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

Summary


The idea of including this chapter was to give you an overview of the three advanced technologies Einstein Analytics has to build complex and customized dashboards and solutions. The user can use SAQL to retrieve data from the dataset and create advanced lenses. While using SAQL, the user can use different functions such as math functions, string functions, arithmetic functions, and so on. The XMD file can be configured to achieve the formatting of the dashboard, fields, and values. In order to change the formatting using XMD, we need to download the file, make the changes, and upload it again. While doing this, make sure that you have a backup of the original XMD.

Last but not least, Dashboard JSON. Dashboard JSON is used to build advanced dashboards. The Dashboard JSON file defines how the components on the dashboard should interact with each other. Using Dashboard JSON, we can bind static steps with other steps, set the limits, build complex queries, and so on.