Getting Started with Einstein Analytics at Virtual Dreamin 2020/

1. Getting Started with Einstein
Analytics

2. www.virtualdreamin.com 2
Diamond Sponsor
Gold
Sponsors
Silver
Sponsors
Platinum
Sponsors

3. www.virtualdreamin.com
COVID-19 Resilience Fund
Non-Profit Charity Partners

4. Do-It-Yourself!
To follow along or try this on your own,
you will need an Einstein Analytics
Developer Org!!
Sign up here: http://bit.ly/EA-DE
Slides are available now here:
https://forceofanarchy.com/2020/05/17/getting
-started-with-einstein-analytics/

5. Speaker
5/17/2020 www.virtualdreamin.com 5
@jmwagner
/linkedin_jodimwagner
Jodi Wagner
Salesforce MVP &
Analytics Champion

6. Agenda
Work With Data
Design a Dashboard!

7. Terminology
Relating to Salesforce Core

8. Getting Started
Accessing Analytics Studio
From the App Launcher, select
Analytics Studio

9. Creating an App
Click Create and Select App in the
top right corner
Select Create Blank App

10. Creating a Recipe
Navigate to the Data Manager
Select Your Dataset – DTC Opportunities
Name Your Recipe

11. Creating a Recipe
Create a bucket for small and
large sized deals
Set < 100000 for small deals
≥ 100000 for large deals

12. Creating a Recipe
Change the name of the field on the Attributes tab
Note: Unlike Salesforce, the API name is first

13. Creating a Recipe
Find the Stage field and
create stage buckets
1 Prospecting
2 Qualification
4 Closed Won
5 Closed Lost
3 Proposal (for remaining
stages)

14. Creating a Recipe
Click Create Dataset
Include all fields
Click Continue and the Run One Time Only on the next screen

15. Creating a Dashboard
Click Create and “Dashboard” in the
upper right hand corner
- Select Dashboard From Template
- Select Table Expansion

16. Creating a Dashboard
- Select the data you just made as the Dataset
- Select Account Name, Deal Size, Opportunity Name, Sorted Stages and Opportunity
Type as Dimensions
- Select Amount as a measure
- Select Close Date as the date
- Click Looks good, next
- Name your dashboard!

17. Creating a Dashboard

18. Modifying Your Charts
Modify the Main Chart to a Period over Period Chart
Dimension:
Close Date Y-M
Measure: Amount
Change to a Compare
Table and Use PoP

19. Modifying Your Charts - Compare Table
Step by Step on Creating Your Compare Table

20. Modifying Your Charts - Updating the Donut
Charts
Dimensions:
Opportunity Type
Opportunities by Stage

21. Modifying Your Charts - Add Revenue and
YTD
Add a YTD Widget - Update Filter

22. Creating a New Chart
Drag the Chart onto your dashboard Create a bar chart with amount
as the bar length and name as
the bar. Sort the amount
descending. Then add a date
filter for last calendar year

23. Creating a New Chart
Finish creating your chart by giving a title, changing the colors and x axis – drag
the ends to size

24. Adding an Action
Navigate to your dataset – click on the gear to access actions

25. Embedding a Dashboard in a Lightning
Page
Open your opportunity from the action and navigate to the account. Click the
gear to edit the page - drag the EA component onto the page. Change the
height to 500 and add a dashboard filter. Save & Activate

26. Embedding a Dashboard in a Lightning
Page
Now your dashboard on your account page is filtered for that customer!
Use EA to put the right analytics front and
center for your users!

27. Resources to Learn More
http://www.einsteinanalyticslearningmap.com/

28. Q&A

29. Thank You!