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So far Dominique Beaudin has created 9 blog entries.

Unified Analytics: Find Reports and Dashboards Faster in Analytics Home

If you’re like me, you hate spending half your life looking for things that have been filed already. I have reports in CRM Analytics and Salesforce, and it feels like a waste of time to have to look in two places. 

I also hate having to “guess” what previous reports/ dashboard might already exist before I add to the fray by creating a new one. On top of that, in Salesforce I have to use up to 2 navigation tabs if I frequent both Reports and Dashboards often, using up valuable visual real estate…

Well, your “search” for a solution is over! In the Salesforce Winter ‘23 Release, you now have access to a really cool way to see ALL your reports and dashboards through a single pane of glass.

Introducing… The Unified Experience For Analytics Home.

unified analytics view

How will Unified Analytics change my life?

While it might not be life altering, the Unified Analytics experience is magical on many levels and will give you back precious moments throughout your day! 

How, you ask? A few examples:

  1. Filter by Dashboard or reports (or lenses or Apps or Components) and see BOTH Salesforce AND CRM Analytics assets
unified analytics dashboard
  1. Explore all reporting assets by date, type, modified date, created date creator
unified analytics folders
  1. Search across all analytics assets to find what you need with a single search
unified analytics keyword results

Turning on Unified Analytics

You can turn on Unified Analytics in a few simple steps:

  1. Go To Setup > Analytics > Setting
  2. Check the box for “Enable the Unified Experience for Analytics Home”

That’s it!

home object manager

Some Important notes

  • You need an Analytics CRM license to use this new feature
  • Once enabled, the experience will be available on Salesforce apps and through the browser
  • Collections can be created or accessed from apps or through the browser

There are tons of tidbits in the Winter ‘23 release. This one might be small, but if your organization is one of those with lots of reporting assets (and lots of people writing reports), then this little nugget might just be the gold you’ve been looking for. 

Onto the next adventure.

Learn more about Unified Analytics and Salesforce reporting

Original article: Unified Analytics: Find Reports and Dashboards Faster in Analytics Home

©2022 The Spot. All Rights Reserved.

The post Unified Analytics: Find Reports and Dashboards Faster in Analytics Home appeared first on The Spot.

By |2022-11-28T21:01:00+00:00November 28th, 2022|Categories: Analytics & Reporting, New Features, Release Notes|

Unified Analytics: Find Reports and Dashboards Faster in Analytics Home

If you’re like me, you hate spending half your life looking for things that have been filed already. I have reports in CRM Analytics and Salesforce, and it feels like a waste of time to have to look in two places. 

I also hate having to “guess” what previous reports/ dashboard might already exist before I add to the fray by creating a new one. On top of that, in Salesforce I have to use up to 2 navigation tabs if I frequent both Reports and Dashboards often, using up valuable visual real estate…

Well, your “search” for a solution is over! In the Salesforce Winter ‘23 Release, you now have access to a really cool way to see ALL your reports and dashboards through a single pane of glass.

Introducing… The Unified Experience For Analytics Home.

unified analytics view

How will Unified Analytics change my life?

While it might not be life altering, the Unified Analytics experience is magical on many levels and will give you back precious moments throughout your day! 

How, you ask? A few examples:

  1. Filter by Dashboard or reports (or lenses or Apps or Components) and see BOTH Salesforce AND CRM Analytics assets
unified analytics dashboard
  1. Explore all reporting assets by date, type, modified date, created date creator
unified analytics folders
  1. Search across all analytics assets to find what you need with a single search
unified analytics keyword results

Turning on Unified Analytics

You can turn on Unified Analytics in a few simple steps:

  1. Go To Setup > Analytics > Setting
  2. Check the box for “Enable the Unified Experience for Analytics Home”

That’s it!

home object manager

Some Important notes

  • You need an Analytics CRM license to use this new feature
  • Once enabled, the experience will be available on Salesforce apps and through the browser
  • Collections can be created or accessed from apps or through the browser

There are tons of tidbits in the Winter ‘23 release. This one might be small, but if your organization is one of those with lots of reporting assets (and lots of people writing reports), then this little nugget might just be the gold you’ve been looking for. 

