Wednesday, June 13, 2018

Einstein Analytics: Multi-Select Picklist to Text

As per Summer '18 release, Einstein Analytics is not really friendly with Multi-Select Picklist field from Salesforce. One of the issues, when you have multi-values in a record, it will show only the 1st value when you show the data as Value Table in a Lense or Table widget in a Dashboard.

Service Type contains multi-values in Salesforce (screenshot from Report)

EA shows the 1st value only of Service Type

As per this document, we can customize JSON dataflow to treat multi-select values as text. Once, you have the dataflow built:
  • Download the JSON file
  • Edit the file and add ,"isMultiValue": false after the field name and save it (you should backup the original JSON file)
  • Upload back the edited JSON file to Dataflow

Here is the result the multi-select values show as text in Einstein Analytics

Note: if you do not update the JSON dataflow as above, the data will still flow into EA as multi-values field, it will work if you use it as List filter, and it filters all values (not just the 1st value) for the result, let's see a sample here.

all data

filter North America

filter EMEA

ReferenceLimitations of Multi-Value Fields in Einstein Analytics


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