Getting Started with Salesforce Einstein Analytics: A Beginner's Guide to Building Interactive Dashboards

  • 1h 45m
  • Johan Yu
  • Apress
  • 2019

Build interactive dashboards using Salesforce Einstein analytics. Explore all of your data quickly and easily by providing AI-powered advanced analytics, right in Salesforce. You will manage datasets, query data with Salesforce Analytics Query Language (SAQL), and customize dashboards.

Because Einstein Analytics is new, the curve to learn this technology can be difficult. This book guides you step-by-step in simple, easy-to-understand terms to get data from the Salesforce platform to the Einstein Analytics platform and also shows you how to import external data (e.g., CSV files).

Core chapters focus on understanding data sources, dataflow, dataset, and lens leading up to building dashboards from scratch. Advanced features such as data transformation using computeExpression and computeRelative as well as dataflow with a multi-value lookup are explored.

What You Will Learn

  • Use data from Salesforce and external sources
  • Create a dataflow to build a flexible dataset
  • Build dashboards using Einstein Analytics
  • Explore and analyze data using Einstein Analytics
  • Utilize SAQL and binding to create advance dashboards

Who This Book Is For

IT users getting started with Einstein Analytics, Salesforce consultants starting new Einstein Analytics projects, and power users familiar with Salesforce reporting and dashboards who want to get up to speed on new analytics features

About the Author

Johan Yu has more than 20 years of experience working in the IT sector across multinational corporations (MNCs) and at a leading Salesforce consulting company in the Asia-Pacific region. He has spent more than 14 years working with Salesforce technology, starting his career as a developer, team leader, and technical manager, among many other challenging roles. Based in Singapore, Johan holds 13X active Salesforce certifications, ranging from Administrator to Architect/Designer certifications, and Einstein Analytics & Discovery Consultant. In his spare time, he enjoys writing blogs and answering questions in the Salesforce Trailblazers Community. In May 2014, Johan became the first Salesforce MVP from Southeast Asia. He is also the leader of the Salesforce Singapore User Group and is keen to help members solve issues related to configuration, implementation, and adoption, until more technical issues arrive.

In this Book

  • Einstein Analytics: Introduction
  • Data Sources
  • Dataflow and Recipe
  • Dataset
  • Lens
  • Building the Dashboard
  • Exploring the Dashboard
  • Applying Security in Einstein Analytics
  • Advanced Topics