https://www.einsteinblogger.org/blog-2 daily 0.75 2024-03-26 https://www.einsteinblogger.org/blog-2/track-important-events-with-the-event-monitoring-app monthly 0.5 2022-05-04 https://www.einsteinblogger.org/blog-2/everything-you-need-to-know-about-the-customer-insights-templated-app monthly 0.5 2022-05-04 https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/e398fea5-7128-4ee6-be42-2a6b2b778218/customer+insights_Case+recipe.png Templated Apps - Everything you need to know about the Customer Insights Templated App - Make it stand out Case Recipe https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/682039cf-441c-48da-94c2-531da65145a1/Customer+insight_Opportunities+recipe+second+piece.png Templated Apps - Everything you need to know about the Customer Insights Templated App - Make it stand out SECOND PIECE: Opportunity, Opportunity Line Item and Opportunity History https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/9fcbcf5e-113c-4b30-91ea-268af6d960b0/Customer+insight_User+recipe.png Templated Apps - Everything you need to know about the Customer Insights Templated App - Make it stand out User recipe https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/2e002a77-7cf6-4b11-ba0f-00566ce7ef5d/Customer+insights_Activities+recipe.png Templated Apps - Everything you need to know about the Customer Insights Templated App - Make it stand out Activities Recipe https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/bda77fc2-ee6a-404e-b423-03606bb1ab0f/Customer+insight_Lead+recipe.png Templated Apps - Everything you need to know about the Customer Insights Templated App - Make it stand out Lead Recipe https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/9b0b9acc-c244-4c67-b584-2d9439c16478/Customer+Insight_Opportunities+recipe+first+piece.png Templated Apps - Everything you need to know about the Customer Insights Templated App - Make it stand out FIRST PIECE: User, Account, Opportunity and Pricebook entry https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/0cce9aae-be32-4652-8819-a0794116b932/Pipeline+tranding+waterfall+chart.png Templated Apps - Everything you need to know about the Customer Insights Templated App - Make it stand out Pipeline trending waterfall chart Resources: Understand Your Pipeline with the New Customer Insights Pipeline Trending Waterfall Chart https://www.einsteinblogger.org/blog-2/snapshotting-alternatives-in-tcrm monthly 0.5 2022-05-04 https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/249cc192-7a35-4377-8073-0b3254af3606/C.+Step+2.png Templated Apps - Snapshotting Alternatives in TCRM - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/cd31dafe-0ed2-45b2-b8fb-e0d1a0c52579/C.+Step+4.png Templated Apps - Snapshotting Alternatives in TCRM - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/efd53679-7e99-46cf-a4b8-cdccceef7772/Snapshot+Analytics+templated+app1.PNG Templated Apps - Snapshotting Alternatives in TCRM - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/ce29ee99-63b0-437d-90cf-a5f870e3ec47/C.+Step+3.png Templated Apps - Snapshotting Alternatives in TCRM - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/b8f80679-8f30-4322-9370-785b777702ef/c.+step+8.png Templated Apps - Snapshotting Alternatives in TCRM - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/415b1347-f4ec-47c1-93a1-b2b3ec4f7031/c.+step+9.png Templated Apps - Snapshotting Alternatives in TCRM - Make it stand out We will Append SnapshotDS_Opportunity to the original dataset. https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/b0ca2c70-e5e2-47fc-93c5-4610b111a7ca/c.+Step+6.png Templated Apps - Snapshotting Alternatives in TCRM - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/cf28df64-1421-4171-a33d-cbd7d86446be/Snapshot+analytics+configuration+wizard.PNG Templated Apps - Snapshotting Alternatives in TCRM - Make it stand out When responding to these make sure you select the fields you would like to slice and dice your data by https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/61a788ea-9d84-4cac-9a95-a61f0c35c99e/Schedule+snapshot+dataflow.PNG Templated Apps - Snapshotting Alternatives in TCRM - Make it stand out Pros: This stores our data in an object; a custom object is optimized, vs our 3 options above are storing data in a Dataset. Cons: It requires creating a custom object; if a user cannot create a custom object, this will not work The storage counts towards a Salesforce Object RESOURCES: https://help.salesforce.com/s/articleView?id=sf.data_about_analytic_snap.htm&type=5 https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/712d5553-906d-4c21-be61-6b5cef2da068/Schedule+snapshot+dataflow.PNG Templated Apps - Snapshotting Alternatives in TCRM - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/5c3cee2c-7037-467a-b8cd-19f3fec11ec5/C.