Kıbrıs Implement and Manage Tableau CRM Eğitimi

  • Eğitim Tipi: Classroom
  • Süre: 3 Gün
Bu eğitimi kendi kurumunuzda planlayabilirsiniz. Bize Ulaşın!

If your responsibilities include developing a Wave environment that contains Salesforce and external data, setting up Wave data security, and creating attractive and effective dashboards that require advanced queries, taking this class will boost your skills to the next level.

In this 3-day instructor-led course, you 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. You will also learn how to apply desktop and mobile layouts to dashboards by customizing dashboard JSON files, modify dashboard queries by updating compact form and SAQL queries, and update metadata with an XML file.

Target Audience

  • Working with data and dashboards in Einstein Analytics 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.

Salesforce knowledge, including: navigation, schema, security models, users, profiles, and permission sets. In addition, students should be proficient in Wave data exploration, building Wave dashboards with the UI, and basic JSON.

Please note: In order to provision you with your courseware and lab access for this course QA must share several items of basic personal information with our partner (usually your full name and email address). For more information on this please visit our QA Partner data sharing page. If you have any questions or concerns please contact your QA account manager.

  • 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.

Discovery and Planning

  • Discovery Meeting
  • Getting Logged In
  • Planning the Development


Setting Up Users and 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


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
  • Preparing Data with Dataset Recipes
  • Additional Dataflow Transformations


Security Your Data

  • Overview of Security in Einstein 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
  • Overriding Security for Implementation and Testing


Building Dashboards with Templates and Mobile Layouts

  • Overview of Einstein Analytics Dashboard Layout Templates
  • Overview of JSON for Dashboards
  • Building a Dashboard Using an Existing Layout
  • Translating Browser Dashboards to a Mobile Device
  • Creating/Updating Mobile Dashboard Layouts


Connecting Data Sources, Results and Selection Bindings

  • Limitations of Filters in Lenses and Dashboard in the UI
  • Creating a Dynamic Top-N Filter
  • Optimize a Multi-Dataset Dashboard by Connecting Data Sources
  • Creating a Dynamic Filter with Results Binding
  • Dynamically Adjust a Chart with Static Steps


Modifying Queries in Dashboards

  • Creating a YoY Growth Dashboard
  • Creating a Sales Delta Dashboard
  • Overview of Modifying Queries in a Dashboard
  • SAQL Overview
  • Add an External Salesforce Object to a Einstein Analytics Dashboard


Using Extended Metadata in a Dataset

  • Overview of Extended Metadata (XMD)
  • Backing Up and Uploading a Dataset's XMD File
  • Adding Quick Action Menus For Records in Einstein Analytics


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Implement and Manage Tableau CRM Eğitimi Kıbrıs

Kuzey Kıbrıs olarak da bilinen Kıbrıs Türk Cumhuriyeti (KKTC) Akdeniz’de yer alan dünyanın en büyük üçüncü adası Kıbrıs’ta bulunmaktadır. Ülkenin resmi dili Türkçe, başkenti Lefkoşa, Cumhurbaşkanı Ersin Tatar ve para birimi Türk Lirası’dır. Akdeniz ikliminin hakim olduğu bu ülkenin toplam yüz ölçümü 3.550 kilometrekaredir. Yunan mitolojisinde aşk tanrıçası Afrodit’in mekanı olan Kıbrıs’ta M.Ö. 10000 yıllarından beri yerleşim olduğu tahmin edilmektedir.

Doğa güzellikleri, tertemiz sahilleri, plajları ve sakin köyleriyle her yıl çok sayıda turist ağırlamakta olan Kıbrıs’ın en popüler bölgeleri arasında Avakas Gorge, Gavur Taşı, Girne Kalesi, Olimpos Tepesi, Limassol Marina, