I have worked with CRM Analytics since 2015 (back then Wave). I started this blog to help make the journey to master CRM Analytics easy by documenting tips, tricks & cool solutions.
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 Analytics) org. When looking at how the jobs are running – especially the dataflows – you can expand the job and see all the nodes that ...
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. Siva Teja Ghattepally has provided a brilliant webinar giving techniques to optimize the dataflow performance. To aid this process Mohan Chinnappan‘s analytics plugin provides a great command that allows you ...
A few months ago I got introduced to Mohan Chinnappan‘s SFDX plugin while working on exporting datasets from Tableau CRM (formerly Einstein Analytics). I thought it was a very helpful tool and I decided to type up a blog to help others with this use case. Little did I know at that point that Mohan ...
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 (formerly Einstein Analytics) for a while. I find many users end up creating a lot of dataflows and bringing in a lot of fields because they ...
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 ...
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 ...
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 the previous parts of this series, total and subtotals can also be achieved in the UI by using compare tables. Hence just because you need ...
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 a Google Analytics script to my blog. To be honest I’ve never really looked at the Google Analytics data since counting hits and other metrics hasn’t ...