Onto the next adventure.

Learn more about Unified Analytics and Salesforce reporting

Original article: Unified Analytics: Find Reports and Dashboards Faster in Analytics Home

©2022 The Spot. All Rights Reserved.

The post Unified Analytics: Find Reports and Dashboards Faster in Analytics Home appeared first on The Spot.

By |2022-11-28T21:01:00+00:00November 28th, 2022|Categories: Analytics & Reporting, New Features, Release Notes|

How to Choose a Salesforce Marketing Reporting Tool

Not sure which Salesforce marketing reporting tool is the best for showing the results of your campaigns? 

With so many to choose from between Salesforce CRM, Marketing Cloud Account Engagement (Pardot), and CRM Analytics, it can be difficult to nail down what reporting tool is the best fit for you. 

While all the tools described here (to some extent) can be used to meet each criteria, some do it better than others. 

Questions to determine which Salesforce marketing reporting tool is best for your team’s goals 

We’ll help you narrow it down with some simple questions and a review of what each tool excels at! Hint: They all contain the letter “A”!

Question 1: What are you “asking” of the data?

While there are many uses for data, breaking down what you want into categories can help you create specific and purpose driven reporting content. 

What that content is meant to inspire is the million dollar question. So… “What do you want your data to do for you?”

I Need Operational Data!

This type of reporting is really ideal for managing day to day metrics. The key here is that these are used to keep a pulse on the health and activities that keep your business running day to day. 

  • How many deals were open, closed, won or lost?
  • How many tasks were completed?
  • What is overdue? Or due today?
  • Who are my best performing Salespeople?

Best Fit: Salesforce

Why? Salesforce reports excel at showing data in a way that tells you what’s going on right now. Built-in report types give you easy access to history data and other commonly used data. 

Need a quick list or visual to get the point across that is specific to a specific business metric? It’s easy to do (assuming you have the data in place). Another cool feature is that your reports and dashboards can be tailored to run as the person opening them, making them a custom fit and focussed.

I Need Trending Data and Patterns, preferably in visuals!

  • How fast are we closing sales?
  • How is the pipeline looking for Q2 Compared to Q1? What had the most impact?
  • Which activities lead to sales?
  • How are my KPI’s Performing to goal
  • What are my leading or lagging indicators?

Best Fit: CRM Analytics

Why? Of all the tools this is the one that allows you to do “gymnastics” with your data and connect lots of things together. It also has much more robust visualization options, allowing you to connect and visualize data more easily. 

Built-in apps provide “purpose” driven dashboards and insights based on best practices. You can have many filters and even specify which dashboard items interact with which filter! 

While you can do some trend analysis in Salesforce, CRMA brings it to the next level. To top it off, if you have the right license, predictive analytics are within your reach.

I Need Marketing Asset Intelligence!

  • What is the health of my campaigns?
  • I need to create list reports to segment and manage prospects!
  • What marketing activities are leading to increased engagement?
  • What activities are occurring? Or have occurred?
  • How is my nurture program performing?

Best Fit: Pardot Reporting

Why?: Pardot is purpose built to surface marketing metrics and streamline prospect management. Reports on common metrics (click through, open-rate, bounce rate opt out etc.) are available. While more limited in the sense of customization, these are critical metrics for every marketing department and company and help you keep a pulse on the health of your assets.

Other considerations for selecting a Salesforce marketing reporting tool

Who is your audience?

This one is really all about functional role and (ahem) attention span. Think about the following questions to determine how audience affects which Salesforce marketing reporting tool to use:

  • How much time does the audience for the report have time to absorb the information? Does it come from multiple sources? 
  • Are they open to navigating many reports? 
  • How many filters are needed on the front end? 

If your audience does not use your reports, then all the platforms are equally terrible. Always consider useability and make sure you consider hidden costs when comparing value.

