Salesforce Working with Data and Dashboards in Einstein Analytics (ANC301)

In this course, students will learn how to set up users in Wave, load and transform Salesforce and external data in Wave with JSON metadata files, and configure data security with apps and row-level security.

When you complete this course, you will be able to:  

  • Determine your user, data, and security requirements, and establish a development process.
  • Set up apps and control what users can do in Wave Analytics by assigning them permission set licenses, permission sets, and app permissions.
  • Load an external CSV file to Wave and create and run a dataflow JSON file that loads Salesforce data and combines it with data from an existing dataset.
  • Understand and implement data security in Wave and override security for implementation and testing.
  • Apply a Wave Analytics layout template to a dashboard and create a mobile dashboard layout.
  • Explain the limitations of filters in lenses and dashboards in the UI, and overcome these by modifying the compact form query.
  • Explain the process of dashboard queries and modify a SAQL query to meet many analytic requirements.
  • Create and upload an XMD file to modify a dataset’s metadata
 

Course Outline
1 - DISCOVERY & PLANNING
  • Discovery Meeting
  • Getting Logged In
  • Planning the Development
2 - SETTING UP USERS & APPS
  • Overview of Wave Analytics Editions, Licenses, and Permissions
  • Creating Wave Analytics Permission Sets
  • Assigning Permission Set Licenses and Permission Sets
  • Creating and Sharing Wave Analytics Apps
3 - 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
  • Combining Multiple Datasets in a Dataflow Using Transformations
  • Running, Monitoring, and Scheduling a Dataflow
4 - SECURITY - CONTROLLING ACCESS TO DATA
  • Overview of Security in Wave 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
  • Implementing Row-Level Security with External Data
  • Overriding Security for Implementation and Testing
5 - BUILDING DASHBOARDS WITH TEMPLATES & MOBILE LAYOUTS
  • Overview of JSON for Dashboards
  • Updating the Dashboard JSON File from the lens.apexp Page
  • How the Widgets Section of Dashboard JSON Works
  • Building a Dashboard Using an Existing Layout
  • Wave Analytics Dashboard Templates
  • Translating Browser Dashboards to a Mobile Device
  • Creating Mobile Dashboard Layouts in the Dashboard JSON
6 - FILTERING & BINDING IN DASHBOARDS
  • Limitations of Filters in Lenses and Dashboard in the UI
  • Creating a Dynamic Top-N Filter
  • Creating a Multi-Dataset Dashboard with Selection Binding
  • Creating a Dynamic Filter with Results Binding
7 - MODIFYING QUERIES IN DASHBOARDS
  • Overview of Modifying Queries in a Dashboard
  • SAQL Overview
  • Adding a SAQL Tester Bookmarklet
  • Creating a YoY Growth Dashboard:
  • Part 1: Creating a Container Dashboard
  • Part 2: Capturing a SAQL Query and Testing it in the Bookmarklet
  • Part 3: Updating the Query with a Custom Calculation and Adding the Query to a Step’s Dashboard JSON
  • Part 4: Updating the Compact Form with the Custom Measure
  • Part 5: Enabling Faceting with Selections Bindings
8 - MODIFYING METADATA IN LENSES & DASHBOARDS
  • Overview of Extended Metadata (XMD)
  • Backing Up and Uploading a Dataset’s XMD File
  • Adding Quick Action Menus For Records in Wave

Actual course outline may vary depending on offering center. Contact your sales representative for more information.

Contact Us For Price

Course Length: 3 Days

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When you complete this course, you will be able to:

 

  • Determine your user, data, and security requirements, and establish a development process.
  • Set up apps and control what users can do in Wave Analytics by assigning them permission set licenses, permission sets, and app permissions.
  • Load an external CSV file to Wave and create and run a dataflow JSON file that loads Salesforce data and combines it with data from an existing dataset.
  • Understand and implement data security in Wave and override security for implementation and testing.
  • Apply a Wave Analytics layout template to a dashboard and create a mobile dashboard layout.
  • Explain the limitations of filters in lenses and dashboards in the UI, and overcome these by modifying the compact form query.
  • Explain the process of dashboard queries and modify a SAQL query to meet many analytic requirements.
  • Create and upload an XMD file to modify a dataset’s metadata

 

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