Blog Overview by Tags
- Bindings
- Connectors
- Data Prep
- Design
- Extended Functionality
- Lightning Reports and Dashboards
- Model Theory
- Onboarding
- Project Essentials
- Queries
- Release Highlights
- SAQL
- Story
- Templated Analytics
- Use Case
- Visualizations
Output Connector to Salesforce
In this day and age, pulling your data into an analytics repository and generating dashboards is just the beginning of the analytics journey. We want ...
Sync Out for Snowflake
The Tableau CRM team spent a bunch of time in 2020 working with our partners at Snowflake, and as a result of the collaboration, we came up with a uni...
A Binding Decision Tree
My binding blogs seem to be some of the most popular content on my blog. It is also one of the topics I get the most questions about. So I’ve be...
A SAQL Cogrouping Hack
Some of my blogs are inspired by questions or use cases that I encounter when working with Tableau CRM. In the past month, I’ve had the same que...
Einstein Discovery in Tableau – Try it for Yourself
Einstein Discovery empowers businesses to explore patterns, trends, and correlations in their historical data with the help of auto-generated machine ...
The complete guide to Einstein Discovery model deployments
Einstein Discovery drives business value for companies by eliminating friction in using machine learning, and maximizing its time-to-value. It is desi...
Revenue Operations with Predictive Insights
The Revenue Operations Analytics template helps you uncover key insights for your Sales Leaders and Sales Reps for a more accurate forecast and better...
From Dataflow to Data Prep
In the past few releases, we have seen the hard work behind the new Data Prep (recipes) emerge. While Data Prep aims to make it easier for users to ge...
Jazz up those tooltips with custom text & visualizations
At Tableau CRM (Formerly Einstein Analytics), the authoring experience team is particularly obsessed with enabling users to build rich, engaging ...
Create Intelligent Applications with the ‘Predict’ node in Recipes
🇯🇵 Read in Japanese Einstein Discovery allows the business scientist to explore patterns, trends and correlations in business data using Storie...
Smart ELT with Data Prep: Clustering in Three Steps
We are now expanding our Smart Transform offering in Tableau CRM! You can now participate in a Smart Transform Pilot Program and explore the upcoming ...
Preview of the new Data Manager
After the introduction of the new Data Prep that allows you to transform and prepare your data in a whole new way, more innovation is coming to Tablea...
Start and stop dataflows on command
When working with dataflows I think most of us simply schedule or manually run them to get new and fresh data (given the data sync has been updated). ...
Accelerating Prescriptive Analytics Using Einstein Discovery Templates
There is a good chance that you want to create a Machine Learning model for your business to aid decisions, but you are not sure where to begin. Einst...
Making the Lightning Report Builder faster
Is the Lightning Report Builder not fast enough? We hear you and are making changes! We’ve been hearing a lot of feedback from our customers that th...
Export node details of a dataflow job
When you are in your Data Manager and checking the data monitor you get a list of all the jobs that have recently run in your Tableau CRM (Einstein An...
Dataflow performance with field usage analysis
Some of you might have long running dataflows that you for many reasons want to have running faster. But how you approach this can be time-consuming. ...
Mohan’s SFDX plugin for Analytics
A few months ago I got introduced to Mohan Chinnappan‘s SFDX plugin while working on exporting datasets from Tableau CRM (formerly Einstein Anal...
Field usage analysis
I cannot tell you how excited I am to be writing this blog and I think you will find this immensely helpful especially if you have had Tableau CRM (fo...
Tables with action buttons
Users love tables on their dashboards, it’s a great way to see details after you have filtered through your data. What is even better you can ma...
Smart ETL with Data Prep: Detect Sentiment in Three Steps
The next-generation data platform is now generally available in Winter ‘21, and that means you get to embed sentiment analysis directly within your ...
Uploading datasets via CLI
A while back I wrote a blog on how to export datasets from Tableau CRM (Einstein Analytics) using Salesforce CLI and a plugin from Mohan Chinnappan. I...
