how to filter the salesforce data in tableau

Full Answer

How do I extract data from Salesforce using tableau?

Contact your Salesforce administrator to verify that your account has access to the above list of APIs. When you connect to Salesforce using Tableau, the data is automatically extracted into a Tableau Data Extract file. In some cases, certain fields cannot be extracted because of character limits.

How do I filter data in tableau?

In Tableau Desktop, when you add a field to the Filters shelf, the Filter dialog box opens so you can define the filter. The Filter dialog box differs depending on whether you are filtering categorical data (dimensions), quantitative data (measures), or date fields.

How do I restrict Salesforce data from syncing to tableau CRM?

To restrict Salesforce records from being loaded into any dataset, add a filter transformation to the connected object. In your sync setting, you can add a filter to the connected Salesforce Object. (Exclude unnecessary or sensitive data from syncing to Tableau CRM with data sync filters.)

What is the Salesforce connector in tableau?

Tableau’s in-built Salesforce connector conveniently establishes a connection with Salesforce. You can easily set up a data source and use Tableau to visualize your data to perform a fruitful analysis for your business. This can be implemented using the following steps:

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How do I pull data from Salesforce to Tableau?

Start Tableau and under Connect, select Salesforce....Make the connection and set up the data sourceEnter your sign-in credentials for Salesforce.com.Select Log In.In the Allow Access dialog box, select Allow. If the connection is unsuccessful, verify that the authentication information is correct.

How do you filter specific data in Tableau?

To create a data source filter Click Add to open an Add Filter dialog box listing all fields in the data source. Click to select a field to filter; then specify how the field should be filtered, just as you would for a field on the Filters shelf. To add an additional data source filter, repeat this procedure.

Can you pull a Salesforce report into Tableau?

Once you've signed in successfully, you will need to provide Tableau, access to your Salesforce data and your account. Click on the allow button to provide access to transfer your Salesforce data into Tableau.

Can you integrate Tableau with Salesforce?

You can embed Tableau views from Tableau Server, Tableau Online, or Tableau Public. The Tableau Viz Lightning web component supports all versions of Tableau. Using the Tableau Viz Lightning web component, Salesforce administrators and developers can quickly integrate Tableau dashboard into Salesforce pages.

What are different types of filters in Tableau?

There are in total 6 types of filters in Tableau, which are,Extract Filters.Data Source Filters.Context Filters.Dimension Filters.Measure Filters.Table Filters.

How do I add a global filter in dashboard Tableau?

In a dashboard, click the drop-down menu on a filter card and select Apply to Worksheets > Selected worksheets. In the Apply Filter to Worksheets dialog box, click All on dashboard, and then click OK.

How do Tableau and Salesforce work together?

Tableau can help you fully leverage your rich customer data by providing analytics for everyone in your organization. Use Tableau to blend Salesforce data from across the Customer 360 platform with your other business data for increased visibility and a deeper understanding of your customers.

Can Tableau push data to Salesforce?

Use Data Sync to pull Account record data from Salesforce into Tableau CRM, and the Tableau CRM Snowflake Connector to pull Order data from Snowflake. Then use a Data Prep Join node to associate the Order data to Account records and an output node to push the transformed data to Salesforce.

What is Tableau for Salesforce?

Tableau CRM (TCRM) is a self-service data visualization and business intelligence (BI) platform that integrates Salesforce data with external data. Formerly known as Einstein Analytics, this product boasts some of the most powerful data analysis capabilities in the market.

Is Salesforce part of Tableau?

After acquiring Tableau Software last year through a transaction of $15.7 billion, Salesforce has now announced that Einstein Analytics will now be integrated with Tableau and it will be rebranded as Tableau CRM.

How do I access Tableau CRM in Salesforce?

How to Enable Tableau CRM in Salesforce. In Salesforce, go to Setup and search for Analytics and click Getting started. From here, enable Tableau CRM for your Org.

How do I enable CRM in Tableau Salesforce?

Enable CRM AnalyticsGo to Salesforce Setup and enter Analytics in the Quick Find / Search field.Select Getting Started.Click Enable CRM Analytics.

