Introduction Hello and welcome to Week 34! Let’s get the fun started this week with Rows and Columns Total in the Pivot Table! Yes, you heard that right, we want to sum the rows and columns and yet have all the data show. Requirements Create a dev org or use an existing org you have […]
Pivot – Rows and Columns Total Read More »
Introduction Hi again, guys. In this challenge, we will learn a new way to filter our dataset. I know, it’s pretty basic, but check the rules session to make it more interesting and have fun 😉 Requirements Create a dev org or use an existing org you have access to. Connect 2 related objects to
2024 Week 32 | CRM Analytics: Dataset Filtering Read More »
Introduction This post is special! It has been sent by Pedro Gagliadri who has been working on CRM Analytics since it was called Wave! Yes, some of us have been using this tool forever! Now for the challenge: This Outliers Detection will use Z-Scores. Prepare a recipe and a dashboard that allows you to see
Outliers Detection in CRM Analytics Read More »
Introduction Last week the challenge was how to create a quasi-histogram in CRM Analytics. Here is my solution, hope you guys like it. If you used a different solution, share it with us in the comments. Solution Let’s start by getting any numeric value from our dataset. You can upload your dataset. I am using
CRM Analytics: Quasi-Histogram – SOLUTION Read More »
Introduction Hello again, everyone. One of the things that CRM Analytics misses in its variety of charts is a histogram. A histogram is a chart that displays the frequency (count) of rows within a range of numeric values. For example: you have opportunity records with several amounts (2500,3000,5000.8750.10000, etc). In a histogram, we’d create a
2024 Week 27 | CRM Analytics: Quasi-Histogram Read More »
Introduction We are already into the mid 2024 and hope you are ready for another challenge! This is hopefully easier than some of the previous challenges we have set in CRM Analytics this year! It contains windowing function with input widgets. Yes, you read that right! Two great tools that can make your and your
Windowing with Input Widgets (Energy Data) Read More »
Introduction In addition to the powerful dashboard offered by CRM Analytics, the tool also offers a powerful data transformation tool, the Recipe. This week, the challenge is not the dashboard itself but preparing data based on a requirement. Requirement: retrieve all Customers without “activity” in the last 6 months. Activity here means: – Opportunity creation– Contact
2024 Week 23 – Account without Activities in the last 6 months Read More »
Introduction Hello again, everyone. As data analysts, we are frequently asked to present the “Top N” group members sorted by a metric. In this blog, we’ll try to bring the top 4 accounts industries sorted by count, and group all the following members in a single “Other” bar below the top 4 ones. Requirements Create
2024 Week 22 – Top 4 industries + “Other” Read More »
Introduction It’s the 18th week of the year and time for another CRM Analytics challenge! This week’s task is to rank the energy dataset by country for each year and create one chart out of it. This chart will show the least and most energy consumed based on the type of energy consumption selected. Sounds
Playing with Ranks in CRM Analytics! Read More »
Introduction Hey guys! Welcome back to a new challenge!! One of the things I like the most about CRMA is how easy is to customize and make the dashboard dynamic and flexible, to display the data we want. In this challenge , let’s build a chart using 3 different datasets, and use the interactions of
2024 Week 17 – Dynamic dashboard Tables Read More »
