Questions tagged [tableau-crm]

The tag has no usage guidance.

Filter by
Sorted by
Tagged with
0 votes
0 answers
17 views

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
0 votes
0 answers
17 views

Does Hyperforce support the Lightning Viz Component for embedding Tableaus in Salesforce pages?

We are planning on using the Lightning Viz Component to embed Tableaus into our Salesforce pages. I've read that "every Salesforce app, customization and integrations" will be backward ...
David R's user avatar
  • 101
1 vote
0 answers
31 views

Packaging CRM Analytics Templates that have a dashboard that uses LWC

Is it possible to package a CRM Analytics Template that has a dashboard that uses LWC? I'm trying to create a 2GP extension package that has a CRMA Template and Lightning Web Components but I'm ...
Ana C. L.'s user avatar
0 votes
1 answer
17 views

Data Processing Engine Runtimen platform choices grayed out

I am trying to create a new Data Processing Engine Definition. When I get to the second screen where it says "select the runtime platform" I'm presented with two choices: "CRM Analytics&...
SRenberg's user avatar
  • 143
0 votes
0 answers
36 views

Window Calculations in SAQL

I'm new to SAQL. I'm seeing a reference example where they are calculating three months ago: sum(sum(A)) over ([-3..-3] partition by Manager_Name order by ('DATA_DT_Year', 'DATA_DT_Month')) as '...
Venkata's user avatar
0 votes
0 answers
43 views

Can Tableau data be passed into Salesforce?

We are pulling data from multiple sources into Tableau and would like to leverage the salesforce and tableau integration to push data back info our Salesforce account records. Is that possible? And ...
Jessica Kaiser's user avatar
0 votes
0 answers
31 views

Loop over array kinda automation

I came to a tricky calculation: I need to identify dates 30 days apart from each other, and it's tricky because when a row doesn't fit 30 days rule the calculation for next row should not include this ...
loydan I's user avatar
0 votes
0 answers
47 views

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
  • 1
0 votes
1 answer
224 views

SFDX deployment of Salesforce Data Pipelines: Best Practices?

The project we're working on has a robust CI/CD pipeline (Circle CI) using scratch orgs for development Git branches. If approved, Pull Requests from dev branches are merged into an integration ...
Talkin Data's user avatar
0 votes
0 answers
76 views

How to use multivalue fields in computeexpression- TCRM

I have a requirement to build a table chart using the data from 3 different datasets. There are 15 fields in total which are to be displayed in the table Now, these 15 fields are common fields as ...
SFDCUser's user avatar
0 votes
0 answers
123 views

Einstein Analytics / Analytics Studio (Tableau) - Accessing Event Logs for Flow Executions

We are looking into using the Analytics Studio (Tableau) to create dashboards related to System Performance. One item we'd like to drill down further is the runtime on automations (WFRs, PBs, Flows, ...
Alexis Frisch's user avatar
4 votes
3 answers
275 views

Develop Analytics Templates in 1GP and 2GP packages

I want to build a Managed Packaged with TCRM / CRM Analytics / Einstein Analytics elements in a distributed fashion using SFDX, Version Control and Scratch Orgs. I understood from the documentation ...
Robert Sösemann's user avatar
0 votes
0 answers
48 views

Bring filter values to filter SQL results

I'm implementing a SQL query within an Analytics lens, but I want the result to be affected by the parameter selected on a filter, a date filter, to be specific. My query looks like this: SELECT ...
MHG's user avatar
  • 15
2 votes
3 answers
235 views

Develop & package TCRM apps for the AppExchange

Many years ago, when Tableau CRM (TCRM) still was called Einstein Analytics, I created a Managed Extension Package leveraging it. It was complicated to understand what could be packaged and what not. ...
Robert Sösemann's user avatar
0 votes
0 answers
621 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
  • 21
1 vote
0 answers
40 views

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
  • 21
1 vote
0 answers
44 views

Unable to create "Analytics for Healthcare" App in CRM Analytics

So i was trying to create a new "Analytics for Healthcare" App from CRM Analytics which comes with the Dashboards and Datasets . I ran into this issue while creating the app . And when i ...
REDD Ranger's user avatar
0 votes
0 answers
24 views

Invalid XMD : Providing fiscalMonthOffset to Date fields issue

In our dataset, the dates are showing data as per the default fiscal quarters but we need to shift the Fiscal Start month from January to November. As per this article by Salesforce, Specify the ...
Kamal Thakur's user avatar
1 vote
0 answers
52 views

Show Total at the bottom of the Visual Table Tableau CRM

I am just showing this below the Visual Table and wondering if there's a way to show the Summary at the bottom and not at the Top of the Table. I used the standard 'Show Total' option but could not ...
Kamal Thakur's user avatar
1 vote
0 answers
642 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
1 vote
1 answer
476 views

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: ...
meerkat_citronella's user avatar
0 votes
0 answers
492 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 ...
manish's user avatar
  • 109
0 votes
1 answer
961 views

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 ...
Shamina's user avatar
  • 4,135
0 votes
1 answer
84 views

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 ...
Mateusz B's user avatar
  • 113
0 votes
1 answer
406 views

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 ...
user113460's user avatar
3 votes
0 answers
80 views

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 ...
Mateusz B's user avatar
  • 113
1 vote
0 answers
60 views

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?
Zafrin Ahmed's user avatar
0 votes
1 answer
495 views

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 ...
Tanmay Arora's user avatar
1 vote
1 answer
298 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 ...
xouns's user avatar
  • 135
0 votes
1 answer
683 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("...
john lawrence catan's user avatar
0 votes
1 answer
319 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
0 votes
1 answer
461 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 ...
Ashik Shetty's user avatar
1 vote
1 answer
1k 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 ...
xouns's user avatar
  • 135
0 votes
1 answer
109 views

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 ...
Fakeha Quazi's user avatar
0 votes
0 answers
71 views

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. ...
Ravi Dashputre's user avatar
0 votes
1 answer
58 views

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.
Abhik Yadav's user avatar
1 vote
0 answers
28 views

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. ...
Priyanshu Chaudhary's user avatar
1 vote
1 answer
1k 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 ...
Shrey's user avatar
  • 11
1 vote
0 answers
188 views

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'...
Tepinvic's user avatar
0 votes
1 answer
228 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 ...
Shamina's user avatar
  • 4,135
1 vote
0 answers
317 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 ...
Startistin's user avatar
1 vote
1 answer
323 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: ...
user100839's user avatar