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
- need an Einstein Analytics training org as the dashboard is leveraging a dataset only created there
- 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”.
Step 4 – Add in your Salesforce user credentials.
Step 5 – Make sure to grant access by clicking “Allow”.
Step 6 – In the list select “Complete Binding Dashboard” by clicking on the name and hit “Next” to get the dashboard created.
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.
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.
And that’s it. The complete binding dashboard with examples and links to explanations is ready to be used.
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What a fantastic way to migrate Dashboards between orgs, took me 20 seconds, super smooth!!! Great job Josef and Rikke!!!
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.
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
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.
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
Thanks for informing me… Working on it, hopefully, it’s fixed soon.
Hello Rikke,
Your blog is very helpful. I am using binding in my dashboard in a scenario that
1. get top five keywords mentioned by agents in their calls
2. show the times of keywords being mentioned with the type of the calls in a stack bar chart
However, using binding in the query sends two requests to the server and causes performance issues. Do you know if I can use a result of stream as an input for a filter in the second stream?
I am trying to connect and get the code but it just takes me a screen where it says Loading, Please wait and it keeps spinning after clicking on allow. Can you please fix the issue.
Any luck fixing the https://touchanalytics.herokuapp.com/dashboard Loading please wait issue? Would love to deploy this into a Client’s org – this is incredibly helpful!
I’ve lost my contact there, but if you look at part 9 there’s the JSON. You just need to update the references.
Thank you! I’ve updated the JSON and added to my dashboard. When I go to save, I receive the following error:
Unrecognized field “receiveFacet” at [line:1, column:14373]
Is there an easy way to address this error message?
I clicked on the heroku link, but it seems like there’s nothing there anymore 🙁
I can’t connect to the org using https://touchanalytics.herokuapp.com/ Please help!