Great! If a need to add three new filters, how can I do that? Suppose I want to be able to filter my customers by segment, age and gender... in this case, would I only need to include three lines in the query with the three different filters?
First I should mention - CRMA has come a VERY long way since this video was published. Please make absolutely sure you can't accomplish your goal clicks-not-code before using SAQL. That said, it doesn't really matter. The query engine will actually optimize multi-line filters into a single filter statement on the server side. For ease of typing you can string criteria together with && and || as well as using parentheses to add logic.
global filters can't be referenced in SAQL, though they should be respected automatically if you don't declare otherwise. Alternatively, you can use a list widget.
The concat function for bindings is described here: developer.salesforce.com/docs/atlas.en-us.bi_dev_guide_bindings.meta/bi_dev_guide_bindings/bi_dashboard_bindings_functions_wave_designer_concat.htm
Great Video. Would it be possible if you could make a video of how to convert a old Dashboard to new dashboard. It would be awesome. We get the error "Analytics encountered a problem with this step " , "Aggregate query must have measures." it would be great if there is a tutorial on it. Thanks in advance
That's going to be an issue with columnMap. There's a convert feature, though I can't say how well you can expect it to work. You best bet may be to manually rebuild and copy/paste some of the steps. So many things have changed since the classic designer days there is likely not a quick win answer for complex dashboards.
Hi there - looking for some advice here. Searched your channel and some documentation, and was having trouble finding a solution. Looking to pull all of the text before a certain character in SAQL. Ex: Looking to pull Bennet from Bennett--FY21 BDA--AMER--EBU. Could you help give any direction on this? Thanks so much!
Just an updated for you / anyone who needs this formula. This worked for me , but I had to remove the "len" statement.. so: substr(myField,1,index_of(myField,"-")-1)
hi Peter , i follow all your videos, learned a lot, thanks a lot for your videos.. i have one small question.. i m using saql for most of my dashboard components, as i have to use same set of filter conditons across all components and its easy to paste same query using saql.. but don't know how to change a number field with a percent symbol.. checked lot of documents and it doesn't show any option for %
First, if that's your only reason for SAQL I think you'd have a much lower maintenance footprint if you used locked global filters. Next, you can use derived measures to set a custom format. Percent is one of the default options.
How would you change the number format once you use SAQL? I used 'number_to_string' but it put my variance column as the first column. Is there a way to correct this or other way to format the data?
You can add a derived measure to the XMD via dataset fields. Explore the dataset, click fields on the top left, scroll down to derived measures, click the plus, add the name of your new field, then you'll be able to set the format.
Editing JSON is needed for bindings, mixed grains on date filters (1 year ago --> 365 days ago for last year to date for example), setting labels on global filters, etc. Technically every time you edit a query even in the UI, you're modifying the SAQL that gets sent to the server. You should only ever write SAQL for use cases that can't be achieved without it. When possible, use the UI and compare tables to build a starting point for custom queries.
Hi! My name is Bruno, currently working with Einstein Analytics, I'm beginner in IT so I doing trailheads about Einstein to improve my knowlegde. Your channel is help me so much! But I'm locked in a step of Einstein Superbadge :( I would be very happy if you help me with this using e-mail, skype etc! Thank you so much!
Please post your issues here: success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000009MBP The group is super active and your best bet for all things EA, though we can't give you too many specific hints on the superbadge as it's really supposed to be something you solve on your own.
you explained is phenomenal.
i must say you are a great teacher. the way you have explained is phenomenal.
Thank you! Really appropriate these videos
really great walk through ! thx
These videos give really great information. If you can add advance sessions on SAQL then that will be really great. Thanks and cheers
Great!
If a need to add three new filters, how can I do that?
Suppose I want to be able to filter my customers by segment, age and gender... in this case, would I only need to include three lines in the query with the three different filters?
First I should mention - CRMA has come a VERY long way since this video was published. Please make absolutely sure you can't accomplish your goal clicks-not-code before using SAQL.
