Universal Containers' CRM Analytics team is building a dashboard with two widgets, and the queries use different datasets.
1. List widget associated to the query "Type_2" and grouped by the dimension "Type" (multi-selection)
2. Donut chart widget associated to the query "Query_pie_3" and grouped by the dimension "Type"
The team wants any selection in the List widget to filter the Donut chart and vice vers
a. Users should be able to choose more than one Type (multi-selection).
What is the recommended way to accomplish the required filtering?
Universal Containers (UC) creates a dataset, "Book11", containing a budget per region per month for the first 6 months of the year, as shown in the graphic below. Now, UC wants to create a lens showing
the total budget for each region for each month. Every combination of region and month must be shown in the lens, even if there is no data.
How should a CRM Analytics consultant help UC build this lens?
consultant is tasked with creating an opportunity dataset for a new analytics app. One requirement is to make sure users only see the opportunities they have access to in Salesforce. Opportunity records are private but shared using the role hierarchy. The consultant runs
the sharing inheritance coverage assessment and finds that the VP of sales is not covered by the sharing inheritance. The consultant decides to proceed with using sharing inheritance for the dataset.
What else does the consultant need to do?
Which timeseries statement will fix the query?
Cloud Kicks has a dashboard that displays accounts and opportunities data in a table that contains actions to open the records in Salesforce. Since the company has allowed several accounts to be
created with the same names, when users try to perform actions, they are prompted with only a record ID to select, leaving the users confused and unable to act.
How should the CRM Analytics consultant solve this problem?