The document provides instructions on how to build an Einstein Analytics dashboard and dataset using an opportunity dataset. It outlines steps to create a recipe, modify fields, build a smart dashboard with charts and filters, add actions, and embed the dashboard on a home page. It also describes creating a compute expression to classify deal sizes and resources for additional learning.

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Rikke Hovgaard
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Work with data Work with dashboard

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

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

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Create a Recipe
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

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Modify the XMD
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

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Create a Smart Dashboard
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

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Change the charts
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

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Add Actions
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

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Embed on the Home Page
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.

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Create a Dataset
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

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Create computeExpression in the Dataflow
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

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Resources
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