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 make any row actionable pulling up the action menu allowing you to open records or perform Salesforce global actions. In Winter ’21 there is an addition to how actions ...
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. It seems Mohan’s plugin was well received and he has since expanded on it to upload csv files to Tableau CRM. This is powerful if you want to update ...
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 “clicks, not code”. We hope this has empowered more of you to become dashboard builders and helped you build powerful analytics apps faster for your entire organization. We’ll be taking the ...
Einstein Analytics (EA) and Tableau together offer the world’s leading analytics solution for anyone, anywhere using any data. EA is focused on providing actionable insights in the native CRM user experience and has best-in-class integration with CRM that allows you to analyze all your CRM data in a secure & scalable manner. And then there ...
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 back up of your data? It is actually possible to do and Mohan Chinnappan has made it even easier with his Dataset Export Utils. This ...
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’s nothing less than amazing! Earlier this year I and the rest of the London DataTribe had the pleasure of welcoming Skip Sauls who is the product manager at ...
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 Analytics. Look no further, here is a list of all the shortcuts you should know and use. Big thanks to Geoff Rothman for finding a lot of these. Dashboard ...
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 Marketing Cloud prepped, how to set up the connector in Einstein Analytics and also how to generate a dataset on open and click tracking data using the ...
You might have heard of ‘XMD’ working with Einstein Analytics. But do you know what it is? First of all, XMD stands for ‘Extended Metadata’ and it a set of instructions that defines how a user visually see your dataset. Meaning once you apply these instructions every lens or dashboard leveraging this dataset will see ...
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 to give extra insight into cases, orders or other data from external sources that are relevant for your community user. Here’s an overview of how to get ...