Leadership Team (C-Suite) 
  • These stakeholders tend to want a 5,000-foot strategic view that can be visually absorbed quickly and without too much explanation or time. For this group, CRM Analytics is a good fit since its strength lies in optimizing connected datasets in a visual way.
Operational Managers
  • This group often wants to look at the high-level metrics, but also be able to dig into the records and data when a pattern or interesting number stands out. For these stakeholders, Salesforce reporting can be the best choice. 
Marketing staff, Designers, Marketing Managers (admins, marketing staff etc)
  • As the lifeblood of marketing, these stakeholders need quick and easy access to see who is a best fit for nurture programs, check scoring and grading status and see what assets are performing best. Pardot reporting provides this view and the data that’s needed day to day.
Analytics Staff
  • When you need ALL the data and want to know all the things, a deeper tool is needed. CRM Analytics allows the high-level and low-level data and allows the ability to create unlimited customized datasets to use for reporting. Additionally with licensing upgrades, the power of Einstein predictions can be unleashed. Fun fact, this data can be written back to Salesforce with the Salesforce Data connector, adding even more potential uses (teaser for a future blog 😉).

What resources do you have available for reporting and analytics?

Ok, so this one is kind of a trick question. No one ever has enough time or money… But it does matter. Having the right resources to develop your brilliant report or having the time to consume report content is critical. 

How can you get the most out of each platform if you are strapped for resources? Any of the choices requires expertise and time to master customization or modification. But many “no effort” solutions also exist out there. 

Also, while tools like CRM Analytics are pricier, consider the time to create 10 reports in Salesforce to get the same information and the limitations around connecting objects. Additionally, consider the pitfalls around manual reporting (Excel gathering) and the potential data and time issues that can occur. Consider all the costs of NOT having a single version of the truth. 

How can I stretch my time and budget around Salesforce analytics? 

Here are resources that might help.

Salesforce: Check out the app exchange for many free useful examples and fully functioning Dashboards. Everything from adoption metrics to quality check dashboards can be had at the click of a button … and many are free. 

CRM Analytics: This one is license specific, but you don’t need a data scientist to install apps such as B2BMA analytics (included for many Pardot  versions – more information here).

Pardot: Sometimes less is more! This documentation around all reports Pardot will get you pointed in the right direction!

Which Salesforce marketing reporting tool is best? It depends…

So in conclusion, while each reporting platform has its strengths and weaknesses, the strongest is the one that presents the right content, to the right audience at the right time. 

We hope the information in this post helps you to nail down which tool is right for your unique situation. 

Still not sure? Drop us a line and we’ll see how we can help you.

Original article: How to Choose a Salesforce Marketing Reporting Tool

©2022 The Spot. All Rights Reserved.

The post How to Choose a Salesforce Marketing Reporting Tool appeared first on The Spot.

By |2022-10-10T18:27:00+00:00October 10th, 2022|Categories: Analytics & Reporting, Pro Tips, revive, Strategy|

Salesforce Native Reporting: Get More From Your Data

Salesforce has robust native reporting capabilities that come out of the box. But what happens when you need more? What CAN you do? 

This Salesforce native reporting overview will make you a custom operational reporting superstar. That’s because it highlights the ways you can leverage custom objects and use joins in your reporting. 

The good news is, once you know what’s possible, the world of Salesforce reporting is much easier to navigate.

Where to Start: Create a Lookup Relationship on a Custom Object

We’re going to start by going through the process of creating a lookup relationship on a Salesforce custom object.

Why start here? In short, all Salesforce reporting is based on relationships between objects. 

Let’s say you have a custom object where you store all of your team’s required compliance paperwork. You want to report on which opportunities need which paperwork within that custom object. 

While you can create a custom report type for your custom object, there is no link between Opportunities and your custom object. 

The good news is that you can create one! 

Example: Creating a relationship between custom object and Opportunity

Here’s an example that we can use as we move through our reporting exploration. Specifically, these are the steps to create a relationship between a custom object and an Opportunity in Salesforce:

  1. Open the custom object. In this case, I have created a custom object called “Compliance Documents.”
  2. Select Fields & Relationships.
  3. Select “New” to create a new field.
  4. Select “Lookup Relationship.”
  1. Select “Opportunity” as the Related to. This will create the relationship between Opportunity and the custom object, making them “linked” for reporting and other related purposes.
  2. If you want the relationship to be consistent and there should be a value selected, make sure to select “Always require a value in order to save the record.” Also make sure that “Add this field to existing custom report types that contain this entity” is checked.
  3. Click through the next few screens to verify permissions, Related list label and select what layouts to the new field to.

