Getting started with Affinity Analytics

Powered by Looker, Affinity Analytics will enable you to create new, robust visualizations of your data and share them with others moving forward.

Note: If you're interested in setting up Affinity Analytics for your account, please reach out to your designated CSM or reach out to support@affinity.co and we'd be happy to help.

Once you have access to Affinity Analytics on your account, feel free to jump to the section most relevant to you:

• Understanding your role (Viewer or Creator)
• Creating a new dashboard view (Creators only)
• How to export a dashboard view (one-time)
• How to email a dashboard view to yourself/others (one-time and recurring)

Understanding your role (Viewer or Creator)

• When Affinity Analytics is turned on for your account, all Admins in the account will have the Creator role assigned to them by default.
• Those who are Basic or Standard will have the Viewer role assigned to them by default.

Creating a new dashboard view (Creators only)

Affinity Analytics is available via the dashboard views within each list. Please follow the steps below to get started:

1. Click into the list that you'd like to create a dashboard view within.
2. Click the + icon to create a new dashboard view.
   1. If you don't see this option below, you have been assigned a Viewer role and not the Creator role (generally assigned to Admins only). You can ask an admin to create the dashboard view for you or ask them to send an email to support@affinity.co, requesting you to be given the Creator role as well.
      
      
      
3. Click Edit Dashboard. You can also click the ellipsis (3-dotted icon) to edit the dashboard in the future.
   
   
   
4. Now, click Add Tile. You can choose from two types of tiles: Visualization or Text.
   1. Visualization tiles (shown in orange below) display quantities and metrics.
   2. Text tiles (shown in green below) only allow text and serve as headers for different sections of your dashboard.
      
      
      
5. Given that visualization tiles will be used most frequently, click Visualization.
6. Select the list you want to generate a visualization for. In this example, we will choose the Deals List.
   
   
   
7. Given that this is a multi-step process, we've broken it down for you.
   
   
   
   1. First, name this visualization tile. In this example, we'll name it "Top Source of Introductions."
   2. Then, click the All Fields tab and select the dimensions (the fields) and measures (the unit of measurement) that will make up the visualization.
   3. You'll see the relevant data appear in the Data section. Click Run to see updates whenever you change your dimensions or measures.
   4. Now, click any visualization option to display the chosen dimensions and measures. You can choose from table charts, vertical column graphs, horizontal bar graphs, scatterplots, line graphs, area graphs, pie charts, maps, and single values.
   5. You can also apply filters to focus on specific field values. Click Run to see updates whenever you change your filters.
   6. Finally, click Run one more time after everything is set, then click Save.
      
      
8. Now, you should see your newly-created visualization tile showing the relevant data.
   
   
   
9. Repeat steps 2-9 above, and you'll have a dashboard that consists of multiple visualizations to keep track of different metrics and key performance indicators.
   
   
   
10. Feel free to copy your dashboard URL and share it with fellow members on your team Affinity account.
11. If you need to edit any tiles after they've been created, simply go back to Edit mode for the entire dashboard (see Step 2), then click the ellipsis (3-dotted icon) within the tile to make the necessary changes.
    

How to export a dashboard view (one-time)

Once you've built out a dashboard, you can download it as a PDF or CSV and send it to others outside of your team Affinity account.

1. Click the ellipsis (3-dotted icon), then click Download.
   
   
   
2. Select one of two formats: PDF or CSV.
   1. The PDF format will display the visuals as is.
   2. The CSV format will consist of multiple CSV files containing the quantitative values shown in each visualization tile.
      
      
      
3. If you choose the PDF format, select a Paper Size. If you have a long dashboard with many tiles, we would highly suggest sticking with Fit Page To Dashboard.
   1. You can additionally choose to expand tables to show all rows and not just a few.
   2. You can additionally choose to arrange dashboard tiles in a single column.
   3. You can click Open in Browser to see a preview of the PDF before choosing to download it.
   4. Once you approve of the PDF, click Download.
      
      
4. If you choose the CSV format, simply click Download.
   
   

How to email a dashboard view to yourself/others (one-time and recurring)

If you'd like to send out certain dashboards to yourself/others on a frequent basis, you can set it up so that you receive automated emails on a recurring basis.

1. Click the ellipsis (3-dotted icon), then click Schedule delivery.
   
   
   
2. Select your preferred Recurrence and Time.
3. Add all the email addresses you'd like to send this dashboard to.
   
   
   
4. Select one of three formats: PDF, PNG, or CSV.
   1. The PDF format will display the visuals as is.
   2. The PNG format will display the visuals as is.
   3. The CSV format will consist of multiple CSV files containing the quantitative values shown in each visualization tile.
5. Click Save and you're all set!