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I have two separate question, both about dates. 

 

  1. Date Formats - It appears if my date format is not one of the supported ones there is nothing I can do in a recipe by just providing the format.  Every way I tried failed.  I eventually broke the date into it's components and built a valid date string to convert.  This seems very cumbersome.  Any one solve this problem in a simpler way?  What I'd really like to do is just provide the format in the dataset json, but once again unsupported formats seem to fail rows in the load.
  2. Formatting Date Labels in Charts - I know I can do this with SAQL but I want to be able to provide a way a less sophisticated user could define a format, e.g. 12/1/2025 instead of 2025-12-01.  I swear I had a trick for this a while back but I couldn't rediscover as much as I tried.  I thought I had a way to do it in the same way you build up a text in a text widget.  Couldn't find it again...

#Tableau CRM #CRM Analytics  #Analytics #

1 answer
  1. Today, 7:32 AM

    Hi @Dan Paul

     

    For your 1st Q. I have done the same. Splitting it and tying it together again. 

    For your 2nd Q. I often times come around this, creating the 12/1/2025 label as a dimension in the recipe. So you have the Date (dateformat) and Date (string) 

    Then just add both of the to the chart and sort by the real dateformat and hide the field. 

    This way faceting keeps working as well. 

    Hope this helps a bit, otherwise reach out, and we can dive into it if needed. 

     

    Have a great day, best Anders

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Can Salesforce External Connectors be used to sync CRMA datasets from another org or just Salesforce objects?  If we can connect datasets, can you please provide instructions?

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I am Getting below Error When I am running the dataflow in Analytics Studio. 

 

Something went wrong while executing the ApexCallout1 node: Error in GetEdgemartCurrentData for edgemart ApexCallout1 [error category: USER]: No edgemarts found with specified URL:esObject/edgemart?current=true&alias=ApexCallout1 (02K8V000000zO2bUAE_03CKj000006EHqPMAW_000) 

 

Is their any way we can resolve the error like we can update the dataflow and re run or any other way. 

Due to this I am not able to sync the data...please help me to resolve the error.. 

 

Thanks, and Regards 

Pranav Shah 

 

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Why can't I update two fields in Salesforce CRM using a recipe in Analytics if I have Field-Level Security set to Visible?   

 

@* CRM Analytics (fka Tableau CRM) * 

1 answer
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We are experiencing issues when running recipes in environments that have more than one data sync connection configured.

Specifically, we have two apps with distinct connections:

  • Safety Analytics uses the SFDC LOCAL connection.
  • WMD uses SFDC LOCAL for WMD.

Both connections sync the same object (User), but with different field selections:

  • The WMD connection syncs 2 fields from the User object.
  • The Safety connection syncs 3 fields (2 same as WMD, plus 1 additional).

The issue arises when:

  1. The WMD sync runs last, updating the shared metadata for the User object.
  2. Then, the Safety recipe is executed, resulting in an error because the additional field expected by the Safety recipe is no longer present (as per the last sync by WMD).

This conflict is affecting recipe reliability and is blocking our data workflows. How to manage multiple connections syncing the same object with different field selections, and how to avoid these overwrite issues in data recipes. 

 

Thank you in advance. 

 

 

Recipe Failure Due to Conflicting Object Definitions Across Multiple Data Sync Connections

 

Department is the uncommon field of User object between the 2 local connections

1 answer
  1. Yesterday, 8:28 AM

    Hi @adil tuladhar

    ,  

    1. Please check your

    Safety Recipe

    location of user node (refer image attached below), make sure you are using right input connection (Safety Analytics / WMD). 

     

    Hi , 1. Please check your Safety Recipe location of user node (refer image attached below), make sure you are using right input connection (Safety Analytics / WMD). 2.