With these steps, you can now add the custom object in a report type AND the related list will appear for the Opportunity. So easy, right?

Exploring Salesforce Custom Report Types

So, now that we have linked our custom object with a lookup relationship, let’s get ready to report!

Use the following example to inspire your use of native Salesforce reporting capabilities.

Use Case Example: Set up a custom report type 

You want to be able to see what type of compliance reports have been completed (and what opportunities do NOT have documents) for your Opportunities. To accomplish this, we will set up a custom report type. 

  1. Go to Setup and select “Report Types.”
  2. Click “New Custom Report Type.”
  3. Select the Primary object (see tip below for more information).
  4. In our case, we will use Opportunities as our base object. We are interested in both Opportunities that have documents AND those that don’t. So, we’re calling it “Opportunities with or without Compliance Documents.”
  1. Now we can select the related objects. In this case, we want to see Compliance Documents. 

Because our custom objects were created to support Activity creation, and Activity creation links to the Assignment object, we can add all these to maximize our report.

NOTE: We are selecting “A” Records may or may not have “B” records so we can see how many of our total Opportunities have records. If we selected Each “A” record must have at least one “B” Record, we would ONLY see these records and not be able to compare (which will be handy in our report).

  1. Save your changes.

Tip: What is the Primary Object?

The primary object is the “base” Object for your report. You can select a custom or standard object. To decide which to select, consider what fields you want and whether they are connected as you select these. 

Remember that all reporting starts with relationships between objects. One tool that can help you “see” the relationships in Salesforce is the Schema Builder in setup, which is where you can select your objects and get a visualization of how they are connected. 

Good news for us, Salesforce report types makes this easy by only allowing you to select objects that are related and have lookup relationships. If you don’t see a child object, it’s because there isn’t a defined relationship. 

Add Lookup Fields in Salesforce Custom Report

So, great news! You have connected your custom object to a standard object and created a new report type. But what other data can we add from here? 

Let’s see what we can add using the “edit layout” section of the Report Type.

  1. Click on “Edit Layout”
  2. On the left, you can dropdown the list under “view” to see the objects in your report type.
  1. Use the “Add fields related via lookup” to see what you can add to your report from other related objects.
  1. You can see all the objects that have a relevant relationship to “opportunity” in this window. Clicking on the object name allows you to select fields to add to your report.

    In the example above, I am adding Account Name and Account Number. You can change the view to show any of the objects in the custom report type to select related fields. You can see which fields were added by lookup easily since they have a magnifying glass next to them in the layout window.

NOTE: Watch out for duplicate fields. For example, if I select the ID for Account using the related lookup, I will end up with two almost identically named fields when creating reports, which could be confusing. Not all lookup fields contain data. If a field is not required in a related object field, you may not get any additional data (just empty fields)

  1. You can add sections, add and remove fields and do many other fun things in this window, but we’ll move on to creating our report with our shiny new report type! (more information on working layouts here.) For our use case, we are ready to move on.

Creating a Report Using Your Custom Report Type

Finally all your work will come together in an amazing report! Let’s jump in!

  1. Go to Reports
  2. Click on “New Report”
  3. Be sure to select “all” to search for our New Custom Report type
  1. On the right, you can quickly see what reports have been created with this report type and what objects are included. Click on “Start Report”. You can add whatever fields you need.

Using Cross Filters to Filter Records Based on Related Objects

Now that I have a report in progress, what else can I do to use other objects with it? One example of this is a cross filter. 

A cross filter allows you to filter your report type based on a related object. For example, If I have a report type based on opportunities, I can use a cross join to limit the results to opportunities that have related campaign influence records (without actually having to include the Campaign Influence object in the custom report type).

  1. Click on “Filters”
  2. Select the drop down next to filters and select New Cross Filter
  3. Select Opportunities as the “show me” and Campaign Influence as the limiter

    NOTE: You can use “With” or Without” as the criteria to return records.

TIP: Check out the Sercante Campaign Influence Starter Pack for more information.