How to filter discrete dates in Excel?

Filter discrete dates: Select a discrete date value in the dialog box if you want to include entire date levels. For example, if you select Quarters, you can choose to filter specific quarters (e.g. Q1, Q2, Q3, Q4) from your view, regardless of the year.

What is filtering in a view?

Filtering is an essential part of analyzing data. This article describes the many ways you can filter data from your view. It also describes how you can display interactive filters in the view, and format filters in the view.

How to control filter card?

To select a filter card mode, in the view, click the drop-down menu on the filter card and then select a mode from the list.

How to filter entire rows in Excel?

To filter entire rows or columns of data from your view, select the header in the view. On the tooltip that appears, select to Exclude or Keep Only the selected data. When you select a table header that is part of a hierarchy, all of the next level headers are also selected.

Can you filter out data points in Excel?

You can filter individual data points (marks), or a selection of data points from your view. For example, if you have a scatter plot with outliers, you can exclude them from the view so you can better focus on the rest of the data.

What is a filter transformation in Tableau?

A filter transformation — available in Tableau CRM Dataflow and New Data Prep recipes — is a great way to filter records from your existing dataset. With this solution, you can define a filter condition that specifies which records to hold onto.

What is tableau CRM?

Tableau CRM (formerly known as Einstein Analytics) features a powerful AI engine that can turn your data into the predictive insights you need to drive ROI. But sifting through mountains of information to isolate the data you need — and get rid of the data you don’t need — can be a cumbersome task. Fortunately, there are several ways ...

What is selection filter?

A selection-based filter can be used for different types of widgets based on measures, dates, and dimension fields. Making selections in one widget filters the results of other faceted widgets and can be based on charts, dates, list, range, or toggle. Overall, it’s an easy-to-use filter that lets you slice and dice your data. (Although it can be a bit problematic if the underlying query for the section widget has a SAQL query type and not all results are returned.)

What is SFDCDigest transformation?

A sfdcDigest transformation can be used to generate a dataset based on Salesforce Objects. This transformation runs a Salesforce Object Query Language (SOQL) query to extract data from a Salesforce Object.

Can multiple fields be used in a global filter?

If multiple datasets are linked using a data source connection, only one of the common fields used in the connection can be included in a global filter. Multiple common fields can generate conflicting filters, which eventually leads to filters that don’t work properly.

Can you filter Salesforce records?

Depending on your need, you can filter Salesforce Object records at different levels. To improve Dataflow performance, I recommend applying this filter closest to the point at which records are extracted. In addition, you can use this transformation to filter the records at any point in the Dataflow .

Make the connection and set up the data source

Start Tableau and under Connect, select Salesforce. For a complete list of data connections, select More under To a Server. Then do the following:

Use Dashboard Starters

You can use a Dashboard Starter to quickly build informative dashboard designs made specifically for key business metrics on Tableau Desktop and Tableau Online. For more information, see Dashboard Starters for Cloud-based Data.

Use joins in Salesforce

When you set up the data source on the data source page, when you drag a table to the canvas, the list of tables you can select from to join is filtered. You can create joins on any string fields and on fields that are constrained references between tables. (Only left and inner joins are supported.) You can also add joins later.

Troubleshoot Salesforce connections

Tableau leverages the various force.com APIs to connect to Salesforce.com, Force.com, and Database.com data. These services have some restrictions on the type of data and the amount of data that you can access at a given time. If you are having trouble connecting, the following list of common restrictions may help you find a solution.

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Set Up Data Sources – Add more data to this data source or prepare your data before you analyze it.

Before You Connect

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Make The Connection and Set Up The Data Source

Use Accelerators

Use Joins in Salesforce

• When you set up the data source on the data source page, when you drag a table to the canvas, the list of tables you can select from to join is filtered. You can create joins on any string fields and on fields that are constrained references between tables. (Only left and inner joins are supported.) You can also add joins later. For more informatio...

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Troubleshoot Salesforce Connections

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