1. To open the steps panel, click an empty space in the dashboard canvas in the dashboard designer.Tip Click next to a section in the steps panel to add a step of thattype. This feature is available for all steps, except apex, soql, and multiple-datasetsteps.
2. Click Create Step.
3. Select the dataset that contains the data that you want to include in the step. Enter the name of the dataset in the search box if your dataset isn’t easy to find.The explorer appears, showing the Count of Rows measure, by default.
4. In the explorer, click Untitled Step and enter the step label.Analytics creates the step ID from the label. After you create the step, you can’t change the step ID. Analytics refers to steps by their ID so dashboards don’t break if you change the labels.
5. To add a measure, click + under Measures.To change a measure, select the measure and then choose a new one. To sort, reorder, or delete a measure, click the down arrow to the right of the measure and select the option. You can add as many measures as needed.
6. To group the measures by a date or dimension, click + under Group by, and then select the field.You can add multiple groupings. To change a grouping, click the grouping and select a new field. To reorder or delete a grouping, click the down arrow to the right of the grouping and then select the option.
7. To add a filter, click + under Filter by, and then select the field to filter by.You can add multiple filters. To delete the filter, click .
8. To change the chart or table type for the step, click or , respectively.
9. To set the widget properties at the step-level, click .Note If you drag this step to thedashboard designer canvas, Analytics displays the stepresults as the chart specified while creating the step. To display the widgetdifferently in the dashboard than what was specified at the step level, edit thedashboard and set the widget properties there. The widget properties override the stepsettings.For more information about chart widgets, see Add Chart Widgets to Visualize Data. For more informationabout table widgets, see Add a Table Widget to Show Record Details and Create Calculated Columns.
10. To write a custom SAQL query, click .For more information, see Create a Step with the SAQL Editor.
11. Click Done.Analytics adds the step to the steps panel, making it available for use by other widgets in the dashboard.
12. Save the dashboard.