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Alrick Bloomfield postete in * CRM Analytics (fka Tableau CRM) *
8. Juni 2018, 14:36

I have a dataflow that gets Amount from Opportunity. Multi Currency is enabled. When I extract the data, the value is coming back in the based currency instead of the currency the record was originally entered in.  Is there a setting to stop this ? @Daniel Glogowski  @Danny Lai 

12 Kommentare
  1. Charlie Dalrymple-Smith (Synechron)
    11. Juni 2018, 21:27
    I'm not 100% sure I follow the concern, but the whole idea of appending (rather than just augmenting) is to ensure that the subsequent computeRelative node picks up all close dates in the period between the start of that period and the subsequent one (if it exists)
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Alrick Bloomfield postete in * CRM Analytics (fka Tableau CRM) *
12. Apr. 2018, 16:15

I am using dataflow and I want to filter the Dated Conversion Rate table based upon the close date in the Opportunity SObject.   In other words I want to get the currency rate for an opportunity based on the close date. How do I do this in a dataflow?   #Wavetechlounge  #WA-Answer  #AskTheACExperts  #Ask Salesforce Anything  @Daniel Glogowski  @Ziad Fayad @Mustapha El Hassak @Ed Sandoval #Multi Currency 

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Arati Kulkarni (Salesforce Administrator) postete in * CRM Analytics (fka Tableau CRM) *
17. Mai 2017, 20:19

Hello Experts,

 

I am trying to follow along the Bindings 2.0 video recording from #Wavetechlounge 

I am getting an error saying "Expecting 'TYPE' got Identifier. Can you please tell what I am doing wrong. Here are my 2 Steps that I trying to bind 

 "steps": {

            "StageName_1": {

                "datasets": [

                    {

                        "id": "0FbC0000000A2B7KAK",

                        "label": "Opportunities",

                        "name": "opportunity3",

                        "url": "/services/data/v40.0/wave/datasets/0FbC0000000A2B7KAK"

                    }

                ],

                "isFacet": true,

                "isGlobal": false,

                "label": "Source Step",

                "query": {

                    "measures": [

                        [

                            "count",

                            "*"

                        ]

                    ],

                    "groups": [

                        "StageName"

                    ],

                    "filters": [

                        [

                            "Close Date",

                            [

                                [

                                    [

                                        "year",

                                        0

                                    ],

                                    [

                                        "year",

                                        0

                                    ]

                                ]

                            ],

                            ">=<="

                        ]

                    ]

                },

                "type": "aggregateflex",

                "useGlobal": true,

                "visualizationParameters": {}

            },

                "selectMode": "single"

            },

            "all_3": {

                "datasets": [

                    {

                        "id": "0FbC0000000A2B7KAK",

                        "label": "Opportunities",

                        "name": "opportunity3",

                        "url": "/services/data/v40.0/wave/datasets/0FbC0000000A2B7KAK"

                    }

                ],

                "isFacet": false,

                "isGlobal": false,

                "query": {

                    "measures": [

                        [

                            "count",

                            "*"

                        ]

                    ],

                    "filters": [

                        [

                            "StageName",

                            "{{column(StageName_1.Selection,[StageName]).asObject()}}"

                        ]

                    ]

                },

                "type": "aggregateflex",

                "useGlobal": true,

                "visualizationParameters": {

                    "parameters":{}},

                    "type": "chart",

                    "options": {}

                },

                "selectMode": "single"

            }

        },

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Matthew Horton (Director of Salesforce bei Georgetown University) postete in * CRM Analytics (fka Tableau CRM) *
12. Jan. 2017, 16:38

[WEBINAR ON AIR @9AM PT] 

 

Wave Tech Lounge: Bindings 2.0 - Using the new Wave Bindings Syntax

TODAY at 9:00 AM - 10:30 AM PDT

It's not too late to register! http://bit.ly/WaveLounge

 

Below is the presentation we will be sharing during the session.  Download and follow along!