+Step+5.png Templated Apps - Snapshotting Alternatives in TCRM - Make it stand out Name your new field something relevant to the Snapshot Date https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/f7dc3ec3-6599-41c8-983e-c893c61cb826/mapping+of+reporting+snapshots.PNG Templated Apps - Snapshotting Alternatives in TCRM - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/80830e0f-cf49-469b-b133-31e8f737d9f1/c.+add+data.png Templated Apps - Snapshotting Alternatives in TCRM - Make it stand out Data Manager > Dataflows and recipes > Create new recipe > Add Input Data https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/9402e6cd-b134-4c83-8803-ee4bd265b447/reporting+snapshots.PNG Templated Apps - Snapshotting Alternatives in TCRM - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/9a545e1b-309e-491d-9c41-74821b092d1e/Custom+report+type.png Templated Apps - Snapshotting Alternatives in TCRM - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/90b880c6-3209-4f50-a05b-0800f68b782f/snapshotting+object+w+fields+correct.PNG Templated Apps - Snapshotting Alternatives in TCRM - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/40496bbe-86ba-42ee-82e8-5604d0083ab0/Snapshot+Analytics+DATASET+vs+Object.PNG Templated Apps - Snapshotting Alternatives in TCRM - Make it stand out Configuration Wizard on Snapshot Analytics App https://www.einsteinblogger.org/blog-2/how-much-value-is-salesforce-bringing-to-your-organization-value-analytics-app-will-help-you-understand-it monthly 0.5 2024-03-26 https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/87361a9e-cb5b-4cad-ad81-5895a2a5498d/blog+image+2.png Templated Apps - Ever wonder how much value is Salesforce bringing to your organization? Value Analytics App is here for you! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/d77c5e4f-bf23-42b8-b037-b9ad285656fe/blog+image+6.jpg Templated Apps - Ever wonder how much value is Salesforce bringing to your organization? Value Analytics App is here for you! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/db8c61ee-149d-49f8-9bb9-43c6d8d19a7f/VALUE+ANALYTICS+IMAGE+1.png Templated Apps - Ever wonder how much value is Salesforce bringing to your organization? Value Analytics App is here for you! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/c8938605-9d8b-4cee-b63b-3d796fc15136/blog+image+6.png Templated Apps - Ever wonder how much value is Salesforce bringing to your organization? Value Analytics App is here for you! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/633c7e1e-af9c-4520-bbda-3746689f1dbf/blog+image+3.png Templated Apps - Ever wonder how much value is Salesforce bringing to your organization? Value Analytics App is here for you! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/62927d61-b195-45c0-866e-4f45d459a38a/blog+image+4.png Templated Apps - Ever wonder how much value is Salesforce bringing to your organization? Value Analytics App is here for you! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/c33ca753-2c18-41b0-8458-d5e9c045d994/blog+image+5.png Templated Apps - Ever wonder how much value is Salesforce bringing to your organization? Value Analytics App is here for you! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.einsteinblogger.org/blog-2/category/Snapshotting monthly 0.5 https://www.einsteinblogger.org/blog-2/category/Recipes monthly 0.5 https://www.einsteinblogger.org/blog-2/category/Templated+Apps monthly 0.5 https://www.einsteinblogger.org/blog-2/tag/%23Snapshots monthly 0.5 https://www.einsteinblogger.org/blog-2/tag/EventMonitoringApp monthly 0.5 https://www.einsteinblogger.org/blog-2/tag/%23Snapshotting monthly 0.5 https://www.einsteinblogger.org/blog-2/tag/%23TableauCRM monthly 0.5 https://www.einsteinblogger.org/blog-2/tag/%23TemplatedApps monthly 0.5 https://www.einsteinblogger.org/visualizations daily 0.75 2023-08-31 https://www.einsteinblogger.org/visualizations/create-a-visualization-to-see-target-vs-actual monthly 0.5 2022-05-04 https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/6a5fbc54-9617-4dfc-a0d9-00a83ca87c53/create+dataset.PNG Visualizations - Create a Visualization to see Target vs Actual - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/3b6cf9ba-b104-4ffd-9135-8c012d0d6c82/chart.png Visualizations - Create a Visualization to