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#Analytics141 discussing

We've created a running total column, but it's not displaying when I try to apply a sliding window function on it.  

I also tried using a sliding window inside another sliding window, but I’m getting the error: 'We can't have a sliding window inside a sliding window.' 

image (11).png

 

  Is there any other approach to achieve this? Any insights would be appreciated!  

 

 

 

#Analytics

3 answers
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 In Analytics Studio, I created a manipulated column to calculate the running cumulative sum of "Dual Value" using a window function in Dashboard. Now, I want to create another column to calculate the moving average for the "AR" column over two rows. However, I am encountering an error: "Cannot use a window function inside a window function."

  

avg(B) over ([-1..0] partition by all order by ('c2g__codaC1.Name','c2g__codaT.c2g__Year__c','c2g__codaP.c2g__PeriodNumber__c','c2g__codaP.c2g__StartDate__c_Year','c2g__codaP.c2g__StartDate__c_Month','c2g__codaP.c2g__StartDate__c_Day')) 

 

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Screenshot_1.png

 

@* CRM Analytics (fka Tableau CRM) *

 

 

#Analytics

1 answer
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Hi All - I have a simple dataset with 3 columns: Viewers, Owner and Quota (see screenshot). The Viewers/Owner name matches SF user names. I want the login in user to see that row of data if the user is listed in the Viewers; if the login in user is not in the Viewer list, the user shouldn't see that row of data.  

 

Here are the steps I took to create the security predicate of the dataset: 

1. use recipe to create a Multivalue picklist with API name Views_formula (see screenshot). 

2. set this as security predicate for the dataset: 'Viewers_formula' == "$User.Name"

 

But it's not working as desired. 

When I login in as AL, I see all 3 records; but when I log in as SS or JC, I see no records. 

 

I double checked, the Multivalue field is generated correctly.  However, with the security predicate, it feels the platform only sees the first value of the multivalue field?  When I login as AL, I see all records but when I try to use the multivalue picklist in a filter in a lense, only AL shows as a value, but if I search JC, all three values AL, JC and SS appear.  If no security predicate is used for the dataset, the three values appear automatically in the multivalue field picklist value. 

 

Any advice is highly appreciated. 

2 answers
  1. Today, 1:50 PM

    Thanks for your tips @Roman Michalik - An expert session with Salesforce finally helped me to resolve the issue. The problem was when I used the Split function in data recipe to generate the multivalue field, the separate needs to be ", " (comma with a space), rather than "," (just comma).   This was identified by exporting the data grouping by the multivalue field. If just a comma is used, the same user was treated as two users such as "X", " X", depending on where the user is in that "Viewers" text field. 

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We've created a running total column, but it's not displaying when I try to apply a sliding window function. I also tried using a sliding window inside another sliding window, but I’m getting the error: 'We can't have a sliding window inside a sliding window.'  

image (11).png

 

Is there any other approach to achieve this? Any insights would be appreciated! 

4 answers
  1. Yesterday, 8:52 PM

    Thanks for the details. This sliding window should be based on the running total? Ok - if that's the requirement, this would be a typical two step query which is possible in SAQL only, not in a compare table: 

    step 1: calculate the running total like you did above 

    then switch to SAQL 

    step 2: us the windowing function to calculate the sliding window. 

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Hi All, 

 

I have an opportunity dataset and added a tabular widget in dashboard. I need to provide inline edit to tabular widget so that users can directly update the data. Do we have any other option apart from custom LWC component? If no, what any limitations we can encounter? 

 

Thanks, 

Pankaj

5 answers
  1. Today, 11:13 AM

    Consider combining a custom LWC table with inline editing capabilities. If necessary, you can also integrate other charts using direct Salesforce queries (and then visualize live data with last changes).

    What do you think?

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The issue is that in a dataflow while all the other transformations take less than an hour to complete the "optimize" internal Salesforce transformation takes 5hrs or more to complete

I am looking for a way to analyze why this optimize transformation takes so long

#Salesforce Developer #Analytics #CRM Analytics #Analytics Studio
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Hi Everyone,  

 

I want to merge records shown in the attached screenshot below. Right now I'm getting same opportunity 3 times associated with different users. I want the data to be singular instead of multiple duplicate opportunities with one multi-value 'UserId' field storing all the userid's associated with this one opportunity. Is this possible in recipe? 

  

I've tried to change the join from lookup to right and left as well, no change.  

 

@* CRM Analytics (fka Tableau CRM) *

4 answers
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Dear All, 

 

I am looking forward to the community's inputs on a problem I am trying to solve. Our instance of Salesforce currently doesn't contain any HR data such as salaries, pensions, etc. Because the data is sensitive it can't be revealed to anyone outside the HR Department. However, there is a need to use this data and generate reports and dashboards for HR team's use. I am trying to evaluate if I can use CRM Analytics for this purpose and how. In particular, I have these questions - 

 

1. Is there a way we to hide certain datasets from CRM Analytics and Salesforce admins? 

2. Is there a way to implement column level security in datasets i.e hiding certain columns from admins and showing them only to a group of users (HR in my group) 

3. If these aren't possible in CRM analytics datasets, is it possible using Data Cloud? 

 

Thanks in advance! 

Sukanto

1 answer
  1. Today, 12:30 AM

    Hi, this is a quite interesting topic. Answering your questions: you can hide certain datasets from regular CRMA users, but not admins. Admins can see everything, but it doesn’t mean that they will get access to the data.

    Column security is technically not possible, but you can assess if the combination of security predicate and recipe transformations will do the job.

    And the last question - at least from what you described, there might be a better platform to expose this data. As your data is not stored in Salesforce anyway, possibly there is a better platform, with better security features - as you described

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I'm looking to use power query to create an auto-updating excel sheet from a CRM Analytics Recipe dataset. Is this possible?   

2 answers
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5 answers
  1. Yesterday, 12:11 PM

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