--- schema_version: "1" id: df6c2e0f297411ab8edfb0a6fa35111eec34a2146f79d082adf6e8e74a697704 title: Analytics for Energy and Utilities collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_template_eandu.md canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_template_eandu.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: af103f276a1c3c7c2fcdbf892c3a38d332d390f8c215ab0b26d60d3eecd0823b description: With the CRM Analytics for Energy and Utilities App, it’s easy to know which opportunities are most likely to generate a sale. You can track how many quotes you’ve created and know whether customers have responded to them. The three embedded dashboards (Home, Quotes, and Account) provide details about opportunities, quotes, and accounts. products: - CRM Analytics - Cross Cloud release: "264" --- # Analytics for Energy and Utilities With the CRM Analytics for Energy and Utilities App, it’s easy to know which opportunities are most likely to generate a sale. You can track how many quotes you’ve created and know whether customers have responded to them. The three embedded dashboards (Home, Quotes, and Account) provide details about opportunities, quotes, and accounts. ### Required Editions
Permission Sets Needed
To create and manage the app: CRM Analytics Plus Admin, Insights.userCanCreateTCRMforEandU license
To use the app: CRM Analytics Plus User, Insights.userCanViewTCRMforEandU license
![The CRM Analytics for Communications- Business Home dashboard](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_template_energy_utilities.png) The template creates datasets, recipes, and dashboards to help you understand your Energy and Utilities deals. ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_important.png) Important For general app creation procedures for all templates, see [Create Apps from CRM Analytics Templates: Start Here](https://help.salesforce.com/s/articleView?id=analytics.bi_app_prebuilt_getting_started.htm&release=264.0.0&type=5 "Follow these general procedures when you create Apps from any CRM Analytics Template. Before you create an app, see the help for the CRM Analytics Template you want to use for requirements and instructions specific to that template.") This link provides specifics about creating and using the app. Salesforce Org Requirements Note these requirements to create an app from the template: - Your org must have at least one of each of these record types: Account, Opportunity, Quote. - Set Salesforce field-level security to enable the Analytics Integration User to see all fields used in the app. See [Set Field Level Security to Enable Creation of an CRM Analytics Template](https://help.salesforce.com/s/articleView?id=analytics.bi_templates_field_level_security.htm&type=5&language=en_US). - This template uses recipes. Recipes require that your org is set up for data sync. For a better understanding of working with recipes, see [Run a Recipe](https://help.salesforce.com/s/articleView?id=analytics.bi_integrate_data_prep_recipe_run.htm&release=264.0.0&type=5 "Run a CRM Analytics recipe for the first time to create the dataset it defines. Run a recipe again to update the dataset with the latest synced data. You can run a recipe manually or on a schedule."). - For security purposes, you likely want to configure compliant data sharing. For details, see [Enable Compliant Data Sharing for Objects.](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_admin_guide.meta/financial_services_cloud_admin_guide/fsc_admin_cds_enable_objects.htm) Create the App 1. In CRM Analytics Studio, click **Create** in the upper right corner 2. To open the template picker, select **App**, then **Create App from Template**. 3. Locate the **Analytics for Energy and Utilities** tile, select it, and click **Continue**. 4. Review the app preview page, and click **Continue** to open the configuration wizard. 5. If you’re offered a choice of basing your app on an existing app or creating a one, select **Create a brand new app** and click **Continue**. Analytics for Energy and Utilities runs a compatibility check against your org to ensure it includes the data to successfully create the app’s datasets, recipes, and dashboards. If it doesn’t, follow the instructions in the error message to add the required data and start the app creation process again. 6. When the org compatibility check succeeds, click **Looks good, next**. 7. Name your app, and click **Create**. Give CRM Analytics a few minutes to create your app. You can track its progress on the page that appears. When you see the **Application Complete!** message, refresh the page. You see your app page with the datasets, recipes, and dashboards showing team performance and activity intelligence. Click it to have a look. Schedule the App Refresh The app creates a recipe. Schedule the app refresh to sync data and to run recipe. To schedule your app, see [Schedule Data Refresh for a CRM Analytics App](https://help.salesforce.com/s/articleView?id=analytics.bi_templates_schedule_dataflow.htm&release=264.0.0&type=5 "The app creation process includes data assets that import the latest data to CRM Analytics. Schedule the app to be refreshed every day to ensure that your app uses up-to-date data. An app refresh runs all the data assets associated with the app in the required order, including recipes, dataflows, connectors, Einstein Discovery models, and prediction definitions."). Select a time outside normal work hours so the data refresh doesn’t interrupt business activities. Embed Analytics for Energy and Utilities The Analytics for Energy and Utilities app includes dashboards that you can embed and access in Lightning Experience pages and Salesforce Classic experiences. For general instructions on embedding dashboards, see [Embed Dashboards Everywhere](https://help.salesforce.com/s/articleView?id=analytics.bi_embed.htm&release=264.0.0&type=5 "Embed CRM Analytics dashboards in every Salesforce experience.") in Salesforce Help. For instructions on filtering embedded dashboards, see [Filter and Selection Syntax for Embedded Dashboards](https://help.salesforce.com/s/articleView?id=analytics.bi_embed_filters.htm&release=264.0.0&type=5 "To specify filters or dashboard selections that require JSON strings, use the Filter attribute of the LWC CRM Analytics Dashboard component or the Filter String attribute of the embedded CRM Analytics Dashboard Aura component.") in Salesforce Help. Assign Analytics for Energy and Utilities for Admins Enable administration of the Analytics for Energy and Utilities app by assigning the relevant permissions. Available in: Developer, Enterprise, Performance, and Unlimited editions. 