see Target vs Actual - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/be0fa4b6-69e6-473b-90b2-76a70bc09a57/chart+2.png Visualizations - Create a Visualization to see Target vs Actual - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/70ce81f4-3075-4b58-871d-0b233b4902e5/dataflow.png Visualizations - Create a Visualization to see Target vs Actual - Make it stand out I leveraged my “Default Salesforce Dataflow” and just added 2 sfdc digest nodes to bring in User and Opportunity https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/880bcb82-3b55-45e4-8ae8-0c0267e50d69/augment+oppty+and+quota.png Visualizations - Create a Visualization to see Target vs Actual - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/f6a7fbc4-bff8-47b4-893f-ffc420857ed0/Quota+image.png Visualizations - Create a Visualization to see Target vs Actual - Make it stand out On the right, you can change the Field type if it’s incorrect. Make sure your date fields are formatted as Date! https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/1968922b-480b-47ab-b56f-df1c1b9e1cc7/csv+file.png Visualizations - Create a Visualization to see Target vs Actual - Make it stand out In your sample quota file you have your User name, Date and Quota $$$ https://www.einsteinblogger.org/visualizations/creative-ways-to-use-components-and-pages monthly 0.5 2023-08-31 https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/fb457654-67f4-49f2-9945-1377871557da/customer+insights+analytic.jpg Visualizations - Creative ways to Use Components and Pages - Make it stand out 2. Select customer insights and create your App https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/04ffeab0-5a69-4bbd-b025-9d7c38cb93ba/components.jpg Visualizations - Creative ways to Use Components and Pages - Make it stand out 3. Full Gallery of components https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/80988192-8aa7-4ce4-a4bf-709edb823d5e/date+binding+component.jpg Visualizations - Creative ways to Use Components and Pages - Make it stand out Final Component with “Toggle” for data grouped by Month/year/previous year/last 2 years https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/98345b04-ee78-4b24-8431-ae7c399fe456/create+app.jpg Visualizations - Creative ways to Use Components and Pages - Make it stand out Step 1: Create App https://www.einsteinblogger.org/visualizations/category/Exploring+data+in+Lenses+and+Dashboards monthly 0.5 https://www.einsteinblogger.org/visualizations/tag/Components monthly 0.5 https://www.einsteinblogger.org/visualizations/tag/Visualization monthly 0.5 https://www.einsteinblogger.org/data-prep daily 0.75 2022-11-08 https://www.einsteinblogger.org/data-prep/how-to-bring-contacts-into-tableaucrm-with-whoid-k44g2 monthly 0.5 2022-05-13 https://www.einsteinblogger.org/data-prep/multi-level-account-hierarchy-visualizing-entire-hierarchy monthly 0.5 2022-11-08 https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/a6a77967-7dfe-45f3-854a-69a0d83e4b61/Multi+level+hierarchy+v2.png Data Prep - Multi Level Account Hierarchy | Visualizing entire hierarchy - Make it stand out Example of Multi level Account Hierarchy in Salesforce https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/a21154f0-68b4-4c2c-982d-04b33efb8e82/Example+of+hierarchy+in+a+cokmpare+table.png Data Prep - Multi Level Account Hierarchy | Visualizing entire hierarchy - Make it stand out Example of Account Hierarchy visualized in a table in CRM Analytics https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/1ffb6382-5321-4690-80a7-ed57c4302460/DROP+UNNECESARY+COLUMNSS.png Data Prep - Multi Level Account Hierarchy | Visualizing entire hierarchy - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/cf48f25a-ddc3-4941-a4bd-ffba4ee5873e/TESTING+SPLITS.png Data Prep - Multi Level Account Hierarchy | Visualizing entire hierarchy - Make it stand out In a compare table I added my Hierarchy Path field, along with all the Accounts I extracted via the splits. Each Split I renamed my accounts. https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/6c4d0c8b-d58f-42fc-9147-0bfdf64867e3/flattening.png Data Prep - Multi Level Account Hierarchy | Visualizing entire hierarchy - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/675f0302-e092-48db-947d-494cbdb448fc/final+test.JPG Data Prep - Multi Level Account Hierarchy | Visualizing entire hierarchy - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/deed1145-3706-457c-aa6c-954f5c002f53/first+join.png Data Prep - Multi Level Account Hierarchy | Visualizing