That said, it doesn't really matter. The query engine will actually optimize multi-line filters into a single filter statement on the server side. For ease of typing you can string criteria together with && and || as well as using parentheses to add logic.
Hey thanks so much for the videos .. how can we use global filter in saql query .. tried using filterpanel_id ...but doesn't work
global filters can't be referenced in SAQL, though they should be respected automatically if you don't declare otherwise. Alternatively, you can use a list widget.
Hello Pete
How to use concat function with binding
The concat function for bindings is described here: developer.salesforce.com/docs/atlas.en-us.bi_dev_guide_bindings.meta/bi_dev_guide_bindings/bi_dashboard_bindings_functions_wave_designer_concat.htm
@@LetsPlaySalesforceBy the way Congrats Pete for MVP Hall of Fame
Great Video. Would it be possible if you could make a video of how to convert a old Dashboard to new dashboard. It would be awesome. We get the error "Analytics encountered a problem with this step " , "Aggregate query must have measures." it would be great if there is a tutorial on it. Thanks in advance
That's going to be an issue with columnMap. There's a convert feature, though I can't say how well you can expect it to work. You best bet may be to manually rebuild and copy/paste some of the steps. So many things have changed since the classic designer days there is likely not a quick win answer for complex dashboards.
Hi there - looking for some advice here. Searched your channel and some documentation, and was having trouble finding a solution. Looking to pull all of the text before a certain character in SAQL. Ex: Looking to pull Bennet from Bennett--FY21 BDA--AMER--EBU. Could you help give any direction on this? Thanks so much!
substr(myField,1,len(myField)-index_of(myField,"-")-1) you'll probably need to tweak it.
@@LetsPlaySalesforce You are legit a life saver thank you so much. I will test out now.
Just an updated for you / anyone who needs this formula. This worked for me , but I had to remove the "len" statement.. so: substr(myField,1,index_of(myField,"-")-1)
@@codyphillippi8831 good catch, the original I sent would give you after and including the delimiter.
hi Peter , i follow all your videos, learned a lot, thanks a lot for your videos.. i have one small question.. i m using saql for most of my dashboard components, as i have to use same set of filter conditons across all components and its easy to paste same query using saql.. but don't know how to change a number field with a percent symbol.. checked lot of documents and it doesn't show any option for %
First, if that's your only reason for SAQL I think you'd have a much lower maintenance footprint if you used locked global filters. Next, you can use derived measures to set a custom format. Percent is one of the default options.
@@LetsPlaySalesforce Thank you Peter will use "locked global filters" options.
How would you change the number format once you use SAQL? I used 'number_to_string' but it put my variance column as the first column. Is there a way to correct this or other way to format the data?
You can add a derived measure to the XMD via dataset fields. Explore the dataset, click fields on the top left, scroll down to derived measures, click the plus, add the name of your new field, then you'll be able to set the format.
@@LetsPlaySalesforce Will give this a shot... thanks!
Nice video, keep it up. Can you describe when to modify the JSON vs when to modify the SAQL?
Modifying one modifies the other, right?
Thanks!
Editing JSON is needed for bindings, mixed grains on date filters (1 year ago --> 365 days ago for last year to date for example), setting labels on global filters, etc. Technically every time you edit a query even in the UI, you're modifying the SAQL that gets sent to the server. You should only ever write SAQL for use cases that can't be achieved without it. When possible, use the UI and compare tables to build a starting point for custom queries.
Thanks Pete!
Hi! My name is Bruno, currently working with Einstein Analytics, I'm beginner in IT so I doing trailheads about Einstein to improve my knowlegde.
Your channel is help me so much! But I'm locked in a step of Einstein Superbadge :(
I would be very happy if you help me with this using e-mail, skype etc! Thank you so much!
Please post your issues here: success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000009MBP
The group is super active and your best bet for all things EA, though we can't give you too many specific hints on the superbadge as it's really supposed to be something you solve on your own.
really great walk through ! thx