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 dashboard


A dashboard is a pictorial representation of meaningful data put together in the form of charts, tables, images, and so on. It is a collection of multiple widgets that provide business insights using the dataset. It shows some relevant data/information from your dataset, which means you build your insights on datasets. The dashboard is required to clip your lenses. Let's take a look at the following steps for creating a dashboard:

  1. In order to create a dashboard, click on Create and select Dashboard, as shown in the following screenshot:
  1. After you click on the Dashboard option, you should see the Choose a dashboard template window with some default dashboard templates. Salesforce provides default templates which you can choose from. Each template serves a different purpose. Here are some of the default templates:
    • Blank Dashboard in the Dashboard Designer: This template creates a responsive dashboard with custom layouts for any device.
    • Comparison Dashboard: This...