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Einstein analytics j wagner-2

  1. 1. Getting Started with Einstein Analytics
  2. 2. 2 Diamond Sponsor Gold Sponsors Silver Sponsors Platinum Sponsors
  3. 3. COVID-19 Resilience Fund Non-Profit Charity Partners
  4. 4. Do-It-Yourself! To follow along or try this on your own, you will need an Einstein Analytics Developer Org!! Sign up here: Slides are available now here: -started-with-einstein-analytics/
  5. 5. Speaker 5/17/2020 5 @jmwagner /linkedin_jodimwagner Jodi Wagner Salesforce MVP & Analytics Champion
  6. 6. Agenda Work With Data Design a Dashboard!
  7. 7. Terminology Relating to Salesforce Core
  8. 8. Getting Started Accessing Analytics Studio From the App Launcher, select Analytics Studio
  9. 9. Creating an App Click Create and Select App in the top right corner Select Create Blank App
  10. 10. Creating a Recipe Navigate to the Data Manager Select Your Dataset – DTC Opportunities Name Your Recipe
  11. 11. Creating a Recipe Create a bucket for small and large sized deals Set < 100000 for small deals ≥ 100000 for large deals
  12. 12. Creating a Recipe Change the name of the field on the Attributes tab Note: Unlike Salesforce, the API name is first
  13. 13. Creating a Recipe Find the Stage field and create stage buckets 1 Prospecting 2 Qualification 4 Closed Won 5 Closed Lost 3 Proposal (for remaining stages)
  14. 14. Creating a Recipe Click Create Dataset Include all fields Click Continue and the Run One Time Only on the next screen
  15. 15. Creating a Dashboard Click Create and “Dashboard” in the upper right hand corner - Select Dashboard From Template - Select Table Expansion
  16. 16. Creating a Dashboard - Select the data you just made as the Dataset - Select Account Name, Deal Size, Opportunity Name, Sorted Stages and Opportunity Type as Dimensions - Select Amount as a measure - Select Close Date as the date - Click Looks good, next - Name your dashboard!
  17. 17. Creating a Dashboard
  18. 18. Modifying Your Charts Modify the Main Chart to a Period over Period Chart Dimension: Close Date Y-M Measure: Amount Change to a Compare Table and Use PoP
  19. 19. Modifying Your Charts - Compare Table Step by Step on Creating Your Compare Table
  20. 20. Modifying Your Charts - Updating the Donut Charts Dimensions: Opportunity Type Opportunities by Stage
  21. 21. Modifying Your Charts - Add Revenue and YTD Add a YTD Widget - Update Filter
  22. 22. Creating a New Chart Drag the Chart onto your dashboard Create a bar chart with amount as the bar length and name as the bar. Sort the amount descending. Then add a date filter for last calendar year
  23. 23. Creating a New Chart Finish creating your chart by giving a title, changing the colors and x axis – drag the ends to size
  24. 24. Adding an Action Navigate to your dataset – click on the gear to access actions
  25. 25. Embedding a Dashboard in a Lightning Page Open your opportunity from the action and navigate to the account. Click the gear to edit the page - drag the EA component onto the page. Change the height to 500 and add a dashboard filter. Save & Activate
  26. 26. Embedding a Dashboard in a Lightning Page Now your dashboard on your account page is filtered for that customer! Use EA to put the right analytics front and center for your users!
  27. 27. Resources to Learn More
  28. 28. Q&A
  29. 29. Thank You!