Using Joined Reports in Salesforce to Enrich Your Data

Joined Reports in Salesforce are a little tricky to understand but can be VERY practical. Here’s how the feature works.

Consider the following use case. You want to be able to show Products on Opportunities related to those with compliance documents. Your custom report type does not have Product information. 

No worries at all! If there are related fields between the two report types, you can join them together in blocks.

Here’s how to do that:

  1. Click on “Report” at the top left of your report window.
  2. Click on “Joined Report,” and click apply.
  1. Click on Add Block.
  2. Select the Opportunities with Products block.
  1. Use the lookup window under “Group Across Blocks” to pick the field you want to group on. This will create a connection on a common field. 

In this case OpportunityID is most appropriate since I want to see detail for each opportunity. You can now see the fields I selected from my Custom Report type and fields I selected from the Opportunities with Products report.

NOTE: Once you create a Joined Report, you also need to manage filters for each one separately under the filter area. 

Now you can see how the Joined Report enriches your data! We can see if any Opportunities with or without documents have products linked.

So what happens now?

In our little summary we have reviewed the ways in which you can show data in Salesforce reports through Lookup relationships on objects for the following:

  • Custom reports types
  • Lookups on Custom report Types
  • Joined Report
  • Cross filters

The wonderful world of Salesforce Reporting is constantly changing and improving with every release. Knowing what you can do to bring your data together is the key to creating meaningful, actionable reports. 

I hope this summary helps in your understanding of what’s available and related use cases.

Looking for information about Salesforce native reporting?

Salesforce has a wonderful help section with videos and how tos that can help you on your journey. And remember, you can always reach out to the team at Sercante if you have any questions. 

Tell us what you’re going to build using Salesforce native reporting capabilities in the comments section.

Original article: Salesforce Native Reporting: Get More From Your Data

©2022 The Spot. All Rights Reserved.

The post Salesforce Native Reporting: Get More From Your Data appeared first on The Spot.

By |2022-09-16T14:21:00+00:00September 16th, 2022|Categories: Analytics & Reporting, Data Management, Pro Tips, revive|

Salesforce Summer ‘22 Release: CRM Analytics Features We Love

The Salesforce Summer ‘22 Release is sending lots of love to CRM Analytics (formerly Tableau CRM) users in the form of updates and new features that make reporting work easier using the tool.

These are the features we’re going to start using ASAP.

What CRM Analytics features are there to love in the Salesforce Summer ‘22 Release?

They said it was coming. They said it would be here soon. Now it’s here. The CRM Analytics data manager has gotten a facelift and some groovy new features. 

Flows are headed out the door. Hello recipe driven data sets! Will you be ready? 

Read ahead to find out how some of these new features will change the way you use CRM Analytics

Reviewing Usage of CRM Analytics limits

Viewing usage is now a breeze! No more wondering what the limits are or how close you are to reaching them. This usage is unique to what’s used by CRM Analytics. I’ve been using this feature since the beta so I can’t even remember how we did it before.

All recipes, all the recipes, all the time (well pretty soon)

The retirement of flows is imminent. No, they won’t disappear, but this release shows that a strong “nudge” is being given to moving away from Data Flow (happy dance on my part).

Side note: the Flow to Recipe conversion (Beta) does not appear to be ready for primetime and flows are not going anywhere any time too soon! 

As part of this transformation, new Recipe features are being released to close the gap.

You now can give each step in a transform a name in a recipe

Before
After

Salesforce resource

The “update” Join is now out of beta! 

Use Case: The update can be used to replace fields with those from another table. For example, instead of joining and adding a bunch of fields, you can update the Campaign name directly in related objects — less complexity and mess! 

Improved Data Sampling in Recipes

Select how you want the preview to work! 

You can now select a “sampling mode.” This is REALLY useful when the results you want to see might not exist in the initial rows returned (like when you are selecting filters). No more guessing when bucketing and filtering your values!

Salesforce resource

Connections screen that connects with your needs 

The connections area now has a simpler layout. That means seeing what’s available for use has never been easier. You can also view filters, multi values and other specific information about your connected data sources in one screen. 

When selecting connectors (add connector) you can now pick the type easily and see what options are available (and the list is growing). Open any object to see the new streamlined layout!

