Meliorainsights.com
  • Home
  • Tableau CRM
  • Field Notes
  • Non-Profits
  • Our Clients
  • About
  • Home
  • Tableau CRM
  • Field Notes
  • Non-Profits
  • Our Clients
  • About
Search

Meliora Insights, LLC

​Data Visualization | 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).

flatten transformation and surfacing the security predicates

6/4/2021

0 Comments

 
The flatten transformation is a powerful node for flattening heirarchy. A typical use-case is for enforcing 'who sees what'  up the reporting chain  through the use of security predicates. Code below details the steps in tweakign the JSON of the dataflow to be able to see the heirarchy in string form. This is used for debugging purposes. As an example, if you have a  flatten node to see the id and the managers id and the manager of the manager,etc, you  need to add the schema section in the JSON in order for you to see the manager path in the UI part of the lens in TCRM.

{ "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



Leave a Reply.

Site powered by Weebly. Managed by Hostwinds
  • Home
  • Tableau CRM
  • Field Notes
  • Non-Profits
  • Our Clients
  • About