Questions tagged [tableau-crm]

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Change bar description CRM Analytics / Tableau CRM

I'm building a graph where the info must be grouped by weeks, it is doing that, but the description shows me "week of the year", like that week 23, week 24. What I want instead are the ...
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To set null values when grouping in compare table

In my csv report one column having sum null values.. When I am creating dataset null values is displayed.. But grouping in compare table.. I can't get null values... What I have to do? To get null ...
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How to connect Marketing Cloud to Tableau CRM? [closed]

I would like to connect Marketing Cloud to Tableau CRM. How can I do it?
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Error: extraneous " in field when loading csv into TCRM

I am relatively new to Salesforce so please bear with me. I am trying to push a CSV file to the Tableau CRM via the External Data API. I keep getting my data upload rejected, with the following error: ...
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38 views

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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How to pass recordID in LWC inside Tableau CRM? trying to filter the dashboard with current Contact Id but not able to pass the ContactId?

How to pass record Id in LWC inside Tableau CRM? trying to filter the dashboard with current Contact Id but not able to pass the Contact Id?
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Does "View Tableau CRM on Experience Cloud pages" permission consumes a Tableau CRM license?

The permission "View Tableau CRM on Experience Cloud pages" is mentioned in this article Enable Tableau CRM for Experience Cloud Sites We have created a permission set that contains only the ...
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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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Getting the Error Code: 6'101 when using Connected Objects for my TCRM Recipe

I am testing a recipe that accesses the data from "connected objects" instead of a data set, selected only necessary columns. I performed sync of objects a few hours before. Getting the ...
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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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25 views

Getting the "duplicate value found: <unknown> duplicates value on record with id: <unknown>" error when trying to deploy a Tableau CRM dashboard

I am getting the mysterious "duplicate value found: duplicates value on record with id: " error when trying to deploy an existing dashboard from one sandbox org to another. The dashboard ...
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In Tableau CRM, how do we implement Fixed LOD like in Tableau?

Example of the Tableau custom field: sum({fixed [opportunity_id] , [booking_type]: AVG([booking_amount])}) What is the equivalent of Fixed LOD so that we can replicate the above in Tableau CRM?
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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 include forecast per month, year and forecast per user in tableau CRM

How do you include forecasts that include forecast per month, year and forecast per user in the tableau CRM Thanks in advance
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1 answer
98 views

Lightning Toast Message in Tableau CRM LWC Components

We created a LWC to aid our users when navigating Tableau CRM Dashboards hosted in a Digital Experience Site. When users press a button, I want to show the user a toast message. However, this message ...
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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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178 views

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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131 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 ...
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What permission/config controls creating views in Tableau CRM dashboard?

I am able to see the create a new view with the filters on a dashboard in one org but not in the other. I have gone through the permission set and configs but not able to find the issue. Adding the ...
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1 answer
54 views

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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69 views

Filter Tableau CRM Dashboards in Digital Experiences

Our team has built dashboards based on data in SF and external data in Tableau CRM. These dashboards show information based on data that is provided by clients, and we want to make this information ...
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333 views

Unable to download Tableau CRM dataset as CSV from Digital Experience

We want to give some of our Digital Experience users the ability to download CSV versions of datasets we create in Tableau CRM. There is a way to allow this using the dashboard component share ...
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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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128 views

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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18 views

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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Pivot Table With Text Labels

I'm looking to create a leaderboard where the names of a numerically ranked column populate the cells of a pivot table in Tableau CRM, but it only allows numerical values to fill in the pivot cells. ...
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1 answer
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Alternative of Tableau [closed]

If we want to Visually represent Event Monitoring Data, do we have any alternative other than Tableau. Also is there any tool that is free.
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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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1 vote
1 answer
276 views

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 can I use a global dashboard filter in a SAQL Query?

If I have a global filter on a dashboard (e.g. Account_Name), is it possible to reference that filter in a SAQL query something like: q = load "My_data_recipe"; q = filter q by 'Account_name'...
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67 views

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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58 views

How to execute mass action for more than 100 records in Tableau CRM?

Context: We have a Tableau CRM dashboard that queries account based on several filters and display them as a report table. Taking advantage of Salesforce mass quick actions to perform mass action on ...
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50 views

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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123 views

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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The ability to reset the dashboard state.(add a button) to check high level support of logged in user

the requirement as below. This feature will create the custom Aura component which will render the case dashboard (tableau crm dashboard)(completed) The ability to reset the dashboard state.(add a ...
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167 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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51 views

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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