The ultimate bindings dashboard

A little more than a year ago I sat out to demystify bindings (or interactions as they are being called from Spring 20). I wrote a blog series covering data selection, data serialization, and data manipulation functions. It turned out to be quite a few blogs and quite a few bindings as well. I figured let me give away all the samples I cover in the eight blogs, which you can find in the ninth part of the blog.

One thing that annoyed me with the dashboard is that you

  1. need an Einstein Analytics training org as the dashboard is leveraging a dataset only created there
  2. need to manually in the dashboard JSON change all the dataset ids to match the dataset you have in your developer org.

Needless to say, mistakes can happen and the dashboard will fail. Joseph Yelle, from Search Discovery, offered to help make this process easier and also available in any org – and guess what it’s here and is SUPER easy!

To install the complete binding dashboard follow these 7 steps:

Step 1 – Have your login credentials to your org (developer, sandbox or production) ready.

Step 2 – Go to https://touchanalytics.herokuapp.com/

Step 3 – If it’s a sandbox you want to connect to, make sure to have the checkbox selected, else just click “Connect My Org”.

Screenshot 2020-03-27 at 15.02.57.png

Step 4 – Add in your Salesforce user credentials.

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Step 5 – Make sure to grant access by clicking “Allow”.

Screenshot 2020-03-27 at 15.03.38.png

Step 6 – In the list select “Complete Binding Dashboard” by clicking on the name and hit “Next” to get the dashboard created.

Screenshot 2020-03-27 at 15.04.05.png

Step 7 – You will see the dashboard and dataset is being created behind the scenes, once you see the completed status you can head to Einstein Analytics and see the dashboard.

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The dashboard will appear in your recent items, but it is being stored in the private app. If you want more people to access it you can move the dashboard and the dataset to a different app.

Screenshot 2020-03-27 at 15.05.25.png

And that’s it. The complete binding dashboard with examples and links to explanations is ready to be used.


6 thoughts on “The ultimate bindings dashboard”

  • Avatar 1
    Reinhard on March 29, 2020 Reply

    What a fantastic way to migrate Dashboards between orgs, took me 20 seconds, super smooth!!! Great job Josef and Rikke!!!

  • Avatar 2
    Claire Rostron on March 30, 2020 Reply

    Agreed! In fact, how rerusable is that tool? Se’re struggling with multi-org delivery at the moment and that could be just the ticket.

    • Avatar 3
      Joseph Yelle on March 30, 2020 Reply

      It’s a templatization framework built to quickly templatize dashboards and get around the need to install packages in your salesfore org. It could be used for cross org migrations as well. Reach out to me here and we can chat: joseph.yelle@searchdiscovery.com

  • Avatar 4
    Colin Linsky on April 2, 2020 Reply

    I love this blog – it shows how generous people can be with even when it comes to the most valuable skills. Thank you Joseph and Rikke, we are all much the richer for the gifts you have given us.

  • Avatar 5
    Priya on September 10, 2020 Reply

    Hi,
    I am unable to get the dashboard. Only dateset upload gets completed.
    Please let me know why this happened to me.

    Thank you in advance

    • Avatar 6
      Rikke on September 24, 2020 Reply

      Thanks for informing me… Working on it, hopefully, it’s fixed soon.

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