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Get the analytics edge, learn Einstein Analytics, Rikke Hovgaard

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Are you interested in Einstein Analytics but don’t know where to start?
Join this workshop to get an overview of the platform and get your hands dirty building your first dashboard. You will leave the workshop understanding the basics of Einstein Analytics as well as be equipped to take your analytics and data skills to the next level.

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Get the analytics edge, learn Einstein Analytics, Rikke Hovgaard

  1. 1. Get the Analytics edge, Learn Einstein Analytics by Rikke Hovgaard
  2. 2. #CD19 Get your Einstein Analytics Developer Org http://bit.ly/EA-DE
  3. 3. #CD19 Rikke Hovgaard Einstein Analytics Solution Architect – ACE Team Get your Einstein Analytics Developer Org http://bit.ly/EA-DE HovsaRikke #DataTribe
  4. 4. #CD19 This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward- looking statements. Forward-Looking Statements Statement under the Private Securities Litigation Reform Act of 1995:
  5. 5. #CD19 Work with data Work with dashboard
  6. 6. #CD19 Click the “App Launcher” and select “Analytics Studio” Before we get started...
  7. 7. #CD19 Click “Create” and “App” in the top right corner Choose a Blank App Give your App a name Create an App
  8. 8. #CD19 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
  9. 9. #CD19 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
  10. 10. #CD19 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
  11. 11. #CD19 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
  12. 12. #CD19 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
  13. 13. #CD19 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
  14. 14. #CD19 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
  15. 15. #CD19 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
  16. 16. #CD19 Resources Find my slides and other resources https://sfdc.co/EANorCal2019
  17. 17. #CD19 My blog www.salesforceblogger.com
  18. 18. #CD19 Academies FREE 2 day Academy for customers. Or find our recording http://bit.ly/EA-Academy
  19. 19. Thank you!

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