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

Creating lenses


Anutosh Infotech has millions of opportunity records in their database. They want to build a dashboard that will give them business insights into opportunity data. This dashboard should include the following charts and tables:

  • A horizontal bar chart for opportunities closed in the current month and grouped by Stage. The chart should show the count of opportunities for each stage.
  • A Donut chart for opportunities closed in the last month for each stage. The chart should display the sum of amount.
  • A Compare Table for displaying Owner Role versus Account Owner displaying Sum of Amount.
  • A Stacked Bar chart for the sum of opportunity amount, which is grouped by Owner Role, Account Owner, and Stage. The table should only show opportunities with StageEquals to Closed Won, Closed Lost, or Needs Analysis.  

Creating your first lens

A lens is a saved exploration that gives an insight into meaningful data. Let's create our first lens, to show data insights, by performing the following steps...