Questions tagged [einstein-analytics]

Wave (new name Einstein Analytics) is Salesforce's cloud analytics tool which can be used with Salesforce Sales and Service cloud and other external data sets.

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183 views

Enable Einstein Bots in the Developer org

I am not getting the option to enable the Einstein bot in the developer org following the steps mentioned in the trailhead[https://trailhead.salesforce.com/en/content/learn/projects/build-an-einstein-...
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1answer
94 views

Profile access on Custom Fields in Einstein Analytics

In Einstein Analytics, to see what field permission a User has on a Custom Field via Permission Sets can be achieved using combining FieldPermissions object and PermissionSetAssignment Object. But, I ...
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183 views

How to Add a Filter Static Binding in JSON Einstein Analytics

filter parameter in step - "filters": [ [ "Created Date Formula", [ [ ...
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340 views

Binding the Initial Filter Selection - Multi-value List Selector

I'm surfacing a list selector widget on my dashboard that allows a user to select a Year and Quarter in a single step. I want to bind an initial value to this list selector based on the derived date ...
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1answer
134 views

Formatting a derived measure that was calculated from multiple datasets

I understand how to format a derived measure using the XMD. But here, my derived measure comes from multiple datasets. Here is my SAQL: q = load "Dataset1"; q = group q by all; q = foreach q ...
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51 views

Einstein analytics: operation between 2 datasets, where there is no common field

I am trying to do a simple operation in Analytics that is to get dataset1 when group by a category (User Name) and divide this by a total amount of a dataset 2, 5500000 I am not familiar with SAQL, ...
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61 views

How can I see all my email activity & standard Salesforce tasks in one report/dashboard?

Right now my org's email activity is being handled exclusively by Einstein Activity Capture, and all other activity (like calls, demos, meetings, SMS) is being saved as individual Tasks & Events ...
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121 views

saql create bar segments

I would like to create stacked bar based on something a saql query like this: q = load "datasetname"; q = filter q by 'field1' == "false" and 'field2'=="homescreen"; q = filter q by date('...
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56 views

How to troubleshoot the connection error occurring while connecting data of AWS - RDS PostgreSQL with Salesforce in Einstein Analytics?

From Salesforce Einstein Analytics we are trying to connect the data through AWS-RDS PostgreSQL . So, AWS-RDS, is in the client intranet network as well as we have integration in between this two ...
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2answers
168 views

Einstein Vision issue when Creating the DataSet

I am trying to create a data-set using Einstein Vision API by following this trail. So i have successfully created the dataset by providing the following URL: https://developer.salesforce.com/files/...
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1answer
125 views

Permission Set Assignment in Salesforce Einstein Analytics Error

I created a Dataset in Einstein Analytics that simply gets data from Permission Set Assignment, nothing fancy. While Running the Dataflow I am getting the below error: Something went wrong while ...
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29 views

How exactly are the Einstein analystics external connectors secured?

I'm trying to connect einstein analytics to one of our local data servers. But network wont add the whitelist until they know how does this connection stay secure? And luckily for me not a single ...
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135 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 ...
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1answer
359 views

SAQL calculate average case close rate for einstein

Scenario So I want to display average case closing rate(for now in minute) on dashboard. What I've done So if I'm not wrong I can calculate the difference time like (closed date - created date) ...
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1answer
30 views

VRP using Einstein Analytics?

I wanted to know if we could use Einstein Analytics to solve vehicle routing problems. For example, how to minimize the cost of a trip, recommend ideal routes for pick-up and drop, maximize the ...
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198 views

Export Einstein Analytics Datasets

Is there a way to do an automatic export of records periodically from Analytics Datasets? I need to send the records to a Data Warehouse Server.
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63 views

Global variable using SAQL

Can global variables be used with SAQL? How can I see the value of the global variables in Wave Analytics?
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1answer
74 views

wave:selectionChanged behaviour in Summer '19

I'm creating a lightning app that interacts with an Einstein dashboard. The idea is that when a user filters data in the dashboard, a search is performed in an external system using the filtered data. ...
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54 views

Is it possible to save/persist data from an Einstein Dataset back to Salesforce?

We are building a Lightning application that will be used to show Einstein consolidated data to users. We want to either consume this data directly from Einstein (we know we can do that with Wave SDK ...
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49 views

How to create an auto increment field in Einstein Analytics

I want to add to my dataset an autoincrement field but I don't know how to. Is there any way to do this in the dataflow? Thanks in advance.
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156 views

Bindings measures from two datasets in Einstein Analytics

I've got a problem. I'm trying to display the "%" in my number widget. It's easy with only one dataset but in my case I got two datasets. I want to take the budget value from Budget and sales value ...
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69 views

Multiple filters for same field in wave:update

I'm developing a Salesforce Aura component that updates an existing Wave Analytics dashboard whenever something changes within the component. Those changes may affect same field with several values ...
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188 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 ...
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2answers
200 views

Sharing of Accounts in Enterprise Territory Management

I struggle a bit with the ETM topic. I have set up ETM in SF and defined the dataflow to cover ETM sharing logic (with security predicate) in Analytics. However when I checked for a specific user I ...
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1answer
127 views

Can I send data to Salesforce Analytics / Einstein as JSON and not CSV?

