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Prep Work:
Create 2 apps in CRM Analytics -- one to contain to contain new / modified work for UAT testing (PreProd Testing) and another to contain archived copies (Archived Dashboards). Additional apps may be created to contain the same assets as it moves though varying stages of approval. (example: PreProd > UAT Testing > Archive)
Production Deployment:
Example: User Story 1234 requests a color change and 2 additional filters for the 'Top Accounts' (Dashboard ID 1) contained in the Sales Analytics app.
'Top Accounts_post_1234' (ID 3) > Archived Dashboards 'Top Accounts' (ID 2) > Sales Analytics.
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q_b = load "0Fb1T000000ob0mSAA/0Fc1T000006fBb4SAE"; q_a = load "0Fb1T000000bmx9SAA/0Fc1T000006fHN3SAM"; q_a=filter q_a by !('StageHGI' in ["Dormant", "Duplicate"]); q_b=filter q_b by 'OpportunityRecordType.Name' in ["Renewal Business - FRR","Cross-sell - FRR", "New Business - FRR", "Upsell/Add-On - FRR"]; q_b= filter q_b by date('Snapshot_Date_Year', 'Snapshot_Date_Month', 'Snapshot_Date_Day') in ["15 days ago".."15 days ago"]; q_a=filter q_a by 'RecordType.Name' in ["Renewal Business - FRR","Cross-sell - FRR", "New Business - FRR", "Upsell/Add-On - FRR"]; --q_a = foreach q_a generate 'Id' as 'Id','StageHGI' as 'StageHGI', case when ( 'StageHGI' == "Closed Won") then "Closed Won" when ('StageHGI' == "Closed Lost") then "Closed Lost" when('Deal_Status_MASTER__c' != "Forecast") then "Non Forecast" else "ok" end as 'Bins','TotalAACV' as 'TotalAACV', 'CloseDate' as 'CloseDate', case when date( 'CloseDate_Year','CloseDate_Month', 'CloseDate_Day') in ["current fiscal_quarter".."current fiscal_quarter"] then "ValidDt" else "InvalidDate" end as 'DateFilterA',case when 'RecordType.Name' == "Renewal Business - FRR" then 'TotalAACV' - 'AACV__c' else 'TotalAACV' end as 'RealAACV'; q_a = foreach q_a generate 'Id' as 'Id','StageHGI' as 'StageHGI', case when ('StageHGI' == "Closed Won") then "Closed Won" when ('StageHGI' == "Closed Lost") then "Closed Lost" when ('Deal_Status_MASTER__c' != "Forecast") then "Non Forecast" else "ok" end as 'Bins','TotalAACV' as 'RealAACV', 'CloseDate' as 'CloseDate', case when date( 'CloseDate_Year','CloseDate_Month', 'CloseDate_Day') in ["current fiscal_quarter".."current fiscal_quarter"] then "ValidDt" else "InvalidDate" end as 'DateFilterA'; res_a= foreach q_a generate 'Id' as 'Id','StageHGI' as 'StageHGI', 'Bins' as 'Bins','RealAACV' as 'RealAACV', 'CloseDate' as 'CloseDate', 'DateFilterA' as 'DateFilterA'; --q_b = foreach q_b generate 'Id' as 'Id','Snapshot_Date' as 'snapB','Bins' as 'Bins','TotalAACV' as 'TotalAACV', 'CloseDate' as 'CloseDate', case when date( 'CloseDate_Year','CloseDate_Month', 'CloseDate_Day') in ["current fiscal_quarter".."current fiscal_quarter"] then "ValidDt" else "InvalidDate" end as 'DateFilterB',case when 'OpportunityRecordType.Name' == "Renewal Business - FRR" then 'TotalAACV' - 'AACV__c' else 'TotalAACV' end as 'RealAACV'; q_b = foreach q_b generate 'Id' as 'Id','Snapshot_Date' as 'snapB','Bins' as 'Bins','TotalAACV' as 'RealAACV', 'CloseDate' as 'CloseDate', case when date( 'CloseDate_Year','CloseDate_Month', 'CloseDate_Day') in ["current fiscal_quarter".."current fiscal_quarter"] then "ValidDt" else "InvalidDate" end as 'DateFilterB'; res_b= foreach q_b generate 'Id' as 'Id','snapB' as 'snapB','Bins' as 'Bins','RealAACV' as 'RealAACV', 'CloseDate' as 'CloseDate', 'DateFilterB' as 'DateFilterB'; combo = group res_a by 'Id' full, res_b by 'Id'; combo= foreach combo generate res_a.'Id' as 'Id',first(res_a.'StageHGI') as 'StageHGI', sum(res_a.'RealAACV') as 'AmtA', first(res_a.'CloseDate') as 'CloseDateA', first(res_a.'DateFilterA' )as 'DateFilterA',first(res_a.'Bins') as 'BinA', first(res_b.'Bins') as 'BinB',first(res_b.'DateFilterB' )as 'DateFilterB', sum(res_b.'RealAACV') as 'AmtB', first(res_b.'CloseDate') as 'CloseDateB'; combo2= foreach combo generate 'Id' as 'Id', 'AmtA' as 'AmtA', 'CloseDateA' as 'CloseDateA', 'DateFilterA' as 'DateFilterA', 'BinA' as 'BinA', 'BinB' as 'BinB', 'DateFilterB' as 'DateFilterB', 'AmtB' as 'AmtB','CloseDateB' as 'CloseDateB', coalesce((case when 'BinB' !