Salesforce Einstein Analytics Studio

Salesforce Einstein Analytics Studio

Analytics Studio

A part of Einstein analytics and a best way to import data either through internal or external sources of salesforce. By using csv file, salesforce objects or  tools like Informatica rev you can gather data and perform the visualization of the statistics of data through attractive charts and widgets which allow users to filter the criteria as required.

Here you have certain tools for the management of data we gathered through internal and external sources

  • Dataset Builder : Dataset builder used to create a single dataset based on data from one or more related Salesforce objects. The dataset is created the next time the selected dataflow runs, and refreshes each time the dataflow subsequently runs. You can edit the dataflow to add transformations before you create the dataset.

If you enter a dataset name that is already used, when you create the dataset, the dataset builder appends a number to the dataset name. For example, if you entered MyOpportunities, the dataset builder creates MyOpportunities1. The dataset name cannot exceed 80 characters.

To access the dataset builder Edit Analytics Dataflows user permissions is needed.

  • Dataflows : Now it’s time to know  how the dataflow will extract the Salesforce data and load it into a dataset. You start by creating this high-level design for the dataflow.

dataflow

The dataflow will extract data from the Opportunity and OpportunityTeamMember objects, join the data, and then load it into the OppTeamMember dataset.

Now, the implementation of some design through JSON, which is the format of dataflow definition file. A dataflow definition file contains transformations that extract, transform, and load data into a dataset.

{
    "Extract_OpportunityTeamMember": {        
        "action": "sfdcDigest",        
        "parameters": {            
            "object": "OpportunityTeamMember",            
            "fields": [                
                { "name": "Name" },                
                { "name": "OpportunityId" },                
                { "name": "UserId" }            
            ]        
        }    
    },        
    "Extract_Opportunity": {        
        "action": "sfdcDigest",        
        "parameters": {            
            "object": "Opportunity",            
            "fields": [                
                { "name": "Id" },                
                { "name": "Name" },                
                { "name": "Amount" },                
                { "name": "StageName" },                
                { "name": "AccountId" },                
                { "name": "OwnerId" }            
            ]        
        }   
    },    
    "Augment_OpportunityTeamMember_Opportunity": {        
        "action": "augment",        
        "parameters": {            
            "left": "Extract_OpportunityTeamMember",            
            "left_key": [                
                "OpportunityId"            
            ],            
            "relationship": "TeamMember",            
            "right": "Extract_Opportunity",            
            "right_key": [                
                "Id"            
            ],            
            "right_select": [                
                "Name","Amount"            
            ]        
        }    
    },    
    "Register_Dataset": {        
        "action": "sfdcRegister",        
        "parameters": {        
            "alias": "OppTeamMember",        
            "name": "OppTeamMember",        
            "source": "Augment_OpportunityTeamMember_Opportunity",            
            "rowLevelSecurityFilter": ""        
        }    
    }
}

Analytics Data Integration Guide helps you to explore about an integration of data and also about how to import data by using third party tools.

No need to create complex queries, No schema's need to be designed and of course, No installation required as well.

Before start working in Analytics Studio better to understand first about some assets which we are using to gain intelligent and smarter insights.

Apps: Apps are the collections of an organized set of data that includes datasets, lenses, and dashboards through which we can able to display the insights as requirements. It's all being possible through apps to share the visualize facts and figures of organized data with other users, roles and groups which also required access on those apps.

After saving the app you could then share it with an individual or group. For other colleagues, you could give Editor or Manager access depending upon the amount of control you wanted them to have. For further information for App Level Sharing.

While the app runs your dashboards, you can

  • Refresh the dashboard
  • Full-screen the presentation
  • Share from the dashboard
  • Edit the dashboard in the dashboard designer
  • Open the annotation panel and annotate dashboard widgets
  • Open the notification panel and create notifications on dashboard widgets
  • Pin or unpin the app
  • Browse the contents of the app

Shared App: The Shared App is accessible by anyone in your org who has access to Analytics. Although it’s accessible by everyone, you can still focus upon the security on datasets through row-level security. Go for Analytics security implementation guide to better understand about security features in analytics.

My Private App: This app is the opposite of the Shared App. This app is visible to you and only you. Yes, you can’t share it with anyone. It’s a good place to store assets with sensitive data or work-in-progress dashboards that you won't ready to show others.

Multiple options are available while creating an app in an analytics studio.

