Einstein Analytics (previously known as Wave Analytics) allows developers to not only create analytics applications, but also to create application templates that allow end-users to create their own analytics applications based on your master app. You, the developer, can define parameters and rules as part of the template, allowing the end-user to customize the app to their requirements. This Dreamforce 2017 session explains how to use Analytics Templates and the Analytics External Data API to automate the ingest of data from outside the platform, manipulating datasets and dataflows to provide a seamless experience for the user.

1. Integrating with Einstein Analytics
pat@streamsets.com, @metadaddy
Pat Patterson, Community Champion at StreamSets

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3. Pat Patterson
Community Champion
pat@streamsets.com
@metadaddy

4. Agenda
Einstein Analytics Basics
• Datasets, dataflows, lenses, dashboards
Integrating with Einstein Analytics via API
• External Data API, SAQL Queries
Creating Analytics Applications
• Templates, Packaging

5. Example Application : Transaction Analysis

6. Simple App: Transaction Analysis
We’re going to be working with:
• Transaction Data
• Timestamps, Amounts, Payment Type
etc
• Periodic Uploads via API
• Dashboard showing KPIs

7. Einstein Analytics Basics

8. Dataset
A set of source data
• Formatted and optimized for interactive
exploration
• Denormalized, highly compressed
• Comprises Date, Dimension & Measure fields
Create from
• Salesforce data
• External Sources
• CSV Upload
• API
• Dataflow
The foundation for lenses, dashboards, apps

9. Dataflow
A set of JSON instructions that runs to extract data and
create datasets
Composed of transformation nodes
• sfdcDigest, edgemart
• append, augment, computeExpression,
computeRelative, delta, dim2mea, filter, flatten,
sliceDataset, update
• sfdcRegister
Create via JSON definition file or Dataflow Editor
Start/stop/monitor/schedule via UI
Internal API to list/get/put/start

10. Lens
Interactive query
• Point-and-click
• SAQL
Wide variety of charts, plus tables
Great for exploring data
Basis for building dashboards

11. Dashboard
Continuously monitor key metrics of your business, analyzing
the results by key dimensions
Comprises charts, tables
Can include filters to allow data exploration

12. Integrating with Einstein Analytics via API

13. SAQL
Salesforce Analytics Query Language
Used to access data in Analytics Datasets
Used internally in lenses and dashboards to gather data for visualizations
Submit SAQL queries via the Analytics REST API, Dashboard/Lens JSON definition
q = load "streamsets_wave__Taxi";
q = filter q by 'payment_type' == "CRD";
q = group q by 'credit_card_type';
q = foreach q generate 'credit_card_type' as 'credit_card_type', count() as 'count';
q = order q by 'count' desc;
q = limit q 2000;

14. Analytics REST API
Execute queries, manipulate Analytics resources and metadata
Run Query:
• POST /services/data/v40.0/wave/query
{
"query” : "q = load "0Fb36000000LJM6CAO/0Fc36000002rEJhCAM"; q =
foreach q generate total_amount as total_amount; q = order q by
total_amount desc; q = limit q 10;”
}
Manipulate Dataset:
• GET/DELETE/PATCH
https://na1.salesforce.com/services/data/v40.0/wave/datasets/{ID}

15. Analytics External Data API
Asynchronous API, leveraging SObjects
• Create InsightsExternalData, InsightsExternalDataPart via REST or SOAP
• Data in InsightsExternalDataPart.DataFile as Base64-encoded CSV
• Set InsightsExternalData.Action to Process to start job
• Poll InsightsExternalData.Status to monitor job completion
Payload is CSV
medallion hack_license vendor_id payment_type fare_amount surcharge
F6F7D02179BE915B23EF2DB57836442D 088879B44B80CC9ED43724776C539370 VTS CRD 12 0.5
BE386D8524FCD16B3727DCF0A32D9B25 4EB96EC9F3A42794DEE233EC8A2616CE VTS CRD 12 0.5
E9FF471F36A91031FE5B6D6228674089 72E0B04464AD6513F6A613AABB04E701 VTS CRD 5.5 0.5
89D227B655E5C82AECF13C3F540D4CF4 BA96DE419E711691B9445D6A6307C170 CMT CSH 6.5 0
0BD7C8F5BA12B88E0B67BED28BEA73D8 9FD8F69F0804BDB5549F40E9DA1BE472 CMT CSH 6 0.5
0BD7C8F5BA12B88E0B67BED28BEA73D8 9FD8F69F0804BDB5549F40E9DA1BE472 CMT CSH 5.5 1
DFD2202EE08F7A8DC9A57B02ACB81FE2 51EE87E3205C985EF8431D850C786310 CMT CSH 5 0.5

16. Bonus: Insights Internal API
Officially undocumented, but used in open source Analytics Cloud DatasetUtils
List dataflows, get/put dataflow JSON, run dataflow programmatically!
RESTful interface, JSON payload
Use at your own risk!
Get/Update Dataflow JSON:
• GET/PATCH https://na1.salesforce.com/insights/internal_api/v1.0/esObject/workflow/{ID}/json
Run Dataflow:
• PUT https://na1.salesforce.com/insights/internal_api/v1.0/esObject/workflow/{ID}/start

17. Creating Analytics
Applications

18. Creating Analytics Applications
Analytics App is a container for other assets:
Lenses, Dashboards, Datasets etc
Prebuilt apps from Salesforce
• Sales Analytics
• Service Analytics
Create your own
• One-off
• Master app for a template

19. Analytics Template
Master app defines the template
Template contains dashboards, lenses, datasets, and,
optionally, dataflows
• At least one dashboard, and at least one dataset
• Your integration can access these resources via APIs – for
example add more datasets and run dataflows
Analytics Template assets control templatization of master
app
• template-info.json, variables.json, ui.json &
folder.json

20. Analytics Template Gotchas
You must use Workbench and either the
Force.com IDE or Force.com Migration Tool
• JSON template assets are accessed via the
Metadata API
• Skip Sauls has written a utility that helps!
You cannot include external datasets in your
template
• You will get a cryptic ‘EdgemartData null not found’
error message when you try to create an app
• If necessary, create a dummy dataset from CSV

21. Packaging Your Application
Similar to packaging any other app
• Setup | Create | Packages
Select the Wave Template only
• It’s tempting to select the master app, dataflow,
datasets etc, but doing so will cause errors when you
try to install the package!
Test, test and test!

22. Conclusion

23. Conclusion
Einstein Analytics is a platform for third-party innovation
There are some rough edges, but it is evolving quickly
Read the Analytics Template documentation carefully – here be dragons!

24. Resources
Einstein Analytics Developer Center
• https://developer.salesforce.com/devcenter/analytics
Analytics REST API Developer Guide
• https://developer.salesforce.com/docs/atlas.en-
us.bi_dev_guide_rest.meta/bi_dev_guide_rest/bi_resources_query.htm
Analytics SAQL Reference
• https://developer.salesforce.com/docs/atlas.en-
us.bi_dev_guide_saql.meta/bi_dev_guide_saql/bi_saql_intro.htm
External Data API Developer Guide
• https://developer.salesforce.com/docs/atlas.en-
us.bi_dev_guide_ext_data.meta/bi_dev_guide_ext_data/bi_ext_data_overview.htm
EADX_Samples Package
• https://login.salesforce.com/packaging/installPackage.apexp?p0=04tB00000009YKT