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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Filter by Formula

I'm relatively new to SaQL and come from a SQL background. I wanted to automate some Wave reports without having to update a date manually so I wanted to know if it is possible to filter on a formula ...
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How does the time zone fit into the Einstein STO?

If a customer is from Belgium, his ideal time is approximately 8am from STO analysis. Will the email go out at 8am in Belgium? Will the journey builder time zone be taken into consideration? as STO ...
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How do I add the Download in Excel and Download as Image to share Template in Analytics Studio

Unable to view “Download in Excel Format” and "Download as Image" lenses value table using Tableau CRM. Is there a permission that the user is missing? Thank you.
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Sort Order of Results on REST query of Datasets

I'm trying to understand the order of the results that come through when I execute the following query in WorkBench on Rest api. /services/data/v54.0/wave/datasets I'm aware that SOQL queries and ...
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How to Write Analytics Apex Query for given SAQL Query?

This is working for me. SAQL Query q = load "oauths[0].Object_3_Id__c/oauths[0].Object_3_Current_Version_Id__c"; q = filter q by 'A_Year__c' >= 2021 && 'A_Year__c' <= 2022; ...
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Query of indicator

Anyone can help me correct my query please? I need to prepare one indicator field to show "Yes" when Email ! null and (Mobile Phone != null or Work Phone != null), else show "No". ...
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Tableau Reports Checkbox Fields

Is there any way we can show checkboxes in tableau reports instead of the boolean values? I am creating a report using analytics studio and I want to display the checkbox fields as checkbox on the ...
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Tableau CRM/CRM Analytics: Unable to open the [Dashboard Name]

Without apparent reason, if not creating a new recipe that compiles the same datasets already created by another recipe, when I tried to open the dashboard relying on those datasets: At first, all ...
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Can I use coalesce with a binding expression in a variable in a custom SAQL query?

I'm writing a custom SAQL query with bindings in order to total some categories that are made in a list elsewhere on the dashboard. Here's my query so far; it has the same binding expression multiple ...
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Customize list filter

I have a list filter in dashboard there I have around 50 values. Now out of 50 there are five values which ‘Japan 20’, ‘Japan20’, ‘Japan2020’, ‘Japan-20’, ‘Japan_20’. Now in list filter I want to ...
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Einstein Activity Capture - Attendees are not receiving notifications when added to an Event

Requirement: when a Salesforce (SF) User creates an Event and adds Attendees (Users) on that Event, each Attendee should receive an invitation email enabling them to add that Event to their respective ...
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Packaging the TCRM app template

I'm currently working on a 2GP Managed Package that bundles Einstein Analytics (a.k.a. Tableau CRM) artifacts like templates, dashboards, datasets, dataflows. For Map Chart I have custom Map in ...
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Deployment of wave analytics Dashboard failing

I am getting an Error while deploying Wave Dashboard below is the error Unrecognized field "textWrap" (Class sfdc.insights.connect.api.input.dashboard.widgets.parameters....
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Packaging Einstein/Tableau artifacts in 2GP Managed Extension fails

I'm currently working on a 2GP Managed Package that bundles Einstein Analytics (a.k.a. Tableau CRM) artifacts like templates, dashboards, datasets, dataflows. When I upload a new version using SFDX ...
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Einstein Analytics/Connected App possibly showing logins every 5 seconds in login history for integration user

We have a connected app that we are using for devops that ever since we added it their new dashboard to track devop metrics, we are seeing login history records every 5 seconds with our integration ...
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Manual sorting of dimensions in Tableau CRM

I have two text field where values are numeric- 1,2,3...500. When creating a heat map, it's not sorted as field is dimensions. And they are not sorted in correct order. Is there any way to sort the ...
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How to find the count of week between a date range from date widget in Tableau CRM dashboard?

I need to calculate a value based on number of weeks between a date range in tableau crm dashboard. Till now I have created a separate dataset for storing dates and using date field in that for out of ...
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How to get data from PlatformEventUsageMetric object in Tableau CRM

When I setup the connection in Data Manager, I can see data during Preview, but when I run the data sync, it will come out as 0 row available.
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Einstein/Tableau CRM Date range binding filter by previous

I have a requirement where I'm using a Date widget as a binding to filter a table column. I'm using binding {{row(Close_Date_1.selection, [0], ["min", "max"]).asDateRange("...
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Can't deploy Tableau Dashboards using ANT - No Version Mismatch

To start with, I'd like to say that I have the same SF version between the source and the target orgs (Spring 22). I'm trying to deploy a group of Einstein dashboards, and also dataflows, datasets and ...
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Load a lens inside a widget

Is there any way I can load or get the data from Lens to use it in a table widget? Atm I have a Lens with all my information filtered and I would like to use that filtered information in a bunch of ...
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Is it possible to let the user set a value for filter in Einstein Analytics dashboard?

Let's assume I am providing a filter widget which allows the user to select multiple accounts. I would need an option to let the user set the filter and next time when he logs in, filter remains same ...
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What is the best way to distribute same tableau dashboards, lenses, dataflows etc to different users(production) and orgs?

We are making development of Tableau dashboards, dataflows, recipes etc for one of our client in sandbox. Once development is finished then we will deploy them using changes sets in production. We are ...
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Pardot Datasets not sync'ing in Analytics

I'm using Pardot datasets (Pardot Visitors, Pardot Prospects and Pardot opportunities) that comes with B2B Marketing Analytics in building a new Marketing dashboard, I noticied that Data has been ...
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SAQL/Analytics - Finding unique customer count over time

I am trying to put together a simple line graph representing the total number of customers that have purchased a specific product over time. I would like to create a graphical representation of the ...
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Compile Error: Type is not visible: ConnectApi.Wave

I am trying to execute a SF Einstein Analytics dashboard query from an Apex class. currentQuery = ApexPages.currentPage().getParameters().get('query'); ConnectApi.LiteralJson currResult = ConnectApi....
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I created a balance field in compute expression,I want to add a new filed in cmp exp and write SAQL to get balance till end of month any help please?

When I write SAQL query in an Einstein Analytics widget it is working fine but I need to implement the same logic in a field in Compute expression / Compute Relative; SAQL QUERY IN THE WIDGET: q=load “...
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Tableau CRM: How to resolve scoring error in model manager

I created a story and model after a recipe ran successfully. When I click "Score Data" in Model Manager for that model it ran with some success and error. I want to see/know the errors. ...
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Not able to fix the error "Recipe must specify a dataflow"

I had created a dashboard in one org and now i am trying to deploy it to a higher org environment using copado. I had created the dataset from a recipe so what i had done is that is that i had ...
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How to Calculate Average days in Dashboard with Analytic studio

I have two fields called the decision_overide_date__c(date) and Created Date(date) Need to find the average in between these two fields, in the dashboard of the analytic studio. But if choose those ...
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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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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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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 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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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 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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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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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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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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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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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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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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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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