The Salesforce Analytics / Einstein API documentation says that in order to upload actual data to the datasets you need to prepare CSV files and JSON is used only for metadata. Is there any way to ...
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2answers
1k 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 ...
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1answer
499 views

Analytics Facet issue - Syntax Error after token ) :: ilter q by (());

I have a SAQL step in my dashboard that goes something like this: q = load "aDataset"; q = filter q by 'A__c' == "true" && !('B__c' >= "-"); q = filter q by '...
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2answers
344 views

Replace null values in JSON

I'm using a compare table and some values in my datasets doesn't exists. So when I'm trying to calculate the percentage between two rows I got no values. For example I got this image : In the forst ...
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2answers
347 views

im trying to make a dashboard, but it is showing error, “Function doesn't have a type check definition”

"layouts": [], "steps": { "Amount_2": { "type": "aggregateflex", "query": { "measures": [ "sum", ...
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1answer
35 views

Einstein to make sales predictions

I have a customer who wants to be able to predict how much each of their Accounts is going to buy in the upcoming months. They believe that the amounts are determined by a number of factors e.g. past ...
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1answer
944 views

How to schedule and export Dashboard from Einstein Analytic

Good day, All Here I have question on the Einstein Dashboard usage, with the version we have, there is no schedule or auto trigger function on it, so user would get the Dashboard by access URL only. ...
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1answer
227 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 ...
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2answers
181 views

Einstein analytics. Update the template?

what steps i need to follow to add second dashboard in a template? How to make changes in template-info.json to add dataflow/dataset ?
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1answer
138 views

Style for Einstein bot

How to change Color and style of Einstein chatbot in community? I have tried with snippet setting file, but did not work.
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1answer
169 views

Bind the Result of one dataset to an another

I have two steps. One with my Holidays group by years and month created with a single dataset with one column "Holidays" with all date of holidays in 2018 and 2019. The second one is my Amount per ...
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1answer
342 views

Filter dataset by column from an another dataset

I want to filter my Date datasets by Holidays datasets with something like that : a = load "Date_Test"; b = load "Holidays_Test"; b = foreach b generate 'Holidays' as 'Holidays'; a = filter a by '...
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1answer
382 views

Filter Dataset with only Work Days

I would like to get the days from Monday to Friday (except holidays) in my SAQL queries. For now I only have Opportunity dataset with Amount and all rows related to CloseDate (Date, Year, Month, Day, ...
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1answer
890 views

Salesforce Analytics Dataflow - Aggregating datasets?

Assume I have a dataset like such: Cart Data ---------- oId cId iId $$ 1 C1 . 2 1 C1 . 3 1 C2 . 3 2 C1 . 1 3 C2 . 3 3 C3 . 4 4 c4 . 5 4 c4 . 5 5 c2 . 4 6 ...
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1answer
31 views

Get number of CloseDate_Day in a group of CloseDate_Month

I want to get the sum of Amount of the company per month (CloseDate_Month) and divide this sum by the number of CloseDate_Day in this month. q = load "Test"; q = group q by 'CloseDate_Month'; q = ...
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1answer
346 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 ...
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0answers
948 views

Einstein Analytics - SAQL - Compute expression in Dataflow - Period over Period formula

I have a formula field I need to create in Data flow using a Compute expression. It needs to group by our 'Record_ID' and compare this weeks data to last weeks. The data i want to compare is labeled ...
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1answer
199 views

Einstein Analytics

I'm working on managed package where it is deployed to many users. We are now adding new Einstein Analytics Templates and dashboard in the managed packages. If end user don't have analytics enabled or ...
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1answer
163 views

SAQL to find the remaining days in the year?

I want to found the count of days remaining in the year in SAQL . q= foreach q generate daysbetween(toDate(date_to_epoch(year_start_day))-now()) as 'daysRemaining' I want apply formula 365-now() in ...
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0answers
381 views

Filter Data Based On Values Matching In Two Columns

Is it possible to filter data based on values in two columns matching in Einstein Analytics? For example, I have one column named BO Qty and another named Supply Qty. If BO Qty is 1 and Supply Qty is ...
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0answers
154 views

Einstein Scoring for Custom Object

We want to have Einstein Scoring for our custom Job object. And we would like it to be like Lead Scoring on the screenshot: We plan to develop a custom Lightning Component for that purpose. I ...
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1answer
1k views

Global Filter einstein analytics

I created an einstien analytics dashboard last year and so far everything is working fine. I created a new dataset using one of the dataflow and created a step using this new dataset and updated one ...
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1answer
299 views

Einstein Analytics data binding to boolean value

I am trying to conditionally hide tabs based on the output of a certain table. Currently I am attempting to set the navigationHidden property of the page to false like so: "navigationHidden": "{{cell(...
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1answer
163 views

Wave Analytics Filter by Formula field

Is it possible to filter the rows based on the formula fields. I created a table and I only need to show rows that is not in <=-25% && >= 25%.
2
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1answer
311 views

Einstein Split in Journey Builder Error

I am trying to use Journey Builder to apply an Einstein Persona Split to my Journey Builder audience. This is a recurring email campaign that has been set up to be started from a triggered Automation. ...
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1answer
393 views

SAQL to generate a field not in a group by statement

I'm a bit of a beginner to SAQL. I have been tasked with maintaining a fairly elaborate dashboard and data flow and have been asked to add some features to it. There is a lens that displays a chart ...

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