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How do you add filters to Einstein Analytics?
To enable users to filter on the sales rep, click the panel widget, select the DTC Opportunity dataset and the Opportunity Owner field. Click Create to create a filter based on this dataset field. Save the changes to the dashboard. Awesome.
What is a global filter in Einstein Analytics?
The panel can contain single or multiple global filters. Use a global filter to apply the same filter to multiple queries in the dashboard. For example, a dashboard has two charts comparing two sales reps’ performance. If configured, users can change a global filter while viewing the dashboard.
How can you restrict access to Tableau CRM data at the row level?
If a Tableau CRM user has access to a dataset, the user has access to all records in the dataset by default. To restrict access to records, you can implement row-level security on a dataset when you use sharing inheritance and security predicates.
What is a filter panel?
A filter panel is a type of panel stack that contains only selectors, which users interact with to filter the data displayed in a dashboard-style document. For example, a dashboard-style document displays sales data by product category for the years 2007 to 2010.
How do I add a global filter?
In the global filter panel widget, select All Global Filters. Click Manage Global Filters . Click Add Global Filter, select Stage, then click Create. Save the dashboard.
Is there a Binding syntax in Einstein analytics?
If you are new to Einstein Analytics or even if you have been working with Einstein Analytics for a while understanding the binding syntax can be hard. So I thought it was time to demystify the hardest part of it: the syntax. A binding in Einstein Analytics is not just a binding.
What is the data selection function in Einstein?
Data Selection Function: this function determines what data is being selected from a step or table. It can either be data from a cell, column or row. Step Name: this is the step API name (not the label) where the binding should select the data from.
What are the two types of bindings in Einstein?
There are two types of binding functions; ‘result’ and ‘selection’ binding. And when you start writing your binding you have to determine if you want the binding to happen with or without user interference. When viewing a dashboard all steps are executed and any ‘result’ bindings will also automatically trigger to insert the desired values.
What does step Group 1 look like in Einstein analytics?
The static step called Static_1 looks like this: And the step Group_1 looks like this with the binding to the above static step – I’ve kept it in compact form: And finally, we have the SAQL step we will be adding a nested binding to, which in my use case is the filter: