Binding Basics 1: Dynamic Group Toggle

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  • Опубликовано: 9 янв 2025

Комментарии • 82

  • @whizzohk
    @whizzohk 7 лет назад +1

    Really helpful - thank you. I will be working through the rest of your videos with interest!

  • @PratimaShri
    @PratimaShri 6 лет назад +1

    Thank you so much for sharing this. I tried going through the Binding Documentation but I felt lost. This was very helpful.

  • @sudharshanp9102
    @sudharshanp9102 7 лет назад +1

    Hi Pete,
    Can you please make a video of each function in Data Selection, Data Serialization and Data Manipulation. How it works with an example and when we use each function.

  • @konradhoffmann6927
    @konradhoffmann6927 4 года назад +2

    Could you please make another video about binding. A lot has changed since your video series.

    • @LetsPlaySalesforce
      @LetsPlaySalesforce  4 года назад +1

      Its in the works. In the meanwhile, check out salesforceblogger.com as Rikke has something fresher

    • @konradhoffmann6927
      @konradhoffmann6927 4 года назад +1

      @@LetsPlaySalesforce Thank you very much

  • @faisalmangi4607
    @faisalmangi4607 3 года назад +1

    Thanks you for the Video. would it be possible to add a toggle feature on a line graph to “show or hide graph “?if possible how can i do that?

    • @LetsPlaySalesforce
      @LetsPlaySalesforce  3 года назад +1

      Lots of great UXUI tricks can be done with pages.

    • @faisalmangi4607
      @faisalmangi4607 3 года назад +1

      @@LetsPlaySalesforce can you please guide me how can i solve that?

    • @LetsPlaySalesforce
      @LetsPlaySalesforce  3 года назад +1

      @@faisalmangi4607 sending you a link via linkedin

    • @faisalmangi4607
      @faisalmangi4607 3 года назад +1

      You are awesome ,Thank you so much for all your help❤️❤️❤️

  • @TechleadConsulting
    @TechleadConsulting Год назад

    Hello Pete,
    Please tell me how to dynamically change some of the columns of compare table in CRM Analytics Dashboard based on the selection in list selector. I need to deliver the project please suggest me

  • @TechleadConsulting
    @TechleadConsulting Год назад +1

    Hello Sir
    We are doing migration from Tableau to CRM analytics.Is there any functionality like actions in Tableau in CRM Analytics to create set .

    • @LetsPlaySalesforce
      @LetsPlaySalesforce  Год назад

      Could you provide some more information on what you mean by 'create set' or a link to documentation?

    • @TechleadConsulting
      @TechleadConsulting Год назад +1

      @@LetsPlaySalesforce there is action in Tableau Dashboards on select it is storing in a 2 different sets

    • @LetsPlaySalesforce
      @LetsPlaySalesforce  Год назад

      @@TechleadConsulting I don't think we have anything comparable. Can you link me to the description of the feature? I don't think I fully understand.

  • @shaikhshan606
    @shaikhshan606 3 года назад +1

    Hello, very useful video, can u tell me how to use binding with table in Einstein???

    • @LetsPlaySalesforce
      @LetsPlaySalesforce  3 года назад +1

      Please check out my bindings basics videos but they are a bit old. Rikke also has some great stuff at salesforceblogger.com

  • @willlindstrom2626
    @willlindstrom2626 6 лет назад +1

    Hi Pete,
    Appreciate your videos. Do you know if there is a way to toggle or auto-hide a chart if there is no data. We have a standard set of KPIs but are unable to collect data for some markets. Would love a way to have one dashboard of key KPIs but hide the charts without data.

    • @LetsPlaySalesforce
      @LetsPlaySalesforce  6 лет назад

      You can use results binding. When your query output null, past transparent color to all elements of the widget. As far as getting rid of the no results found, that's trickier. SAQL is required. You need to Union on a row with a zero value. The product team knows that this is something we all want and I believe it may be on the road now so I am not positive.

  • @TechleadConsulting
    @TechleadConsulting Год назад +1

    Can we add this static step to a list selector to bind it to the chart

    • @LetsPlaySalesforce
      @LetsPlaySalesforce  Год назад

      Yes you can, though its easier than it was when I made this video.

    • @TechleadConsulting
      @TechleadConsulting Год назад

      @@LetsPlaySalesforce Also Pete can we fiter a particular column only in lens. I am getting blank value when I apply filter to a column

    • @LetsPlaySalesforce
      @LetsPlaySalesforce  Год назад

      @@TechleadConsulting I don't see any reason that wouldn't work, I believe I cover filters later in this playlist.

  • @codyphillippi8831
    @codyphillippi8831 3 года назад +1

    Hey Pete - me again. I am curious if you are able to Nest a binding selection statement inside ( {{column(OU_1.selection, [\"project2\"]).asObject()}} ) of a toggle selection? For example I have an overarching toggle for my dashboard that filters all components and another toggle for a specific chart that displays different queries when I select it. I was to put that overarching toggle statement in the the singular toggle so it also updates with the "global toggle" but it is not working... Any thoughts? Let me know if I need to clarify

    • @LetsPlaySalesforce
      @LetsPlaySalesforce  3 года назад

      Short answer: you can't pass a binding with a binding it will get flattened to text. That said there are probably 50 ways to get around this problem. Pages should be your first line of attack. Components should be your second. After that, there's always custom code

    • @codyphillippi8831
      @codyphillippi8831 3 года назад +1

      @@LetsPlaySalesforce yes- that is what I thought! Was just trying to avoid some rebuilding. Thanks so much

  • @harithareddy6241
    @harithareddy6241 5 лет назад +1

    Hi Pete, I have done binding for a step by creating a static step initially and it worked.
    However, I noticed that when a slight modification is done to a step, i am not able to bind it.
    Is there any separate syntax for the below statement , when I am performing SAQL modifications to a dynamic step
    "{{column(static_1.selection,[\"value\"]).asObject()}}"

    • @LetsPlaySalesforce
      @LetsPlaySalesforce  5 лет назад +1

      If its in SAQL, you don't need the whole thing in quotes.

  • @tomherron9792
    @tomherron9792 6 лет назад +1

    Hi Pete, love the videos. If you had a stacked bar chart, how would you toggle back and forth between 2 groups (for example Record Type & Year) to 1 grouping (Year)?

    • @LetsPlaySalesforce
      @LetsPlaySalesforce  6 лет назад +1

      My gut says you would also need to toggle the chart type to a regular bar. When grouping by 2 dimensions, pass your value as an array. For 1, use a string. I just landed for a layover in Atlanta, if I have time before my next flight I'll post some psudo-code.

    • @tomherron9792
      @tomherron9792 6 лет назад +1

      Great, thanks! If I switch the chart type to a regular bar, I wouldn't be able to stack though, right? The code below sort of explains what I'm trying to do. I want to toggle between having the two groupings + segment value to one grouping+segment value. I'm sure that there's a much easier way to do this
      "query": {
      "groups": [
      "Name",
      "{{column(myStatic_1.selection,[\"group\"]).asObject()}}",
      "{{column(myGrouping_1.selection,[\"value\"]).asObject()}}"
      ],
      "myStatic_1": {
      "broadcastFacet": true,
      "label": "myStatic",
      "selectMode": "singlerequired",
      "type": "staticflex",
      "values": [
      {
      "display": "PvA",
      "value": "PvA",
      "group": "Prd.ftxt_Record_Type_Name__c"
      },
      {
      "display": "CSP",
      "value": "CSP",
      "group": ""
      }
      ]

    • @LetsPlaySalesforce
      @LetsPlaySalesforce  6 лет назад +1

      It's time to catch my connection and I couldn't get it to work😪 there is a trick to this but I can't remember. I would recommend those into the community it is totally possible to achieve this

    • @tomherron9792
      @tomherron9792 6 лет назад +1

      Good idea! Thanks for taking a look though!!!

    • @motoota
      @motoota 6 лет назад +1

      hi, I am having the same problem as you stated.
      if you have solution please share with me.
      thank in advance

  • @PratimaShri
    @PratimaShri 6 лет назад +1

    I aam trying to create something similar to DTC app, with Open, Won, Lost. In this case what will be the values? I looked at the json for the installed dashboard and it seems to have 3 parameters. Display, Value and Won. Is it possible to do this in UI just like your tutorial or Do I have to do it in the Json file itself?

    • @LetsPlaySalesforce
      @LetsPlaySalesforce  6 лет назад

      I think in your use case, you'd want to create a bucket field either with a recipe or in the dataflow.

  • @prasaddpathakful
    @prasaddpathakful 5 лет назад +1

    Hey, thank you for the video. I think this requires Einstein Analytics. Is there any other way to implement dynamic group toggles in the free edition.

    • @LetsPlaySalesforce
      @LetsPlaySalesforce  5 лет назад

      There isn't really such a thing as 'free' salesforce. If you're asking if this is possible with the standard reporting engine, no. That's one of the reasons we have Einstein Analytics.

    • @prasaddpathakful
      @prasaddpathakful 5 лет назад +1

      @@LetsPlaySalesforce yes that's what I wanted to know. Thank you so much for your prompt response.

  • @franciscrump1869
    @franciscrump1869 2 года назад +1

    Thanks Peter

  • @prathyushathunuguntla9474
    @prathyushathunuguntla9474 4 года назад +1

    I would like to know how the 'value' can take two inputs

    • @LetsPlaySalesforce
      @LetsPlaySalesforce  4 года назад

      I don't understand, could you tell me more about your use case?

    • @prathyushathunuguntla9474
      @prathyushathunuguntla9474 4 года назад

      @@LetsPlaySalesforce How can I give a 1-dimensional array as input to a toggle value
      "Group" : Account
      "Value" :
      For values I would like to give input as 1. Customer Account
      2. End User Account

    • @LetsPlaySalesforce
      @LetsPlaySalesforce  4 года назад

      @@prathyushathunuguntla9474 set your toggle to multi-select and use column().asObject() though you'll need to delete the existing brackets that were there before the binding as it's already expecting an array.

  • @danpaul4108
    @danpaul4108 4 года назад +1

    I get an error that the column is not part of the query. Works with the one that the original query was group by. I experimented with substituting the binding into other references but it seemed to corrupt the json....

    • @danpaul4108
      @danpaul4108 4 года назад +1

      you have to completely remove the columnMap element. Apparently removing the values in not enough.

    • @danpaul4108
      @danpaul4108 4 года назад +1

      Also the api name is case sensitive

    • @LetsPlaySalesforce
      @LetsPlaySalesforce  4 года назад

      @@danpaul4108 This is correct. The columnMap property doesn't play nicely with bindings. In the instances where you still need it for things like hiding a measure used in a calculation, you can use columns :[] instead though it works a bit different and isn't officially supported.

  • @muskieAA
    @muskieAA 6 лет назад +1

    Hey Pete,
    Great Video! I'm hoping you can help debug an error I am getting. After completing all the steps, I am getting the following: "can't use the bar chart because the step requires at least 1 measure." Any idea what's causing this?
    thanks!

    • @LetsPlaySalesforce
      @LetsPlaySalesforce  6 лет назад

      Jeff Musgrave there was a change in spring 18 that causes this issue. The solution was posted by Danny Lai. The short answer is remove the columMap section. The full doc is posted on the community.

    • @muskieAA
      @muskieAA 6 лет назад +1

      Thanks for the quick reply, Pete! Any chance you have the link to the post? I'm new to some of the SF world.

    • @LetsPlaySalesforce
      @LetsPlaySalesforce  6 лет назад

      success.salesforce.com/0D53A00003RY4Yx This is the customer community for Einstein Analytics. Lots of folks come to ask and answer questions, and the salesforce team actively monitors feedback. It's awesome and this channel never would have happened without it.

  • @harithareddy6241
    @harithareddy6241 5 лет назад +1

    Hi Pete,
    I want to create a visualization based on dynamic top 5 results. For ex: Lets say my data is about smart phone users worldwide.
    I need to get the top 5 results based on 3 segments. Ex: Brand, Country.
    When i select a particular brand from the drop down lets say 'Samsung', i should get the top 5 consumers of Samsung brand mobile phones. And as vice-versa, when i select the 'Country' from the drop down list, then i should get the 5 most used Brands.
    Is there any way to do so.
    Many Thanks in advance.

    • @LetsPlaySalesforce
      @LetsPlaySalesforce  5 лет назад

      Seems simple enough. What have you tried so far?

    • @harithareddy6241
      @harithareddy6241 5 лет назад +1

      I actually tried binding using global filters as my rest of the pages work on global filters.
      But I was stuck with top 5 results
      I was able to take static top5 but not dynamic top5

    • @LetsPlaySalesforce
      @LetsPlaySalesforce  5 лет назад +1

      Should be as simple as a dynamic group binding. I'll tell you my secret. I'm not actually good at this naturally and I never wrote a single line of code before I got into EA. What I do is just try and fail a few hundred times until it works. Then I try to understand why it works and why it didn't previously. Eventually, it got easier and now I can write bindings and SAQL freehand, though it rarely works on the first try. Just gotta keep hitting it again and again and don't give up.