entire hierarchy - Make it stand out For my first augment I am using my transformation as the left and my Account node as the right matching with the Account ID to bring in the Account name. https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/2ddf2532-0149-4c55-b118-4870456747b2/fourth+join.png Data Prep - Multi Level Account Hierarchy | Visualizing entire hierarchy - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/7e61858b-3532-409c-83bc-0baafdbdbcee/third+join.png Data Prep - Multi Level Account Hierarchy | Visualizing entire hierarchy - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/b390479c-bb75-4aa5-b5c4-8ea452cb9e5b/first+split.png Data Prep - Multi Level Account Hierarchy | Visualizing entire hierarchy - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/7518f5ec-faff-46f1-85d8-7a2451c80d3e/second+join.png Data Prep - Multi Level Account Hierarchy | Visualizing entire hierarchy - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/ddf3ba41-3453-4c12-bdb9-5fd14c7f7ca0/second+split.png Data Prep - Multi Level Account Hierarchy | Visualizing entire hierarchy - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/3d8aea23-8e1e-4b53-8380-d60001fc5fc9/fourth+split.png Data Prep - Multi Level Account Hierarchy | Visualizing entire hierarchy - Make it stand out Note: If you take a look at the Column Label, I started renaming the spit column https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/eb645654-0a58-4fcd-a3e4-3054081c9857/fitfth+split.png Data Prep - Multi Level Account Hierarchy | Visualizing entire hierarchy - Make it stand out In my use case I have 5 levels, so I continued using the Split transformation until I was done. The key here is you need to continue using the split transformation for the no. of Accounts available in your hierarchy path. https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/cc282273-74a4-4670-94f6-3f801866c535/third+split.png Data Prep - Multi Level Account Hierarchy | Visualizing entire hierarchy - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/b74fad24-8f37-4175-963d-8b52ac29e0b3/case+with+size+function.png Data Prep - Multi Level Account Hierarchy | Visualizing entire hierarchy - Make it stand out To count the number of levels in the HierarchyMulti field, we can flag with a case statement in combination of the size function which returns number of elements in a multivalue https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/0c47709c-b47e-43ba-9484-6b212aabb2ae/sample+final+recipe.png Data Prep - Multi Level Account Hierarchy | Visualizing entire hierarchy - Make it stand out Final Recipe example with my different joins and accounts https://www.einsteinblogger.org/data-prep/use-aggregations-to-roll-up-metrics monthly 0.5 2022-10-23 https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/608aebac-f8ff-4be9-bfe0-9e5f3622ae64/imagr5.+hierarchical.png Data Prep - Using Aggregate Nodes to Roll-up Metrics - Make it stand out Join your aggregate back to the Account https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/30beb4d4-86cc-4683-9039-98c40346d5d8/Image2.+Aggreation.png Data Prep - Using Aggregate Nodes to Roll-up Metrics - Make it stand out Our Analysis is at an Account level so we need to make sure we maintain account as left grain https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/0d8e2b69-73c9-4d0c-a642-f18d8ec6354c/image11.activitiesagg.png Data Prep - Using Aggregate Nodes to Roll-up Metrics - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/5c0cfd62-6609-4734-944a-67302853b580/Image1.+Aggreation.png Data Prep - Using Aggregate Nodes to Roll-up Metrics - Make it stand out Aggregate Node rolling up Opportunity Amount grouped per Account ID https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/a1561049-1c38-4253-8972-e258b76810b0/activities+append.JPG Data Prep - Using Aggregate Nodes to Roll-up Metrics - Make it stand out If you see our dataset above, we appended both Tasks and Events to get an ActivityId and then aggregated this data https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/53ead070-0451-446e-9ae7-b1608c9e8128/image6.newlens.png Data Prep - Using Aggregate Nodes to Roll-up Metrics - Make it stand out Once you open your dataset, you’ll be able to see the entire amount and count of rows under the Parent Account https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/e59e36c2-d5e2-445c-8bab-41536de15b12/image4.