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Wednesday, April 24, 2019

Einstein Analytics: SAQL in computeExpression with samples

computeExpression is one of the most powerful features in Dataflow in computeExpression, you can "add" fields without having to change the source data.



1. Get field value - TEXT
'CreatedBy.Role.Name'
 as the field name contains a dot, use ' before and after the field name

2. Set a text value - TEXT
"RoleName"
 always use " before and after the value for text

3. Get current date - DATE
now()

4. Get the first 18 characters - TEXT
substr('RECORD_ID', 1, 18)
 using substr() function, field name use enclosed by '

5. Get the first 18 characters with len() - TEXT
substr(UltimateParentPath, len(UltimateParentPath)-17,18)
using len() function

6. Concatenate text - TEXT
'CreatedDate_Year' + "-" + 'CreatedDate_Month' + "-" + 'CreatedDate_Day'
  use + to concatenate string

7. Concatenate text in case - TEXT
case when isDuplicate is null then 'Name' else 'Name' + " (" +'Username'+ ")" end
 using case function

8. Using multiple when in Case and compare Text - TEXT
case when 'Opportunity.Sales_Type__c' == "A" then "Type A" 
     when 'Opportunity.Sales_Type__c' == "B" then "Type B"  
     else "Type C" 
end
 use == to compare equal and use != to compare not equal

9. Check is Null - TEXT
case when 'Opportunity.Name' is null then "Yes" else "No" end
using is null keyword

10. Check is Not Null - TEXT
case when 'OptySplit.SplitOwnerId' is not null then 'OptySplit.SplitOwnerId' else 'OwnerId' end
using is not null keyword

11. Use && and ! as alternative - TEXT
case when 'Owner.Name' is null && !('Queue.Name' is null) then "Queue" 
     when !('Owner.Name' is null) then "User" 
     else "N/A" 
end
 use || as OR; use && as AND

12. Use && and ! as alternative to get field value - TEXT
case when 'Owner.Name' is null && !('Queue.Name' is null) then 'Queue.Name' 
     when !('Owner.Name' is null) then 'Owner.Name' 
     else "N/A" 
end

13. Simple bucketing - TEXT
case 
  when Value == 0 then "[1] 0"
  when Value <= 1000000 then "[2] 0-1M"
  when Value <= 25000000 then "[3] 1M-25M"
  when Value <= 100000000 then "[4] 25M-100M"
  else "[5] 100+M"
end

14. Get numeric value from field - NUMERIC
case 
  when Type_Data is not null and Type__c = "Type A" then Annual_Data
  when Type_Value is not null and Type__c = "Type B" then Annual_Value
end
else keyword is not a must in case, ' is not a must if the field does not contain dot

15. Check Neglected Case - TEXT
case when DaysSinceLastActivity >= 60 then "true" else "false" end

16. Check Is Lost - TEXT
case when 'IsClosed' == "true" && 'IsWon' == "false" then "Yes" else "No" end
there is NO BOOLEAN type in Einstein Analytics, so always enclosed wth "

17. Using IN - TEXT
case when 'Opportunity.StageName' in ["Stage 1", "Stage 2", "Stage 3", "Stage 4"] then "true" else "false" end
 using in[] function

18. Check is Overdue - TEXT
case when ('IsClosed' == "false") && (daysBetween(toDate(substr('ActivityDate', 1, 10), "yyyy-MM-dd"), now()) > 0) then "true" else "false" end
using daysBetween() function

19. Get Days Overdue - NUMERIC
case when 'IsOverdue' == "true" then daysBetween(toDate(substr('ActivityDate', 1, 10), "yyyy-MM-dd"), now()) else 0 end

20. Check is between 2-30 days - TEXT
(case when date('TIMESTAMP_DERIVED_Year', 'TIMESTAMP_DERIVED_Month', 'TIMESTAMP_DERIVED_Day') in ["30 days ago".."2 days ago"] then "yes" else "no" end)
using date() funtion

21. Check is Yesterday - TEXT
(case when date('TIMESTAMP_DERIVED_Year', 'TIMESTAMP_DERIVED_Month', 'TIMESTAMP_DERIVED_Day') in ["1 day ago".."current day"] then "yes" else "no" end)

