This document provides information about an Einstein Analytics presentation on getting started with Einstein Analytics, including how to get a developer org, create datasets and recipes, build dashboards, and add compute expressions. The presentation covers the basics of the Einstein Analytics user interface and demonstrates how to create apps, datasets, recipes, dashboards, and compute expressions to analyze and visualize opportunity data.

1. Get the Analytics edge,
Learn Einstein Analytics
by Rikke Hovgaard

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Get your Einstein Analytics Developer Org
http://bit.ly/EA-DE

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Rikke Hovgaard
Einstein Analytics Solution Architect – ACE Team
Get your Einstein Analytics Developer Org
http://bit.ly/EA-DE
HovsaRikke
#DataTribe

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materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results
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Work with data Work with dashboard

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Click the “App Launcher” and select “Analytics Studio”
Before we get started...

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Click “Create” and “App” in the top right corner
Choose a Blank App
Give your App a name
Create an App

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In Data Manager click on “Dataflow and
Recipes” and select the Recipe tab.
Select the “Opportunities” dataset and call it
MyOppsRecipe.
Find Amount and create a bucket DealSize
• less than 1.000.000 - Small Deal
• more than 1.000.000 - Large Deal
Find Stage and create a bucket
SortedStage
• 1 Prospecting
• 2 Qualification
• 4 Closed Won
• 5 Closed Lost
• Bucket others as 3 Proposal
Click Create and Run Once
Create a Recipe

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Go back to the Analytics Studio Tab
Go to your custom app and click on MyOppsRecipe
Click “Fields” in the left hand side
Change AccountId.Name to Account Name
Find SortedStage click on the arrow and select “Edit
Values”
Remove the numbers and choose green for Closed
Won and red for Closed Lost
Find Amount click on the arrow and select “Custom
Format”
Add € in front of the number
Modify the XMD

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Click “Create” and “Dashboard” in the top right
corner
Choose Templated Dashboard
Choose Table Expansion
Choose MyOppsRecipe as dataset
Choose Deal Size, Opportunity Type, Name,
Account Name, StageSorted, Billing Country as
dimensions
Choose Amount as a measure
Choose Close Date as the date
Click “Continue” and give your dashboard a name
Create a Smart Dashboard

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Change the main chart to PoP
• Dimension: Close Date (Y-M) / Measure: Amount
• Add a formula and use Period Over Period
Add YTD number
• Measure: Amount / Filter: Close Date YTD
Add YTD Last Year number
• Measure: Amount / Filter: Close Date Previous Year to Current Day
• Change to SAQL and add - 1 Year after Current Day
Add list with OwnerId.Name
Add list with SortedStage
Clone page and add map chart
• Dimension: Country / Measure: Amount
Add Link
Change the Charts

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Go to your custom app
Find MyOppsRecipe and click on the arrow to
the right and select “Edit”
Click the gear icon in the top
Find and select “Name”
Select Opportunity ID as ID
In display fields select “Account Name”,
“Opportunity Type” and “OwnerId.Name”
Select Open Record and Actions
Add Actions

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Go to the home page in Salesforce core
Click on the gear and select edit page
Drag over the Wave component
Select your new dashboard
Adjust the height to fit the dashboard
Save and activate the page.
Embed on Home Page

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Click on “Create” and “Dataset” in the top
right corner
Choose Salesforce Data
Call your dataset “MyOpps”
Choose “Opportunity” as your root
Select: Name, Amount, Stage, Opportunity
Type, Close Date, Create Date
• Add Account as a relationship
• Select: Account Name, Industry, Account Type, Billing Country
• Add Owner as a relationship
• Select: Full Name

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Go to data manager and dataflow and recipe
Click on Default Dataflow
Select computeExpression
Call the node “CE”
Choose augement_User as the source
Click “+ Add Field”
Call the field “DealSizeDF”
Keep the type as “Text” and add the SAQL expression
• case when 'Amount' < 1000000 then "Small Deal" else "Large Deal" end
Save and drag the arrow to the register node
Save and run dataflow
Create computeExpression in the Dataflow

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Resources
Find my slides and other resources
https://sfdc.co/EANorCal2019

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My blog
www.salesforceblogger.com

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Academies
FREE 2 day Academy for customers.
Or find our recording
http://bit.ly/EA-Academy

19. Thank you!