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

Pedro Gagliardi
24 min readSep 3, 2019

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…

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Pedro Gagliardi

Einstein Analytics geek since 2015… I know, it was called Wave back then!