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Automate Cross-Dataset Filtering with Connected Data Sources


By: Venkata

Overview 

The selection binding techniques area already available in the Wave Analytics but it can be done only by using JSON.  Now, without writing any piece of JSON code, we can easily bind more than one different dataset by using Connected Data source. Let’s see how to bind two different datasets using Data Source Connection.

Step1:

Dataset 1- Create a lens named “Filter by Forecast Category for Opportunity” by clicking on the Opportunity Dataset.

Click on the Group option and select Forecast Category Name field to group the picklist value.

cross dataset filtering

  1. Can view the specific record count based on the Forecast Category Field values. Finally, save the lens with the name of Filter by Forecast Category for Opportunity.
  2. Select the App already created in Wave Analytics. If we select the Private App, then it’s not visible to all the users but only the owner has access for it.
  3.  Shared App is visible to all users available in the organization.

cross dataset filtering

Click on the Icon to use this lens in new dashboard. Provide Display label name as ‘Opportunity Lens ‘and Click on the Clip to Designer.

cross dataset filtering

 

This lens is automatically added to the new dashboard under all step.

cross dataset filtering

Step 2:

Dataset 2 – Create a lens named “Filter by Forecast Category for OppProduct” by clicking the Products Opportunity Dataset and group the Opportunities ForecastCategoryName field.cross dataset filtering

Choose the shared App to store this lens inside the app.

cross dataset filtering

Click on  Icon to use this lens in new dashboard. Provide Display label name as ‘Opportunity Product Lens ‘and Click on the Clip to Designer.

cross dataset filtering

After the Clip to Designer is clicked, this lens will also be automatically added to the new dashboard.

cross dataset filtering

Step 3:

The following need to be added in the New Dashboard.

  1. Click on the Number list and drag and drop the Opportunity lens.
  1. Click on the Chart and drag and drop the Opportunity lens.
  1. Click on the chart and drag and drop the Opportunity Product Lens.

cross dataset filtering

Step 4

In the right side of the Dashboard page, click on the Icon and select the Connect Data Sources.

cross dataset filtering

After clicking the Connect Data Sources Option, it will redirect to the following page.

cross dataset filtering

Step 5

Click the New Connection button to establish a connection between two difference Datasets and provide label name as ‘Connection Between Opportunity & OpportunityProduct’.

cross dataset filtering

Step 6

Choose Data Source 1 and select the Opportunity Dataset.

cross dataset filtering

Step 7 – Select the common key in both Different dataset.

Select the ForecastCategoryName from Opportunity Dataset.

cross dataset filtering

Step 8

Choose Data Source 2 and Select the Products Opportunity Dataset.

cross dataset filtering

Step 9

Select the Opportunities ForecastcategortyName from Products Opportunity Dataset.

cross dataset filtering

Step 10

Click on the Save button to commit the connection. Now, the connection has been established between the Opportunity and Product Opportunity Dataset with the common key as “ForecastCategoryName”.

cross dataset filtering

After the Save Button is clicked, it will redirect to the following detail page of the connection.

cross dataset filtering

Step 11

Finally, Save the dashboard with the appropriate name and description.