Improved Data Manager Layout

 It’s now super easy to see what’s happening, happened or will happen!

And finally, a small but wonderful change…. The status “circle” in Data manager now actually means something. The “green” shows how much of the recipe/dataflow has run so you can have some idea of how far into the process your data generation has gone!

Salesforce resource

See all the possibilities in CRM Analytics 

Maybe one of the most compelling things about the changes has nothing to do with what you can do, but with what you can now easily SEE. With all the possibilities becoming more visible, I anticipate many CRM Analytics admins and users digging into more of what the product has to offer.

Let us know what you’re working on in the comments section or reach out to us here.

Happy reporting everyone! 

Further Reading

Original article: Salesforce Summer ‘22 Release: CRM Analytics Features We Love

©2022 The Spot. All Rights Reserved.

The post Salesforce Summer ‘22 Release: CRM Analytics Features We Love appeared first on The Spot.

By |2022-06-21T14:34:00+00:00June 21st, 2022|Categories: Analytics & Reporting, Data Management, New Features, Release Notes|

Renovate Your Tableau CRM Dashboard: Create a Custom Toggle in 3 Steps

Ever wondered how you can optimize real estate in your Tableau CRM Dashboard? A great option is using toggles. 

There are several types of toggles. You can select a single field from a dataset when you have the values in one field. Or, you can create a custom toggle that lets you change views and other attributes dynamically. 

You can go from this:

Graphical user interface, application

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To this:

Graphical user interface, application, table, Excel

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What is a toggle?

A toggle is a widget that lets you quickly jump from view to view and show your dashboard users what their options are. You can use them to change groupings, column names and even metrics used. 

In this example, we will keep it simple.

Step 1: Create the visual.

In our example, we are using the Pardot Prospects dataset. We drag a chart filter onto the Canvas and group by Country.

Chart, bar chart

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Step 2: Create the toggle.

Next, we drag a toggle widget onto the canvas. With your toggle on the canvas, you’ll:

1. Click on the toggle.

2. Select “Change data source” (top right).

3. Select “Create Custom Query” (bottom left).

Graphical user interface, application

Description automatically generated

4. Add a name for the column (the name will display in the toggle).

5. Select “+ Add Column” and select “Dimension.”

Graphical user interface, application

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6. Select the “Pardot Prospects” Dataset.

7. Add Country.

Graphical user interface, application

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8. Repeat for all dimensions you want to use. Click “Done.”

9. Click on the toggle and change the query properties to “Single Selection (required).” Application

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Step 3: Bind the toggle.

1. Click on the chart you created earlier and select “Advanced Editor” in the right-hand panel.

Graphical user interface, application

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2. Click on “Select Query” on the left-hand side.

3. Select the name of the Toggle you created (In this case, it’s “Select Group”).

Graphical user interface, text, application

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4. Select the Back arrow by choosing a query to return to the main screen.

5. Under “Source Data” click on “Choose data.”

Graphical user interface, application

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6. Use the dropdowns to select “column” and select the column with the Dimensions you selected. Use the back arrow next to “Select Data” to return to the main screen

7. Change the interaction type to “selection” and the “Data Serialization Functions” to “asObject”

Graphical user interface, application

Description automatically generated

Note that the Interaction result shows you the value that is created by your string. Click on the “Copy” button to save the interaction code to your clipboard

8. Find the “groups” area and replace the “Country” group with the code you just created (see below). Make sure you keep the Quotes on each side.

Graphical user interface, text, application

Description automatically generated

9. Click on the “Widget” Link at the top. Use the Find function to find the “column map” section.

Graphical user interface, text, application, email

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10. Change the value from this:

A picture containing chart

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To this:

Graphical user interface, application, Word

Description automatically generated

Why do we need to remove the column map?

We remove the column map because we are dictating with our Binding what the columns will be and removing Tableau CRM’s static mappings.

Happy toggling with Tableau CRM!

That’s it! You can now use the toggle to select any of the views you created.

As you play around with this feature, you can get very fancy. You can use bindings to change just about anything in your chart dynamically.

When you’re finished playing around, here’s another solution you can use to customize your Tableau CRM reporting tables and keep it going.