1. From Setup, in the Quick Find box, enter **Users**, and then select **Users**. 2. Click the name of the user. 3. Click **Permission Set Assignments**, and then click **Edit Assignments**. 4. Select both the **CRM Analytics Plus Admin** permission set. 5. Click **Add**, then save your changes. 6. Repeat Steps 2–5 for all users who administrate the Analytics for Energy and Utilities app Assign Analytics for Energy and Utilities for Users Enable administration of the Analytics for Energy and Utilities app by assigning the relevant permissions. Available in: Developer, Enterprise, Performance, and Unlimited editions. 1. From Setup, in the Quick Find box, enter **Users**, and then select **Users**. 2. Click the name of the user. 3. Click **Permission Set Assignments**, and then click **Edit Assignments**. 4. Select the **CRM Analytics Plus User** permission set. 5. Click **Add**, then save your changes. 6. Repeat Steps 2–5 for all users who view the Analytics for Energy and Utilities app. Datasets | Dataset Name | Contents | Special Requirements | | --- | --- | --- | | Account | Data about accounts. Includes accounts without opportunities. | None. | | Opportunity | Data about accounts, opportunities, and users. | None. | | Oppty Products | Data about products with opportunities and accounts. | None. | | OrchestrationItem | Data created for the Analytics for Energy and Utilities app. | None. | | Quota | Quotas data. | None. | | Quote | Details about quotes. | None. | | QuoteMember | Details about quote members. | None. | | User | Provides details about all users in an org. | None. | Upload the plain\_quota Dataset (Optional) Optionally, you can upload quota data by overriding the plain\_quota dataset in your app by following these instructions. The plain\_quota dataset is used to provide you with quota attainment metrics in the Opportunities section of the Home dashboard. If you don’t want to see this metric, you can skip this section. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_note.png) Note When you work with .CSV files you want to import to CRM Analytics for Energy and Utilities, create and open them using only a UTF-8-compliant text editor. Opening them in Microsoft Excel or other spreadsheet software reformats .CSV files and makes them unusable in Analytics for Energy and Utilities. ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_important.png) Important When you create the .CSV file, be sure it contains the following fields, in this order, with exactly these names. Field names are case-sensitive: 1. StartDate (in yyyy-mm-dd format) 2. QuotaAmount 3. OwnerName 4. Username 1. Create a .CSV file to include the fields described, that is StartDate (in yyyy-mm-dd format), QuotaAmount, OwnerName, Username. For an example, see [Sales Analytics Example .CSV File](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_wave_quota_csv.htm&release=264.0.0&type=5 "Here’s an example of the .CSV file you create to update the Sales Analytics Quota (Target) dataset."). 2. Save the file to a location that you can easily remember. 3. In Salesforce, go to the CRM Analytics home page and find the plain\_quota dataset. 4. Click the arrow at the upper right corner of the dataset panel and select Edit. ![Analytics Studio edit dataset](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_apps_edit_dataset.png) 5. Salesforce displays the dataset editing screen for the plain\_quota dataset. Look for **Replace Data** in the upper right corner and click it. ![Analytics Studio replace data in dataset](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_apps_replace_dataset.png) 6. In the dialog box that opens, navigate to the .CSV file you created in Step 1, and double-click it. 7. To open the Replace Dataset Data page, click **Next**. 8. If your fiscal period is different than calendar period, that is if it starts on a date other than January 1, update the plain\_quota Metadata file. If your fiscal period starts on January 1, skip to the next step. 1. Copy the JSON from [Sales Analytics Quota Dataset JSON File](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_wave_quota_json.htm&release=264.0.0&type=5 "Use this file to update the Sales Analytics Quota dataset with your fiscal year start date if it’s not January 1.") and paste it into a text editor of your choice. 2. Change the value of `"fiscalMonthOffset"` from 4 to a number that represents the month your fiscal period starts. In metadata, the numeral “0” stands for January, “1” stands for February, and so on, up to “11,” which stands for December. Save the file to your desktop. 3. In CRM Analytics Studio, go to the Replace Dataset Data page and locate the Data Schema File area of the page. Click the arrow next to Quota .JSON file, select Replace File, find the file you saved and upload it to CRM Analytics. 9. On the Replace Dataset Data page, click **Next** to open the Edit Field Attributes page. The first column —QuotaAmount— is selected. If not, select it. In the **Field Attributes** panel on the right, make sure **Field Type** is set to **Measure**. ![Set the QuotaAmount field attribute to Measure.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_app_dataset_set_field_type.png) 10. After uploading your quota data, rerun the recipe to update the dashboards. 1. Click the Gear menu at the upper right of CRM Analytics Studio and select Data Manager. 2. Select the Dataflow & Recipes view from the menu at the top left of the Data Manager screen and click the Recipes tab in the main pane. ![The Analytics Dataflow Scheduler](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_app_data_manager_dataflow.png) 3. Find your app’s recipe. Open the menu on the far right of the screen next to the app icon and name, and click Run now.