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 many times have you looked at a dashboard you didn’t create yourself and ended up spending several minutes decoding what you were looking at? Is the pipeline for this month ...
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 this enhancement a lot. So I thought why not share how you could use the enhanced binding to filter dashboards based on the logged in user. I have created ...
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 question asked today. My reply is always: “Sorry, this is not possible with standard Salesforce reports and dashboards”. But today I also thought: “I wonder if Wave could support this requirement?”, ...
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 how to use static steps as a measure, grouping, filter, order and limit. However, all my examples used dimensions or of course measure, they did not use a ...
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 datasets. One of the main reasons for this is that the natural faceting that makes widgets interact with each other will stop working. Traditionally you would have to add ...
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 grouping or measure to use in the graph. Static steps are a way for you to empower this flexibility. First, we need to create a lens we can put on ...
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 world. However, it can quickly become be a lot of details if you work with opportunities or cases in the whole world. With a few tricks, you ...
Marketing ROI is a question that always comes up, whenever I do Pardot implementations. How do we measure engagement? How do we measure marketing generated pipeline? We all know that marketing budget is closely tied to how much business can be generated for the effort, but this is not always easy to measure. Pardot does ...