Hi all,
I just wanted to verify my findings and make sure there weren't any more updated solutions. There is an ask to download the entire CRM Analytics dashboard to a CSV file. From what I can tell you can only download the entire dashboard as an image, but can download individual widgets to CSV/excel.
I also found some links to apps and a few ways to export the recipe dataset to a CSV.
https://www.youtube.com/watch?v=Wmo43ZONLaw
https://www.salesforceblogger.com/2020/08/19/export-your-einstein-analytics-datasets/
https://www.linkedin.com/pulse/exporting-salesforce-crm-analytics-recipe-output-csv-files-paul-liu/
Is my discovery and understanding correct or is there anyway to get the CSV of the dashboard or dataset in a simple way I am missing?
Thanks,
Brooke
We ran into the same thing, and the workaround for us was to export the underlying data instead of the dashboard itself. In one case we used Skyvia (https://skyvia.com/data-integration/salesforce-csv-file-import-and-export) to pull the source Salesforce data into CSV on a schedule, which was useful for reporting/export needs, but that’s more of a data export workaround than a true dashboard export.