     

     

    2. If you want to run the recipe all fields need to sync first, else it will through an error. 

    3. If you are not using

    Department

    field in the recipe and it's still showing error,  

             a. Download the JSON of recipe 

             b. Check "Department" field is present in JSON code 

             c. Remove the field 

             d. Re-upload the JSON file 

     

     

     

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Hi All, feel dumb even asking this question...But while I am in a Tile/Lens of an Analytics Dashboard, is there a way to turn off the automatic update so that I can remove more then one filter or column at a time without it doing a preview update? It's obviously doable within Lightning with the "Update Preview Automatically" toggle that lives within each individual Report...But I cannot find this feature anywhere within CRM Analytics at the Dashboard or Lens level

3 answers
  1. Jul 28, 8:09 PM

    @Justin Maneri if you are talking about dashboards - click the filter you want to select multiple options form and on the right side panel - deselect/uncheck the 'Update Instantly' option. This will let you choose more and then click update to apply all filters at once.

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Hi all,  

  

This question is based on a use case of creating a query of average GPA in CRM Analytics.  If I have a dataset where I want to get the average GPA of students, but in that dataset have varying rows for each student as the dataset also includes event attendance details for each student.  

  

EX:  

Student 1, GPA 2.2, Event on 1/22/2024  

Student 1, GPA 2.2, Event on 1/26/2024  

Student 1, GPA 2.2, Event on 3/16/2024  

Student 1, GPA 2.2, Event on 3/18/2024  

Student 2, GPA 4.0, Event on 2/12/2024  

  

The average I would hope for is 3.1 which accounts for each student only once (2.2 + 4.0)/2  

  

However, due to the multiple rows for student 1, the GPA I get is 2.56 ((2.2+2.2+2.2+2.2+4)/5) which inadvertently lowers the average GPA.  Any suggestions? Thank you in advance. 

  

My current example query displays as follows which gives the GPA of   

q = load "Example Data"; 

q = group q by all; 

q = foreach q generate avg(q.'GPA') as 'A'; 

q = limit q 2000;

1 answer
  1. Apr 16, 6:38 PM

    To avoid double counting in your calculation, you can do a two-step query like this: 

     

    q = load "Example Data";  

    -- calculate avg per Student and aggregate rows per student to 1 

    q = group q by 'Student'; 

    q = foreach q generate avg(q.'GPA') as 'GPA'; 

    -- apply the calculation of average based one row per student

    q = group q by all; 

    q = foreach q generate avg(q.'GPA') as 'GPA'; 

    q = limit q 2000;

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Hi Team,

I’ve generated two result sets using SAQL, as shown in the attached screenshot. I'm now trying to achieve a combined or transformed output based on these results.

I attempted to use cogroup, but I wasn’t able to produce the desired outcome.

Could you please assist with the appropriate SAQL logic to achieve this?

Thank you—your help is greatly appreciated.

 

@* CRM Analytics (fka Tableau CRM) *

 

@Pranit Bhisade

 

@Phillip Schrijnemaekers

@Prabhat Mishra

2 answers
  1. Jul 26, 2:14 AM

    This is cogroup, something like this 

    .... 

    r1 = group r1 by (Ind_Code, Category, Mkt_Cap)

    r2 = group r1 by (Ind_Code, Est_Annual_Cap)

    q = cogroup r1 by Ind_Code left, r2 by Ind_Code;

    q = foreach q generate coalesce(r1.Ind_Code, r2.Ind_Code) as Ind_Code, r1.Category as Category, sum(r1.Mkt_Cap) as Mkt_Cap, first(r2.Est_Annual_Cap) as Est_Annual_Cap

     

    you can refer to this article 

    https://medium.com/@adaxu2018/cogroup-with-unequal-columns-in-crm-analytics-f29799c158e9

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The first screenshot shows how the graph looks like if value isn't sorted. As you can see, it was sorted alphabetically based from Month Name then Segment.  The second screenshot shows how the graph looks like if it's sorted by record count however the Month Name is repetitive.  

 

My question is, is it possible to sort the value based on record count in descending order within the group without repeating the value on first group (month name)?  

Sort by record count within Group on bar chart

 

 

Screenshot 2025-07-26 000320.png

 

.   

 

 

 

1 answer
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CRMA dashboard , I want to display a trend chart (e.g., a mini line chart showing revenue or usage over time) as a column in a Table widget, where each row shows the trend for a specific Account

Any guidance, or examples would be much appreciated! 

2 answers
  1. Jul 25, 4:01 PM

    Unfortunately, this is currently not feasible, even not in repeater widgets. Within repeater widgets you can only display one dimensional charts (charts without a grouping) like flat gauge, gauge or ratings.

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