Farmington Hills
Salesforce Developer User Group
Apex Hours
Einstein Analytics
#SalesforceApexHours #FarmingtonHillsSFDCDug
Speaker
Date
Venue/Link
Rikke Hovgaard, Amit Chaudhary
Saturday, OCT 27, 2018 10:00 AM EST ( 7:00 PM IST)
https://zoom.us/j/405325057
Who am I ?
Amit Chaudhary (Salesforce MVP)
• Active on Salesforce Developer Community
• Blogging at http://amitsalesforce.blogspot.in/
• Co-Organizer of – FarmingtonHillsSFDCDug
• Follow us @Amit_SFDC or @ApexHours
#SalesforceApexHours #FarmingtonHillsSFDCDug
Our Speaker
Rikke Hovgaard
Einstein Analytics Solution Architect with Salesforce
(ACE team)
User Group Leader
Blogging at www.salesforceblogger.com
Follow me on Twitter @HovsaRikke
#SalesforceApexHours #FarmingtonHillsSFDCDug
▶ Data, Data, Data
▶ SAQL – Compare Table
▶ SAQL – 2 datasets
▶ SAQL Timeseries
▶ Other Steps
▶ Bindings
AGENDA
#SalesforceApexHours #FarmingtonHillsSFDCDug
#FarmingtonHillsSFDCdug #SalesforceApexHours
Apex Hours
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.
Statement under the Private Securities Litigation Reform Act of 1995
Forward-Looking Statement
#FarmingtonHillsSFDCdug #SalesforceApexHours
Apex Hours
Data, Data, Data
Without Data Sync With Data Sync
#FarmingtonHillsSFDCdug #SalesforceApexHours
Apex HoursDataflow
At minimum has
these
plus
Combine/create
any based on these
SQL Oracle
External Data/ ETL
tools/APIs
Data
Lake
SFDC Objects
Data Landscape - With Connect
CSV
(gets added to Dataflow
dependent on DF)
External on it’s own schedule
Other SFDC
Orgs
Redshift, Other
Connectors
Marketing Cloud
CSV - Manual
Connect
Trend Report Data in Analytics
Dataset Builder
Data Recipes (not
part of Dataflow)
Start from or
combine from any
of these dataset
Recipes
Apex Hours
#FarmingtonHillsSFDCdug #SalesforceApexHours
Dataflow + Recipe
▶ What: tools to transform and register datasets
▶ Recipe very accessible and user friendly, dataflow more
powerful
▶ Example: create a compute expression
▶ Try it yourself:
▶ http://www.salesforceblogger.com/2018/04/24/my-most-used-computeexpression/
#FarmingtonHillsSFDCdug #SalesforceApexHours
Apex Hours
Let’s look at the
Data Manager
#FarmingtonHillsSFDCdug #SalesforceApexHours
Apex Hours
Technical Jargon - The Dashboard
Sales Wave App
Service Wave App
Event Monitoring App
Dataset
XMD
Dataset
XMD
Chart type/properties
+
Query
Chart type/properties
+
Custom Query (SAQL)
+
JSON
Dashboard
SFDC/
oData
SOQL/ApexSteps
Dbrd aka
asset XMD
*NEW (summer18) for
conditional formatting and
related - API accessible only
Apex Hours
#FarmingtonHillsSFDCdug #SalesforceApexHours
SAQL
▶ What: Salesforce Analytics Query Language – what is used at
run time.
▶ Use when you more complexity. Start out building as much as
possible in UI then switch to SAQL if needed.
▶ Example: YTD comparison, two datasets, timeseries
▶ Try it yourself:
▶ http://www.salesforceblogger.com/2017/11/20/ytd-comparison-with-compare-
tables/
▶ http://www.salesforceblogger.com/2018/10/16/a-look-to-the-future-with-timeseries/
#FarmingtonHillsSFDCdug #SalesforceApexHours
Apex Hours
Let’s do some SAQL
Apex Hours
#FarmingtonHillsSFDCdug #SalesforceApexHours
SOQL Steps
▶ What: A different step type that use data directly from
Salesforce
▶ Good for real time – but has an impact.
