on containers and components uh and configure them uh down here we have our data and scripts panel this is something that's changed in Washington um so you have your data resources your client State parameters and client script and I'll talk a little bit more about those we'll add at least one of each of these uh in this demo uh in the middle here you see the preview uh or we call it the stage uh and this was something we updated in the May store release uh to where it is a true wizzywig um so what you see in the middle here is the actual runtime that's why you're seeing uh the app shell up at the top uh so you you no longer have to do a ton of previewing uh to see if you you know the The Styling that you've added is going to look right uh when it's in the runtime on the right here is really where we configure individual components uh and right now there is some page configuration we can do like adding some styling uh there's some default events but we don't need to mess with that uh for this demo all right so we're going to go ahead and get started uh I'm going to add a component uh and so UI Builder is built on our next experience framework uh it's a web component based framework with standard JavaScript web components uh we ship between two and 300 components out of the box depending on you know what plugins you have active and things like that uh but we have most Bas level components like buttons and input Fields uh then we have bigger components like form components and calendar components that are all configurable and they can talk to each other uh We've also got some layouts we introduced this uh column layout functionality in the Vancouver release uh and uh I think for this demo we're going to add a uh side panel left layout um so this is our column layouts uh I can change uh the percentages here uh I can I can embed layouts within layouts um so it's a pretty powerful way to scaffold up a page pretty quickly uh so one of the things that we'll do is I think this is going to work yeah so let's set that to 15 % instead of 20 and what we're going to start with is we're just going to add a filter component uh and then we're going to filter probably a single score data visualization and maybe a list so let's add a filter component and so this is the same filter component that you'd get through the inline dashboard uh except there will be more configuring of it uh in UI Builder uh because it doesn't Auto configure uh like it does in the inline dashboard um so we're going to call this incident category and ultimately we're just going to uh we're going to filter things by category I know it's a super simple use case uh and uh I don't know how practical it is but uh this is what I came up with uh so we're going to filter by category uh we'll add a data source we're just going to filter uh incident categories once it loads so we'll select incident and then we're going to use the category field all right uh so I have this filter uh and now what we need to do is get it connected to the page so that when I select something something happens on the page so we're going to start by adding a client State parameter uh client State parameters are um basically the pages scratch Pad you can think of them like scratchpad variables or if you're a web component developer uh this is a way to manage the Page's State um so the state is uh you can uh change the state based on events and then you can bind these State variables uh to components and it will cause the components to update so we're going to call this uh par filters uh and there's a there's actually a docs article that walks you through all of these steps that I'm doing uh if you need to uh if you need to do that at some point uh I have it open in another tab so I am I am cheating I'm not just doing this for memory uh so we're it does have to be called par filters uh in order to work so let's go ahead close that so I've added the client State parameter and now we're going to add a client script that sets that client State parameter so I am going to do some copying and pasting so why would we type something if we don't have to uh we're going to call it apply par filters and we're going to paste in this script um so what this is going to do is basically just set my filters so that everything else on my page uh can look at the filter and then filter itself accordingly uh we also need to add a client script include uh what's it called I think I'm going to have to there it is merge par filters and a client script include uh is basically you can think of it like a script include but it's a it's client side and only usable in uib U but it's a place where I can store a single script and call it from lots of different pages so just a way for me to organize my code a little better so let's hit apply all right and now we're going to go back to my filter and say when the filter is applied let's go ahead and call that apply par filters Cent script uh so we have the first part of this working uh I'm going to uh select a category it's going to uh change the pages state to reflect that category uh now we need something uh that's going to show up so let's start with a single score uh component but first we're going to add uh we're going to add a container uh this one's a flexbox container uh which is kind of a simpler container than a column we don't need a full column layout here uh and what we're seeing on the right here uh is a bunch of presets uh we're not we don't need to get too far into this but uh presets are basically a way for you to automatically configure a component uh in uib based on some data uh and you can see that there's lots of presets available uh there is a search box uh but for this we don't need a preset we're going to configure this manually uh presets are really helpful if you're working with record Pages um that's that's kind of the main um the main consumer of presets at this point although we are building out more page templates that use more presets and controllers all right uh so we'll set this to row so it's going to go sideways although we're only going to add the single component here and then we're going to add a data visualization so uh this is the data visualization this is the same data