Questions tagged [einstein-analytics-dashboards]

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SOQL CRMA BINDING error

I have this query and it functions correctly until i select a filter value. Been trying to fix it and don't understand what could be the error or if there is limitation for SOQL and CRMA functionality....
Sandeepan Mukherjee's user avatar
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38 views

Unable to make dynamic date filter work in crm analytics dashboard

I am working on crm analytics dashboard. I am working on a visualisation using the toggle method. Wherein I can click on opportunities with close date as of this week, this month, this quarter and ...
Barun Bodhak's user avatar
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How to make a REST callout from CRM Analytics app?

I am exploring CRM analytics and we created and connected to 3rd party database where we created Data sets and Data recipe and display dashboard accordingly. My requirement is I have 2 columns Column ...
SFDCDJ's user avatar
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CRM Analytics: Design Style Guide Application failed to install

In CRM Analytics, in Analytics Studio, there is a Template Gallery: If I select the Design Style Guide application and install, I get this error: Application failed and Result Log Successfully ...
Robs's user avatar
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Lightning Web Component in CRM Analytics not being refreshed correctly when global filter changes in the dashboard

I have an LWC integrated into my CRM analytics dashboard that displays data based on a compare table. The LWC is designed to display specific data based on global filter selections made by the user, ...
Ramon Melo's user avatar
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1 answer
498 views

Embedding a CRM Analytics Dashboard in Aura Component Filter doesn't work!

I am trying to filter a dashboard using an aura component, my dashboard works fine but filtering doesn't work. I get this error: Unexpected non-whitespace character after JSON at position 1 The ...
Bifre's user avatar
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how can we convert Multi-value fields as normal fields (as strings or numbers) like Text/Dimension Field to be consumed at Table

RE : Multi-Value Field conversion: https://help.salesforce.com/s/articleView?id=release-notes.rn_bi_saql_mv_to_string.htm&release=228&type=5 I am not able to use "Convert Multi-Value ...
Bhavesh Bhagat's user avatar
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Is there a way to transfer filter values between different analytics dashboards that are on different lightning tabs?

We currently have different analytics dashboards embedded in aura tabset components. There are also different lightning tabs with the same aura tabset component layout/function that also have multiple ...
Andrew Ryan's user avatar
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Conditional formatting: same query -> different charts -> different measures

I have built a query with a bunch of measures. I am visualising each measure as a separate bar chart. Each chart needs to have its' own conditional formatting. Unable to achieve it so far - as soon as ...
GabDan's user avatar
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1 answer
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i want to show the analytics dashboard in vf page

I want to show the analytics dashboard in vf page ,but i have to show the dashboard dynamically based on the passing the dashboardId in url.please tell me how to show dynamically using dashboardId in ...
Deena Vicky's user avatar
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Reset all Global Filters of (embedded) TCRM Dashboard

My Managed Packaged contains a TCRM Dashboard with 10+ Global Filter options. As the Dashboard is delivered in the Embedded Licence, users can not use features of Analytics Studio and must rely on the ...
Robert Sösemann's user avatar
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1k views

Email Subscriptions not working

I've a Tableau CRM (Einstein Analytics) Dashboard that runs on different recipes. After subscribing to a widget, the Subscription Emails are not delivered as scheduled. But when I click Save and Run ...
vv99's user avatar
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Does deleting the schedule of a recipe affect other recipes?

I've a TCRM/EA Dashboard that runs on three recipes say A, B and C. There are connections b/w the recipes as well. Recipe A is scheduled to run hourly. Recipe B and C are scheduled to run after ...
vv99's user avatar
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1 answer
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Formula Field to calculate conversion rate of one stage over another stage in contact object in reports

My requirement is I have a custom picklist field in the Contact object name stage, like MQL(Mkt qualified Leads and DQ(Disqualified leads) SQL(Sales Qualified Leads) Now I would like to calculate and ...
Nishant Chaudhary's user avatar
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847 views

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 ...
user117564's user avatar
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362 views

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 ...
Emmanuel_M's user avatar
1 vote
1 answer
201 views

