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Praveen Annareddy (CRM developer presso IBM) ha fatto una domanda in * CRM Analytics (fka Tableau CRM) *
5 giu, 08:05
Conditional formatting issue with multiple Gauge Charts inside a Repeater widget

Hi, 

I have a requirement regarding CRMA Dashboards. I have added two Gauge Charts inside a Repeater widget. When I apply conditional formatting to both gauge charts, both charts display the same measure value instead of using their respective measures. 

Could you please advise how to configure different conditional formatting rules for multiple Gauge Charts within a Repeater widget in a Salesforce CRMA Dashboard? 

Could you please help this query. 

 

Thank you, 

Praveen Annareddy. 

1 risposta
  1. Abaid Ur Rehman
    Ieri, 15:24

     This usually happens due to a context binding issue in Repeater widgets in CRM Analytics. 

    Inside a Repeater, Gauge charts can sometimes inherit the same query context, so when conditional formatting is applied, both gauges end up referencing the same measure instead of their individual ones.  

     

    What to check / fix: 

    •  Ensure each Gauge chart is using a separate step/query, not a shared one inside the repeater 
    •  Define conditional formatting rules separately per gauge, not globally reused 
    •  Make sure the repeater is passing a unique item context (dimension/key) to each gauge 
    •  Verify each gauge is explicitly bound to its own measure field (avoid implicit/shared bindings) 

    Important note: 

    This is a known limitation in Repeater + Gauge combinations in CRMA where context inheritance can override individual widget-level formatting. 

    If the issue persists, a common workaround is to avoid repeating gauges and instead use separate widgets or restructure the dataset to pre-calculate the required measures. 

    Hope this helps 👍 

     

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Ashlekh Gera (Lead Consultant presso Infosys)
29 set 2025, 13:29
CRMA Future or What is the Roadmap for CRMA?

Hi Experts,

 

Need some clarity on below ask.

 

What is the road map or future of CRMA Analytics? As CRMA has own storage will it be replaced by Data cloud? 

 

How Salesforce will apply AI First and Zero Copy concept on CRMA in future.

 

@* CRM Analytics (fka Tableau CRM) * 

5 risposte
  1. Anderson Will
    31 mag, 04:24

    From what I've seen, Salesforce seems to be positioning CRMA and Data Cloud to work together rather than replacing one with the other. Data Cloud handles unified data and zero-copy access, while CRMA is still the analytics and visualization layer.

    I'm also curious how much of the future AI experience will be built directly into CRMA versus relying on Data Cloud and Agentforce behind the scenes.

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Marcel Hobizal (Director, Salesforce Operations presso Consilio) ha fatto una domanda in * CRM Analytics (fka Tableau CRM) *
6 mag, 21:17
Revenue Insights

Is anyone else in this group using Revenue Insights?  We are just implementing it.  It's a very cool template - but not very customizable.  

3 risposte
  1. Roman Michalik (salesforce.com Germany GmbH)
    1 giu, 11:38

    I didn't want to jump in here as I was thinking that real life experiences from customers would be more interesting than just my (more technical) view on it. 

    In general, you can use the out-of-the-box dashboards as a starting point and adjust everything to your needs, like adding filters, charts or whatever. 

    What would you like to adapt,

    @Marcel Hobizal?

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Darren Bullough (Taylor Rose Limited) ha fatto una domanda in * CRM Analytics (fka Tableau CRM) *
22 mag, 08:26
Financial Modelling in CRM A

Hi, 

 

I'm looking to build Financial Models in CRMA - just wondering if anyone has done this? ...I'm particularly interested in how to go about creating a corkscrew and if there's a way to do that without using tons of unrelated number widgets. 

 

Example corkscrew - Carried Forward = Previous month's Brought Forward, Opening Brought Forward is a number (from a query), subsequent month's b/f = the sum of that month's c/f and movement.

Financial Modelling in CRM A

 

Can this be done with a table or would I need to build a custom LWC?

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Darren Bullough (Taylor Rose Limited) ha fatto una domanda in * CRM Analytics (fka Tableau CRM) *
19 mag, 13:59
How can I get a table to show no results before another table has a selection?

Ok, I have two tables. one is a summary list of items, the second is a detail list of transactions which shows the transaction for an item selected in the first table.I'm trying to find a way to either...

• Default the Detail table to show no results before an item is selected in the Summary table

or

• create some kind of mask so the widget appears to not be present until an item in the Summary table is selected

I've tried adding the following to my SAQL query but it doesn't work...

 

q = filter q by 'Item.ItemId' == "!{lens_9.selection.Item.ItemId}";

 

lens_9 is my Summary table and Item.ItemId is the selected field in the Summary table.I've tried several things suggested by AI and I can't find anything in the documentation.The Summary table needs to be un-filtered as an initial state so that all the data is visible.Any help on this would be greatly appreciated!