    • @abdul8533
      @abdul8533 5 лет назад +1

      help me with the data in CSV file, shall give a try and help yourself out.

    • @LetsPlaySalesforce
      @LetsPlaySalesforce  5 лет назад

      I'm sorry I don't understand the question.

  • @atulchandhok9955
    @atulchandhok9955 7 лет назад +1

    Hi : when I bind by changing the groups to "{{column(my_static_1.selection,[\"value\"]).asObject()}};", I don't get a syntax error but my visualization goes away. What am I doing wrong?

    • @LetsPlaySalesforce
      @LetsPlaySalesforce  7 лет назад

      atul chandhok You have a semicolon after the closing curly brakets. You want }}", not }};",

    • @atulchandhok9955
      @atulchandhok9955 7 лет назад

      Thanks for your prompt reply, Pete. I get another error now that says-
      Syntax error at position 96 after token as ::q generate a S , count()as
      I cannot copy but there are arrow signs between 'a' and 's'

    • @LetsPlaySalesforce
      @LetsPlaySalesforce  7 лет назад

      atul chandhok best to post on the community and @ mention me. Make sure to post your full query. Learning to overcome syntax errors is part of learning.

  • @mitu1234567
    @mitu1234567 5 лет назад +1

    Hi,
    Instead of "Group" I can see " bars" . I am using Bars for "Account Type".This will creating any problem..

    • @LetsPlaySalesforce
      @LetsPlaySalesforce  5 лет назад +1

      They changed out the label in the user interface but it's still the same. With a product that involves this quickly the content tends to age, and this video is almost 2 years old. The tutorial should still work those certain things have changed a bit

    • @mitu1234567
      @mitu1234567 5 лет назад +1

      @@LetsPlaySalesforce
      Thanks for your reply, But Why I am getting error "
      The widget can not display because of the problem with the underlying step Account_Type_1."
      I can not attach my screen shot here..
      My query:
      "groups": [
      "{{column(myStatic_1.selection, [\"value\"]).asObject()}}"
      ]

    • @LetsPlaySalesforce
      @LetsPlaySalesforce  5 лет назад

      Please post your code to the community and @mention me.

    • @mitu1234567
      @mitu1234567 5 лет назад +1

      @@LetsPlaySalesforce Hi,
      I got it. Working very well. Actually , column map is used in two places and I have to add column map=null in both places. Thanks to you and Rikki Blog. Thanks..

  • @mitu1234567
    @mitu1234567 5 лет назад +1

    Hi ,
    I just copy same syntax , JSON is not giving any error but I am not able to see any data on dashboard.

    • @LetsPlaySalesforce
      @LetsPlaySalesforce  5 лет назад +1

      Did you delete columnMap? This video predates that feature. Check out Rikke's blog post on it at salesforceblogger.com for more info.

    • @mitu1234567
      @mitu1234567 5 лет назад +1

      @@LetsPlaySalesforce Hi, I wanted to learn wave analytics as I am working as admin. How can I start ? Please help..Thanks

    • @LetsPlaySalesforce
      @LetsPlaySalesforce  5 лет назад +1

      @@mitu1234567 Check out einsteinanalyticslearningmap.com and don't forget to scroll down and check out the trailblazer content link

  • @mohammadrafi3932
    @mohammadrafi3932 7 лет назад

    Hey Pete,
    Nice Video, The expression u used in the video doesnt work for binding two steps coming from two different dataset.
    Can you upload a video on how to implement binding for steps coming from two different dataset or does this expression should work for steps that is created from two different datasets.

    • @LetsPlaySalesforce
      @LetsPlaySalesforce  7 лет назад

      Hi Mohammad, thanks for the feedback! Please check out part 7 of this series as it covers binding across datasets. If possible, I'd suggest using connected data sources as it's much easier and more powerful. If your use case is that you have two steps on different datasets that you want to dynamically group by and they have slightly different field names (ex. Account_Type vs AccountType__c) you'll need a 3rd column in your static step, which is covered in part 2. If you have trouble, post back either here or on the success community.

  • @pranitbhisade3174
    @pranitbhisade3174 5 лет назад +1

    Thanks bro