 

Missed any of our previous sessions? Here is the archive: http://bit.ly/WaveTLRecordings

[WA] Wave Tech Lounge - Bindings 2.0.pdf
10 Kommentare
  1. Arati Kulkarni
    17. Mai 2017, 13:11
    I am looking for the app too but couldn't find one.
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Diana Carter (Solution Engineer bei Salesforce) postete in * CRM Analytics (fka Tableau CRM) *
11. Mai 2017, 16:56

Posting @Michael Kunz's question: Can the templates be based on datasets created by recipes?  The templates there are great but it's only based on SFDC data and has limited customization. 

 

#Wavetechlounge 

1 Kommentar
  1. Diana Carter (Salesforce)
    11. Mai 2017, 17:19
    And @Skip Sauls's response - not at the moment. As it's more of an advanced feature, it's not currently priority.
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Yaling Yao
18. Apr. 2017, 00:57

Was anyone able to use the "in" operator of security predicate?  I tried it but got "not authorized" error.  The org has a single select picklist field Product_Line__c in the Opportunity object.  The User object has a multi-select picklist called Product_Line_Access__c.  I would like to grant access to opportunities by product line and each user may manage one product line or multiple product lines.  Here's the code I inserted in security predicate: 'Product_Line__c' in ["$User.Product_Line_Access__c"].  I was able to update the dataset without error message.  However, when i tried to access the dataset, I got not authorized error.  Thanks for sharing your experience! 

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Mariano Espagnol (Senior Technical Architect bei Salesforce) postete in * CRM Analytics (fka Tableau CRM) *
13. Apr. 2017, 16:57

#WaveTechLounge Can we use Actions to navigate to a specific custom page, like one created for closing the Opportunity? Will that be using URL? So the "open record" will redirect you to that particular custom page and not the default Opporunity page.

2 Kommentare
  1. Danny Lai (Salesforce)
    15. Apr. 2017, 05:31

    Hi Mariano, yes, you can use the URL option to link to a destination in your Salesforce org. If you have the Opportunity ID in the dataset, you can specify a link like:

    {{row.<OpportunityIDfieldname>}}

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Yue King Koo (Salesforce Evangelist bei King Koo) postete in * CRM Analytics (fka Tableau CRM) *
13. Apr. 2017, 17:14

Hi there, just want to make sure I understand how I can add a company logo say 100px by 100px to the top left corner of a dashboard?  

 

Another question - is there any "template" that I can add the company logo to, so that ALL dashboards that I create will automatically have that logo so I don't have to do it for every dashboard in my Wave App?

 

Thanks

 

#Wavetechlounge 

3 Kommentare
  1. Peter Lyons (Huron Consulting Group)
    14. Apr. 2017, 16:43
    I do what Danny suggests about templates. This works great if the client has a set of filters they want on every dashboard also. Lately though, I'm finding a lot of clients saying "What's with the logo? I already know where I work. Put something else there."
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Renee Prorok (Sr. Salesforce Administrator bei Goby Inc.)
13. Apr. 2017, 16:51

Can we use these record actions in the community, logged in as a community user?

4 Kommentare
  1. Dylan Thom (salesforce)
    13. Apr. 2017, 22:40
    Yes, unfortunately for the limited community user license, Actions is a feature that we still need technical and licensing work to deliver.
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Matthew Horton (Director of Salesforce bei Georgetown University) postete in * CRM Analytics (fka Tableau CRM) *
13. Apr. 2017, 15:18

Webinar starting @ 9AM PT Today!

 

Wave Designer - New Feature Deep Dive

 

Tune in to learn from Analytics Cloud product managers about some of the key new Wave Designer features that were launched in the Spring. Don't miss this session where we will focus on demos and 'how to' tips and tricks. The team will also provide a preview on what is being planned for future releases and give time for Q&A.

 

Register Now: http://bit.ly/WaveLounge

[WA] Wave Designer - New Feature Deep Dive.pdf
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