+Hierrchical+ag.png Data Prep - Using Aggregate Nodes to Roll-up Metrics - Make it stand out As you see above, you have the option to roll-up a Percentage Column to apply a % split. The aggregated value is multiplied by the number in this column. For example, your records where you have multiple parents, you are able to break the percentages down. https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/f04196ae-c43e-4936-b6fe-4edd04518d16/inage7.activities.png Data Prep - Using Aggregate Nodes to Roll-up Metrics - Make it stand out Aggregate all activities related to an Opportunity or Account https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/e5727c63-d1a9-4a9a-9125-5e7a250b46e7/image10.aggreg.png Data Prep - Using Aggregate Nodes to Roll-up Metrics - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/e24164c1-5175-4543-b0c8-650d01939c48/image8.opptydata.png Data Prep - Using Aggregate Nodes to Roll-up Metrics - Make it stand out To join, we will use the Related to ID, from Activities to bring in the Related Opportunity record https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/43e9beed-aebb-49e7-bcd6-9a2415b7c4d6/hierarchical+agg.png Data Prep - Using Aggregate Nodes to Roll-up Metrics - Make it stand out We are joining before the aggregate so we have Parent Account ID available as a field during our aggregate https://www.einsteinblogger.org/data-prep/category/Recipes monthly 0.5 https://www.einsteinblogger.org/data-prep/tag/%23Activities monthly 0.5 https://www.einsteinblogger.org/data-prep/tag/%23WhoID monthly 0.5 https://www.einsteinblogger.org/data-prep/tag/%23TaskRelation monthly 0.5 https://www.einsteinblogger.org/data-prep/tag/%23EventRelation monthly 0.5 https://www.einsteinblogger.org/data-prep/tag/DataPrep monthly 0.5 https://www.einsteinblogger.org/data-prep/tag/%23EventsandTasks monthly 0.5 https://www.einsteinblogger.org/data-prep/tag/AggregateNode monthly 0.5 https://www.einsteinblogger.org/data-prep/tag/%23EinsteinAnalytics monthly 0.5 https://www.einsteinblogger.org/data-prep/tag/CRMAnalytics monthly 0.5 https://www.einsteinblogger.org/data-prep/tag/%23TableauCRM monthly 0.5 https://www.einsteinblogger.org/data-prep/tag/Recipes monthly 0.5 https://www.einsteinblogger.org/data-prep/tag/MultiLevelHierarchy monthly 0.5 https://www.einsteinblogger.org/data-prep/tag/Aggregate monthly 0.5 https://www.einsteinblogger.org/about-crm-analytics daily 0.75 2022-10-03 https://www.einsteinblogger.org/about-crm-analytics/my-top-6-tableau-crm-features monthly 0.5 2022-05-04 https://www.einsteinblogger.org/about-crm-analytics/tableau-crm-solves-common-problems-3mhkf monthly 0.5 2022-05-13 https://www.einsteinblogger.org/about-crm-analytics/5-crm-analytics-features-i-wish-i-learned-earlier monthly 0.5 2022-10-09 https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/004cc8d7-bcfc-48ac-8da9-570f47f2912b/image+4.+code.png About CRMA - 5 CRM Analytics Tips and Tricks I wish I learned sooner! - Make it stand out Image 4. JSON editor https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/dce98d48-2eb4-4314-aa2c-81400f587d26/component.png About CRMA - 5 CRM Analytics Tips and Tricks I wish I learned sooner! - Make it stand out Image 7. Dashboard with an embedded component https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/f90accb7-f801-4b9f-a58a-d765eb295bd9/case+statement2.png About CRMA - 5 CRM Analytics Tips and Tricks I wish I learned sooner! - Make it stand out Image 12. Case statement used to Re-order stages https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/292870f8-b450-4765-af85-ee14cef81dea/jsonrecipe.png About CRMA - 5 CRM Analytics Tips and Tricks I wish I learned sooner! - Make it stand out Image 9. Download and re-upload JSON with the 2 buttons at top left https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/328bb2ff-e97c-4756-9a4a-7169a4276aa7/image+3.+Date+filter+in+dataflow.png About CRMA - 5 CRM Analytics Tips and Tricks I wish I learned sooner! - Make it stand out Image 3. Filter in Dataflow https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/9077d9f6-0b40-4877-b35c-63ad8c0897fd/Opp+stages.png About CRMA - 5 CRM Analytics Tips and Tricks I wish I learned sooner! - Make it stand out Image 11. Opportunity stages-> If you see this lens above, you’ll see the stages don’t real appear in order, https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/36172813-cc24-4afa-9b9f-94758d0267fb/final+lens.png About CRMA - 5 CRM Analytics Tips and Tricks I wish I learned sooner! - Make it stand out Image 13. Final lens https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/ad7c682b-e9b9-4d71-ad27-d2c2c02cbf83/replace+all.png