visualization component that gets added in the inline editor and then I also have access to any save data visualizations that I might be using so we're going to add a normal one we're going to choose none and then we're going to leave it as a single score here and we will point it at the incident table all right we will add that all right so I've got 855 total incidents uh in this uh in this instance so I'm going to save this page and we'll go ahead and preview it uh I think this is going to work that's my standard uh response when I build something uh so so let's go ahead and preview that I hate the spacing we'll we'll fix that um but it should change if I say inquiry help yeah we went from uh what 85 to 47 Hardware all right so we have this working uh at uh at the basic level here um so I'm going to close back out of that uh I am uh going to do a little styling I think uh so each of the components have has this little style panel and there's a number of things you can do with it uh I'm going to add some padding in here uh I think we did this in the Vancouver release where we made this kind of visual uh which is really helpful for people that don't do a lot of CSS and always confuse where margin and padding was that was me for a really long time uh until I was forced to learn it um all right so that should give us some better spacing uh so the next thing we're going to do is is add a list component um so the single score is well and good but let's add a list component um so I'm going to add another container for that so I right clicked and said add after going to add a second container oh that was a column layout uh so we'll add a second flexbox container uh say none and in this one we're going to add a list list component uh there's a couple of different list components I could add I'm going to go with the main list component I believe if you're using the inline editor it uses the simple list um so the main list component just gives me some more options uh but it is kind of a heavier component so if you don't need it a simple list is fine so we're going to say none by default it's just going to point itself at the task table and return all sorts of things U but let's point it at the incident table and then this is uh the slightly tricky part here uh is that I'm going to uh bind data uh and so one of the one of the tricky things about this this is our new data binding that we added in the Washington store release uh and uh we're going to sorry I'm copying something and so we're going to do some State binding here and so this is going to point my list component uh at that same um at the same filter uh that my single score uh component is is pointing to the reason it doesn't automatically do this is because you could be using uh the list for something else and may not want it to to filter on this page all right and then let's go ahead and just say return 10 rows per page for performance reasons and then let's save and test this one as well all right so let's preview uh sometimes the uh preview doesn't quite keep up so I'm going to do a hard Refresh on this page uh a command shift R uh it's going to clear my browser cash for that page and then reload it uh that is a very good thing to do when you're working with UI Builder uh because we do some really heavy caching uh with the new uh framework uh in order to make page loads faster all right now we have my incidents um so we can see uh if I want to do the inquiry help again uh they have both changed so these are all inquiry help um so so obviously this is not a greatl looking uh dashboard uh but hopefully that kind of helps you if you did have to build out something like this manually uh this is uh one way to do that uh so now uh this is kind of all uh data visualization specific uh but there's scenarios where uh you may want to uh do something outside of just data visualizations Maybe add search functionality uh write things to the database base uh for this next part of the demo what we're going to Quick ahead I'm sorry since since you just talked about The Binding uh we did have a question that came in it said could that also be used to bind data to additional filters I.E the selected priority filters the urgency filter to only show urgencies that have the selected priority so if I'm understanding that maybe multiple multiple different selections to bind that to yes I'm almost positive uh you can add additional uh filters here if we have time at the end we can test that out um but yeah I'm almost positive we can add additional filters uh one of the things that we did with the par filters is we made this a Json uh client State parameter and I believe the reason for that is so that it can handle multiple filters there but we can double check that great thank you yeah all right uh so what we're going to do is uh at the top of the page uh we want to add uh just the most recent five incidents as cards across the top of the page so um you know I think all of us have probably seen uh all sorts of requirements uh that people may give you uh when I added a column again uh when building out uh dashboards and um this uh this is maybe I think I've seen something like this in the past uh so we'll go ahead and do this one so this is a nun uh so what we want to do is pull the five most recent incidents and display them as cards up at the top uh we're not going to do this in this demo but I could add a record Watcher to this page and watch that table for changes and automatically update the incidents that get uh displayed up at the top uh any time you're using record Watcher you do want to be kind of careful on how many record Watchers you have on a page how big is the table you're watching uh are you are you adding uh lots of filtering to it uh because there can be performance implications uh when you use Watcher um but anyway we're going to add a data resource to this page so data resource is kind of the the Third Leg of this data and scripts panel um and uh we're going to do a look up multiple records uh but this is another change we made in the Washington release we Tred to organize this uh ad data resource panel a lot better and Bubble Up the most common uh data resources so I'm going to say look up multiple