Einstein Wave Analytics

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Einstein Wave Analytics



Discovery and Planning

      • Discovery Meeting

      • Getting Logged In

      • Establishing Your Users and Development Process

Setting Up Users and Apps

      • Overview of User Access on the Einstein Analytics Platform

      • Creating Einstein Analytics Permission Sets

      • Assigning Permission Set Licenses and Permission Sets

      • Creating and Sharing Einstein Analytics Apps

Connecting Data

      • Overview of Connecting Data

      • Data Mapping

      • Overview of the Dataflow Process

      • Designing a Dataflow

      • Loading External CSV Data into a Dataset

      • Creating and Running a Dataflow

      • Optimizing Dataflows

      • Running, Monitoring, and Scheduling a Dataflow

      • Preparing Data with Dataset Recipes

      • Additional Data Flow Transformations

Securing Your Data

       • Overview of Security in Einstein Analytics

       • Determining Security Requirements

       • Overview of Using Predicate Filters with Salesforce Data

       • Implementing Ownership-Based Row-Level Security

       • Implementing Role-Based Row-Level Security

Securing Your Data (continued)

       • Implementing Team-Based Row-Level Security

       • Overriding Security for Implementation and Testing

Building Dashboards with Templates and Mobile Apps

       • Overview of Einstein Analytics Dashboard Layout Templates

       • Overview of JSON for Dashboards

       • Building a Dashboard Using an Existing Layout

       • Translating Browser Dashboards to a Mobile Device

       • Creating/Updating Mobile Dashboard Layouts


Connecting Data Sources, Results and Selection Bindings

       • Limitations of Filters in Lenses and Dashboard in the UI

       • Creating a Dynamic Top-N Filter

       • Optimize a Multi-Dataset Dashboard by Connecting Data Sources

       • Creating a Dynamic Filter with Results Binding

        • Dynamically Adjust a Chart with Static Steps

Modifying Queries in Dashboards

      • Creating a YoY Growth Dashboard

      • Creating a Sales Delta Dashboard

      • Overview of Modifying Queries in a Dashboard

      • SAQL Overview

      • Add an External Salesforce Object to an Einstein Analytics Dashboard

Using Extended Metadata in a Dataset

      • Overview of Extended Metadata (XMD)

      • Backing Up and Uploading a Dataset’s XMD File

      • Adding Quick Action Menus For Records in Einstein Analytics




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