Book Image

Learning Einstein Analytics

By : Santosh Tukaram Chitalkar
Book Image

Learning Einstein Analytics

By: Santosh Tukaram Chitalkar

Overview of this book

Salesforce Einstein analytics aka Wave Analytics is a cloud-based platform which connects data from the multiple sources and explores it to uncover insights. It empowers sales reps, marketers, and analysts with the insights to make customer interactions smarter, without building mathematical models. You will learn to create app, lenses, dashboards and share dashboards with other users. This book starts off with explaining you fundamental concepts like lenses, step, measures and sets you up with Einstein Analytics platform. We then move on to creating an app and here you will learn to create datasets, dashboards and different ways to import data into Analytics. Moving on we look at Einstein for sales, services, and marketing individually. Here you will learn to manage your pipeline, understand important business drivers and visualize trends. You will also learn features related to data monitoring tools and embedding dashboards with lightning, visualforce page and mobile devices. Further, you will learn advanced features pertaining to recent advancements in Einstein which include machine learning constructs and getting predictions for events. By the end of this book, you will become proficient in the Einstein analytics, getting insights faster and understanding your customer in a better way.
Table of Contents (19 chapters)
Title Page
Copyright and Credits
Dedication
Packt Upsell
Contributors
Preface
7
Security and Sharing in Einstein Analytics
Index

Extended metadata in Analytics


In this section, we are going to provide an overview of the extended metadata, and we will go through the basic structure of XMD, how to configure it, and what we can achieve with XMD. The extended metadata or XMD in Einstein Analytics gives the user the flexibility to format and customize the fields and values in the dataset. We are going to use the Embedded dashboard and the Opportunity dataset from the previous chapter for this.

Downloading the XMD for the dataset

In order to configure the XMD file, first we need to get the XMD file for the dataset. So the question is: where can you find it?

To download the XMD file, perform the following steps: 

  1. Go to the Analytics Studio | DATASETS tab.
  2. Click on the 
     icon in the dataset (we are using the Opportunity dataset) and click on Edit as shown in the following screenshot:
  1. Search for the Extended Metadata File section and click on
    . You should see two options in the dropdown, such as Download and Replace, as shown in...