Modify and Upload Your Dataset
What’s a Custom Map?
Uploading a dataset to Tableau CRM 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:
Each specific URL is determined by the base URL of the Salesforce instance your DE org is on, and by the name of the original file. For example, assuming that your instance is mydomain, the file with the USA flag has this URL:
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://<domain_orgname>.lightning.force.com/file-asset/flagaustraliapng,1898,22930651 China,chn,East Asia,https://<domain_orgname>.lightning.force.com/file-asset/flagchinapng,2051,29754009 Europe,eur,Europe,https://<domain_orgname>.lightning.force.com/file-asset/flageuropepng,4668,61238042 France,fra,Europe,https://<domain_orgname>.lightning.force.com/file-asset/flagfrancepng,2303,28746829 India,ind,Asia,https://<domain_orgname>.lightning.force.com/file-asset/flagindiapng,2721,32037499 Italy,ita,Europe,https://<domain_orgname>.lightning.force.com/file-asset/flagitalypng,1722,26340986 Japan,jpn,East Asia,https://<domain_orgname>.lightning.force.com/file-asset/flagjapanpng,2872,36916012 Russian Federation,rus,East Europe,https://<domain_orgname>.lightning.force.com/file-asset/flagrussiapng,1847,27387456South Africa,zaf,Africa,https://<domain_orgname>.lightning.force.com/file-asset/flagsouthafricapng,879,9794857 South Korea,kor,East Asia,https://<domain_orgname>.lightning.force.com/file-asset/flagsouthkoreapng,1643,21934785 United States of America,usa,North America,https://<domain_orgname>.lightning.force.com/file-asset/flagusapng,6527,87044191
Now you’ll prepare the file for uploading to your DE org:
- Click here to download the data file. The data file is a text file in CSV format.
- Check the URL for your DE org to see which instance it’s using.
- Open the data file and replace each occurrence of <instance> with the name of your DE org’s instance. For example, if your DE org’s base URL is “https://domain35.lightning.force.com”, then replace <instance> with “domain35”.
- Save the data file as a text file with the extension .csv.
Create an Analytics Dataset
Next you’ll create a new dataset in Tableau CRM:
- In your Tableau CRM-enabled developer org, click the Analytics Studio tab.
- Click the Create button, and select Dataset.
- Click CSV for the data source.
- Create a new dataset:
- In the New Dataset screen, click Select file or drag file here.
- Select the CSV data file that you modified, click Open. and click Next.
- Verify the Dataset Name is worldwide_sales_with_flags, and click Next.
- In Edit Field Attributes, click Upload File.
When the dataset is ready, its information page will appear in an new tab in the Tableau CRM Analytics Studio. To see all your datasets on the Analytics Studio home page, click View All, and then click Datasets.
Your dataset is now ready to use. Next, you’ll create an amazing gauge chart to highlight what your data has to say.