="ok" and 'DateFilterA'=="ValidDt" and 'BinA' =="ok" then 'AmtA' when 'BinB' =="ok" and DateFilterB =="InvalidDate" and 'DateFilterA' == "ValidDt" and 'BinA' == "ok" then 'AmtA' when ('BinB' is null and 'DateFilterA'=="ValidDt" and 'BinA' =="ok") then 'AmtA' when ('BinB' == "ok" and 'DateFilterB'=="ValidDt" and 'BinA' =="ok" and 'DateFilterA' =="ValidDt" and 'AmtA' !='AmtB') then ('AmtA' -'AmtB') when ('BinB' == "ok" and 'DateFilterB'=="ValidDt" and 'BinA' == "Closed Won") then 'AmtB' * (-1) when ('BinB' == "ok" and 'DateFilterB'=="ValidDt" and 'BinA' =="Closed Lost") then 'AmtB' * (-1) when ('BinB' == "ok" and 'DateFilterB' == "ValidDt" and 'DateFilterA'== "InvalidDate") then 'AmtB' * (-1) when ('BinB' == "ok" and 'DateFilterB' == "ValidDt" and 'DateFilterA' != "InvalidDate" and 'BinA' != "ok") then 'AmtB' * (-1)end),0) as 'Adjustments', (case when 'BinB' !="ok" and 'DateFilterA'=="ValidDt" and 'BinA' =="ok" then "Status Upgrade" when 'BinB' =="ok" and DateFilterB =="InvalidDate" and 'DateFilterA' == "ValidDt" and 'BinA' == "ok" then "PulledIn" when ('BinB' is null and 'DateFilterA' == "ValidDt" and 'BinA' =="ok") then "New" when 'BinB' =="ok" and 'DateFilterB' =="ValidDt" and 'BinA' =="ok" and 'DateFilterA' =="ValidDt" and 'AmtA' !='AmtB' then "Amt Inc or Dec" when ('BinB' =="ok"and 'DateFilterB'=="ValidDt" and 'BinA' == "Closed Won") then "Closed Won" when ('BinB' =="ok"and 'DateFilterB'=="ValidDt" and 'BinA' =="Closed Lost") then "Closed Lost" when ('BinB' == "ok" and 'DateFilterB' == "ValidDt" and 'DateFilterA' == "InvalidDate") then "Pushedout" when ('BinB' == "ok" and 'DateFilterB' == "ValidDt" and 'DateFilterA' != "InvalidDate" and 'BinA' != "ok") then "Downgraded" end) as 'AdjCode'; combo3 = group combo2 by 'AdjCode'; combo3 = foreach combo3 generate 'AdjCode' as 'AdjCode', sum('Adjustments') as 'Adjustments'; combo4 = filter combo3 by 'Adjustments' != 0; combo4 = group combo4 by 'AdjCode'; combo4 = foreach combo4 generate 'AdjCode' as 'AdjCode', sum('Adjustments') as 'Adjustments'; snap1 = filter combo by 'BinB' =="ok" and 'DateFilterB' =="ValidDt"and !('StageHGI' in["Dormant","Duplicate"]); snap1=group snap1 by all; snap1 = foreach snap1 generate "Starting Forecast" as 'AdjCode', sum('AmtB') as 'Adjustments'; snap2 = filter combo by 'BinA'=="ok" and 'DateFilterA' == "ValidDt"; snap2= group snap2 by all; snap2 = foreach snap2 generate "Ending Forecast" as 'AdjCode', sum('AmtA') as 'Adjustments'; finalRes = union snap1,combo4, snap2;  Links is a CRMA widget class that is used to navigate between url's, pages, and layouts. The default of this widget is a button . However, one can also use images embedded in a container to 'house' links. In this use-case, we will be using 2 links-- Link # 1 to go from page 1 to page 2 . This link#1 is located in page 1. Link # 2 to go from page 2 back to page 1. This link#2 located in page 2. Step 1: drag container #1 in page 1, pick "deselect " file as its background image. Step 2: drag a link and maximize it inside container. Make it invisible by widget style>background color>custom and slide color all the way to left. Fill out the 'Link to' dialogue boxes to go from page 1 to page 2. Step 3: go to page 2, drag container#2,pick 'selected' file as its background image. Step 4: drag a link and maximize it inside container #2 Make it invisible by widget style>background color>custom and slide color all the way to left. Fill out the 'Link to' dialogue boxes to go from page 2 to page 1. Step 5: drop a text field next to the 2 containers to label buttons appropriately. "Show Page 2" and "Show page1" Snip below shows 'deselect' and 'select' images .  |