#CRM Analytics6 人正在讨论

In CRM Analytics you do not actually 'connect' separate dashboards, the pattern is to build ONE dashboard and use Global Filters to slice it by region/object/etc. How you get there depends on whether your regional dashboards sit on the same dataset or different ones: 

If they are all on the same dataset (the easy case): 

Create a single new dashboard on that dataset, add the charts/widgets you want, then add Global Filters (the filter panel in the dashboard editor) on Region, Object, and any other fields. Widgets built on the same dataset facet together automatically, so one Region selection filters everything at once. That gives you the 'one global dashboard, filter by region' behaviour you are describing. 

If each region is a separate dataset: 

You first need them in one dataset, otherwise a single Region filter has nothing common to filter on. Use a Recipe (Data Prep) to UNION the regional datasets into one combined dataset, and if a 'Region' column is not already on each, add it in the recipe so every row is tagged with its region. Then build your single dashboard on that combined dataset and add the Global Filters as above. Since you tagged Dataset Recipe, this is likely your path. 

A couple of pointers: 

- Global Filters live in the dashboard's filter panel and apply to every widget bound to that dataset, pin them so they persist. 

- If you keep widgets from more than one dataset in the same dashboard they will not auto-facet, you connect them with bindings, or cleaner, unify into one dataset via the recipe so faceting just works. 

Net: do not try to link the existing dashboards, rebuild as one dashboard on a single (recipe-combined, if needed) dataset, then Global Filters give you the region/object slicing. 

If this helps, please mark it as the Best Answer so it helps the next person. Thanks :)

@Melissa Loudon Please follow the below steps:

•  Open your CRM Analytics Recipe.
•  Navigate to the Dataset Output node. 
•  Open the Columns tab. 
•  Wait until the preview has fully loaded. 
•  Press F12 (Developer Tools). 
•  Open the Console tab. 
•  Paste the script below. 
•  Press Enter. 
•  A CSV file will automatically download.

Below is the script: 

(() => { 

    // Get output node name 

    let nodeName = "Recipe_Output"; 

    const title = 

        document.querySelector('[data-testid="recipe-node-title"]') || 

        document.querySelector('.recipe-node-title') || 

        document.querySelector('h1,h2,h3'); 

    if (title) { 

        nodeName = title.textContent.trim().replace(/[\\/:*?"<>|]/g, "_"); 

    } 

    // Find table 

    const table = document.querySelector("table"); 

    if (!table) { 

        alert("Columns table not found. Make sure the Output Node > Columns tab is open and fully loaded."); 

        return; 

    } 

    const rows = [...table.querySelectorAll("tr")]; 

    const csv = rows.map(row => { 

        return [...row.querySelectorAll("th,td")] 

            .map(cell => 

                `"${cell.innerText.replace(/"/g, '""').trim()}"` 

            ) 

            .join(","); 

    }).join("\n"); 

    const blob = new Blob([csv], { 

        type: "text/csv;charset=utf-8;" 

    }); 

    const link = document.createElement("a"); 

    link.href = URL.createObjectURL(blob); 

    link.download = `${nodeName}.csv`; 

    document.body.appendChild(link); 

    link.click(); 

    document.body.removeChild(link); 

    console.log(`Downloaded ${nodeName}.csv`); 

})();

Dear @Melissa Loudon

I haven't hear about a dictionary.

I did do a project where we used the Mohans Plugin to extract a lot data from the CRMA solution.

It does require some installing etc. and then pulling out CRMA data. 

I cannot recall if it can be automated to have a representative up2date dictionary.

Nonetheless, it could get you a long way.

Here is how to come about it.

https://www.salesforceblogger.com/2020/11/17/mohans-sfdx-plugin-for-analytics/

(and following for interst)

Hi @krishna vankayala,

If you're specifically using CRM Analytics, I don't think text boxes automatically respect the user's Salesforce language setting. 

One approach is to store the translated labels in a dataset and display them dynamically based on a language value, instead of using static text boxes.  

It takes a bit more setup, but it's easier to maintain than creating separate dashboards for each language. 

I'd also be interested if anyone has implemented this using the user's locale automatically rather than a manual language selection.

Hi @Bond Tran

,  

There’s no official Salesforce commitment  that CRM Analytics will get extra theming controls like custom fonts, circular buttons, hover animations, or custom preset theme packs. What is confirmed is that Salesforce Cosmos/SLDS 2 brings broader Lightning Experience branding options, but availability varies by product, and Salesforce says some products built on other platforms may continue using their existing UI.

Don't join the two datasets in the Lens at all. Instead, do it in a Dashboard with bindings (this gives you full control):

1. Create your Lens (or multiple steps) only on Dataset A.
2. Add a Date Widget (or List Selector) connected to your Calendar Dataset B — this will be your single date picker.
3. In the SAQL query of your main step(s) on Dataset A, use a binding to apply the selected calendar date to each of your date fields using OR logic.

This way the filter comes from Dataset B, but all measures/counts stay from Dataset A.

If you prefer a pure Lens approach (no dashboard), you can do a full outer blend on a dummy common field and then use similar bindings, but the dashboard method is much cleaner and more performant.