Yu Getting Started with Salesforce Einstein Analytics

A Beginner's Guide to Building Interactive Dashboards
1. Auflage 2019
ISBN: 978-1-4842-5200-0
Verlag: Apress
Format: PDF
Kopierschutz: 1 - PDF Watermark

E-Book, Englisch, 193 Seiten

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 datasetBuild 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

Johan Yu has more than 20 years of experience working in the IT sector across multinational corporations (MNCs) and at a leading Salesforce consulting company in the Asia-Pacific region. He has spent more than 14 years working with Salesforce technology, starting his career as a developer, team leader, and technical manager, among many other challenging roles. Based in Singapore, Johan holds 13X active Salesforce certifications, ranging from Administrator to Architect/Designer certifications, and Einstein Analytics & Discovery Consultant. In his spare time, he enjoys writing blogs and answering questions in the Salesforce Trailblazers Community. In May 2014, Johan became the first Salesforce MVP from Southeast Asia. He is also the leader of the Salesforce Singapore User Group and is keen to help members solve issues related to configuration, implementation, and adoption, until more technical issues arrive.

Autoren/Hrsg.

Yu, Johan

Inhaltsverzeichnis

1;Table of Contents;5
2;About the Author;12
3;About the Technical Reviewer;13
4;Acknowledgments;14
5;Foreword;15
6;Introduction;17
7;Chapter 1: Einstein Analytics: Introduction;19
7.1;Getting the Right Term;20
7.2;Integration with Salesforce;20
7.3;Why Einstein Analytics?;21
7.4;Environment and Licenses;22
7.5;Einstein Analytics Permissions;23
7.6;Navigating Einstein Analytics;24
7.6.1;Mobile App;25
7.7;Einstein Analytics Components;25
7.7.1;Apps;26
7.7.2;Dashboards;26
7.7.3;Lens;26
7.7.4;Datasets;26
7.8;Understanding Data Manager;27
7.8.1;Monitor;28
7.8.2;Dataflows and Recipes;29
7.8.3;Data;30
7.8.4;Connect;31
7.9;Summary;31
8;Chapter 2: Data Sources;32
8.1;Getting Data into Einstein Analytics;32
8.2;CSV File;34
8.3;Local Salesforce Data;38
8.4;External Data;40
8.5;Existing Datasets;42
8.6;Salesforce Trend Report;42
8.6.1;Create an Opportunity Report;43
8.6.2;Trend Setting;44
8.6.3;Verify the Dataset and Dashboard;45
8.6.4;On Schedule Date/Time;45
8.6.5;Dataset Fields;46
8.6.6;Trend Dashboard;47
8.7;External Data API;48
8.8;Summary;49
9;Chapter 3: Dataflow and Recipe;50
9.1;Getting Started with Dataflow;50
9.2;Dataflow User Interface;51
9.3;Dataset Builder;53
9.4;Dataflow Transformation;58
9.4.1;datasetBuilder;58
9.4.2;sfdcDigest;58
9.4.3;digest;58
9.4.4;edgemart;59
9.4.5;append;59
9.4.6;augment;59
9.4.7;computeExpression;59
9.4.8;computeRelative;59
9.4.9;dim2mea;59
9.4.10;flatten;60
9.4.11;filter;60
9.4.12;slideDataset;60
9.4.13;update;60
9.4.14;sfdcRegister;60
9.4.15;export;60
9.5;Creating a Dataflow from Scratch;61
9.5.1;Use Case;61
9.5.2;Building Concept;61
9.5.3;Hands-on;63
9.6;Backup and Restore Dataflow;69
9.7;Create Dataset with Recipe;70
