Roll up all Child records to the Parent using Dataflows on Einstein Analytics / Tableau CRM

We all love simple and easy dataflows. Those with single lookups and straight forward compute expressions. Everything is running fine and smooth… until… You are asked to group/roll up/summarize child records at the parent level.

It’s not impossible… but it introduces a lot of complexities because what we usually end up doing is create a Look Up Multi Value Augment so all the lines are rolled up to the parent level but the catch is that all child values will be stored in a single Multi Value field and that makes the data very difficult to handle.

What I am going to show in this guide is a set of steps to put together all child records at the same level as the parent but we will end up having an individual column for each child value instead of a single field for all.

For this exercise, I am going to use a Developer instance and the Opportunity and Opportunity Line Item objects.

The first thing we need to do is to determine the Parent and Child levels, for us, that will be the Opportunity (Parent) and the Line Items (Child).

Now we need to understand how many rows deep we can go per each Parent. To do this, we need to set up a basic dataflow where we augment (Multi Value) the Oppty with the Lines.