Meliorainsights.com
  • Home
  • Tableau CRM
  • Blog
  • Non-Profits
  • Our Clients
  • About
  • Trading Studio

​Meliora Insights, LLC

​Data Cloud | CRM Analytics  (TCRM / Einstein Analytics) Consulting
​meliora - 'for the pursuit of the better'


A blog series distilling quantitative concepts /use-cases in CRM Analytics  (Einstein Analytics).

Picture

Multiple datastreams and calculated fields,  co-grouped with a TOTAL at the end of the detail rows through the 'total' group by all field.

11/21/2021

0 Comments

 
Picture
0 Comments

Enabling fiscal year support for TCRM

11/21/2021

0 Comments

 
This setting is enabled in the Salesforce CRM side by your system administrator. Setting this enables accurate fiscal year groupings / filters in TCRM.
​
Picture
0 Comments

November 21st, 2021

11/21/2021

0 Comments

 
Picture
0 Comments

altering the JSON of a flatten transformation to surface the flatten path.

11/21/2021

0 Comments

 
​After creating the dataset that contains a flatten transformation, you need to modify the dataset XMD and turn 'isSystemField' to 'false' . This will enable user to see the field in a lens to debug.

CODE BELOW
{ "flattnMgr": { "schema": { "objects": [ { "label": "ManagerPathText", "fields": [ { "name": "mgrPath", "label": "mgrPath", "isSystemField": false }, { "name": "ManagersList", "label": "ManagersList", "isSystemField": false } ] } ] }, "action": "flatten", "parameters": { "include_self_id": false, "self_field": "Id", "multi_field": "ManagersList", "parent_field": "ManagerId", "path_field": "mgrPath", "source": "LoadUser" } }
0 Comments

SAQL sample of bindings / date filters , number_to_string formatting $#,####),etc.

11/21/2021

0 Comments

 
0 Comments

Creating a waterfall chart from a time-series dataset

11/21/2021

0 Comments

 
so let's say you have a set of metrics that you want to create a time-series on. Maybe your team makes sales forecast on clients that changes over time. You can take a 'snapshot' of that forcast daily thru a scheduled dataflow and an append transformation node. At the end of a certain period your dataset may look like this...
Client Date Forecast 
A   January 3  $1000
B  January 3   $5000
A  March 2     $2000
B March 2     $3000
Code below creates a waterfall chart with a binding to control the grouping trigger.
q = load \"zds_IoTForecast5\";\nstartVal = filter q by {{column(qDateTest_1.selection,[\"cTimeStampText\"]).asEquality('cTimeStampText')}};\nendVal = filter q by {{column(q_SnapDate2_1.selection,[\"cTimeStampText\"]).asEquality('cTimeStampText')}};\nq_A = filter q by {{column(qDateTest_1.selection,[\"cTimeStampText\"]).asEquality('cTimeStampText')}};\nq_B = filter q by {{column(q_SnapDate2_1.selection,[\"cTimeStampText\"]).asEquality('cTimeStampText')}};\nstartVal = group startVal by all;\nstartVal = foreach startVal generate \"Start Value\" as '{{column(static_6.selection,[\"Valu\"]).asObject()}}',number_to_string(sum (startVal.'TotValueUSD'),\"$#,###\") as 'Forecast Delta';\nendVal = group endVal by all;\nresult = group q_A by '{{column(static_6.selection,[\"Valu\"]).asObject()}}' full, q_B by '{{column(static_6.selection,[\"Valu\"]).asObject()}}';\nresult = foreach result generate coalesce(q_A.'{{column(static_6.selection,[\"Valu\"]).asObject()}}', q_B.'{{column(static_6.selection,[\"Valu\"]).asObject()}}') as '{{column(static_6.selection,[\"Valu\"]).asObject()}}',coalesce(sum(q_A.'TotValueUSD'),0) as 'A', coalesce(sum(q_B.'TotValueUSD'),0) as 'B';\nresult = foreach result generate '{{column(static_6.selection,[\"Valu\"]).asObject()}}',number_to_string( B-A,\"$#,###\") as 'Forecast Delta';\nendVal = foreach endVal generate \"Ending Value\" as '{{column(static_6.selection,[\"Valu\"]).asObject()}}',number_to_string(sum (endVal.'TotValueUSD'),\"$#,###\") as 'Forecast Delta';\nresult = order result by '{{column(static_6.selection,[\"Valu\"]).asObject()}}' asc;\nfinal = union startVal,result,endVal;
Picture
0 Comments

    Archives

    June 2025
    April 2025
    January 2025
    November 2024
    August 2024
    April 2024
    March 2024
    February 2024
    January 2024
    December 2023
    June 2023
    May 2023
    April 2023
    March 2023
    February 2023
    December 2022
    October 2022
    September 2022
    July 2022
    April 2022
    March 2022
    January 2022
    November 2021
    June 2021
    April 2021
    March 2021

Site powered by Weebly. Managed by Hostwinds
  • Home
  • Tableau CRM
  • Blog
  • Non-Profits
  • Our Clients
  • About
  • Trading Studio