About CRMA - 5 CRM Analytics Tips and Tricks I wish I learned sooner! - Make it stand out Image 6. Make sure you choose the replace all button at the top right https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/138b542e-6c3a-4eff-81bc-3955da2cb319/case+statement.png About CRMA - 5 CRM Analytics Tips and Tricks I wish I learned sooner! - Make it stand out Image 10. Multi row formula combined with case function, current and lag https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/7a93614f-fccd-4566-819e-bd3e32757948/component+view.png About CRMA - 5 CRM Analytics Tips and Tricks I wish I learned sooner! - Make it stand out Image 8. Component View with 3 separate pages https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/0238a4ed-70b6-4301-948d-e7447fb90900/image+5+access+id+name+and+label.png About CRMA - 5 CRM Analytics Tips and Tricks I wish I learned sooner! - Make it stand out Image 5. Search for id, label and name https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/c00e0117-7077-4057-bfe2-2173ea6f44a7/image1.png About CRMA - 5 CRM Analytics Tips and Tricks I wish I learned sooner! - Make it stand out Image 1. Open Dataset in new lens and add filter https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/0e0a3fdf-4e48-4b40-9292-27fcae4a4869/day+of+WEEK.png About CRMA - 5 CRM Analytics Tips and Tricks I wish I learned sooner! - Make it stand out Image 14. Combining functions DayofWeek with Case statement https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/bd67b673-1f46-43c2-af53-7acd18c4439e/image2.png About CRMA - 5 CRM Analytics Tips and Tricks I wish I learned sooner! - Make it stand out Image 2. 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What you need to know about Compute Expression and Compute Relative Transformations - Make it stand out In dataset builder- add your Opportunity object and augment it with Opportunity Line Item using Id from Opportunity as your left key and the Opportunity id from your corresponding line item https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/a97b364a-c338-4baf-bc43-4d6babaca8ce/sfdc+register.png Compare Tables - Compute what? What you need to know about Compute Expression and Compute Relative Transformations - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/2b661192-6e93-41ed-9f9a-cf175daf241e/stage+name+previous.png Compare Tables - Compute what? What you need to know about Compute Expression and Compute Relative Transformations - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/67dd3790-0dd9-47de-af5b-b5eb75261876/register+comp+reltive.PNG Compare Tables - Compute what? What you need to know about Compute Expression and Compute Relative Transformations - Make it stand out Finally remember to register your data and add a name to your dataset that you will remember! I will name mine CompRelative https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/39c8fad7-58e2-47f8-91ec-a571472ba260/new+lens+for+comp+relative.png Compare Tables - Compute what? What you need to know about Compute Expression and Compute Relative Transformations - Make it stand out This lens shows the Stage as well as “Previous_Stage” (which is our newly created compute relative expression) https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/d29b7cf8-0675-4c30-9197-e286b3e03832/COMP+RELATIVE+STEP+1.png Compare Tables - Compute what? What you need to know about Compute Expression and Compute Relative Transformations - Make it stand out Once you have created this- add “new field” https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/abf80ac6-9e1e-434a-a32e-64443f2f7366/comp+express.png Compare Tables - Compute what? What you need to know about Compute Expression and Compute Relative Transformations - Make it stand out The compute expression can be found under the transformations as fx. Once added you can add a name to the new field and the corresponding SAQL expression which in this case is case when ‘Oppty_ProductLine.OpportunityId’ is not null then ‘yes’ else ‘no’ end which is basically saying: “if a product line is found for a corresponding opportunity then flag as “yes”, if you cannot find one, then flag as “no” https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/b7c2830b-4c96-40ad-9927-d479321c1578/new+compute+expression+lens.png Compare Tables - Compute what? What you need to know about Compute Expression and Compute Relative Transformations - Make it stand out New lens leveraging the new compute expression we just created! https://www.einsteinblogger.org/comparetables/using-compare-tables