Report and Dashboards

I am a salesforce administrator. I have created a matrix report. I need to display the report in dashboard with row and column grouping without chart. But dashboard is not allowing to group by row and ...
Shakila Kuduva's user avatar
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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 ...
Ashik Shetty's user avatar
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1 answer
162 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
Gaurav Joshi's user avatar
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304 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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2 votes
1 answer
1k views

Einstein Engagement Frequency understanding

I am having issues understanding how the Einstein Engagement Frequency dashboard work. I see we have a high % of consumers who are oversaturated but I cannot see the reason why (apart from the number ...
fromero's user avatar
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How to join/cogroup by multiple fields in SAQL?

I am new to SAQL and am trying to join two datasets (let's call them q and r) using cogroup. I have 4 columns in each table (let's call these A, B, C and D). Columns A - C are the same in both ...
JC2020sg's user avatar
1 vote
2 answers
1k views

Einstein Analytics: Cannot delete "Queries with Errors" in Dashboard

I am designing a dashboard using Einstein Analytics. The dashboard has come very far with change in multiple dataset widget. So, before retrieving the dashboard using sfdx, I was cleaning up unused ...
Bonish Koirala's user avatar
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1 answer
1k views

Using SAQL to place total at bottom of results instead of alphabetically ordered

I have a SAQL Query which takes a list and attempts to display a total row at the bottom. However, the way that my code is written is causing the Total column to be alphabetically rearranged so that ...
Scott B's user avatar
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Is it possible to save dataflow exports to Salesforce records?

I have built a connection between NetSuite and Salesforce using the Data Manager from Analytics Studio. I have a column of data from NetSuite I would like to save (ideally automatically) to a ...
Julio's user avatar
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1 answer
2k views

Retrieve a list of Einstein Analytics dashboards via API

How do you get wave dashboards? I tried googling for it and I found a trailblazer article saying you can SOQL query like: SELECT ... FROM Dashboard. But this always returned 0 results for me. So I'm ...
Aequitas's user avatar
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Is it possible to create print preview page of wave dashboard in vf page

Is it possible to create print preview page of wave dashboard in vf page and save it as pdf from vf page. in the below code entire page is breaking and loosing its background color. <apex:page ...
sfdc_to_learn's user avatar
1 vote
0 answers
161 views

Using Salesforce dashboard in salesforce MOBILE sdk based app or may be some other app out side salesforce context

I want to render the salesforce based dashboards in mobile app which is based on SFSDK only. What will be the best way to do it? Currently i am making the call to get the dashboard data and then ...
Manjeet Sharma's user avatar
0 votes
1 answer
939 views

How to set current fiscal year as on load filter in Einstein Analytics?

I have created one Einstein Analytics dashboard for opportunity and in which i want to set filter on load of dashboard as current fiscal year which will show data of opportunity of current fiscal ...
Chintal Somaiya's user avatar
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1 answer
466 views

User is trying to save a dashboard but the only option she has is private, can you make it so she can save to all folders?

User is trying to save a dashboard but the only option she has is private, can you make it so she can save to all folders?
Harish k's user avatar
1 vote
1 answer
1k views

Download analytics Lens, Datasets as Excel\CSV using Lightning component

I wanted to show Einstein analytics datasets or lenses in the lightning component and the user should have a button to download the datasets as excel or csv. Is there anyway to do it? Please advise.
S.Sujendran's user avatar
4 votes
0 answers
645 views

Is Einstein Send Time Optimization reliable?

In the above snapshot of Einstein send time optimization dashboard, can we know which are these 5 email addresses that Einstein has predicted and can assign personalized send time? I am monitoring ...
Krati Garg's user avatar
1 vote
0 answers
405 views

Events monitoring analytics app duplicate logins/ login history (Einstein Analytics)

I'm using the events monitoring analytics app of pre-built dashboards. I'm looking to use the login dashboard which uses the loginwithusers dataset to see the number of logins by users and their usage....
melissa's user avatar
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-1 votes
1 answer
495 views

How to display Salesforce Einstein Analytics dashboard on external website

I have created this dashboard in Einstein Analytics Studio. Is there any way to display this dashboard on my external website.
jay's user avatar
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1 answer
714 views

