* CRM Analytics (fka Tableau CRM) *

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? 

Hello! 

Our company is embedding some CRMA dashboards across some pages including the Account, Opportunity, Contact, and HomePage. Everything has been complete except for the homepage as we are looking for a way to make the dashboard on the homepage reflect only the user's team data. So for instance: 

-Dashboard A is on the manager's homepage using Dataset "XYZ". 

-There is a field in Dataset "XYZ" called "Reports To" which we want to reference in order to show the manager records created by users that report to the manager 

-We essentially want Logged In User = Reports To 

The issue is on the hompage ligthning page builder, we are not seeing a "filter buidler tool" and all my attempts at writing a JSON code similar to JSON filters that work on other record pages are not activating. 

Can someone help me understand how to write a JSON filter to page on a CRMA dashboard embedded on the homepage to reference a given field in a dataset vs the logged in User ID? 

Here is the example of the code I tried thus far with no success:

It is also worth asking - is thee a way to write this filter in the dashboard code instead of on the lightning page? 

Much thanks in advance!! 

#Analytics

Hi All, Good Day! 

I'm facing an unexpected behavior in CRM Analytics and would appreciate any guidance. 

**Scenario:** 

- I created a CRM Analytics App and set sharing to **"No One"** 

- The app contains several dashboards 

- There is a user with the following setup: 

  - **License:** Analytics Platform 

  - **Permission Set:** CRM Analytics Platform User 

**Issue:** 

Despite the app being shared with no one, this user is still able to **see and access the dashboards** inside the app. 

**What I Have Already Checked:** 

- App sharing is confirmed set to "No One" 

- The user only has the CRM Analytics Platform User permission set assigned 

**My Questions:** 

1. Does the **Analytics Platform license** itself grant visibility to all dashboards regardless of app sharing? 

2. Are there any system permissions within **CRM Analytics Platform User** that could override app-level sharing? 

3. Is there any other setting I might be missing that controls dashboard visibility? 

Any help or pointers would be greatly appreciated! 

Thank you