Modify and Upload Your Dataset

What’s a Custom Map?

Uploading a dataset to CRM Analytics is pretty straightforward. In this step we’ll give you the dataset. But, before you upload it, you’ll need to modify it first to connect with your particular Salesforce instance. Don’t worry...we’ll walk you through it step-by-step.

Prepare Your Dataset

A typical dataset in CSV format might look like this:

Country,Country_code,Region,Accounts,Value
Australia,aus,South Pacific,1898,22930651
China,chn,East Asia,2051,29754009
Europe,eur,Europe,4668,61238042
France,fra,Europe,2303,28746829
India,ind,Asia,2721,32037499
Italy,ita,Europe,1722,26340986
Japan,jpn,East Asia,2872,36916012
Russian Federation,rus,East Europe,1847,27387456
South Africa,zaf,Africa,879,9794857
South Korea,kor,East Asia,1643,21934785
United States of America,usa,North America,6527,87044191

To associate each line of data with a matching flag, we’ve added a column to the dataset that contains the URLs to each particular flag. The URLs have this format in production:

https://<MyDomainName>.lightning.force.com/file-asset/<name>

For today, we're using a Developer Edition (DE) org. Each specific URL is determined by your DE org's My Domain name, whether partitioned domains are enabled, and by the name of the original file. For example, assuming that your DE org's My Domain name is "mycompany" and partitioned domains are enabled, the file with the USA flag has this URL:

https://mycompany.develop.lightning.force.com/file-asset/flagusapng

The filename at the end of the URL leaves off special characters such as hyphens and periods.

To save you having to figure this out, we’ve prepared a data file for you that includes the URLs— it looks like this:

Country,Country_code,Region,flag_img_url,Accounts,Value
Australia,aus,South Pacific,https://<MyDomainName>.develop.lightning.force.com/file-asset/flagaustraliapng,1898,22930651
China,chn,East Asia,https://<MyDomainName>.develop.lightning.force.com/file-asset/flagchinapng,2051,29754009
Europe,eur,Europe,https://<MyDomainName>.develop.lightning.force.com/file-asset/flageuropepng,4668,61238042
France,fra,Europe,https://<MyDomainName>.develop.lightning.force.com/file-asset/flagfrancepng,2303,28746829
India,ind,Asia,https://<MyDomainName>.develop.lightning.force.com/file-asset/flagindiapng,2721,32037499                                                                    Italy,ita,Europe,https://<MyDomainName>.develop.lightning.force.com/file-asset/flagitalypng,1722,26340986
Japan,jpn,East Asia,https://<MyDomainName>.develop.lightning.force.com/file-asset/flagjapanpng,2872,36916012
Russian Federation,rus,East Europe,https://<MyDomainName>.develop.lightning.force.com/file-asset/flagrussiapng,1847,27387456
South Africa,zaf,Africa,https://<MyDomainName>.lightning.force.com/file-asset/flagsouthafricapng,879,9794857
South Korea,kor,East Asia,https://<MyDomainName>.develop.lightning.force.com/file-asset/flagsouthkoreapng,1643,21934785
United States of America,usa,North America,https://<MyDomainName>.develop.lightning.force.com/file-asset/flagusapng,6527,87044191

Now you’ll prepare the file for uploading to your DE org:

1. Click here to download the data file. The data file is a text file in CSV format.
   
2. To get your org's My Domain name and determine whether it uses the domain partition, go to my Domain page in Setup. Find your org's My Domain current My Domain URL in the My Domain Details section.
   

1. Your My Domain name is the first part of the URL. For example, if your DE org’s current My Domain URL is “https://mycompany-dev-ed.develop.my.salesforce.com”, the My Domain name is mycompany-dev-ed.
   
2. If your DE org’s current My Domain URL includes “.develop,” then your org uses partitioned domains. That word isn’t included in the URL, then partitioned domains aren’t enabled. An example My Domain URL for a DE org without partitioned domains is https://mycompany-dev-ed.my.salesforce.com.
   

3. Open the data file and update it for your org. 
   

1. Replace each occurrence of <MyDomainName> with the My Domain name of your DE org.
   
2. If partitioned domains aren’t enabled in your DE org, remove all occurrences of “.develop” from the file. 
   

4. Save the data file as a text file with the extension .csv.
   

Create an Analytics Dataset

Next you’ll create a new dataset in CRM Analytics:

1. In your CRM Analytics-enabled developer org, click the Analytics Studio tab.
   
2. Click the Create button, and then select Dataset.
   
3. Click CSV for the data source.
   
4. Create a new dataset:
   

1. In the New Dataset screen, click Select file or drag file here.
   
2. Select the CSV data file that you modified, click Open, and then click Next.
   
3. Verify the Dataset Name is worldwide_sales_with_flags, and then click Next. 
   
4. In Edit Field Attributes, click Upload File.
   

When the dataset is ready, its information page appears in a new tab in the Analytics Studio. To see all your datasets on the Analytics Studio home page, click View All, and then click Datasets.

It can take a few seconds for your dataset to appear on this page. Give it several seconds. When the dataset is ready, it will appear in the list of datasets.

Your dataset is now ready to use. Next, you’ll create an amazing gauge chart to highlight what your data has to say.

Resources

• Salesforce Help: Partitioned Domains