Getting Started with Salesforce Einstein Analytics: A Beginner’s Guide to Building Interactive Dashboards

✍ Scribed by Johan Yu

• Publisher: Apress
• Year: 2019
• Tongue: English
• Leaves: 193
• Edition: 1
• Category: Library

✦ Synopsis

Build interactive dashboards using Salesforce Einstein analytics. Explore all of your data quickly and easily by providing AI-powered advanced analytics, right in Salesforce. You will manage datasets, query data with Salesforce Analytics Query Language (SAQL), and customize dashboards.

Because Einstein Analytics is new, the curve to learn this technology can be difficult. This book guides you step-by-step in simple, easy-to-understand terms to get data from the Salesforce platform to the Einstein Analytics platform and also shows you how to import external data (e.g., CSV files).

Core chapters focus on understanding data sources, dataflow, dataset, and lens leading up to building dashboards from scratch. Advanced features such as data transformation using computeExpression and computeRelative as well as dataflow with a multi-value lookup are explored.

What You Will Learn

• Use data from Salesforce and external sources
  
• Create a dataflow to build a flexible dataset
• Build dashboards using Einstein Analytics
  
• Explore and analyze data using Einstein Analytics
  
• Utilize SAQL and binding to create advance dashboards
  

Who This Book Is For

IT users getting started with Einstein Analytics, Salesforce consultants starting new Einstein Analytics projects, and power users familiar with Salesforce reporting and dashboards who want to get up to speed on new analytics features

✦ Table of Contents

Table of Contents
About the Author
About the Technical Reviewer
Acknowledgments
Foreword
Introduction
Chapter 1: Einstein Analytics: Introduction
Getting the Right Term
Integration with Salesforce
Why Einstein Analytics?
Environment and Licenses
Einstein Analytics Permissions
Navigating Einstein Analytics
Mobile App
Einstein Analytics Components
Apps
Dashboards
Lens
Datasets
Understanding Data Manager
Monitor
Dataflows and Recipes
Data
Connect
Summary
Chapter 2: Data Sources
Getting Data into Einstein Analytics
CSV File
Local Salesforce Data
External Data
Existing Datasets
Salesforce Trend Report
Create an Opportunity Report
Trend Setting
Verify the Dataset and Dashboard
On Schedule Date/Time
Dataset Fields
Trend Dashboard
External Data API
Summary
Chapter 3: Dataflow and Recipe
Getting Started with Dataflow
Dataflow User Interface
Dataset Builder
Dataflow Transformation
datasetBuilder
sfdcDigest
digest
edgemart
append
augment
computeExpression
computeRelative
dim2mea
flatten
filter
slideDataset
update
sfdcRegister
export
Creating a Dataflow from Scratch
Use Case
Building Concept
Hands-on
Backup and Restore Dataflow
Create Dataset with Recipe
Add Data
Append Data
Additional Transformations in Recipe
Summary
Chapter 4: Dataset
Dataset Properties
Dataset Fields
Extended Metadata File
Rename Field Label
Hide Field
Edit Values
Format Number
Default Fields
Specify the Dataset Grain Label
Replace and Restore Dataset
Configure Action for Dataset
Summary
Chapter 5: Lens
Einstein Analytics App
Creating App
Run App
Share App
Exploring Dataset
Using Chart in Lens
Using Table in Lens
Saving Lens
Present Lens
Explore with Conversational
Clip Lens to Designer
Sharing and Downloading Lens
Get URL
Post to Feed
Download
Summary
Chapter 6: Building the Dashboard
Permission
Layout
Template
Widgets
Chart
Table
Filter
Container
Date
Links
Image
List
Number
Range
Text
Toggle
Navigation
Page
Sharing Widget
Dataset Filter
Dashboard tab
Performance
Adoption and Maintenance
Faceting
Global Filter
Using Multiple Dataset
Summary
Chapter 7: Exploring the Dashboard
Dashboard Inspector
Set Notifications
Hands-On Notifications
Annotations
Enabling Annotations
Hands-On Annotations
Share Widget
Post to Feed
Download
Show Details
Explore
Hands-On Explore Widget
Widget Built with SAQL
Embedding Einstein Analytics Dashboard to Salesforce Page
Hands-On Adding Dashboard to Home Page
Hands-On Adding Dashboard to Record Page
Summary
Chapter 8: Applying Security in Einstein Analytics
Permission Set Assignment
Apps Level Sharing
Security Predicate
Syntax
Hands-On Security Predicate
Role Hierarchy Access
Sharing Inheritance
Enable Sharing Inheritance
Configure Dataflow
Result
Summary
Chapter 9: Advanced Topics
Dataflow Nodes
computeExpression Node
computeRelative Node
slideDataset Node
Filter Node
Append Node
Augment Node with Multiple Value Lookup
LookupSingleValue
LookupMultiValue
Real-Time Data Pull from Salesforce with SOQL
Hands-On
JSON
Dashboard and Lens
Dataflow
Dataset
SAQL
Binding and Static Step
Hands-On Binding and Static Step
Summary
Index