LDNsCall19 - ABC of Einstein Analytics

1. The ABC of Einstein Analytics
​Rikke Hovgaard
​Einstein Analytics Solution Architect
​rhovgaard@salesforce.com
​@hovsarikke
​
An Einstein Analytics Workshop
Get your Einstein
Analytics Developer Org
http://bit.ly/EA-DE

2. 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
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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.
Statement under the Private Securities Litigation Reform Act of 1995:
Forward-Looking Statements

3. Rikke Hovgaard
Einstein Analytics Solution Architect, Salesforce
7 years experience with Salesforce
4 years experience with Einstein Analytics
@HovsaRikke
Get your Einstein
Analytics Developer Org
http://bit.ly/EA-DE
www.salesforceblogger.com
#DataTribe

4. Kate Toporski
Analytics Program Coordinator, Salesforce
Runs Einstein Analytics Academy Program
Former Trailhead writer
@KateToporski
Get your Einstein
Analytics Developer Org
http://bit.ly/EA-DE
#DataTribe

5. Build a dataset Design a dashboard

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

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

8. 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
Create a Dataset

9. In Data Manager click on “Dataflow and Recipes” and
selecet the Recipe tab.
Select the “MyOpps” 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

10. 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

11. 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
1
2
3

12. Change the main chart to PoP
- Dimension: Close Date (Y-M) / Measure: Amount
- Change to compare table 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

13. 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

14. 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 the Home page

15. 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. Need help learning more?
You’ll all our London’s Calling resources on
https://sfdc.co/ldnscall19

17. Thank You
​Rikke Hovgaard
​Einstein Analytics Solution Architect
​rhovgaard@salesforce.com
​@hovsarikke
​
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