Introduction to einstein analytics
- 1. Presentation by Steven Hugo April 2020 Introduction to Einstein Analytics
- 2. Steven Hugo Salesforce Lead Developer www.stevenhugo.be
- 3. PwC Einstein Analytics allows you to explore all of your data quickly and easily by providing AI-powered advanced analytics, right in Salesforce. Salesforce 3
- 4. PwC Einstein Analytics Introduction (BE Administrators Group) 28/04/2020 • What is Einstein Analytics? • Einstein Analytics vs Reports & Dashboards • Einstein Analytics Platform Overview • Optimization with Data Sync • Demo • Einstein Analytics vs Reports & Dashboards • What’s next? Agenda 4
- 5. PwC Einstein Analytics Introduction (BE Administrators Group) 28/04/2020 What is Einstein Analytics? 5 Datasets Dataset Builder Dataflows Recipes Lens Dashboards Data Sync
- 6. PwC Einstein Analytics Introduction (BE Administrators Group) 28/04/2020 Einstein Analytics vs Reports & Dashboards 6 Explore High Data Volumes ( 25 million to 10 billion) Best for static and operational reports on Low Data Volumes Access to all your External Data External data through Lightning Connect Modern style UI 360° (Dynamic Dashboards, Customizable Widgets, Filters, Heat Maps, …) Solid (Limited) UI (Basic Dashboards, No filters and limited chart options) Build for mobile devices Limited to Salesforce 1 app Multiple Objects in Dataflow, no limit. Max 4 levels in the Report Type Decision making Dashboards Operational Reporting & Standalone Dashboards It’s a platform It’s a tool! Einstein Analytics Reports & Dashboards
- 7. PwC Einstein Analytics Introduction (BE Administrators Group) 28/04/2020 What is Einstein Analytics? 7 Datasets Dataset Builder Dataflows Recipes Lens Dashboards Data Sync
- 8. PwC Einstein Analytics Introduction (BE Administrators Group) 28/04/2020 Dataset is a Data Repository (Storage) similar to file system storage but with proprietary format and algorithms flattening the data with inverted indexes (for volume and speed). Dataset 8 Traditional Tables Flattened Indexed Key Value Pair Structure (Files not Tables)
- 9. PwC Einstein Analytics Introduction (BE Administrators Group) 28/04/2020 Dataset Builder • Simplest way to create a dataset based on objects from local Salesforce org • Create Dataset → select Salesforce → specify name and which dataflow to add to. • ‘Dataflow run’ will actually create the dataset. 9
- 10. PwC Einstein Analytics Introduction (BE Administrators Group) 28/04/2020 A dataflow is a process using instructions for creating a dataset plus some transformations as the data is being read and moved around ● When you build a dataset using the dataset builder the instructions get automatically added to the dataflow in a format describing the objects, fields and transformations. ● When the dataflow runs, the data engine executes the instructions in the file and creates the final results as a dataset. ● Dataflows run based on either a scheduled time or manually (Run Now). ● Dataflow files can be downloaded, backed-up, edited, or uploaded. Dataflow 10
- 11. PwC Einstein Analytics Introduction (BE Administrators Group) 28/04/2020 Recipes (the friendly Data Analyst UI) • Recipes are used to prepare & clean data and/or combine multiple datasets into one. • Recipes always start with a dataset or more, and result in a new dataset. 11
- 12. PwC Einstein Analytics Introduction (BE Administrators Group) 28/04/2020 A lens is a view into a dataset used to get insight to a specific business question. The lens can be saved and shared independently. It can also be clipped to a dashboard. • Chart mode • Table mode (Values, Compare & Pivot) • SAQL Mode (Write your own queries) • Edit Data fields Lens & Explorer 12
- 13. PwC Einstein Analytics Introduction (BE Administrators Group) 28/04/2020 A dashboard is a set of charts, metrics, and tables based on the data in one or more lenses. • Pages • Interactive Widgets • Global Filters • Unique Dashboard layouts for all your devices • ... Dashboard 13
- 14. PwC Einstein Analytics Introduction (BE Administrators Group) 28/04/2020 Einstein Analytics Platform Overview 14
- 15. PwC Einstein Analytics Introduction (BE Administrators Group) 28/04/2020 Optimization with Data Sync • Enabled by default since Winter ‘20. 15
- 16. PwC Einstein Analytics Introduction (BE Administrators Group) 28/04/2020 Einstein Analytics Connectors 16
- 17. Demo d
- 18. PwC Einstein Analytics Introduction (BE Administrators Group) 28/04/2020 Einstein Analytics vs Reports & Dashboards 18 Explore High Data Volumes ( 25 million to 10 billion) Best for static and operational reports on Low Data Volumes Access to all your External Data External data through Lightning Connect Modern style UI 360° (Dynamic Dashboards, Customizable Widgets, Filters, Heat Maps, …) Solid (Limited) UI (Basic Dashboards, No filters and limited chart options) Build for mobile devices Limited to Salesforce 1 app Multiple Objects in Dataflow, no limit. Max 4 levels in the Report Type Decision making Dashboards Operational Reporting & Standalone Dashboards It’s a platform It’s a tool! Einstein Analytics Reports & Dashboards
- 19. PwC Einstein Analytics Introduction (BE Administrators Group) 28/04/2020 • Einstein Analytics Learning Map • Einstein Analytics Plus Training • Learn Einstein Analytics Plus Trailmix • Build Interactive Einstein Analytics Dashboards Video Series • Einstein Analytics Apps Basics • Gain Insight with Einstein Discovery What’s next? 19