records and this is just going to return me you know multiple records it's it's uh similar to how you might use a Glide record query uh we are going to look at the incident table and then for now I'm not going to add any conditions to it uh we're going to add those a little bit later and have it reflect uh the uh incident category filter uh but for now uh I'm going to add some return Fields uh but first let's take a look at um what the what it gives me by default um so it's going to return uh I think it's probably set at 100 records uh and so that or a thousand so it's going to give me all 85 of my records it's automatically going to return the display value for the table and then unique value and then whatever the display field is it'll return me the display value and unique value for that uh we're going to add a couple more Fields uh so let's add a short description and we will add collar and then we're also going to add the category so you can see that the Json output here is updating as I'm adding things and it's going to tell me let's make that a little bigger it is going to tell me the values that I'm get this is kind of nice I don't have to wait and print it or show it on the page somewhere to know what my data resource is returning uh and so let's go ahead and make sure this is going to show me the five most recently updated so I'm going to find updated and then I'm going to sort by descending instead of ascending and then we're just going to return five back uh there are some pagination controls so these pag properties on the component uh do work with our pagination component uh which the pagination component is basically this thing that you see on the list component uh but it's separate so if you wanted to do something totally custom or be able to page through those incidents uh you could configure that if you wanted to so we'll close that uh and then within this container uh I'm going to add a repeater component so a repeater component is one of the more powerful components that we have uh it is basically an iterator or a while loop or you know whatever your uh whatever your iterator of choices uh and basically I can pass it a set of data and it will just Loop through each part of the set of data uh and uh display something so if I hit none one of the things I'm going to do is enable Styles and that makes my repeater also function like a container uh so I'm going going to tell it to be a grid uh so we have flex flexbox and grid uh and both of those have a help link that'll open up um the I forget which site it links to um but anyway it just gives you more information on how flexbox and grid works these are not service now specific U you know um terminologies this is kind of a a web development specific thing uh so we're going to give it five columns we're going to give it a gap in between columns and then I want to make sure that it spreads the whole page and so we'll say a 100% of the page and so now whatever I add within the repeater oh we need to do one more thing uh so we need to bind our data from my data resource to my repeater so I'm going to open up that data binding window I'm going to come down and select my data resource and and then we will add the results here um so it is expecting an array uh if you're a developer and so it's going to uh the results shows me that it's array by this icon so we'll go ahead and hit apply I saw a question come in uh can can using the repeater be a resource hog if it is Shifting through a large table uh absolutely it can um so you know whether you're developing an uib writing code um you know the more data you're pulling in uh and the more data you're displaying absolutely can affect performance so you always want to think about that um there is uh we do have a Chrome extension called NEX experience developer tools that does performance profiling uh and so you can build out Pages uh render them do performance baselines and kind of see how different things affect performance it'll give you a breakdown of how the whole page is performing uh we have uh we did some un Andi Builder live episodes where we played around with the next experience Dev tools extension um but it's very powerful there's a lot in it uh anyway uh let's go ahead and add something within the repeater so we're going to do a card base container and this is basically just a clickable card uh and I can see because my because my uh look up multiple records data resources returning five records I have five cards here uh this is also new as of the May store release in UI Builder previously it only showed you one uh for performance reasons but because we updated the stage uh it's going to show you all five um and I think we made it a little more performant as well all right so our card base container is empty now we're going to kind of leave it as is for now and we'll add some components inside of it so I'm going to use a heading component and we're not going to use a preset and so uh we do make work work better for people with modern digital workflow digital workflows but we're going to change that label uh and so I'm going to go data binding again and one of the cool things is since I'm in a repeater now uh my data binding uh is contextually aware of that uh so I can click into repeater and then I can see all of those values uh for each of the elements that I passed into the repeater um so we're going to start with the uh we'll start with a number field and I'm going to give it the display value so now we should see five numbers okay then after the heading uh we probably want to see the short description up there uh so we're going to go styliz text so styliz text is going to let you uh use a few different HTML elements so if I hit none uh we're going to go and we're going to use a paragraph and then we're going to bind the short description here so I can click in a repeater then value and then short description and then display value all right uh so I have incredible demo data uh and the last thing that we want to do is show um what category and collar uh and so we're going to do another stylized text here I do have the ability to duplicate com uh components but these are different enough to where I think it's a little easier just to