آغاز کار با Salesforce Einstein Analytics: راهنمای مبتدی برای ساخت داشبوردهای تعاملی

Build interactive dashboards using Salesforce Einstein analytics. Explore all of your data quickly and easily by providing AI-powered advanced analytics, right in Salesforce. You will manage datasets, query data with Salesforce Analytics Query Language (SAQL), and customize dashboards. Because Einstein Analytics is new, the curve to learn this technology can be difficult. This book guides you step-by-step in simple, easy-to-understand terms to get data from the Salesforce platform to the Einstein Analytics platform and also shows you how to import external data (e.g., CSV files). Core chapters focus on understanding data sources, dataflow, dataset, and lens leading up to building dashboards from scratch. Advanced features such as data transformation using computeExpression and computeRelative as well as dataflow with a multi-value lookup are explored. **What You Will Learn** * Use data from Salesforce and external sources * Create a dataflow to build a flexible dataset * Build dashboards using Einstein Analytics * Explore and analyze data using Einstein Analytics * Utilize SAQL and binding to create advance dashboards **Who This Book Is For** IT users getting started with Einstein Analytics, Salesforce consultants starting new Einstein Analytics projects, and power users familiar with Salesforce reporting and dashboards who want to get up to speed on new analytics features Table of Contents About the Author About the Technical Reviewer Acknowledgments Foreword Introduction Chapter 1: Einstein Analytics: Introduction Getting the Right Term Integration with Salesforce Why Einstein Analytics? Environment and Licenses Einstein Analytics Permissions Navigating Einstein Analytics Mobile App Einstein Analytics Components Apps Dashboards Lens Datasets Understanding Data Manager Monitor Dataflows and Recipes Data Connect Summary Chapter 2: Data Sources Getting Data into Einstein Analytics CSV File Local Salesforce Data External Data Existing Datasets Salesforce Trend Report Create an Opportunity Report Trend Setting Verify the Dataset and Dashboard On Schedule Date/Time Dataset Fields Trend Dashboard External Data API Summary Chapter 3: Dataflow and Recipe Getting Started with Dataflow Dataflow User Interface Dataset Builder Dataflow Transformation datasetBuilder sfdcDigest digest edgemart append augment computeExpression computeRelative dim2mea flatten filter slideDataset update sfdcRegister export Creating a Dataflow from Scratch Use Case Building Concept Hands-on Backup and Restore Dataflow Create Dataset with Recipe Add Data Append Data Additional Transformations in Recipe Summary Chapter 4: Dataset Dataset Properties Dataset Fields Extended Metadata File Rename Field Label Hide Field Edit Values Format Number Default Fields Specify the Dataset Grain Label Replace and Restore Dataset Configure Action for Dataset Summary Chapter 5: Lens Einstein Analytics App Creating App Run App Share App Exploring Dataset Using Chart in Lens Using Table in Lens Saving Lens Present Lens Explore with Conversational Clip Lens to Designer Sharing and Downloading Lens Get URL Post to Feed Download Summary Chapter 6: Building the Dashboard Permission Layout Template Widgets Chart Table Filter Container Date Links Image List Number Range Text Toggle Navigation Page Sharing Widget Dataset Filter Dashboard tab Performance Adoption and Maintenance Faceting Global Filter Using Multiple Dataset Summary Chapter 7: Exploring the Dashboard Dashboard Inspector Set Notifications Hands-On Notifications Annotations Enabling Annotations Hands-On Annotations Share Widget Post to Feed Download Show Details Explore Hands-On Explore Widget Widget Built with SAQL Embedding Einstein Analytics Dashboard to Salesforce Page Hands-On Adding Dashboard to Home Page Hands-On Adding Dashboard to Record Page Summary Chapter 8: Applying Security in Einstein Analytics Permission Set Assignment Apps Level Sharing Security Predicate Syntax Hands-On Security Predicate Role Hierarchy Access Sharing Inheritance Enable Sharing Inheritance Configure Dataflow Result Summary Chapter 9: Advanced Topics Dataflow Nodes computeExpression Node computeRelative Node slideDataset Node Filter Node Append Node Augment Node with Multiple Value Lookup LookupSingleValue LookupMultiValue Real-Time Data Pull from Salesforce with SOQL Hands-On JSON Dashboard and Lens Dataflow Dataset SAQL Binding and Static Step Hands-On Binding and Static Step Summary Index