Einstein Analytics walkthrough

1. Einstein Analytics: The Art of the Possible
From a developer’s perspective
Einstein Analytics Solution Architect
@hovsarikke
Pete Lyons
Salesforce MVP
@LetsPlaySFDC
Rikke Hovgaard
#DataTribe
#TrailblazerCommunity
#TorontoDG

2. Rikke Hovgaard
Einstein Analytics Solution Architect, Salesforce
7 years experience with Salesforce
4 years experience with Einstein Analytics
@HovsaRikke
www.salesforceblogger.com

4. Forward-Looking Statements
Statement under the Private Securities Litigation Reform Act of 1995:
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
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most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing
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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.

5. Agenda
Short intro to Einstein Analytics
Let’s demo
- Build a dataset and modify your dataflow (Pete)
- The meaning of XMD (Pete)
- Compare tables, SAQL & Predictions (Rikke)
- Visualize anything (Rikke)
- SAQL use case (Pete)
- Wonderful bindings (Rikke)
The Challenge (with prizes)

6. Dataset Lens (+ Stories) Dashboard
App
Dataflow/DataPrep
(IngestionofData)
Assets

7. 1 - DataFlow (DF) / DataPrep (Recipes) / DatasetBuilder
-Dataset Builder updates the Dataflow file with instructions on which objects and fields to extract and
augment data from the local org.
-Dataflow runs the instructions to get the data from replicated objects or from other existing datasets that
could be results of csv or external ETL jobs with additional transformations on the fly and more editing of the
fields.
-The result of a dataflow is one or more dataset(s). There can be multiple dataflows (Default, User specific,
Salesforce Analytics Apps) with Sync (formally Replication)
-Recipes are similar to dataflow but simpler from a UI perspective and they always start from a registered
dataset(s) and end in a new dataset.

8. 2- Datasets
Dataset is a Data Repository (Storage) similar to file system storage but with proprietary format and
algorithms flattening the data with inverted indexes (for volume and speed).
Text
Number
Dates
Traditional Data Structure
(Tables) Flattened Indexed Key Value Pair Structure
(Files not Tables)
Account
Opportunity
User
Product
Leads

9. What is Inverted Index
The Age of Analytics Apps
Sales Wave App
Service Wave App
Event Monitoring App
Mr Pink
Mr Pink
Mr Pink
Mr Pink
Mr Pink
A 1000 page book
Mr Pink: 1,6,9,,..
A 20 page Index (at the end
of that book)

10. 3 - The Lens/Explorer
- A Lens is an Interactive Chart: Exploring the data in a visualization that can be ‘clipped’ to a
dashboard or saved as a Lens.
& More
-When Explore checkbox is enabled, one can always explore a widget as a lens from a dashboard
for further insights
Visualizations

11. 4 - The Dashboard
- Typical Industry Dashboard plus:
● OOB Interactive faceted (linked) widgets
● Individually Explorable widgets
● Salesforce Action Framework (Actions)
● Chatter Integrated
● Standard and VisualForce Pages
Embedded
● and...Mobile!

12. 5 - The App
- Simply a folder containing lenses, dashboards, and datasets
related to same business function
● Sharing Permissions set at App level
● My Private App - a private app for each user
● Shared App - default shared app
● Custom App - created for business ex. Sales App
Sharing Settings

13. The Challenge
Spin up a dev org if you don’t already have one - http://bit.ly/EA-DE
Use the dataset called DTC Opportunity and create a dashboard with:
1) Create a step where you can select between the grouping Industry or Opportunity Type
2) Create a chart pipeline chart (stage) for oppty with customer’s that have amount that is
greater than 1,000,000 or all partners.
3) Create a combo chart showing the amount per Year-Month and the percentage change from
one month to another
4) Make sure ‘Amount’ show as ‘Revenue’ and that the value show with a € symbol
You may want to look here:
1) https://www.youtube.com/watch?v=RX2PfnYqjf8 or
http://www.salesforceblogger.com/2017/02/28/the-power-of-static-steps/ 2) https://youtu.be/X5HBLxvgGf0
or http://www.salesforceblogger.com/2018/06/22/and-or-but-how/ 3)
http://www.salesforceblogger.com/2017/10/03/einstein-analytics-calculation-without-code/ 4)
http://www.salesforceblogger.com/2018/07/12/colors-labels-values-oh-my/
https://sfdc.co/Tor-Dev-Challenge

14. Resources
Let’s Play Salesforce: https://www.youtube.com/channel/UCkNDwCEl-BbAsaGSQ7I6Xtg
salesforceblogger.com: www.salesforceblogger.com
Learning Adventure Map: www.einsteinanalyticslearningmap.com
Trailblazer Content: http://www.einsteinanalyticslearningmap.com/trailblazer-links
Tech Lounge: http://salesforce.vidyard.com/watch/d9AShNSkkRDh5PVrywfRj6
Help main link: https://help.salesforce.com/articleView?id=bi.htm&type=0
Academy videos: https://www.youtube.com/channel/UCxUOdPtY50AUSH4wp-RQyVg
Trails & badges (Einstein Analytics): https://trailhead.salesforce.com/en/modules