monthly 0.5 2022-05-04 https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/48dfb75c-b414-4afa-9d21-4a943a5b286a/Period+over+period.png Compare Tables - Using Compare Tables - Make it stand out Once you select f(x) you can see the dropdown and select the Period over Period -> click apply and see the results in your third column NOTE: The compare table format is the highest format! This is important to remember when formatting a table https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/18ba23db-709f-4329-8fab-41e35d25849a/adding+a+new+column.png Compare Tables - Using Compare Tables - Make it stand out To add a new column > select the column > click on the + sign and add a new column https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/dda0b4a3-7c35-4290-af95-4c640ff91cba/New+Lens+Period+over+period.png Compare Tables - Using Compare Tables - Make it stand out With this lens, you have the amount over month BUT you still want to see the change https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/fcc393f2-6a20-4c8e-8bbd-444d921f0a52/chart+period+over+period.png Compare Tables - Using Compare Tables - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/83d35bd1-5c44-4e5c-ad51-88f70da21414/Clone+Column.png Compare Tables - Using Compare Tables - Make it stand out Compare table > hover over the dropdown > Clone Column https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/c721fa37-2e52-43e4-8cea-3c6054f4d6a7/period+over+period+percentage.png Compare Tables - Using Compare Tables - Make it stand out Once you hit apply, you can see the percentage changes in the Compare table https://www.einsteinblogger.org/comparetables/leveraging-icons-in-compare-tables monthly 0.5 2022-05-04 https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/95006ff2-e879-4308-9d46-d277bbc1adc3/new+formula.png Compare Tables - Leveraging icons in Compare Tables - Make it stand out Compare table > add formula: case when A >= 500000 then "☑" else "" end and hit Apply to see the changes https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/ba511cea-c63d-497e-98f0-1f97f6782d24/New+lens.png Compare Tables - Leveraging icons in Compare Tables - Make it stand out New Lens based on Opportunities dataset https://www.einsteinblogger.org/comparetables/timeseries-forecasting-using-compare-tables monthly 0.5 2022-10-02 https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/df57e30c-f499-4fce-9475-4647e8d83c7c/apply.png Compare Tables - Timeseries Forecasting Using Compare Tables! - Make it stand out New lens displaying timeseries https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/4b62fd2f-a4e0-4c61-899f-547a92e41ff9/Timeseries+image+1.png Compare Tables - Timeseries Forecasting Using Compare Tables! - Make it stand out New Lens > Opportunities dataset > count of rows to get total no. of Opportunities grouped by Close Date (Year-Month) https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/ed5bac52-cff7-4290-b211-c65e95c278c9/final+chart.png Compare Tables - Timeseries Forecasting Using Compare Tables! - Make it stand out Final Chart with the Predictive line to display where are you now vs the future predictions https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/c7531d51-1e7c-40a4-8ca8-7bf8816081a5/formula+timeseries.png Compare Tables - Timeseries Forecasting Using Compare Tables! - Make it stand out Compare table > f(x) > Timeseries https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/2bc724b0-cbd1-4b7b-afd8-17717008f8fb/coalesce.png Compare Tables - Timeseries Forecasting Using Compare Tables! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/047fcd12-4cd8-440c-bf78-d651e221be6f/predictive+line.png Compare Tables - Timeseries Forecasting Using Compare Tables! - Make it stand out Formatting to enable the Predictive Line on your chart https://www.einsteinblogger.org/comparetables/category/Compare+Tables monthly 0.5 https://www.einsteinblogger.org/comparetables/category/Transformations monthly 0.5 https://www.einsteinblogger.org/comparetables/category/Exploring+data+in+Lenses+and+Dashboards monthly 0.5 https://www.einsteinblogger.org/home daily 1.0 2024-03-24 https://images.squarespace-cdn.com/content/v1/5fca8ea8b4130d2ff9d25437/4ae0db30-d679-40b2-a11e-6a228895df5a/20211220_DEB_209-Edit.jpg Home - Favorite quote: “You have to decide what your highest priorities are and have the courage- pleasantly, smilingly, nonapologetically-to say ‘no’ to other things. 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