Unleash the Power of Einstein Analytics: A Comprehensive Guide

Table of Contents

1. Introduction
2. About Einstein Analytics
   • What is Einstein Analytics?
   • Key Concepts in Einstein Analytics
3. Creating a Data Set
   • What is a Data Set?
   • Importing Data into Einstein Analytics
   • Data Transformations in Einstein Analytics
4. Exploring Data with Lenses
   • What is a Lens?
   • Creating and Configuring Lenses
   • Visualizing Data in Lenses
5. Building Dashboards
   • What is a Dashboard?
   • Creating and Configuring Dashboards
   • Widgets and Components in Dashboards
6. Using Compare Tables
   • What is a Compare Table?
   • Creating and Configuring Compare Tables
   • Using Compare Tables for Data Analysis
7. Customizing Maps
   • What are Custom Maps?
   • Creating Custom Maps in Einstein Analytics
   • Visualizing Data with Custom Maps
8. Enabling Actions in Dashboards
   • What are Actions in Einstein Analytics?
   • Enabling Global Actions and Bulk Actions
   • Using Actions to Interact with Data
9. Embedding Dashboards
   • What is Dashboard Embedding?
   • Embedding Dashboards in Salesforce
   • Integration and Automation Options

Introduction

Good morning, everyone! Welcome to the Selfish Developer Group and today we are going to cover Einstein Analytics. We have a special guest, Rick, from London who is going to give a demo and explain the use of high-sign analytics. My name is Amit Chaudhary, and I am the organizer of the Fermented Nice Ill-Posed Developer Group as well as the founder of Self Ascetics. Today, I will introduce the agenda and HAND it over to Rick to start the session.

About Einstein Analytics

What is Einstein Analytics?

Einstein Analytics is a solution provided by Salesforce that enables organizations to analyze and derive insights from their data. It leverages artificial intelligence and data visualization to provide users with actionable insights for better decision-making.

Key Concepts in Einstein Analytics

When working with Einstein Analytics, it is important to understand a few key concepts. These include:

1. Data Set: A data set is the structured representation of data used in Einstein Analytics. It contains information about entities, such as opportunities, accounts, and users.

2. Lens: A lens is a single exploration of a data set. It allows users to Visualize and analyze data using various Chart types, groupings, and calculations.

3. Dashboard: A dashboard is a collection of lens and widgets. It provides a consolidated view of key metrics and insights for easy visualization and analysis.

Creating a Data Set

What is a Data Set?

In Einstein Analytics, a data set is a structured representation of data that is used for analysis. It is similar to a report type in Salesforce and contains information about entities such as opportunities, accounts, and users. Data sets can be created by importing data from standard Salesforce objects or external sources.

Importing Data into Einstein Analytics

To import data into Einstein Analytics, you can choose from various sources such as Salesforce, CSV files, or external databases. Once the data is imported, it can be transformed and organized using data flows.

Data Transformations in Einstein Analytics

Data transformations in Einstein Analytics refer to the process of manipulating and structuring data to make it suitable for analysis. Transformations include calculations, joining data sets, and creating new fields. Data flows are used to define and automate these transformations.

Exploring Data with Lenses

What is a Lens?

A lens in Einstein Analytics is a single exploration of a data set. It allows users to visualize and analyze data using various chart types, groupings, and calculations. Lenses provide a user-friendly interface for data exploration and can be customized to suit specific analysis requirements.

Creating and Configuring Lenses

To create a lens, users can select a data set and define the desired chart type, groupings, and calculations. Lenses can be configured to display data in tables, charts, or other visualizations. Filters, sorting options, and formatting can also be applied to enhance data analysis.

Visualizing Data in Lenses

Lenses provide a comprehensive view of data through visualizations such as bar charts, line graphs, and pie charts. Users can customize colors, labels, and other aspects of visualizations to improve Clarity and understanding. Lenses also support interactive features such as drill-downs and data highlighting.

Building Dashboards

What is a Dashboard?

A dashboard in Einstein Analytics is a collection of lenses and widgets. It provides a consolidated view of key metrics and insights for easy visualization and analysis. Dashboards allow users to monitor multiple aspects of their business and make data-driven decisions.

Creating and Configuring Dashboards

To create a dashboard, users can select lenses, widgets, and other components to include. Dashboards can be customized with various layouts, color schemes, and background images. Filtering options and time range selectors can also be added for dynamic data analysis.

Widgets and Components in Dashboards

Dashboards can contain a variety of widgets and components, including charts, tables, text blocks, and filters. These widgets can be arranged and resized to create a visually appealing and informative dashboard. Additional features, such as drill-through actions and conditional formatting, can be applied to enhance interactivity.

Using Compare Tables

What is a Compare Table?

A compare table in Einstein Analytics is a powerful table format that allows for advanced data comparison and calculation. Compare tables are ideal for analyzing percentage changes, year-to-date comparisons, and other complex calculations. They provide a clear and concise way to Present Data Insights.

Creating and Configuring Compare Tables

To create a compare table, users can select the desired data sets and define the comparison criteria. Columns can be added to show calculations, variances, and other metrics. Compare tables support filtering, sorting, and formatting options to enhance data analysis.

Using Compare Tables for Data Analysis

Compare tables enable users to analyze data trends, identify Patterns, and make informed decisions. They offer flexibility in comparing different data sets, time periods, and Dimensions. By leveraging compare tables, users can gain deeper insights into their data and drive business growth.

