Questions tagged [einstein-analytics]

TABLEAU CRM previously known as Wave or Einstein Analytics is Salesforce's cloud analytics tool which can be used with Salesforce Sales and Service cloud and other external and internal data sets.

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14 views

Best practices for developing in tableau CRM

So i've gone through hours of google searches to fine somewhat helpful information like this. https://www.salesforceblogger.com/2021/06/21/developing-and-managing-tableau-crm-assets-in-sandbox/ but ...
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Tableau CRM: How to join data using boundaries instead of equal join keys?

I have 2 sources of Salesforce data: Working Time and Cost per Worker. Each "Working Time" record has a date and is owner by a Salesforce User. Each "Cost per Worker" record has a &...
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Field Validation Error while deploying Einstein Dashboard

I have a dataflow called "Market_Dataflow". While deploying this dataflow in lower environments, it got validated and deployed without any error but while deploying into Production, we were ...
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I want to show the measure total in a bar chart same as the funnel chart on top

I need help regarding this issue. I want to show the same measure total as in the funnel chart and on my bar chart at the place of subtitle is it possible. and I also want to change the measure total ...
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8 views

Editing messy SAQL - adding bindings

I have an interesting challenge on my hands. The solution I'm implementing required editing the SAQL in order to implement some subtotaling that isn't supported by the WYSIWYG... Having done that, I ...
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How to get multiselect menu in einstein bot

I have a requirement where the user need to select more than one menu option currently i am displaying it dynamically. But i need it to be able to select more than one value. Please help. Thanks in ...
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Einstein analytics\App template\Dataflow and recipe

i have a problem with my app template because i mixed dataflow and recipe. There is an dataflow/recipe/dataflow order execution to build the dataset whereas when you run the app template it runs ...
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Find opportunities with exactly the same product combination

I am a bit desperate: I have a multivalue field that has the associated products for each opportunity. I want to use this field to join the recipe with itself in a join and use the multivalue field as ...
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selection binding in einstein analytics

I'm trying to do selection binding in einstein analytics but only first toggle is working rest other two toggle are not working I have shared my screenshot and i am sharing my query groups: {{column(...
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20 views

Einstein Analytics Dashboard

I am trying to add multiple tabs in einstein dashboard but i'm not getting from where we can add multiple tabs in einstein dasboard anyone please help me out
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How do I recreate user-specific formula fields in Tableau CRM?

I have the following configuration in Salesforce: A text field on User A text field on Case A formula field on Case that checks if the text field on the running user's User record contains the text ...
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How to Hide Part of the X-Axis (Time Axis) in Bar Chart Tableau CRM?

I have a question about X-Axis in charts in Tableau CRM (Einstein Analytics). I created a Time Combo chart with 3 calculations through a time line from 2019 to 2021. Amount the three calculations: the ...
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Bar Segment total not matching in Einstein Analytics

I have the dashboard below that shows the rolling sum of opportunities per month (current month plus next 11 ones) But when i use the bar segments to divide it between opportunity types (Above the ...
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Tableau CRM Dashboard Packaging with AppExchange Apps

We are working on an AppExchange App which will be an ISV app and not the OEM application. Currently there are few standard reports and dashboards are part of package which can be used by customers ...
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Security predicate in einstein analytics

I want to create a security predicate such that the reporting office in dataset is equal to reporting office on current user's contact. 'DataSetName.fieldName' == "$Users.Contact.Region__C.name&...
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Tableau CRM (Formerly Einstein Analytics) - Conditional Formatting

Need your help in problem area I am facing in Tableau CRM - Conditional Formatting Ask is to highlight all values in a column in comparison to the average of that column itself... Out-Of-The-Box that'...
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37 views

Tableau CRM Dataflow: sfdcDigest or sfdcFilter to only return record with latest value on a date field

I am creating a TCRM dataflow and would like a sfdcDigest to return the record with the latest value in a date field (or to achieve this using a subsequent sfdcFilter). More details on this use case: ...
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SAQL - Why is "limit" not applied to ungrouped aggregation?

I have a very basic chart component with the following SAQL: q = load "AllOpps"; q = group q by all; q = foreach q generate sum('Amount') as 'sum_Amount'; q = order q by 'sum_Amount' desc; q ...
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sometimes end chat doesn't show the message

I have this problem In this Dialog, the bot should say "Bye!" and in sequence end chat... But sometimes the bot doesn't show "Bye!" and just end chat... Why? Please, help me
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36 views

How to deploy Einstein Discovery Model and Stories with Metadata deployment (ant)

What I need to do if I want to deploy Einstein Discovery Model , which all components do I need to Pick in my package.xml
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Can I deactivate the user who is also the owner of an Einstein Dashboard/ Dataflow. On deactivation, the dashboard was not reflecting updated data

Can I deactivate the User who is also the owner of an Einstein Dashboard/ Dataflow. These dashboards are used by executives and on deactivation, the dashboard was not reflecting updated data. However, ...
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35 views

How to use VF page in Einstein Analytics

I know this might sound complex but is there any way that we can embed Visualforce page in Einstein Analytics. We have built a custom Gantt chart using visualforce page as it is not possible in ...
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27 views

S3 connection with Einstein analytics- showing zero rows

I have created S3 connection with Einstein analytics. Connection is created successfully also object got run successfully with no warnings. But no. of rows in and rows out is showing zero. Checked all ...
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23 views

Does Einstein work with Salesforce 2 Salesforce?

We have three different Salesforce instances in our organization. If we implement Salesforce 2 Salesforce and bring in all the data in one chosen instance, will Einstein work to show the reports from ...
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92 views

Unable to update dataflow: "You must enable row-level sharing on the connected dataset..."

