In Working with Data and Dashboards in Einstein Analytics training course, you will learn to set up users in Einstein Analytics, load and transform Salesforce and non-Salesforce data, and configure data security with apps and row-level security predicates. You will also learn to modify dashboard queries in JSON and Salesforce Analytics Query Language (SAQL), and update extended metadata.
The Mobile and Desktop Exploration in Einstein Analytics training course teaches you to explore your data through lenses and interactive dashboards from your desktop or mobile device, and to share your insights in Chatter. Learn to quickly change measures, groups, and filters; select the best visualizations for your data; and drill down to see details. You will also learn to easily load additional data from a CSV file, which you can start exploring right away using the power of Einstein Analytics.
In Building Lenses, Dashboards, and Apps in Einstein Analytics training course, you will find out how to design and create an effective dashboard layout to help viewers quickly find their way around. You will learn to build lenses and add them into your dashboards using the Einstein Analytics Dashboard Designer. Once you have created a dashboard, You will also learn to optimize the dashboard for mobile. Finally You will also learn to organize your lenses and dashboards using apps and ensure that only the right users have access to them.
By attending Working with Data and Dashboards in Einstein Analytics workshop, delegates will learn to:
- Determine your user, data, and security requirements, and establish a development process.
- Set up apps and control what users can do in Einstein Analytics by assigning them licenses, permission sets, and app permissions.
- Load an external CSV file to Einstein Analytics.
- Create and run dataflows to load Salesforce data, and join it with data from other datasets.
- Understand, enable, and use Data Sync effectively.
- Understand and implement data security in Einstein Analytics and override security for implementation and testing.
- Understand how filters on dashboards function and be able to use binding when necessary.
- Know when and how to modify a dashboard’s JSON file. Explain the process of dashboard queries and modify a SAQL query to meet specific analytic requirements.
- Modify dataset metadata.
By attending Mobile and Desktop Exploration in Einstein Analytics workshop, delegates will learn to:
- Navigate Einstein Analytics from your desktop or mobile device
- Explain what datasets, dashboards, lenses, and apps are
- Explore a dataset using a lens to get the insights you need
- Explore a dashboard and share your insights through Chatter
- Upload and explore your own external data
By attending Building Lenses, Dashboards, and Apps in Einstein Analytics workshop, delegates will learn to:
- Build and manage apps in Einstein Analytics
- Design a dashboard based on requirements, and create a dashboard template
- Create and add lenses to build a dashboard
- Optimize a dashboard for mobile use
The Working with Data and Dashboards in Einstein Analytics class is ideal for integration specialists who want to learn more about connecting and securing data in Einstein Analytics. This course is also great for business analysts or developers interested in creating advanced dashboards.
The Mobile and Desktop Exploration in Einstein Analytics class is aimed at business users who want to become proficient at exploring their Salesforce data and external data through lenses and dashboards in Einstein Analytics. Users connecting data or building dashboards, who are new to Einstein Analytics, should also take this course to understand how their business users will be exploring the data they make available to them.
The Building Lenses, Dashboards, and Apps in Einstein Analytics class is aimed at users with the Einstein Analytics license who need to build effective lenses and dashboards for their business users to explore their data. It may also be of interest to users who are connecting and integrating this data, to understand how it is used in the lens and dashboard building process.