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Salesforce Analytics Cloud - Wave BI

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Hello,

I have created dashboard on opportunity object. On opportunity there are 3 record types. Each record type is having different picklist values. On X axis I have ploted stages (picklist values of stages) of opportunity but I wanted to display dashboard on the basis of record type. X axis stage names of opportunity should get changed on the basis of record type which i select from filter.How to achieve this please suggest?

@* Sales Cloud - Best Practices * @* Sales Cloud - Getting Started * @Salesforce Analytics Cloud - Wave BI @Roman Michalik

1 answer
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Hello,

I am beginner in analytics studio.I have installed sales analytics app through template gallery. I have ran the data sync for all the objects which are involved still I am not able to see the data in dashboard. running user has not created any data or is not the owner of any record. Anyone having any idea?

@Salesforce Analytics Cloud - Wave BI @Salesforce Analytics @Roman Michalik @* Sales Cloud - Best Practices * 

7 answers
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Hi All,

 

Can you help us develop the following Einstein dashboard?

We need to rollup the latest Created Date from an Account's associated Opportunity and Contacts (Opportunity Association: AccountId, Contact Association: AccountId).

On both objects, we're identifying the record with the MAX "Created Date" and We're going to display that record's:

  Name

  Account Name

 

Is it possible?

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Hi All.  Wondering if anyone has experience writing complex segmentation code in the new Wave data recipe interface.  For example, I want to apply a series of logical steps to bucket every contact into one of several segments.  What is a good resource for learning this code?  I generally find the Salesforce help to be nearly useless. 

1 comment
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I know that we can create a formula field in the Recipe / Dataset.  Can we also create a Running Total field in the Recipe / Dataset?

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