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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.

2 votes

How to bucket field values in Einstein analytics

Basically you have 2 options: Bucket in a dataflow or recipe Bucket in the dashboard. For that you have to write custom SAQL. In your query insert a line containing "case when" like the following …
Patrick R.'s user avatar
2 votes

Incompatible types String and Date in Einstein filter

You cannot use a function within a filter Transformation. To achieve that, you have to use a computeExpression and generate a new field (for example dateFilter -> toDate(date_to_epoch(now())-(3155692 …
Patrick R.'s user avatar
2 votes
Accepted

Data merging in Analytics Dataflow

You have to use the augment node in the dataflow to do this. Choose Left Source, Left Key (it is written in singular, but you can use multiple keys), Right Source and Right Key. Then check all right f …
Patrick R.'s user avatar
1 vote

Generate previous work day

I don't think there is a thing such as conditional filtering. But you can create a query with "case when" and generate the value "3 days ago" or "1 days ago". Then insert that value in your main quer …
Patrick R.'s user avatar
1 vote
Accepted

Calculation in Einstein Analytics Dashboard JSON - dynamic reference line

In the ConvertedOpp_1 query, you could add a field with C*100 to bind it in the reference line label. Then to not have it displayed in other charts/tables remove it from the JSONs "numbers": [], "grou …
Patrick R.'s user avatar
1 vote
Accepted

How to display Salesforce Einstein Analytics dashboard on external website

Let me google that for you: https://help.salesforce.com/articleView?id=bi_embed_whitelist.htm&type=5
Patrick R.'s user avatar
1 vote
Accepted

Einstein Analytics dashboard - filter one widget only

You can create a List widget. Either use a static step in the background or an existing dataset (then you have to deselect, that the selection is broadcasted). Then in a second step use a column bind …
Patrick R.'s user avatar
1 vote

How to include a row with subtotals by second level group in Einstein Analytics using SAQL?

You'd have to create a second subquery such as: q2 = group q by Group2; q2 = foreach q2 generate "subtotals" as Group1, Group2, count() as A, sum(DataXY) as B; Afterwards union your …
Patrick R.'s user avatar
0 votes
Accepted

open as lens not working in Einstien Analytics Dashboard

I fear it is too late for that. The winter release was rolled out October 14th. And classic dashboard are not accessible anymore at all. Salesforce Winter '20
Patrick R.'s user avatar
0 votes
Accepted

Hide an empty list filter in Einstein analytics dashboard

Hiding widgets is not possible at the moment at all. The only thing I can imagine is using a link widget. Depending on whether your filter is empty or not you bind a different Page to the widget. But …
Patrick R.'s user avatar
0 votes

Combine/Concatenate Two Datasets

Where do you want to do that? Within the dasboard, then use the union command to combine the datasets. To create a new dataset, which then can be used in multiple dashboards/lenses create a dataflow a …
Patrick R.'s user avatar
0 votes

Meaning of (#) in Sum of # in Einstein Analytics

Since the latest release of Einstein Analytics Spring '20 in that window you see the label on the left and the technical name on the right. So # really is the columns Label, while Column1 is the techn …
Patrick R.'s user avatar
0 votes
Accepted

Einstein Analytics difference of date and number

First, convert the now()-Date to epoch seconds, then substract the desired number of days (multiplied by 24 * 60 * 60 = 86400). Then convert this epoch seconds value back to a date. toDate(date_to_ep …
Patrick R.'s user avatar
0 votes

Filter records not in other query results - SAQL

Bindings (or Interactions as they are called now) have a very strict syntax, and you don't get very good help on error correction, it usually just crashes. Anyway, here is the documentation: Bindings …
Patrick R.'s user avatar
0 votes

Get derived date dimension year or month

EA only generates these values for Dates loaded into a dataset: Einstein Analytics Dates To achieve someting similar, you can use the toString()-function: q = foreach q generate toString(newDate, "yy …
Patrick R.'s user avatar

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