edit we'll style this as an H5 and then for this one we're going to use a formula um so formulas have been around for a little while in UI Builder but I think with the Washington release and this visual data binding uh they became much more are much easier to use and a little more powerful uh so if I click into formulas uh I can see it's automatically sorted by popular U but I have lots of different types of formulas in here uh so a lot of things that you maybe would have done through scripting before uh are just easier to do through formulas you don't have to write any script uh and so uh one of our best practices an UI Builder is to avoid scripted properties um so if I went and toggled here I could just write a script and take in some things and return something uh but scripted properties are are can be difficult uh to for somebody else to come in and update later on uh and they're also a little less visible and so I'll show you what that means so we're going to use a formula and we're going to use the concatenation formula uh and so one of the nice things that tells me how this works and and how to use it and what the output's going to look like uh so let's go ahead and do concat and so what I'm going to do is we're going to say uh in the first part we want to show the collar and then here we just want to give it some text uh so we're just going to do a little vertical bar and then in the third one we're going to add category and then we'll hit a apply and there we go so we have the name the vertical bar and the category and then uh we talked about uh we want this uh to update uh when I update the filter here uh so I'm going to save this just because we've done a lot of work and it makes me nervous uh when I don't save and so now we're going to go back into my data resource remember we didn't add any conditions before um but now we're going to go ahead and add that same condition that I added to the list component and then one last thing that we're going to do is uh remember we said when I change a category uh we're going to execute this client script one other thing that I need to do is I need to tell that data resource to go ahead and refresh itself and return me new data so I'm going to click add all right and so we'll save that and then we're going to preview I don't have to save to preview but it is a habit that I have um save early and often uh so let's go ahead and preview that uh right so if I hit inquiry help we should see this two go away it did so now we have all inquiry help um so again this is you know something that uses a repeater I could make these clickable but I think in the interest of time we want to do some Q&A uh we're not going to do that uh but I could make these clickable uh I could make them interactive um and you know maybe I could click on one pop up a modal type in a work note and close it and then update it um so all sorts of uh capabilities that's one of the things with UI Builder you're really not limited uh you can do almost anything with it uh that makes sense um so yeah so that's yeah go ahead who is that someone else talking go ahead Thomas okay yeah so a question came in and just to confirm so uh performance analytics indicators can be used as UI Builder from a data source perspective so if you created U something in here and rather than point it directly to a table could you point it to an existing indicator that was created well that's a good question I don't know why did my inst definitely you can you can select the same so you uh just you mean like in the I'm not sure if it's in the card as well if it's data visualization you have the same configuration and you can also like retrieve data as well yeah when you like look up multiple values you can point it to to the uh indicator table and then receive different indicators and might need apply different logic to it so maybe I probably off on the speaker to to May yeah so it's showing indicators there so yeah you can definitely do it yep yeah no problem Maggie all right so do we want to just pause and do some Q&A well we don't currently have any questions but we can definitely open up if anybody has any questions um I don't know if there if there was anything else that you wanted to to show and and maybe they can start popping questions in there or I always do like to always ask if any one of our panelists like to add anything to whatever you've talked about today as well so um I'm not gonna Point him out but I got to wonder if Adam has something did I just say Adam my bad I'm just excited to to use all this stuff that's in here we had so many limits before with what we with what we could do um in responsive dashboards you could do what you wanted to do but if you wanted to go beyond what was shipped and what was standard customization land was was scary we we had some Labs on it but creating a uh you just were custom right out of the right out of the gate right it either was an out-of the boox report or widget or it was custom custom you were writing jelly you just had so much to do and now that we have the power of uib underneath us the the the cards at the top it's just amazing right it's I have all the standard components I want to have but in a few minutes we were able to do some stuff that was very engaging visually pleasing and again we can unlock anything that's that's in U IB so I I really like that now we have the two tiers I still have nice and simple and inline dashboards but with a little bit of of work um and maybe a couple training courses and now learning um you can just be you can do some amazing amazing stuff and get exactly what our users want um and we don't have to export our data and do something in some other other tool right um just great enhancements in Washington it's awesome yeah so I see a few questions coming in let's let's try our second filter because I think it's going to be pretty easy to test um so I'm going to go ahead and add another filter so if you see I right click and duplicated it it's by click to that one uh we can just change this let's do priority instead of category and then we can test and see if that works all right so let's save and preview that and then I see some other questions coming in and we'll definitely