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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).

COGROUP and publishing totals per column: I've frequently quipped how Tableau CRM makes hard things easy and easy things hard. Totals at the top of a grid widget is a royal pain vs. excel or other BI tools. You have to do it manually through SAQL. Here i

4/29/2021

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q = load \"zds_OpptySnapshot\";\nq1 = filter q by  {{column(timeStampText_4.selection,[\"Snapshot1\"]).asEquality('timeStampText')}};\nq1 = filter q1 by date('CloseDate_Year', 'CloseDate_Month', 'CloseDate_Day') in {{cell(static_2.selection,0,\"Valu\").asString()}};\nq2 = filter q by {{column(timeStampText_5.selection,[\"Snapshot2\"]).asEquality('timeStampText')}};\nq2 = filter q2 by date('CloseDate_Year', 'CloseDate_Month', 'CloseDate_Day') in {{cell(q_FY2_1.selection,0,\"Valu\").asString()}};\nresult = group q1 by 'Stage' full, q2 by 'Stage';\nresult = foreach result generate coalesce(q1.'Stage', q2.'Stage') as 'Stage', number_to_string(sum(q1.'Amt'), \"$#,####\") as 'Snapshot1 Amt',number_to_string(sum(q2.'Amt'), \"$#,####\") as 'Snapshot2 Amt', number_to_string((sum(q1.'Amt')- sum(q2.'Amt')), \"$#,####\") as 'Difference';\nresult = order result by ('Stage' asc);\nq3 = filter q by {{column(timeStampText_4.selection,[\"Snapshot1\"]).asEquality('timeStampText')}};\nq3 = filter q3 by date('CloseDate_Year', 'CloseDate_Month', 'CloseDate_Day') in {{cell(static_2.selection,0,\"Valu\").asString()}};\nq4 = filter q by {{column(timeStampText_5.selection,[\"Snapshot2\"]).asEquality('timeStampText')}};\nq4 = filter q4 by date('CloseDate_Year', 'CloseDate_Month', 'CloseDate_Day') in {{cell(q_FY2_1.selection,0,\"Valu\").asString()}};\ntot = cogroup q3 by all full,q4 by all;\ntot = foreach tot generate \"Totals\" as 'Stage', number_to_string(sum(q3.'Amt'), \"$#,####\") as'Snapshot1 Amt', number_to_string(sum(q4.'Amt'), \"$#,####\") as 'Snapshot2 Amt', number_to_string((sum(q3.'Amt')- sum(q4.'Amt')), \"$#,####\") as 'Difference';\nfinal =union tot,result;\n",
                "receiveFacetSource": {
              
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