2 risposte
  1. Roman Michalik (salesforce.com Germany GmbH)
    19 mag, 18:52

    I'd say the best option from user experience perspective is the second option you described: show the details table only when you select something in the first table. 

     

    This can be achieved using pages and widget interactions: 

    - create the first tabel and whatever you want to display in your dashboard 

    - clone the page and add the details table wherever needed 

    - select the first table on the first page and find the tabe "interactions" on the properties panel on the right. 

    - define the action for the "select" action to navigate to the second page.  

    - check the "go back when unselect" option.

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Howard Paster (Director, Global Data Analysis presso salesforce.com) ha fatto una domanda in * CRM Analytics (fka Tableau CRM) *
14 mag, 07:30
How to ensure that conditonal formatting is deployed

I know its not best practice (but I need to develop in live environment as need live data). Currently I delevlop dev dashabards and deploy to production version by copy/pasting json. 

This works fine - but I know it does not transfer condional formatting (which I have to recreate manually) 

 

Is there a 'proper way of doing this - firstly within same org and in the future between different  environments. Needs to move anatrics deployemtns to same release/version control methodology as the rest of out development. 

 

Have looked at Saleforce CLI with Anytics plug-in and used CaptG{T/Claude - but cannot find a definitive answer.  

Many years ago I was given a method using workbench 

To extracxt metadata from the dashboard  

/services/data/v66.0/wave/assets/0FKWS0000003PUv4AM/xmds/asset 

Then manually removing everything apart form conditionalFormatting within dimensions and then suurounding by { 

    "xmd": 

} 

 

Deployment of data as floows to live dashboard  

 

/services/data/v66.0/wave/dashboards/0FKWS0000003PWX4A2 

 

There has to be a better/safer/repeatable way when migrating anaytics assets. Any ideas? 

 

7 risposte
  1. lori lori
    19 mag, 11:26

    The reason your conditional formatting vanishes is because it lives in the Extended Metadata (XMD) layer, which maps directly to the underlying dataset, while your layout structure and queries live within the Dashboard JSON.

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Prem Patel (Salesforce Developer presso Capgemini) ha fatto una domanda in * CRM Analytics (fka Tableau CRM) *
13 mag, 18:46
Dynamically Control CRM Analytics List Selector Widgets Based on View By Selection

Hi Everyone, 

 

I’m new to CRM Analytics and wanted to ask if there is a way to dynamically control filter behavior based on a “View By” list selector widget. 

 

In my dashboard, I have a View By list selector widget in the second row. Based on the value selected there, I would like the third-row list selector widgets to update dynamically. These list selectors include Year, Reporting Year, Semi-Annual, Reporting Semi-Annual, Q4_Q2, Quarter, and Month. 

 

For example, if the user selects Year in the View By list selector widget, I would like only the Year list selector to be available or visible, while the other unnecessary list selector widgets are hidden, disabled, or restricted. If the user selects Quarter, then only the related Quarter

 list selector should be available or visible. 

 

Is there a recommended way to make this behavior dynamic in CRM Analytics? I have also attached an image of the dashboard for reference. 

 

Thanks in advance!

CRMA_Dashboard.png
1 risposta
  1. Roman Michalik (salesforce.com Germany GmbH)
    15 mag, 06:46

    I'm assuming you are using a custom query and binding to apply the "view by" selection to the table. 

    You could doe the same for another query which is then displayed with a list selector. 

    So when you select view by year, the list selector query would show the different values from the year dimension. When you change the view by, the list filter will also change and show the values from the selected dimension. 

    This way you would minimize the number of list selectors to only one, depending on the "view by" selection.

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Kara ONeil ha fatto una domanda in * CRM Analytics (fka Tableau CRM) *
14 mag, 16:54
Logic within a filter field

I am looking to change how a filter on a dashboard works. I am using a collect_set derived field based on picklist values to create a filter of all value options, but when selecting multiple values on one filter, I need each value to work on AND logic rather than OR logic. For example, if using a filter for Degree School and selecting Management and Nursing , I would need to see individuals who have degrees from both Management and Nursing, not one or the other as it's currently functioning. Any tips would be appreciated. Thank you!

2 risposte
  1. Kara ONeil
    14 mag, 18:57

    Thank you, I will explore this!

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Nikita Sahi (Technical Consultant presso Diabsolut) ha fatto una domanda in #Sales Cloud
9 ago 2021, 20:27
Emails with long threads generate an error message when trying to send them

The emails in the Activity Timeline generate error message because of long email threads. Can anyone please let me know how to avoid the same. Many Thanks!

 

#Sales Cloud  #Service Cloud  #Analytics  #Automation

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