22. Check is Past Due - TEXT
case when IsClosed == "false" && (toDate(CloseDate_sec_epoch) < now()) then "true" else "false" end
using toDate() and _sec_epoch field

23. Duration in Second - NUMERIC
date_diff("second", toDate(ValidFromDate_sec_epoch), now())
using date_diff() function

24. Check Is Closed - TEXT
case when daysBetween(toDate(ActivityDate_sec_epoch), now()) >= 0 then "true" else "false" end

25. Get days since last activity - NUMERIC
case    
   when LastActivityDate is null then daysBetween(toDate(LastModifiedDate_sec_epoch), now())   
   when LastModifiedDate > LastActivityDate then daysBetween(toDate(LastModifiedDate_sec_epoch), now())   
   else daysBetween(toDate(LastActivityDate_sec_epoch), now()) 
end

26. Get Past Due Date - NUMERIC
case when IsClosed == "false" && (toDate(CloseDate_sec_epoch) < now()) then daysBetween(toDate(CloseDate_sec_epoch), now()) else 0 end

27. Get Opportunity Age - NUMERIC
case when IsClosed == "false" then daysBetween(toDate(CreatedDate_sec_epoch), now()) else daysBetween(toDate(CreatedDate_sec_epoch),toDate(CloseDate_sec_epoch)) end

28. Get Lead Age - NUMERIC
case when ('IsConverted' == "false") then daysBetween(toDate(CreatedDate_sec_epoch), now()) else daysBetween(toDate(ConvertedDate_day_epoch), toDate(CreatedDate_day_epoch)) end

29. Get Case Duration - NUMERIC
case when ('IsClosed' == "true") then ('ClosedDate_sec_epoch' - 'CreatedDate_sec_epoch')/86400 else ('CurrentDate_sec_epoch' - 'CreatedDate_sec_epoch')/86400 end

30. Get Opportunity Age - NUMERIC
case 
when IsClosed == "true" && CloseDate_day_epoch - CreatedDate_day_epoch > 0 then CloseDate_day_epoch - CreatedDate_day_epoch
when IsClosed == "true" && CloseDate_day_epoch - CreatedDate_day_epoch <= 0 then 0
else round((date_to_epoch(now()) - CreatedDate_sec_epoch) /86400,0)
end

in the above sample, we check:
1). if the opportunity is Closed and Closed Date is after Created Date, then Age = Closed Date - Created Date
2). if the opportunity is Closed and Closed Date is before or equal Created Date, then age = 0
3). if the opportunity is Open, then age = now() - Created Date

Another option to calculate the age for (1) is to use date_diff() function:
date_diff("day", toDate(CreatedDate_sec_epoch), toDate(CloseDate_sec_epoch))

Please note that limitation of the maximum amount of time returned from date_diff() is 9,223,372,036,854,775,807 nanoseconds or 106,751.99 days.


31. Converting Created Date to PST - DATE
toDate('CreatedDate_sec_epoch'-3600*8)

32. Using starts_with(), ends_with, and lower() to compare string - TEXT
case
  when starts_with(lower(Subject),"call") then "Call"
  when ends_with(lower(Subject),"call") then "Call"
  else "Others"
end
 the one contain full string must be at left, it is case sensitive, so use lower() to help

33. Use matches() for contain - TEXT
case when "abcd" matches "abc" then "found" else "not found" end
 the full sentence must be at left, this operator is not case-sensitive, requires at least two characters

case when 'Product_Name' matches "cable" then "found" else "not found" end 
 this will work

case when "cable" matches 'Product_Name' then "found" else "not found" end 
 this is not allowed with error Invalid function argument: 'Product_Name', the second operand must be text.

case when !('Product_Name' matches "cable") then "a" else "b" end 
 use ! as not

  

Reference:

6 comments:

  1. Hi Johan
    I am using compute expression to get length of string len(Industry), but i am getting error.

    Could you help me ?

    ReplyDelete
    Replies
    1. Since this is a numeric field, you need to set the Precision and Scale

      Delete
  2. Hi Johan,
    I have set Precision and scale it is working.
    Could you help me how to find number of words using compute expression(which we can do easily with formulas), i have tried using 'replace' but not succeed. Any suggestions?

    ReplyDelete
  3. I am new to SAQL, and am trying to add days to a date field. Ie, I want to calculate a a field date + (say) 6 months.

    ReplyDelete

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