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How to filter data in Einstein analytics dashboard?
I want to add an Einstein Analytics dashboard to a custom object which field values do a certain filtering on the data of the dashbord. The problem I face is that one of the fields is a multiselect picklist which doesn’t work with the contains operation of the dashboard filter.
How to add filters in simplysfdc.com Einstein analytics?
In this sample, I want to bring in all active users and not included Chatter users. So, there are 2 filters need to add in sfdcDigest: If you come from Salesforce background, you can simply enter isActive = true && userType = Standard, but this is different in EA.
How does Einstein analytics work with a logged in user?
Instead of selecting the default “All” value, the dashboard will auto select the Owner Name widget with the logged-in user. However, if the logged-in user name does not exist in the query result, the widget will show All. Auto-selection by the logged-in user (as above) does not stop the user to select other users from the list.
Is there a problem with the dashboard filter?
The problem I face is that one of the fields is a multiselect picklist which doesn’t work with the contains operation of the dashboard filter. I need something like a has-any operator to use data rows that match with at least one value of the picklist. Here is also a video demoing the problem contributed by Peter Lyons: https://youtu.be/pJLoua8nOqw
How to use filters in Analytics Web SDK?
Just stumbled over a video from TrailheadX where they show how to apply filters using the Analytics Web SDK and they use an IN Filter This was a bug which has been patched. Multiselects are now supported in embedded filters without hacky workarounds.
How does a filter work in salesforce analytics?
The platform supports different widgets that will allow you to select or filter data as you please this includes lists, toggle, date and range. There are two ways you can power these selections and filters; steps that are powered by your dataset or static steps where you define a static value you can use in other steps.
How to embed analytics in Salesforce Lightning pages?
Similar to regular salesforce reports you can make Einstein Analytics dashboards when embedded in core Salesforce specific for the record the user is looking at, you can use filter conditions and set component visibility to show only when most relevant. Do you have any embedded analytics already in your Salesforce org?
How to add a filter to the opportunity details dashboard?
Add the filter to the embedded Opportunity Details dashboard. In the account page, click the Setup icon at the upper right, and then click Edit Page. Click anywhere in the Opportunity Details dashboard. In the properties list on the right, click Add Dashboard Filter under the Dashboard Filters section to open the dashboard filter builder.
Can you see Multi Select picklist in Einstein analytics?
A few months back, we write a blog on handling multi-select picklist value from Salesforce in Einstein Analytics, multi-select picklist value will flow to Einstein Analytics, but you cannot see the value in Table, but you still can filter it normally.
How does multi select picklist work in JSON?
One of the issues, when you have multi-values in a record, it will show only the 1st value when you show the data as Value Table in a Lense or Table widget in a Dashboard. As per this document, we can customize JSON dataflow to treat multi-select values as text.