Name: Learning Einstein Analytics
Author: Santosh Tukaram Chitalkar
ISBN: 9781788478182

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Learning Einstein Analytics

Santosh Tukaram Chitalkar

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Title Page
Dedication
Packt Upsell
Why subscribe?
PacktPub.com
Contributors
About the author
About the reviewer
Packt is searching for authors like you
Preface
Who this book is for
What this book covers
To get the most out of this book
Download the example code files
Download the color images
Conventions used
Get in touch
Reviews
Getting Started with Einstein Analytics
Einstein Analytics
Introduction to Einstein Analytics
Terminologies in Einstein Analytics
Concepts - terminologies
Datasets
Measures
Dimensions
Dates
Dataset builder
Lenses
Visualizations
Dashboards
Designers
Dashboard JSON
Explorer
Apps
Transformation
SAQL
Predicate
Metadata files
Dataflow
Dataflow jobs
Summary
Setting Up Einstein Analytics
The Einstein platform setup process
Enabling Analytics
User types
Creating permission sets
Assigning a Einstein Analytics permission set to users
Einstein limits
Summary
Say Hello to Einstein
Data preparation
Creating your first dataset
Updating datasets
Creating your first dashboard
Creating lenses
Creating your first lens
Adding lenses to dashboards
Creating a Bar chart
The Donut charts
Compare Table
Stacked Bar chart
Dashboard customization
Creating your first Einstein Analytics application
Set Smart Notification
Keyboard shortcuts for Wave dashboards and lenses
Summary
Diving Deep into Einstein Analytics
Quota, dataflow, and data manager
Creating a quota dataset
Dataflows in Einstein Analytics
Dataflow
Transformations
augment
sfdcDigest
sfdcRegister
Required permissions
Configuring a dataflow
Running a dataflow
Scheduling the dataflow
Einstein dashboards
Differences between Wave Dashboard Designer and Classic Designer
Creating a dashboard using Wave Dashboard Designer
The General option under LAYOUT settings
Displaying the top 10 opportunities in the Bar chart
Donut charts for the top five opportunity owners
Adding numbers for KPI
Closed Won and Closed Lost opportunity amounts
Listing widgets by Opportunity Type, Role Name, and Opportunity Owner
Owner Role Name and Opportunity Owner lists
The Range filter widget
What is faceting?
Connecting datasources
Setting initial values to filters
Creating a dashboard using Classic Designer
Creating your first chart in Classic Designer
Donut charts for Opportunities by Industry
Funnel chart for Opportunities by Stage
Converting your dashboard to a Wave Dashboard Designer
Summary
Einstein for Sales
Executive dashboard for a sales team
Expected revenue KPIs
Actual revenue earned
The static step
Bindings in Einstein
Selection binding
Data selection functions
Data serialization functions
Result binding
Formatting derived measures or fields
Funnel charts for Opportunities by Stage
Sales Cloud Einstein
Setting up Sales Cloud Einstein
Creating a permission set
Assigning permission sets to users
The Sales Analytics Apps license
Creating a Sales Analytics App
Summary
Einstein at Your Service
Service dashboards
Customer service dashboard – VP
Dashboards and lenses
Creating list filters
Static steps for country
Map chart for BillingCountry
Fine-tuning maps using map properties
The BillingCountry and BillingState tables
Connecting static steps as filters to the map and table
Adding key matrics to the dashboard using a Number widget
The Timeline chart for case count by AccountSources
Broadcast faceting
Optimizing dashboard performance
Einstein custom actions
What is a Salesforce action?
Summary
Security and Sharing in Einstein Analytics
Einstein Security
Salesforce data security
Sharing mechanism in Einstein
Mass-sharing the application
Row-level security
Security predicates for the record owner
Summary
Recipe in Einstein
Dataset recipe
What is a data recipe?
Creating a recipe
Running a recipe
Adding data
The column profile option
The ATTRIBUTES tab
The NAVIGATOR tab
Additional transformation suggestions
The bucket field
The formula field
The scheduling recipe
Exporting datasets using datasetUtils
Summary
Embedding Einstein Dashboards
Embedding dashboards
Embedding dashboards on the detail page in Salesforce Classic
Embedding the dashboard in Lightning
Lightning page attributes in embedding a dashboard
Embedding the dashboard in Visualforce Pages
Embedding dashboards to websites and web applications
Embedding and sharing dashboards in communities
Enabling Communities
Enabling Analytics for Communities
Embedding dashboards using Community Builder or Visualforce Pages
The Enable sharing with Communities option
Summary
Advanced Technologies in Einstein Analytics
Salesforce Analytics Query Language
Using SAQL
Using foreach in SAQL
Using grouping in SAQL
Using filters in SAQL
Using functions in SAQL
Extended metadata in Analytics
Downloading the XMD for the dataset
Configuring XMD
Uploading XMD in the dataset
Dashboard JSON in Analytics
Summary
Machine Learning and Deep Learning
AI in Einstein Analytics
Machine learning
Deep learning
Natural-language processing
Einstein Intent
Einstein Sentiment
Summary
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Learning Einstein Analytics