Working with Data and Dashboards in Wave Analytics (ANC301) – Outline

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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 Dataflows
  • Optimizing Dataflows
  • Running, Monitoring, and Scheduling a Dataflow
  • Preparing Data with Dataset Recipes
  • Additional Dataflow Transformations
  • Replicate External Data

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
  • Implementing Team-Based Row-Level Security
  • Overriding Security for Implementation and Testing

Extended Metadata in a Dataset

  • Control Dataset Visibility
  • Overview of Extended Metadata (XMD)
  • Adding Quick Action Menus For Records in Einstein Analytics

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 QoQ Growth Dashboard
  • Creating a Sales Delta Dashboard
  • Overview of Modifying Queries in a Dashboard
  • SAQL Overview
  • Add an External Salesforce Object to a Einstein Analytics Dashboard