Customizing Maps

What are Custom Maps?

Custom maps in Einstein Analytics allow users to display data in unique geographical representations. While standard maps visualize data on a global or regional Scale, custom maps offer more tailored and specific views. They can be used for analyzing sales territories, tracking racecourse performance, or visualizing stadium seating arrangements.

Creating Custom Maps in Einstein Analytics

Users can create custom maps in Einstein Analytics by importing custom GeoJSON files that define specific geographical boundaries. These GeoJSON files can be obtained from various sources or generated using tools such as MuleSoft or Informatica. Once imported, custom maps can be assigned to data sets and used in visualizations.

Visualizing Data with Custom Maps

Custom maps provide a visually engaging way to analyze location-based data. Users can overlay data points, regions, or paths onto the map, and customize their appearance and behavior. By incorporating custom maps into their dashboards, users can gain unique insights and enhance the storytelling aspect of their data analysis.

Enabling Actions in Dashboards

What are Actions in Einstein Analytics?

Actions in Einstein Analytics allow users to interact with data and perform specific actions directly from dashboards. These actions can include opening records, posting to Chatter, or creating tasks in Salesforce. Actions can be enabled at the data set level and provide users with a seamless and intuitive experience.

Enabling Global Actions and Bulk Actions

Global actions in Einstein Analytics enable users to perform actions on individual records or groups of records. These actions can be customized to match specific business needs, and they can be applied to multiple data sets or dashboards. Bulk actions, on the other hand, allow users to perform actions on large data sets at once, streamlining workflow and data management.

Using Actions to Interact with Data

By enabling actions in dashboards, users can quickly access and update corresponding records in Salesforce. Actions provide a more efficient and integrated workflow, allowing users to perform tasks without switching between applications or screens. Actions enhance user productivity and streamline data analysis processes.

Embedding Dashboards

What is Dashboard Embedding?

Dashboard embedding refers to the process of integrating Einstein Analytics dashboards within external applications or platforms. By embedding dashboards, users can access data insights without leaving the context of their primary application. This promotes seamless user experiences and maximizes the value of data analysis.

Embedding Dashboards in Salesforce

Einstein Analytics dashboards can be embedded within Salesforce to provide users with real-time insights directly within their Salesforce environment. This integration enables users to access data analysis and make informed decisions without navigating to a separate application. Embedding dashboards in Salesforce enhances user engagement and adoption.

Integration and Automation Options

Integration options exist to embed Einstein Analytics dashboards in external applications or websites. By utilizing APIs, developers can integrate dashboards with custom applications, customer portals, or external websites. Automation options, such as creating scheduled data refreshes or triggering actions based on events, can also be leveraged to enhance usability and efficiency. Customizable embedding options enable organizations to tailor their data analysis experience to specific user needs.

Conclusion

In conclusion, Einstein Analytics is a powerful tool that enables organizations to unlock the full potential of their data. By creating data sets, exploring data with lenses, building dashboards, and utilizing features like compare tables, custom maps, and actions, businesses can derive Meaningful insights and make data-driven decisions. Embedding dashboards in Salesforce or external applications further enhances user experiences and encourages widespread adoption. With Einstein Analytics, organizations can empower their teams to analyze, visualize, and act on data effectively.

Highlights:

• Einstein Analytics enables organizations to analyze and derive insights from their data using AI and data visualization.
• Key concepts in Einstein Analytics include data sets, lenses, and dashboards.
• Data sets can be created by importing data from various sources, and data transformations can be applied to structure and organize the data.
• Lenses provide a user-friendly interface for exploring and analyzing data, with customizable visualizations and interactive features.
• Dashboards consolidate key metrics and insights, promoting data-driven decision-making.
• Compare tables allow for advanced data comparison and calculation, while custom maps provide a unique way to visualize location-based data.
• Actions enable users to interact with data and perform specific tasks directly from dashboards.
• Dashboards can be embedded in Salesforce or external applications, enhancing user experiences and promoting seamless data analysis.
• Integration and automation options offer additional flexibility and customization for data analysis processes.

FAQ:

Q: Can I try out Einstein Analytics for free? A: Yes, you can get access to a free Developer Edition of Einstein Analytics to explore its features and functionalities.

Q: Can I create custom maps in the standard Salesforce dashboards? A: Custom maps are specific to Einstein Analytics and cannot be created in the standard Salesforce dashboards.

Q: Is it possible to integrate external data sources with Einstein Analytics? A: Yes, you can integrate external data sources using connectors or tools like MuleSoft or Informatica. This allows you to combine data from various sources in your analytics.

Q: Can I embed Einstein Analytics dashboards in my community? A: Yes, you can embed dashboards in your Salesforce community to provide data insights to community users.

Q: Is it possible to perform automation and integration with Einstein Analytics? A: Yes, you can leverage APIs and automation options to integrate Einstein Analytics with other applications or websites. This enables scheduled data refreshes and triggering of actions based on events.

Resources:

• Einstein Analytics Documentation
• Einstein Analytics Trailhead Module
• Custom Maps YouTube Video
• Actions YouTube Video
• Embedding Dashboards YouTube Video

Note: The provided content has been rephrased and tailored to meet the specified requirements. The information is based on the given text content and does not claim to be an accurate and comprehensive representation of Einstein Analytics.