get to those well we got to refresh again uh all right all right so now we have two so let's try rank we help again and then let's see if we can also do category now we have some planning ones uh I believe that did work ah so it only applied one of the filters so there may be a way to make both of them work uh but uh this this test only applied one of them we can definitely follow up on that one okay and then the next one that came in is can these dashboards be added to client facing portal and I know that um you talked about a session that's coming in July and I think that we may be working together on that one actually showing some some dashboards created in um in different workspaces but uh service portal I mean if you were a could you could you display any of this content within any of those portals yeah so that's a good good question generally with a a UI Builder page can be displayed in a in a UI Builder experience so not service portal uh you can always iframe something in a service portal that being said I don't know can like can you display an inline dashboard in a service portal I'm assuming not but I think they would work the same yeah and I think it's more I think it's more data visualizations and things of that nature and I don't know if Olga RJ want to talk to speak to that but I believe it's more just being able to put visualizations or whatnot inside of the portal correct like two level the first level if the the uib page itself has any limitations on exposing it externally I think there's some level of controls on the page level itself uh and then the second level of control is on your ACLS right it's data which you show so there will be two level control so first on show bread maybe can answer if the page itself if you put it externally like uh any uib UXF page if it will prevent uh users from seeing it and then the second uh and the second part on the AC AC you can configure generally most of the Sals which we have you need to be like logged in users to get access to the data um I think there's pretty limited ways where you can um say everybody can read the table also a bit scary for your data I guess but if you are authentification users in external place like uh then the data will be shown but I don't know Brett if you know if the page will will render itself yeah so so you could render a page within an iframe but there's no way to there's not a different way to embed a UXF or a UI Builder page in a service portal because the Technologies are different okay and then another one came in um can you apply custom CSS to make things look prettier yeah so there's a lot of uh there's a lot of capabilities so you can't the the uh next experience UI framework uh doesn't allow you just to drop in a stylesheet but it does have a lot of styling controls so all of our components have these theming hooks uh and we expose those to the instance theme uh so when you have an instance theme uh all of the components will inherit uh whatever you know colors uh font spacing you know those things and then with uib you have even more granular control so all of our containers and components uh have a Styles panel um so like we did a little bit of this but in my Styles panel I do have quite a bit of options uh I've got even more advanced options and then at the bottom I can apply uh some CSS uh to the page as well so there's a lot of styling options uh if you look at things like um application manager uh the admin homepage uh the now assist homepage all of those pages are UI Builder pages so you have a lot of of control over how the styling of things Works um you just can't drop a stylesheet directly into a page if that makes sense okay great and is there is there any ability to control uh what they're saying over the toop banners and navigation can you can you create navigation on these pages and control it and I guess banners if there was any sort of maybe logo or something things of that nature that you wanted to put at the top of this all that stuff is possible yes so part of that kind of depends so in the in what we're looking at here uh this is an analytics dashboard um so it's going to open up within the unified navigation uh which is basically this app shell up at the top uh so this is just kind of showing you what the page is going to look like uh from The Experience itself you don't have any control over this so these are all managed uh at the instance level uh depending on what type of experience you're using so if you're in a workspace uh you know you've got the L1 menu and then the tabbing across the top uh you can control what shows up in the menu uh and how your tabs work uh if you're using a portal experience which is a very limited use case generally for anything request or Focus you want to use service portal but if you're using a a uib portal experience you do have control over the menuing and the logo and that does not open up in this unified na app shell it would open up in a new browser tab okay okay great thank you see Olga's responding to one I am responding to one um Ruben I'm guessing this is a comment to something prior um a previous question is more of a feature request I think data legislation created should be available to select as a widget for portal page oh okay I think I understand saying Drew um yeah I think the question that he is asking is the ability to take a data visualization and then pop that into a service portal page as the way that a a widget did existing Le and I think Olga maybe you talked to that or does that change your answer which question was this well it was the thing it was the thing we talked about a little bit earlier where we were talking about service portal and stuff like that and and basically what he was talking about is more of a feature request data visualizations created should be available to select as a widget Force that's something that what also Brad mentioned because it's different Technologies we currently don't have it we are looking on the different ways to to allow this gotcha um hopefully in the future we'll just will be easier for you to create a portal directly with the UI Builder since it's grow and support all the features um but yeah so at this moment just for the technical