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 your first Einstein Analytics application


Now that you have created your first dashboard, lens, chart, and table, Anutosh Infotech wants to create a few more dashboards. Also, they want to see all dashboards, lenses, and charts in a single folder so that they can view it in one go. So do we have any solution for them?

The answer is a big yes!!!

We can bundle all the components in a single application. So without wasting any time, let's create an Einstein Analytics application by performing the following steps:

  1. On the Analytics Studio home page, click on the Create button and select App, as shown in the following screenshot:
  1. Select the template for Blank App and click on Continue.
  2. Enter the name of your application as Hello App and hit the Create button. Your application gets created, as shown in the following screenshot:

That was easy, wasn't it? Now let's add our Hello Dashboard dataset in our application.

  1. Navigate to Analytics Studio | DASHBOARDS
  2. Select the Hello Dashboard dashboard,...