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 dataset


A dataset is a set of source data, specially formatted and optimized for interactive exploration. Here are the steps to create a new dataset:

  1. Click on the Create button in the top-right corner and then click on Dataset. You can see the following three options to create datasets:
    • CSV File
    • Salesforce
    • Informatica Rev
  1. Select CSV File and click on Continue, as shown in the following screenshot:
  1. Select the Account_data.csv file or drag and drop the file.
  1. Click on Next. The next screen uploads the user interface to create a single dataset by using the external.csv file:
  1. Click on Next to proceed as shown in the following screenshot:
  1. Change the dataset name if you want. You can select an application to store the dataset. You can also replace the CSV file from this screen.
  1. Click on 
    in the Data Schema File section and select the Replace File option to change the file. You can also download the uploaded .csv file from here as shown in the following screenshot:
  1. Click on Next. In the...