* CRM Analytics (fka Tableau CRM) *

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.

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

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!

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!

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!

Hi Everyone,

I am facing an issue in a CRM Analytics Dashboard. I uploaded an image in the dashboard, but the image is not rendering at all and it shows "Image Not Found" instead.

However, I have also added a link to the image, and when I click on it, the link works perfectly fine.

Does anyone know why this issue might be happening or how to fix it?

Thanks in advance.

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

With the rollout of SLDS 2 and Salesforce Cosmos theme, the SFDC UI has received a nice visual refresh. We would like to keep the CRM Analytics experience very close to the SFDC experience with some branding customization and want to know specifically if there are any enhancements in the pipeline for visual features seen in the Cosmos theme and other capabilities such as:

• Font changes
• Support for circular (not squarcle) buttons
• Animated buttons/toggles upon hover
• Custom theme set support (custom color presets similar the current Color Safe, Bluegrass, Watermelon, etc.)