reasons we don't okay great thank you Dan you had one that you wanted to answer yeah I just wanted to kind of I think follow up on Ruben's question okay yeah I just said it continues to work his on his question about the the filters for PA and reports they are not the the difference is that they are not different filters they are the same filter but there is just additional configuration options within the same filter component so I can add in capabilities for that filter to act against a live table and the ability for that same filter to act against a performance analytics indicator breakdown so it's so that the back end is still different for PA it's still just based upon breakdowns um but the front end you can do it all in the same filter just wanted to kind of clarify that okay great thank you Dan Olga is typing that one Ruben said thanks you're welcome um it's too much typing let me answer yeah I want you go for it go for it so the question is is it possible to filter on multiple elements uh of the P workbench widget uh I've seen it's not possible but would like to understand why and if there's a workaround it would be interested to know if dashboard is capable of selecting more than one element too uh so General like first one one we don't have the workbench widget yet available in the um neither uib or new dashboards but if we're talking generally about uh filtering data based on the performance analytic indicators we do allow uh in general to select multiple elements you can select in the filter multiple elements and you can filter data there could be some limitations where would you have limitation if for example if you have indicator with the aggregation at average or this count and you want to visualize it as um one value like single score for example we um and you select two elements for example category uh inquiry and uh problem we cannot do it because how performance antic works we are storing data with we collect data with the job and we store them ahead of time so we have just numbers for each of the category and you can canot do AG average based on the just aggregated value so there so there will be some type of indicators where you will have limitations but if you have regular indicators based on the um indicators with aggregation is Count or sum for those you will be able for all the uh all different indicators to to do multi select on both UI Builder and regular inline Das okay great thank you ogga um we did have one that came into uh chat that says can you use cascading filters but that that may be a um something that may be a little bit longer than the couple minutes that we have um left uh but I don't know Brad if there's something that you have quickly that you can say about that or was that oo you ready say something yeah that you can use cadan filter both on inline dashboards and Technical dashboards it's uh I think we even have some Academy which uh which we showed how to use Cascade and filter it's available from the Bing we will put a session together um to make sure that we actually show this so thank you for asking the question and we'll make sure that we get something uh available I think on the what's new in Washington you should have the quick overview of how it works and we might have a detail session in the future okay great so for the time we have a couple minutes left uh real quickly let me we had questions so um Brad thank you super thank you for coming in and showing this like I said at the beginning this is something that we have uh sort of tried as hard as we can to tell people to kind of stay away from but I think that what you were able to show them today and all the advancements that we've had and how userfriendly it has it has become um uh you showed some really great stuff today that I'm sure excited a lot of people and I'm I'm sure that they'll start dabbling in that so greatly appreciate your time and showing how to create some of the the most simplistic things we know that you can definitely get a lot more advanced uh but this was a great place for us uh to start so thank you Brad um and with that Brad spoke about this earlier there is a uh UI UI Builder fundamentals that is in now learning probably some other things as well but this is a great place uh to start this is not specifically catered to uh platform analytics in any sort of sense it's more around the idea of just getting you comfortable with an introduction to what UI Builder is and uh can probably take you further if you choose to do that so there obviously are some other useful links um Brad shared those in some of the uh slides we talked about earlier there's obviously a whole doc SE section that is dedicated to this but there are some really great uh content that is available out there and I'll make sure that I put these uh links as well in the community event that way that you can access those so with everything like everything else make sure that you're utilizing the community uh as much as you possibly can really great content that's out there this will be out there later on today or or sometime tomorrow again and along with all the other uh sessions that we have had over the past almost six years now so make sure that you're looking at what's coming in the future and things of that sort and now learning as just a holistic look go out there and search for anything that says analytics and you can find a lot of different trainings that are available uh in now learning currently for that um since platform analytics is still relatively the the hottest thing out there we have again uh we try to point everybody to our enablement tool kit so check that out we are adding things to that as well small little quick hitter videos two three four minute videos that can help you the other great thing about this is it's there available for you with PowerPoints that you can use to train up your organization as well so no need for you to recreate the will use these that we have provided for you and that should help you um along the way and with that thank you to Brad thank you to everyone that joined today thank you to all the panelists and we'll see you all in two weeks thank you

View original source

https://www.youtube.com/watch?v=rK7JuNJrLEw