Happy toggling!

How fancy are you gonna get with your custom toggling in Tableau? Tell us about it in the comments or send us a message to chat.

Original article: Renovate Your Tableau CRM Dashboard: Create a Custom Toggle in 3 Steps

©2022 The Spot for Pardot. All Rights Reserved.

The post Renovate Your Tableau CRM Dashboard: Create a Custom Toggle in 3 Steps appeared first on The Spot for Pardot.

By |2022-04-07T18:03:00+00:00April 7th, 2022|Categories: Analytics & Reporting, Pro Tips|

How to Use Flags in Tableau CRM to Create Many-to-One Relationships

Ever wished you could facet, filter and do other magic on a dataset that also had aggregated data from a summary table in Tableau CRM?  

There is a way!

For example, you want to look at all the scores in the Pardot engagement history object, but also would like to use the same report to show summarized campaign information.

The dilemma?

When you bring in the summarized data and join it by Campaign, each Activity row will contain the data for the entire campaign. While it will make your campaign numbers look spectacular, it will also be spectacularly wrong!

What to do?

Use a flag to differentiate summarized data

Tableau CRM has an AMAZING feature that lets you create a row number that you can use as a flag to differentiate between summarized and detailed data.  

How? You can use the flag in your dashboard widgets to summarize or exclude data as needed.

Here’s how it works:

  1. Join your data as usual. Here we are joining on ActivityCampaignID in Pardot Engagement history to the ID in the Campaign table after we aggregate the metrics we want from Campaigns (leads, cost $ and opps $).
  2. Use a transform in your recipe to create the “flag” / unique identifier.
  •   Select Add transformation.
  •   Select Multiple row formula at the top.

The multiple row indicator allows Tableau CRM to “partition” the data so you can look at groups of data within the data and apply metrics to the specific group. 

In this instance, we are grouping by the CampaignID to assign a row number for each instance of the campaign (starting from 1).

  1. Select Row Number.
  2.  Select the field you wish to create row numbers from.
  3. Select numeric.
  4. Give it a name and save.
  5. Complete your recipe and run!

You now  have a “flag” that can be used in your recipe.  Each #1 in the row can be used to reflect the “unique” campaign aggregate.

The flag gives you access to accurate data

Now you can use this flag in metrics and KPI widgets where you want to see the campaign metrics. 

Example

By adding the flag we created to the filter for summary statistics around Campaigns, we are able to limit the  distinct Campaigns for our KPI/top level summary. But we are still able to see the row-level detail for non-aggregated data (like score).

Why is this great?  Now you can use the SAME filters, toggles and other interaction features to see detail AND the summary.

Using a single dataset, we can now view the Campaign stats (which we aggregated) and all the activity details our marketing teams crave!

Have a fun use case for this solution? Tell us about it in the comments.

The post How to Use Flags in Tableau CRM to Create Many-to-One Relationships appeared first on The Spot for Pardot.

By |2022-02-18T18:30:44+00:00February 18th, 2022|Categories: Analytics & Reporting, Data Management, Pro Tips, revive|

Recipe for success: Pardot B2BMA columns to rows

Change your data columns to rows in Pardot B2B Marketing Analytics/Tableau CRM

Has this ever happened to you? You wish you could change your Pardot B2BMA data from columns to rows.

You have all the Pardot B2B Marketing Analytics data you want in a single column, but you need to create B2BMA reports that show the data as rows.

For Example:

Your data looks like this.

B2BMA Columns to Rows 1

But you want the data to look like this.

B2BMA Columns to Rows 2

So you can make visuals like this!

B2BMA Columns to Rows 2

And you want to do this without using a complicated query on the front end of your dashboard that could limit the ability to filter and sort the data…

There are many ways to accomplish this. But one of the simplest and most manageable methods is through a data recipe using the Append (UNION) and transform filters. This approach allows you to tweak your rules and data without code on the front end so you can keep your dashboard creation options flexible.

Changing Pardot B2BMA Data Columns to Rows

Step 1: Figure out what fields and filters to add.

The first step is to identify the rules.

  • What determines each type?
  • Which fields are needed for the data visual?
  • What filters do you want to include?

