Explore Multiple Datasets with a Single Query (Generally Available)
Where: This change applies to Einstein Analytics in Lightning Experience and Salesforce Classic. Einstein Analytics is available in Developer Edition and for an extra cost in Enterprise, Performance, and Unlimited editions.
How: From the Einstein Analytics explorer’s dataset panel, click Add Dataset to add up to four datasets. Depending on which records you want to include in the blended data query, choose left, right, inner, or outer blend. For example, to include all the records from the initial dataset and only those records that match them from the added datasets, choose Left Blend.
For side-by-side comparisons, select the field to group by from each dataset. When defining groups, measures, and filters, select fields from any of the blended datasets.
Let’s say you blend data from the Accounts and Cases datasets. You can now draw a visual comparison between annual revenue from each account and the number of support tickets associated with the account.
- Filters on date fields
- Global filters