  • Blank App: Create and add content manually.
  • Field Service Analytics(Beta) : Only for org with Field Service Lightning, Field Service Analytics empowers service managers to help their technicians to deliver personalised, actionable customer service.
  • Sales Analytics: The latest version of the app, which helps your entire sales team unlock the full power of Sales Cloud data. With clear visibility into pipeline and historical trends, it’s never been easier to build a winning sales team.
  • Service Analytics: The latest version of the app, which helps your entire team unlock the full power of Service Cloud data. With all-new dashboards built with the dashboard designer, it’s never been easier to build a winning service team.

Datasets: Datasets are organized collections and set of formatted data that helps to create dashboards for related apps. We have three modes to make data available for datasets.

  • Importing CSV file: After importing the CSV file Einstein Analytics has a special feature to change the relevant types of fields available in the imported CSV file. We have three options to choose from listed below.
  1. Measure: This type is assigned to those fields that contain any calculative numbers, for example, we have "Amount" field in opportunity into which we can perform certain calculations like sum of amount, etc.
  2. Dimension: This type is best fitted on those fields that have numbers but required no calculations like "Serial No.'s"
  3. Date: You can use this only where the dates fields are listed, It also available in different formats to choose any.
  • Salesforce Objects: We can also collect data directly from the Salesforce objects and by the help of the dataflow tool we can able to create datasets. Along with the single object fields, we can also use the fields of related objects as well.
  • Informatica Rev: Through Informatica, we can have a bridge to fetch the data from external sources and use that data for creating datasets. Informatica is also helpful in Importing & Exporting of files etc.

LensesOnce the dataset is ready you can query the data by measure, group by and filters also you can use charts, tables and SAQL (Salesforce Analytics Query Language) for visualization. Once the visuals look good you can save it like lenses which can further use for creating Dashboards. The left panel in lenses (where it says Measures, Group by and Filter by) show the details of your exploration and lets you change the two main parts of the lens: the query and the visualization. The query can be split into three basic actions.

  • Aggregating: Summarize the data by some measure. For example, the measure could be a count of the rows of data, as in the initial exploration state. Another common measure is a sum of the amounts.
  • Grouping: Group the data by a certain dimension (more on dimensions in a bit). For example, group by product name or account.
  • Filtering: Filter the data to narrow your results. For example, show only opportunities within the fiscal year.

Note: Groups and Filters are optional, whereas Aggregation is required. Regardless of the query you use, there must be at least one measure to have a visualization.

Dashboards: Visual representation of organized data with full of possibilities to change the scenario and get the actual statistics of your data as per requirements. We can achieve an efficient dashboard by using widgets, charts, toggles, etc that makes the dashboard more interactive for users.

Multiple Dashboard designer templates are available in the store of Analytics Studio in Salesforce like.

  • Blank dashboard in Dashboard Designer: Create responsive dashboard with custom layout for any device.
  • Comparison dashboard: Compare metrics side by side across a single dimension. Filter both columns of information using the filter bar.
  • Details Dashboards: Visualize the data with the chart and include record-level details in the table. Include KPI's (Key Performance Indicator's)in the side panel and filters at the top.
  • Summary Dashboards: Organize information into the horizontal section with filters across the top.
  • Three column Dashboards: Create a dashboard with three columns and filters across the top.
  • Tile Dashboard: Create a home page for your app. Show KPI's at the top with links to related child dashboard at the bottom.
  • Blank Dashboard in classic Designer: Create a dashboard using the old designer.

Notifications or Alerts

You can create notifications by selecting Set Notification option from the drop-down list on any widget (except a timeline or values table) by which an email sent to notify the owner about the criteria that triggers. For information about setting up notifications on dashboards check Dashboard Notification.

Note:  You can create up to 5 notifications.

Once the notification get active we have two options to choose :

  • Active: If unchecked, then notification is inactive.
  • Track on analytics home page : If unchecked then notification won't display in Analytics studio home page under Notification tab.

An option of Follow button is available in dashboard designer page layout which let users to follow the dashboard activities on Chatter feeds.

Annotation: Let users to share the dashboard feeds to chatter whosoever following that dashboard. Annotations are accessible in the dashboard and posted to Chatter.

Sharing Of Apps and Dashboards :

Analytics studio not only allows you to develop certain apps and dashboards but also it has a specific functionality to share these stuffs with others as well following which it has certain options to do so.

  • Give Access: Through this user can invite others to view, edit, or manage this Dashboard or Apps etc.
  • Post To Feed: It allows to post the image and link to this Dashboard on a User or Group Feed.
  • Get URL: A URL is share here which enable users to access to the Dashboards and Apps but only those who has permission to access those links.
  • Download: Here a user has a choice to downloading the asset as per choice, download as Image etc. options are available to choose.

For further information about sharing apps and dashboards Click Here.

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