Make your dashboard flexible with component widgets
Today I want to introduce a new (revolutionary) feature we’ve built in Tableau CRM (formerly Einstein Analytics); it’s called Dashboard Components...
Revenue Operations Analytics
What happens when you combine the power of the Einstein Analytics platform with the AI/ML capabilities to forecast your sales data? … The result...
Einstein Analytics: Data Sync Functionality Demystified!
If you are new to Salesforce or Einstein Analytics and you haven’t been in the trenches getting data curated for Einstein Analytics you might no...
Embracing Digital Transformation – Salesforce Einstein Analytics Academies go Virtual
2020 is arguably the year of digital transformation. Covid-19, lockdowns, and the swift shift to a virtualized world where employees work from home an...
Custom Fiscal Calendar? 445? 554? Or 454? We got you covered with clicks, not code!
As we know Einstein Analytics is the best Business Intelligence and Analytics product for your CRM. I am the product Manager for Enterprise features. ...
Autonomous Insights
Since the launch of Einstein Analytics over 5 years ago, we’ve been working hard to make the authoring experience richer and more declarative with â...
Live Customer 360 Insights Using Snowflake Direct
Einstein Analytics (EA) and Tableau together offer the world’s leading analytics solution for anyone, anywhere using any data. EA is focused on prov...
Export your Einstein Analytics datasets
Have you been in a situation that you need to download a dataset from Einstein Analytics? It may be to use it in another system or simply to have a ba...
SAQL simply explained – Part 7
In this part of the SAQL series, we are going to look at the rollup modifier, which is used to create total and subtotals in your query. Now as with t...
Accessing your Google Analytics data
I run a blog, which since you found this particular blog you, of course, know that, and like many others that run blogs or websites, I too have added ...
Auto Add Fields to Custom Report Types
Do you love custom report types but find them too difficult to manage? We understand that it can be time-consuming to add new custom fields to custom ...
Deleting custom maps
Custom maps are great! I love how you can simply visualize your data in any given way – I’ve previously covered maps with some examples &#...
Journey Behind Einstein Analytics’ New Data Platform
So far you might have heard that the new Data Platform in Einstein Analytics is going to change the way you work with data. You might have read an ove...
Subscribe to get report attachments directly in your inbox
Operational Reports & Dashboards is one of the most heavily used features within Salesforce with a large footprint. It enables business users to a...
Free dashboard designer at your service
In my experience, a lot of people struggle with creating a good dashboard design. They might be very clear on who they are designing for and what KPIs...
Tree-Based Learning Algorithms in Einstein Discovery
🇯🇵 Read in Japanese (Updated 2/10/21) The primary goal of this blog post is to provide technical information on the addition of tree-based machi...
Uncovering Deployment Techniques for Tableau CRM
Tableau CRM is a brilliant tool for data exploration and for AI-driven advanced analytics. It’s intuitive in nature, easy to learn, and empowers...
Estimate Propensity to Buy with Einstein Discovery to improve sales excellence
In order to satisfy increasingly diversified customer demands, product and service portfolios are steadily becoming larger. B2B and B2C companies are ...
SAQL simply explained – Part 6
If you have been following along in this blog series, I’m sure you are starting to see how powerful SAQL can be joining data as we see fit, but ther...
The Delicacy of Accuracy: A Deep Dive on Classification Performance
The accuracy of Machine Learning models gives rise to one of the most confusing discussions in the world of Machine Learning. There are multiple reaso...
New Data Prep platform made easier with native machine learning
If you have followed along with this blog series you will hopefully have noticed that what is coming with the new data platform looks great. The UI is...
Managing Einstein Discovery Models in the Wild
You created a story in Einstein Discovery. You measured its model’s accuracy. Then you made some necessary improvements. The model you deployed is n...
Cloud-native Data Prep of the future: A closer look
The Einstein Analytics Data Manager supplies fresh data to your Einstein Analytics dashboards and Einstein Discovery stories for actionable insights. ...