▶ Example: Logged in user
▶ Try it yourself:
▶ http://www.salesforceblogger.com/2017/06/27/how-to-filter-dashboard-by-logged-
in-user/
Apex Hours
#FarmingtonHillsSFDCdug #SalesforceApexHours
Bindings
▶ What: A way to link steps together or with widgets.
▶ Example: Dynamic Gauge, Dynamic Groupings etc.
▶ Try it yourself:
▶ http://www.salesforceblogger.com/2017/06/19/how-to-make-your-gauge-chart-
dynamic/
▶ http://www.salesforceblogger.com/2017/02/28/the-power-of-static-steps/
▶ http://www.salesforceblogger.com/2017/02/23/toggle-selector-for-map-types-in-a-
wave-dashboard/
#FarmingtonHillsSFDCdug #SalesforceApexHours
Apex Hours
Let’s do it
Apex Hours
#FarmingtonHillsSFDCdug #SalesforceApexHours
That’s all folks…
▶ https://trailblazercommunitygroups.com/events/details/salesfor
ce-farmington-mi-developers-group-presents-salesforce-apex-
hours-einstein-analytics-part-2#/
▶ Embarking on your EA journey?
http://www.salesforceblogger.com/2018/02/05/embarking-on-
your-einstein-analytics-journey-start-here/
▶ Remember to create the Learning Adventure App
Apex Hours
#FarmingtonHillsSFDCdug #SalesforceApexHours
Follow Farmington Hills SFDC Developer Group
Twitter Hashtag
#FarmingtonHillsSFDCDug #SalesforceApexHours
Meetup.com
https://trailblazercommunitygroups.com/farmington-mi-
developers-group/
YouTube

Einstein Analytics Part 2

  • 1.
    Farmington Hills Salesforce DeveloperUser Group Apex Hours Einstein Analytics #SalesforceApexHours #FarmingtonHillsSFDCDug Speaker Date Venue/Link Rikke Hovgaard, Amit Chaudhary Saturday, OCT 27, 2018 10:00 AM EST ( 7:00 PM IST) https://zoom.us/j/405325057
  • 2.
    Who am I? Amit Chaudhary (Salesforce MVP) • Active on Salesforce Developer Community • Blogging at http://amitsalesforce.blogspot.in/ • Co-Organizer of – FarmingtonHillsSFDCDug • Follow us @Amit_SFDC or @ApexHours #SalesforceApexHours #FarmingtonHillsSFDCDug
  • 3.
    Our Speaker Rikke Hovgaard EinsteinAnalytics Solution Architect with Salesforce (ACE team) User Group Leader Blogging at www.salesforceblogger.com Follow me on Twitter @HovsaRikke #SalesforceApexHours #FarmingtonHillsSFDCDug
  • 4.
    ▶ Data, Data,Data ▶ SAQL – Compare Table ▶ SAQL – 2 datasets ▶ SAQL Timeseries ▶ Other Steps ▶ Bindings AGENDA #SalesforceApexHours #FarmingtonHillsSFDCDug
  • 5.
    #FarmingtonHillsSFDCdug #SalesforceApexHours Apex Hours Thispresentation 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. Statement under the Private Securities Litigation Reform Act of 1995 Forward-Looking Statement
  • 6.
    #FarmingtonHillsSFDCdug #SalesforceApexHours Apex Hours Data,Data, Data Without Data Sync With Data Sync
  • 7.
    #FarmingtonHillsSFDCdug #SalesforceApexHours Apex HoursDataflow Atminimum has these plus Combine/create any based on these SQL Oracle External Data/ ETL tools/APIs Data Lake SFDC Objects Data Landscape - With Connect CSV (gets added to Dataflow dependent on DF) External on it’s own schedule Other SFDC Orgs Redshift, Other Connectors Marketing Cloud CSV - Manual Connect Trend Report Data in Analytics Dataset Builder Data Recipes (not part of Dataflow) Start from or combine from any of these dataset Recipes
  • 8.
