Tuesday, August 6, 2019

Salesforce Analytics Explained - Standard Deviation

While working with aggregation in Analytics, sum usually takes a staring role. You might have not known, but there are many other aggregate functions that produce interesting results.

For example, min, max, first, last, average and stddev are available to help slice and dice your data.  The full list of aggregate functions is available in the help documents.

The trick to access these other options in the user interface is scrolling down in the Measure selection box.  Once you scroll, a world of other features become available.

For our example, we will use the average and standard deviation (stddev) operations. First, these aggregate functions will be used in a compare table to build a chart of averages with lines breaking down the values for one and two standard deviation from the average.

As a bonus, a binding statement will enable switching the chart between one and two standard deviations.  All of this can be done without writing a single SAQL statement.

Tuesday, October 16, 2018

5 Steps to Killer Einstein Analytics Dashboards

Building great dashboards in Einstein Analytics is a combination of art and science.  You can build pretty visualizations.  If a user can’t take action from the dashboard, it won’t be used. If you throw tons of data at users and they can’t draw insight from it, the dashboard will be ignored.

Dashboards need to be a visual representation of the user’s business goals, with insights that are actionable. Both the art and the science are required to create a meaningful dashboard that engage users.  Here are 5 steps to building killer Einstein Analytics dashboards that users will love.

Monday, March 19, 2018

Adding Subtotals to Einstein Analytics Table

Tables in Einstein Analytics are quite flexible.  They can be very useful for calculating columns and manipulating data.  One feature they lack is the ability to show subtotals. Here's a video walkthrough of how you can add subtotals to a pivot table with SAQL.

Tuesday, August 1, 2017

Analytics Explained - Compare Table Unleashed

The compare table, only good for showing boring rows of data, right? Definitely not the case! The compare table has more to offer than it first appears.

I've created an unmanaged package that explores how to unlock the full power of the compare table, no SAQL coding required. Learn how drive better insights in Einstein Analytics through the following:

- Building killer dashboards without writing code

- Creating advanced compare table charts, such as timeline charts with separate lines by year

- Tips and tricks for creating formula columns and using functions

- Leveraging advanced functions for rankings, period over period changes and running totals

- Strategies to handle null values and turn 'No Results Found' into zeros

Monday, April 24, 2017

Summer 17– Hottest Analytics Cloud Features

s17As the weather heats up, thoughts turn toward Summer.  After reviewing the release notes and working in a pre-release org, here are the hottest features coming in the Analytics Cloud Summer 17 release.

Wednesday, April 12, 2017

Salesforce Wave Explained - Replication

Salesforce Analytics Cloud includes a replication feature that will pre-populate Wave with Salesforce data.  Replicated data can greatly improve dataflow execution times.

Enabling replication also consolidates multiple digest statements in dataflows into a single extract.  If you have used the Dataset builder and selected the same object more than once, your dataflow will digest that object multiple times.

Simply check the option and away you go....well almost.  There are a few considerations to take into account when using replicated data.  Here's what to keep in mind as well as a list of my Tips & Tricks.

Tuesday, March 21, 2017

Salesforce Wave Explained - Independent Chart Comparison


A client recently requested the ability to look at two charts on the same dashboard in Salesforce Analytics Cloud, each with its own set of date ranges.  For example, being able to look at average sales amount for the current year in one chart and the prior year in another chart.

While this may seem like a daunting request at first, it's actually quite simple to build this dashboard.  In fact, it can be done without any SAQL and only a few lines of JSON.  Here is how to build it.