An introduction to the data manager
Working with Einstein Analytics I often hear people finding the data manager the most challenging part to learn. Perhaps because when people work with...
Welcome to the new data platform
Something new is coming to Einstein Analytics. Something you should pay attention to as it will change the way that you work with data. The most visib...
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 coverin...
Preparing Your Data For Einstein Discovery
Einstein Discovery is AI-powered analytics that enables business users to automatically discover relevant patterns based on their data – without hav...
Staying focused – Using a methodology to organize your thoughts and project activities
So far in this series we have introduced the notion of Einstein Analytics Stories, why you may create one and from a high level what sorts of business...
Modify your custom maps with mapshaper
Custom maps in Einstein Analytics is a brilliant way of portraying your data. I’ve already done a few blogs on the matter (this and this), but a...
Get a little help on the binding syntax
I’ve heard more than once than bindings can be hard and confusing. And if I didn’t believe that, then I only have to look at the most view...
What kind of questions can Einstein Analytics Stories answer?
Before getting started with creating first your Einstein Analytics Plus Stories, there are some things you need to think through and decide. Typically...
What are Einstein Analytics Stories and when would you use them?
When I started working with Einstein Analytics in 2015 needless to say not many knew much about Einstein Analytics. In the past couple of years, the D...
Infographic: Are you ready to create your dashboard?
So I decided to fire up my old computer with a very old version of Adobe InDesign so I could go back in time and create an infographic answering the q...
SOQL steps and Salesforce Direct
In Einstein Analytics we build our dashboards with datasets that we have constructed and run in the Data Manager. We do this because we want to denorm...
Sneak Preview: Data prep of the future
When you are new to Einstein Analytics and you for the first time have to build a dataset it may go alright, yes there are a few new concepts to under...
A new OAuth 2.0 Marketing Cloud connector in Einstein Analytics
This year Marketing Cloud made some changes to their authentication, the connector we had and still have in Einstein Analytics used the old authentica...
Co-grouping with clicks not code
Not long ago I took you through co-grouping in my SAQL series, while SAQL is good to know especially when you want to do really advanced stuff, there ...
SAQL simply explained – Part 5
In the last blog of this SAQL series, we saw how powerful SAQL really can be by joining datasets together using the cogroup statement. But we are not ...
Visualize your Einstein Analytics assets with the new Data Catalog
If you were at Dreamforce 2019 or followed along at home you may have heard about the new Einstein Analytics Data Catalog. If not read along, it’...
SAQL simply explained – Part 4
What we have covered so far in the SAQL series have been some basic features, however, it can be a lot more powerful. Let’s say you have two dif...
Create custom queries faster than ever
In the latest release, Winter 20, we got a lot of help in creating static steps – or as we will be calling them from now on, custom queries R...
Take your Einstein Discovery model from Good to Great
🇯🇵 Read in Japanese Einstein Discovery accelerates the embedding of augmented analytics in a business user’s work environment. The predict...
Einstein Discovery: How good is my model really?
🇯🇵 Read in Japanese As artificial intelligence, and specifically machine learning, is conquering today’s business world, a new way of huma...
SAQL simply explained – Part 3
By now we have covered most of the basics in a SAQL query, but there is one more thing that you will see a lot when you are working with SAQL and it i...
Einstein Analytics: A robust approach for performing period over period analysis (using a single date picker)
Einstein Analytics dashboard pattern for dynamic Period over Period Analysis using a single date picker.
Highlights:
* Works with a single standard da...
But that’s not my preferred currency
As you may have figured out Einstein Analytics does not support multi-currency out of the box. If you are an organization that has enabled multi-curre...
Driving analytics adoption by delivering value
I think user adoption is a pretty universal concept in IT and working with Einstein Analytics is not any different. You can spend hours, weeks or mont...