    Apex Hours #FarmingtonHillsSFDCdug #SalesforceApexHours Dataflow+ Recipe ▶ What: tools to transform and register datasets ▶ Recipe very accessible and user friendly, dataflow more powerful ▶ Example: create a compute expression ▶ Try it yourself: ▶ http://www.salesforceblogger.com/2018/04/24/my-most-used-computeexpression/
  • 9.
  • 10.
    #FarmingtonHillsSFDCdug #SalesforceApexHours Apex Hours TechnicalJargon - The Dashboard Sales Wave App Service Wave App Event Monitoring App Dataset XMD Dataset XMD Chart type/properties + Query Chart type/properties + Custom Query (SAQL) + JSON Dashboard SFDC/ oData SOQL/ApexSteps Dbrd aka asset XMD *NEW (summer18) for conditional formatting and related - API accessible only
  • 11.
    Apex Hours #FarmingtonHillsSFDCdug #SalesforceApexHours SAQL ▶What: Salesforce Analytics Query Language – what is used at run time. ▶ Use when you more complexity. Start out building as much as possible in UI then switch to SAQL if needed. ▶ Example: YTD comparison, two datasets, timeseries ▶ Try it yourself: ▶ http://www.salesforceblogger.com/2017/11/20/ytd-comparison-with-compare- tables/ ▶ http://www.salesforceblogger.com/2018/10/16/a-look-to-the-future-with-timeseries/
  • 12.
  • 13.
    Apex Hours #FarmingtonHillsSFDCdug #SalesforceApexHours SOQLSteps ▶ What: A different step type that use data directly from Salesforce ▶ Good for real time – but has an impact. ▶ Example: Logged in user ▶ Try it yourself: ▶ http://www.salesforceblogger.com/2017/06/27/how-to-filter-dashboard-by-logged- in-user/
  • 14.
    Apex Hours #FarmingtonHillsSFDCdug #SalesforceApexHours Bindings ▶What: A way to link steps together or with widgets. ▶ Example: Dynamic Gauge, Dynamic Groupings etc. ▶ Try it yourself: ▶ http://www.salesforceblogger.com/2017/06/19/how-to-make-your-gauge-chart- dynamic/ ▶ http://www.salesforceblogger.com/2017/02/28/the-power-of-static-steps/ ▶ http://www.salesforceblogger.com/2017/02/23/toggle-selector-for-map-types-in-a- wave-dashboard/
  • 15.
  • 16.
    Apex Hours #FarmingtonHillsSFDCdug #SalesforceApexHours That’sall folks… ▶ https://trailblazercommunitygroups.com/events/details/salesfor ce-farmington-mi-developers-group-presents-salesforce-apex- hours-einstein-analytics-part-2#/ ▶ Embarking on your EA journey? http://www.salesforceblogger.com/2018/02/05/embarking-on- your-einstein-analytics-journey-start-here/ ▶ Remember to create the Learning Adventure App
  • 17.
    Apex Hours #FarmingtonHillsSFDCdug #SalesforceApexHours FollowFarmington Hills SFDC Developer Group Twitter Hashtag #FarmingtonHillsSFDCDug #SalesforceApexHours Meetup.com https://trailblazercommunitygroups.com/farmington-mi- developers-group/ YouTube

Editor's Notes

  • #6 Key Message Salesforce is a publicly traded company. Customers should make buying decisions only on the products commercially available. Talk Track Before I begin, just a quick note that you should base your purchasing decisions on products and services that are currently available.
  • #7 There are a few concepts from EA that are good to know. I've tried to compare them with std reporting though it two tools that work differently. Datasets are our data, the way we structure our objects, so it's similar to what report types do. To create this structure we use the dataflow. Once we do a single exploration with measures and groupings that is a lens similar to a report. Dashboards is well dashboards. And instead of folders in EA we use apps, but works in the same way as folders controlling access.
  • #8 Dataset Builder addes instructions (nodes with specific transformations) to Dataflow file User Dataflow file creates datasets by running against SFDC DB/other SFDC orgs/Redshift and/or existing datasets External ETL can directly create datasets in wave Recipies in Data Prep run their own dataflow file against the existing datasets and create new ones All of the datasets are availale for querying (bulding dashboards and lenses on top of them)