Hi Pete, thanks for the video. With you zooming in during the first half of the video, it was easy to follow. During the second half however, since you did not zoom in it became very difficult to see what was going on.
Amitesh Modi Thanks for the feedback. Like everything, it's an iterative process and I'm always looking for ways to improve my content. This was the first series I thought to zoom in at all and I forgot to do it half the time. Fortunately this isn't an issue moving forward as I now have better editing software and I can zoom in post-production. If there is a particular spot you need the code for, please let me know and I'll post it here.
Awesome viedo! Quick question.. do you know if Salesforce Tableau CRM (EA) offers field to field filtering? Have been doing a good amount of discovery on this and have not been able to find anything. Thanks!
This can be done in SAQL, but not the UI. I don't recall of the top of my head but you may need to do them post-projection (as described in what I think I remember being the 3rd use case in this video). The reason I'm leaning toward it has to be post-projection is because you can't do it in dataflow filters in SAQL mode. You can do 'myField' == "myString" but you can't do 'myField' == 'myField'. I'm not sure if field to field is on the roadmap (as of Winter 22 it's not available for future-proofing comments). This was a fairly recent add to standard reports (last few releases, 1-2 years tops) so it can't have gone unnoticed, though I haven't heard anything.
@@LetsPlaySalesforce This is super helpful. So basically this use case for me is trying to cross reference two dates to make sure that people are not modifying their activity after the fact. So it would be something like q = filter q by 'due date'
@@LetsPlaySalesforce Can you do that same thing in a recipe as well? I would love to do it that way so others can use that filter in the dataset without having to know SAQL
Hi Pete, I am using JSON with dynamic filters and grouping. I do not see anywhere I can inject saql for post-projection filters. I am looking to compare two fields i.e if A>B then only show the records. Any thoughts how I filter record based on A>B in JSON?
Let's Play Salesforce I used compare table and created a new column, lets call as D. Now in the json filter I want D column as filter. But it doesn’t recognise D as any column. And so I get blocked
explained is phenomenal.
thanks for sharing Pete
Thank you Pete.
Hi Pete, thanks for the video. With you zooming in during the first half of the video, it was easy to follow. During the second half however, since you did not zoom in it became very difficult to see what was going on.
Amitesh Modi Thanks for the feedback. Like everything, it's an iterative process and I'm always looking for ways to improve my content. This was the first series I thought to zoom in at all and I forgot to do it half the time. Fortunately this isn't an issue moving forward as I now have better editing software and I can zoom in post-production. If there is a particular spot you need the code for, please let me know and I'll post it here.
Awesome videos thanks sir
great video. I also have a question. I have a global filter, where I would like to exclude specific value by default. How can I accomplish that?
In edit mode, click the dot-dot-dot int the top right, select "pick initial selections", set the filter value, hit done, and save.
Awesome viedo! Quick question.. do you know if Salesforce Tableau CRM (EA) offers field to field filtering? Have been doing a good amount of discovery on this and have not been able to find anything. Thanks!
This can be done in SAQL, but not the UI. I don't recall of the top of my head but you may need to do them post-projection (as described in what I think I remember being the 3rd use case in this video).
The reason I'm leaning toward it has to be post-projection is because you can't do it in dataflow filters in SAQL mode. You can do 'myField' == "myString" but you can't do 'myField' == 'myField'.
I'm not sure if field to field is on the roadmap (as of Winter 22 it's not available for future-proofing comments). This was a fairly recent add to standard reports (last few releases, 1-2 years tops) so it can't have gone unnoticed, though I haven't heard anything.
Shorter answer:
q = filter q by 'myField1' != 'myField2';
May work before the 'q = foreach q generate' but probably needs to go after that bit.
@@LetsPlaySalesforce This is super helpful. So basically this use case for me is trying to cross reference two dates to make sure that people are not modifying their activity after the fact. So it would be something like q = filter q by 'due date'
@@codyphillippi8831 always use epochs. myDate_sec_epoch < myDate2_sec_epoch. Personally I'd do this in a dataflow
@@LetsPlaySalesforce Can you do that same thing in a recipe as well? I would love to do it that way so others can use that filter in the dataset without having to know SAQL
Hi Pete, I am using JSON with dynamic filters and grouping. I do not see anywhere I can inject saql for post-projection filters. I am looking to compare two fields i.e if A>B then only show the records. Any thoughts how I filter record based on A>B in JSON?
To do this in compact form (no SAQL) use a compare table.
Let's Play Salesforce I used compare table and created a new column, lets call as D. Now in the json filter I want D column as filter. But it doesn’t recognise D as any column. And so I get blocked