In our example, we know the MQL (Marketing Qualified stage) has been reached if the “Date__Qualified” date is greater than 1971-01-01’. Each stage has its own rules.

To create our dataset, we need to determine what fields and filter to add:

  • MQL Status (rules fields) and MQL Date
  • SQL Status (rules fields) and SQL Date
  • SAL Status (rules fields) and SAL Date

Filters: Country, Account name

When creating your dataset, be sure to document what fields are needed. Keep the field list as small as possible (you can always add more fields later if needed). Less is more for performance and useability in this case.

Step 2: Choose the fields you need.

Open your data recipe and select the dataset. Choose only the fields you need. This will keep the dataset manageable. You should pick all the fields needed to create the rules and the fields you will use to filter. Document everything you select as you will be repeating this process for each row type.

LeadsCompleteSercante

Step 3: Attach a transform to the dataset.

In this next step, you’re going to attach a transform to the dataset. Select the ‘custom formula option.’

In our example, anywhere the qualified data is after ‘1971-01-01’ we flag the type as MQL, otherwise we leave it blank.

Attach a transform to the dataset

Step 4: Add your rule and create a new field.

Use the “CASE” function to add your rule and create a new field. This will create a new field (BusinessStage) that will indicate ‘MQL’ where the qualified data is valid. Set the field type as text and Make sure to rename the field

Code Sample:

case 
when Date_QualifiedMQL__c >’1971-01-01′
then ‘MQL’
else ‘’
end

Add your rule

Step 5: Attach another transform.

Attach another transform

Attach another transform to populate the correct date using the custom formula. We are essentially creating a date field that will be the “main” date for our dataset and allow the aggregate on the dashboard.

Code Sample:

case
when Date_QualifiedMQL__c >’1971-01-01′
then Date_QualifiedMQL__c
else Date_QualifiedMQL__c
end

Step 6: Add a filter.

Add a filter to whittle your dataset down to just the “MQL” data.

Filter
B2BMA Columns to Rows 2

Now your dataset looks like this with “SQL” as a FunnelStatus and the SQL Date as the FunnelDate. 

B2BMA Columns to Rows 2

Step 7: Repeat steps 1 through 6.

Repeat steps 1 through 6 to create the next row type. For each, make sure your CASE statement reflects your rules.

Repeat Steps

Step 8: Append the dataflows.

Append the two dataflows together with the Append connector. Each dataset must have identical rows to connect them as one (unioned) dataset.

Append the dataflows

Now your dataset looks like this. Your SALs and MQLs have gone from columns to rows!

B2BMA Columns to Rows 2

For each remaining variable, repeat steps 1-7 with correct transformation rules and add append to the dataset as you go.

B2BMA Columns to Rows 2

Step 9: Create an output object.

Once you have added all your types in filtered “sub” datasets, create an output object.

Once you run the data flow, you will be able to use the FunnelStage and FunnelDate to do summaries without complex code. If the rules change for creating the FunnelGroups, change the Transforms in the recipe or add new ones.

Now you can use your new dataset to create visuals by date and type or create a summary table. 

Further considerations for reformatting Pardot B2BMA data

Here are a few things to keep in mind as you’re getting started.

  • You can use joins to add other datasets to your recipe – note they have to exist for all “streams”
  • Verify all desired variables have been accounted for (in our example after you filter SQL, SAL and MQL are there rows that are not brought in that you might need in your analysis? )
  • You can bring in as many columns as you need for filtering. Since we are turning each “column’ into its own row, each new column can contain the same data it had before, making all filters in the original dataset available.
  • Make sure you do a reality check on the data including:
    • Expected row counts
    • Expected amount totals
    • Missing values
  • Note that when you create rows from columns, you need to decide if you want ALL data converted or just the data that meets the rules you set. If in doubt, create an additional data stream that filters out all records that don’t meet any of the criteria and make sure to review those. What’s not there might be important too!

Further reading:

The post Recipe for success: Pardot B2BMA columns to rows appeared first on The Spot For Pardot.

By |2021-07-09T14:46:43+00:00July 9th, 2021|Categories: b2bma, Data Management, Pardot B2B Marketing Analytics|