Calculation in Einstein Analytics Dashboard JSON - dynamic reference line

I am adding a dynamic reference line to a combo widget and the line needs to show an average conversion rate. Monthly conversion rate is presented well, as the column calculating this value is set ...
g4c's user avatar
  • 17
2 votes
0 answers
428 views

Programmatically: Export Einstein Analytics Dashboard as Image or PDF

is it possible to export an Analytics Dashboard programmatically? Programmatically could be APEX or any API like the Analytics API. The three Options i tried are via "Print Preview": Did not found ...
TheShadow's user avatar
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0 votes
2 answers
3k views

Display current user's name in einstein analytics dashboard

I am new to Einstein analytics. I want to show the current User's name on the Einstein analytics dashboard. Can anyone please help me to do it.I have a text widget and I have added welcome note. But ...
S.Sujendran's user avatar
1 vote
1 answer
540 views

Hide an empty list filter in Einstein analytics dashboard

I'd like to know if it is possible to hide a list filter in a Einstein Analytics Dashboard if this filter has no available values. Thanks
Théo Beard's user avatar
1 vote
1 answer
1k views

Einstein Analytics dashboard - filter one widget only

Is there a work-around to implement multi-select pick list type of filter which would affect one specific widget only , on the dashboard? (ie, as oppose to global filters, which affect all widgets ...
g4c's user avatar
  • 17
0 votes
2 answers
915 views

How to hide "Open in analytics studio" button when the Einstein Analytics Dashboard is displayed

I am using Einstein Salesforce. I need to use Einstein Analytics Dashboard and add it to a page in Lightning App Builder. However, I need to hide "Open in analytics studio" button when the Dashboard ...
reuf's user avatar
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1 answer
171 views

How to remove back-round image - Einstein Analytics Dashboard?

I have uploaded an image to be a back-round of a dashboard, however, can't find a way to remove for the back-ground to be default (empty)?
g4c's user avatar
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1 vote
1 answer
2k views

Is it possible to group by a unique field but display a non-unique one with SAQL?

I'm a SAQL beginner and I'm currently trying to modify an errant dashboard in Einstein Analytics that I did not create. The dashboard contains a step that currently groups by Account Name and sums the ...
Alex Poole's user avatar
1 vote
0 answers
597 views

calculate time difference between status changes for Order History

Scenario We keep orders information into Salesforce and we have our own statuses too, whenever the order status changes in our Ecom system it updates that into Salesforce. I can get the timings via ...
Indrajeet Latthe's user avatar
1 vote
2 answers
2k views

Need to pull a report on the count of cases worked by an agent. But agent does not own the cases

We are having a challenging scenario. Any help would be greatly appreciated. We have a team of agents who works on the customer service cases. But once the case is closed the ownership changes to the ...
Chris's user avatar
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1 vote
0 answers
622 views

Custom (re)ordering and modification of legend in origami charts of Einstein Analytics

Custom (re)ordering of legend/bar segments in Einstein Analytics Above is the current workaround solution for custom (re)ordering of legend bar segments in Einstein Analytics. I've managed to attain ...
Bernadette Misa's user avatar
2 votes
3 answers
4k views

Embed Analytics Dashboard with Filter Logged In User

I want to embed a Lightning Analytics Dashboard and apply a filter to display a filtered set of records from my dataset in a dashboard. In this situation Case records, where filtered where Case's ...
jordan.baucke's user avatar
0 votes
1 answer
939 views

preconfigure filter affecting widget with disabled apply global filters

I have embedded a wave dashboard on a visualforce page. In my dashboard I have charts that "Apply global filters is disabled". What happen is when I view the dashboard on the visual force page, and ...
hpmacugay's user avatar
6 votes
1 answer
696 views

Wave/Einstein Analytics & React App Communication

My gut instinct is to use Analytics SDK, but a cursory glance doesn't reveal it. Is it possible for Analytics Dashboards to embed Lightning Components, iFrames, or Connected Apps, or conversely for ...
jordan.baucke's user avatar