A Look to the Future with Timeseries – Part 3
In Winter 19 I did a two-part blog series on the (at that time) new SAQL timeseries statement. Yesterday I got an email requesting a 3rd part to the b...
SAQL simply explained – Part 2
In the first part of this blog series, I explained what is SAQL and the anatomy of SAQL. This will be the foundation for the rest of this series. The ...
SAQL simply explained – Part 1
When we create dashboards in Einstein Analytics most of us rely on the UI. In the dashboard editor, we click “New Step” select our datas...
A Hot Summer19 Release Right Off the Press
June has approached in fact we are almost midway through June, which means it’s officially Summer. And since I have crossed the “pond̶...
A Combo-Chart Hack
Sometimes you have a really great idea for a chart. You know exactly what you want, you have the calculations ready only to realize that the specific ...
Einstein Analytics: Demystifying Bindings – Part 9
In the past 8 blogs of this blog series, we have covered a lot of ground. We started out looking at the anatomy of a binding followed by data serializ...
Einstein Analytics: Demystifying Bindings – Part 8
This blog series has almost come to an end. From part 1 of this blog series I have tried to demystify the binding syntax and come with different examp...
Einstein Analytics: Demystifying Bindings – Part 7
When we build dashboards and show the dashboard to end users they have an expectation to see data in a table view. Maybe not in the beginning, but for...
Advanced Map Exploration
Maps are great on a dashboard. Why? Well, the brain can easily decode a map as all the data is visual, no text is needed to understand the data story....
Einstein Analytics: Demystifying Bindings – Part 6
If you have been looking at some of my other blogs, you might know I love the compare table functionality, we get to do powerful calculations without ...
Einstein Analytics: Demystifying Bindings – Part 5
It’s time for the fifth part of this Demystifying Bindings blog series and this binding type is one of the advanced possibilities in Einstein An...
Enrich Your B2B Marketing Data
I have to admit I don’t get to work with Pardot much anymore, that’s just the nature of my job. However, lately, I’ve been asked a l...
The Ultimate List of Einstein Analytics Shortcuts
Why click with your mouse when there is a shortcut? Well, maybe you are not aware of the many amazing shortcuts there are available in Einstein Analyt...
Einstein Analytics: Demystifying Bindings – Part 4
In this blog series, we have already covered a lot of ground looking at the anatomy of a binding and the different data serialization functions availa...
Einstein Analytics: Demystifying Bindings – Part 3
It’s time for more SAQL bindings in this third part of demystifying bindings. In the first part of this series, we looked at the anatomy of a b...
Einstein Analytics: Demystifying Bindings – Part 2
In the first part of this blog series, we covered the anatomy of a binding by looking at each component. Now, to be honest, most bindings you will wri...
Einstein Analytics: Demystifying Bindings – Part 1
Creating dashboards in Einstein Analytics is easy and it becomes yet easier with every release. But sometimes you want your users to have even more dy...
A Look to the Future with Timeseries – Part 2
In my last post, I introduced one of my highlights from the Einstein Analytics Winter 19 release timeseries – the ability to predict future...
A Look to the Future with Timeseries – Part 1
It’s Winter 19 release time! And that means we get some new awesome features in our production environment! One of the things I am excited about...
Marketing Smart with Einstein Analytics – Part 5
By now I have posted four blogs on how you can use Einstein Analytics for Marketing Cloud reporting. In the blog series we have covered how to get Mar...
Marketing Smart with Einstein Analytics – Part 4
If you have been following along in this series of ‘Marketing Smart with Einstein Analytics’ you will have seen how you can set up the con...
How to Make the Gauge Chart Dynamic Again
Several have asked me “how do we do the dynamic gauge post Summer18 release?”. Why? Well, when the gauge chart was released I wrote a blo...
Marketing Smart with Einstein Analytics – Part 3
In the last two parts of this blog series we explored how to get data from Marketing Cloud into Einstein Analytics, we even looked at taking those hid...