I've created a dataflow that uses an sfdcDigest to grab records from Account, ProcessInstance, and ProcessInstanceStep, two augment steps to join them all together, and finally an sfdcRegister to ...
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26 views

Parse JSON in the TextArea field using Salesforce Analytics

I have a Custom object that is created via LWC. One of the fields on that object is a 131072 textarea that contains a serialized array of Ids (e.g. Account Ids), like so: ["001ABCSDXXX",&...
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157 views

How can I set a global variable dynamically in an Einstein Analytics Dashboard

I am trying to set the view as filter to default to the current user. Here is the code I am using: This is the filter: { "dataset": { "id": "...
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64 views

Unable to deploy analytics studio in sfdx

I have created a dashboard and dataset in scratch org. and I need to pull the code of analytics studio in sfdx with Vscode.. But unable to pull the code. There is any possible any to pull code in sfdx....
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36 views

How to know when a <wave:waveDashboard> loads completely in Aura

I have a <wave:waveDashboard> in a custom aura component. My component is <aura:component implements="flexipage:availableForAllPageTypes, flexipage:availableForRecordHome" access=&...
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17 views

Using lens in Discovery Story

I know this isnt possible, but is there anyway that we can use transformed lens to an Einstein Discovery Story. We have some complex calculations that are built using formula in lens and we want the ...
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229 views

Total grouped by columns and rows Einstein Analytics Pivot Table

I have a pivot table with three fields on Opportunity table. Account Industry, Opportunity Stage and Amount. Now I need to group the Amount i.e. show the total amount based on Industry as well as ...
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Why the Einstein analytic background flashes white and then aqua

When loading an einstein chart, the background flashes white, then aqua. Then the actual chart loads. Why it happens? Any fix there? Thanks
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546 views

Einstein dataflow sync node error

I am trying to create a data set for Campaign object in our sandbox but get an error on Sync Campaign (Replication) when the dataflow runs: Something went wrong while executing the Sync_Campaign node: ...
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I am trying to run this saql query for date conversion

q = load "DTC_Opportunity_SAMPLE"; q = foreach q generate 'Close_Date','Close_Date_Year','Close_Date_Month','Close_Date_Day', toDate('Close_Date', "yyyy-MM-dd") as Cdt;
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252 views

Static Step Binding in Einstein Analytics

I have a requirement to show results by quarter, month and week on select on toggle options. This toggle is a static step with values as "Quarter", "Month" and "Week". ...
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58 views

Einstein Analytics dashboard picklist value is not showing

we have a dashboard with 3 datasets, but in the dashboard while choosing a picklist value we are not able to see the 4th value, all recordtypes have access to that field. What could be the other ...
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11 views

Unable to create a dataset from EInstein Analytics Studio

in Einstein Analytics Studio, I dont'have to "Dataset" option in the create button Do you know why? Do I need to buy more licenses of something? Regards
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Einstein Prediction is not re-calculating

I want to predict that Opportunity will be won or lost. I created a model where i have set the "Yes" and "No" Example Set. My model is working well. When I create/update the ...
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18 views

Einstein Chatbot advanced Analytics

I'm working on a big Einstein Chatbot project at the moment and I noticed that there isn't really much Analytics provided by Salesforce itself about the Users in the Chatbot, apart from all the basic ...
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1answer
133 views

Tableau CRM: How to add dynamic "date" via computeExpression?

in my dataflow I have a computeExpression that should add a "Date" field. That date field should always contain the first of the current month (e.g. for right now: Feb. 1st 2021). I've tried ...
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87 views

When a WaveDataFlow is scheduled - where the information is stored? Which metadata type is referred to view

We have a job scheduled WaveDataFlow to run every 2hours in our Production org. And some user has modified the scheduled job to run every 24hrs instead of 2h. We have verified the AuditTrailSetup but ...
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Wave API: How do i download image of Analytics lens widget

From UI, I am able to download widget image as png, csv or excel. I just want to know if we can do the same using REST API?
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222 views

How to calculate date difference using two separate data rows?

I'm using the LiveChatTranscriptEvent object to try and determine the time difference between the events ChatRequest and TransferredToQueue. Each Type is a different row on the object so it would ...
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116 views

Pass ID from URl to filter condition in Wave Dashboard lightning component

I have a Lightning APP page , where we embed Wave/Einstein dashboard using wave:waveDashboard lightning component. I need to set filter condition where I need to use the ID from the URL of the ...
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312 views

Einstein Analytics Data Preparation CSV symbols error

in my prep for the SF Einstein certification I've been working on the "Einstein Analytics Data Preparation Specialist" super badge. I'm on step 3 and I'm getting the following error: I've ...
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22 views

Filter Einstein Analytics Dashboard using attribute value

I am trying to embed Wave/einstein dashboard in a lightning page using Aura Component. When I am trying to add it in a record page through configuration , I am able add the filter condition using the ...
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89 views

Combine/Concatenate Two Datasets

I would like to combine/concatenate two datasets that don't have any key/field relationship. Attached to this post are the example and the result format. Is this possible? If yes, how can this be done?...
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160 views

MALFORMED_QUERY: ;Id > '0X8000000000000' ORDER BY Id ASC LIMIT 1 OFFSET 249999

I am trying to synch the ListViewEvent object to Einstein Analytics, but when I do I get the following error I am selecting, only few fields, so I don't understand why my sync object isn't working, ...
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76 views

Help needed with SAQL fill()

I need your help with the fill() SAQL function. I have created the query below and it runs, but the fill() doesn't work (no zeros get inserted). Please let me know what I am doing wrong here. Thank ...
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Augment based on Dates

I have a date field on QuoteLine Qbject. Need to augment it with existing dataset(D1) in EA(Einstein Analytics) on the basis of Product code and dates lying in between the start date and end date of ...

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