9.7.1;Add Data;71
9.7.2;Append Data;71
9.7.3;Additional Transformations in Recipe;72
9.8;Summary;73
10;Chapter 4: Dataset;74
10.1;Dataset Properties;74
10.2;Dataset Fields;76
10.3;Extended Metadata File;77
10.3.1;Rename Field Label;78
10.3.2;Hide Field;79
10.3.3;Edit Values;80
10.3.4;Format Number;81
10.3.5;Default Fields;82
10.3.6;Specify the Dataset Grain Label;82
10.4;Replace and Restore Dataset;83
10.5;Configure Action for Dataset;85
10.6;Summary;88
11;Chapter 5: Lens;89
11.1;Einstein Analytics App;89
11.1.1;Creating App;90
11.1.2;Run App;91
11.1.3;Share App;92
11.2;Exploring Dataset;92
11.2.1;Using Chart in Lens;93
11.2.2;Using Table in Lens;95
11.2.3;Saving Lens;96
11.2.4;Present Lens;97
11.3;Explore with Conversational;97
11.4;Clip Lens to Designer;99
11.5;Sharing and Downloading Lens;100
11.5.1;Get URL;101
11.5.2;Post to Feed;101
11.5.3;Download;102
11.6;Summary;102
12;Chapter 6: Building the Dashboard;103
12.1;Permission;104
12.2;Layout;104
12.3;Template;107
12.4;Widgets;110
12.4.1;Chart;111
12.4.2;Table;112
12.4.3;Filter;113
12.4.4;Container;115
12.4.5;Date;116
12.4.6;Links;117
12.4.7;Image;118
12.4.8;List;119
12.4.9;Number;120
12.4.10;Range;121
12.4.11;Text;122
12.4.12;Toggle;123
12.4.13;Navigation;124
12.5;Page;126
12.5.1;Sharing Widget;126
12.5.2;Dataset Filter;127
12.5.3;Dashboard tab;127
12.5.4;Performance;127
12.5.5;Adoption and Maintenance;128
12.6;Faceting;128
12.7;Global Filter;129
12.8;Using Multiple Dataset;130
12.9;Summary;133
13;Chapter 7: Exploring the Dashboard;134
13.1;Dashboard Inspector;135
13.2;Set Notifications;137
13.2.1;Hands-On Notifications;137
13.3;Annotations;140
13.3.1;Enabling Annotations;140
13.3.2;Hands-On Annotations;141
13.4;Share Widget;142
13.4.1;Post to Feed;142
13.4.2;Download;143
13.5;Show Details;143
13.6;Explore;144
13.6.1;Hands-On Explore Widget;145
13.6.2;Widget Built with SAQL;146
13.7;Embedding Einstein Analytics Dashboard to Salesforce Page;147
13.7.1;Hands-On Adding Dashboard to Home Page;148
13.7.2;Hands-On Adding Dashboard to Record Page;150
13.8;Summary;153
14;Chapter 8: Applying Security in Einstein Analytics;154
14.1;Permission Set Assignment;155
14.2;Apps Level Sharing;156
14.3;Security Predicate;156
14.3.1;Syntax;157
14.3.2;Hands-On Security Predicate;158
14.3.3;Role Hierarchy Access;160
14.4;Sharing Inheritance;162
14.4.1;Enable Sharing Inheritance;163
14.4.2;Configure Dataflow;163
14.4.3;Result;164
14.5;Summary;165
15;Chapter 9: Advanced Topics;166
15.1;Dataflow Nodes;166
15.1.1;computeExpression Node;167
15.1.2;computeRelative Node;171
15.1.3;slideDataset Node;174
15.1.4;Filter Node;175
15.1.5;Append Node;175
15.2;Augment Node with Multiple Value Lookup;177
15.2.1;LookupSingleValue;177
15.2.2;LookupMultiValue;177
15.3;Real-Time Data Pull from Salesforce with SOQL;178
15.3.1;Hands-On;178
15.4;JSON;180
15.4.1;Dashboard and Lens;180
15.4.2;Dataflow;181
15.4.3;Dataset;181
15.5;SAQL;181
15.6;Binding and Static Step;184
15.6.1;Hands-On Binding and Static Step;184
15.7;Summary;188
16;Index;189