Marketing Smart with Einstein Analytics – Part 2
Getting marketing smart with Einstein Analytics includes getting details on how your marketing campaigns are performing. What emails were open and whi...
Marketing Smart with Einstein Analytics – Part 1
It’s no secret that I have a background in implementing Einstein Analytics, Pardot and Marketing Cloud for different companies, so I get a lot o...
Colors, labels, values – oh my!
You might have heard of ‘XMD’ working with Einstein Analytics. But do you know what it is? First of all, XMD stands for ‘Extended Me...
Compare Table Presents: Fun with Flags!
So who doesn’t love conditional formatting? Amazing how such a “simple” feature can generate so much excitement. Summer 18 has been ...
‘And’… ‘Or’… but how?
Note! From Summer 19 filter logic is available without SAQL Filters are a great way to segment your data to get valuable insights, since having too br...
Summer, Blue Skies & New Einstein Analytics Features
Summer always has a lot of wonderful activities and when we look at the Salesforce world this includes the Summer 18 release. Some were lucky to get a...
Fundamentals of Communication
Last weekend was a bank holiday in the UK and for once the weather was actually decent. So I decided to have a relaxing day in the park with a couple ...
5 Tips for Using Pages in Einstein Analytics
A few releases ago Einstein Analytics introduced pages as a beta feature, however, in Summer 18 this will be generally available. This also means that...
8 Tips to Increase Dashboard Performance
When building dashboard we tend to talk about data, metrics, and design, which I will say is key! But I am not afraid to admit that I have a couple o...
DreamOlé with a flavor of Einstein Analytics
DreamOlé… Sun, Spanish omelet, sangria, and Salesforce… What’s not to like about this amazing community event? And on top of that, I get to put...
My most used computeExpression
One thing I cannot control in the Einstein Analytics UI is the sorting of the values. It’s either alphabetically or descending/ascending values,...
That Thing Called columnMap
With Salesforce’s Spring 18 release they introduced a new parameter in the Dashboard JSON called columnMap. While Salesforce has good reasons to...
3 Ways To Go Above & Beyond With Analytics
Lately, I have had a lot of discussions with different organizations on how to get most out of Einstein Analytics. I mean a report is a report and a d...
London’s Calling for Genius Dashboards #LDNsCall18
I’ve been lucky to take my Dreamforce presentation back to London, make some improvements and deliver it at London’s Calling 2018. The the...
Embarking on your Einstein Analytics Journey? Start here!
I started my Einstein Analytics journey by coincidence in 2015. I was lucky that I got the opportunity to go to Paris and attend the Wave Brown Belt ...
What’s coming in Einstein Analytics for B2B marketers
People that know me… and maybe read my blog… would know that I work a lot with Pardot and Einstein Analytics. So the joined solution is de...
Flag Null Values in your Datasets
It would be great if your data in Salesforce was complete! I mean it would be so much easier to do reporting and get some great insight. Unfortunatel...
Salesforce Einstein… What?
Einstein in the Salesforce world has been a thing for a while now and my feeling is the concept has been hard to grasp. There are talks about Einstein...
Einstein Analytics vs. Operational Reporting – what is the difference?
The past few months I’ve been wondering if it’s time to upgrade my MacBook Air from 2010 and I’m leaning towards a “yes”...
Einstein Analytics: The Features that Blossom in Spring18
The cold is getting a grip in London these days and you see people wearing thicker coats, hats, scarves and gloves. It is not yet Spring, unfortunatel...
Rolling Aggregation with Compare Tables
As most of you know I am a fan of Einstein Analytics’ compare tables, which is why this is not the first blog on the topic. In all honesty they ...
Dynamic Text in Your Donut Chart
A lot of us love the donut chart in Einstein Analytics; it’s almost a pie chart but not really. The good thing about the donut chart is that it ...
YTD Comparison with Compare Tables
I love when my clients inspire me to write blogs. I mean they have real challenges and questions that other companies might very well also have, so wh...
Hack for Date Groupings in Static Steps
In April I did a blog on how to use date fields in static steps showing how to create filters and groupings [read the blog post]. Though the blog is s...
Dreamforce 2017 takeaways on Pardot
The key message delivered to B2B marketers during Dreamforce 2017 is that Account Based Marketing is the new black. You would have seen ABM on most Pa...
Dreamforce 2017 takeaways on Einstein Analytics
4 days of Dreamforce has come to an end and what an experience! There were many sessions on Einstein Analytics, in fact too many for me to attend, so ...
Winter18 Wonderland
Okay, it might not be winter wonderland yet, but it is getting colder and it’s time – at least for us in London – to dig out the boo...
Einstein Analytics: Genius Dashboards
At Salesforce’s Dreamforce 2017 I will be speaking about Einstein Analytics in the Admin Theater. The session is called Einstein Analytics: Geni...
Results Binding in a Text Widget
Do you have dashboards that are not tied to a specific timeframe? Or is your imports to Einstein Analytics not done on a daily basis? How do your user...
Einstein Analytics: Calculation without Code
When you start with Einstein Analytics the first time is spent learning how lenses and dashboards work and how to explore your data further maybe even...
Einstein Analytics: Filter & Selection Options
Einstein Analytics is a powerful tool but as you might have noticed it doesn’t work like standard reporting. Because of the unique way data is store...
Einstein Analytics: Design & Interaction Principles
Creating a dashboard is easy, but making it meaningful is much harder. This applies to any dashboard not just Einstein Analytics. Think about it, how ...
Einstein Analytics Recipes: Second Round
Earlier this year Salesforce released recipes in Wave; a simple way for you to transform your data. I liked the idea of recipes and decided to use it ...
How to filter dashboard by logged-in user
The Summer17 Release of Salesforce Wave has given us some enhanced bindings as mentioned in my blog on the new release. I know, I will be enjoying th...
The 4 hottest Wave features in Summer17
London is not the most exotic place in the world, regardless we have this week really felt the heat of the summer with 30+ degrees. So what would be m...
How to make your Gauge chart dynamic
I don’t know how many customers and consultants that have asked: “can I get a dynamic target in my gauge chart?”. I even got the qu...
Empower Communities with Wave
If you are using Salesforce Communities as well as Wave you can design great dashboards and embed them in your community. This is a great way for you ...
Define the order of your results
As you may know, Wave sorts your step/lens results automatically. By default results are sorted alphabetically or small to large if the grouping ...
Wave Shortcuts
Over time building dashboards in Wave I’ve found a few neat (and maybe a little hidden) shortcuts. Personally, these are helping me and making t...
Using date fields in static steps
Earlier I wrote a post about static steps and how they can give the dashboard viewer additional power in exploring data [read the post here]. I showed...
Connecting Dataset in Wave
If you like me have been building dashboard in Wave for awhile, then you probably would agree that best practice is limiting the usage of multiple dat...
Working with Wave Recipes
I’ve had the pleasure of working on a Wave project that started up after the Salesforce Spring17 release. Knowing that there were some great enh...
Top 4 quick JSON tricks for Wave
If you are new to Salesforce Wave or even if you have been using Wave for a while but never dared to look at what happens behind the dashboard, here a...
The power of static steps
Sometimes you want to give your end users a little bit more flexibility when viewing Wave dashboards. This could be by allowing them to choose which ...
Toggle between map types in Wave dashboards
In Wave you can view your data on a world map; this is pretty cool if you want to see how your opportunities or cases are spreading across the wo...
Top 3 Salesforce Wave features to look out for this Springtime
Last year Salesforce brought us the flex designer that made it easier and much quicker for us to build dashboards and make them available on all devic...
Using Salesforce Wave to measure your B2B marketing effectiveness
Marketing ROI is a question that always comes up, whenever I do Pardot implementations. How do we measure engagement? How do we measure marketing gene...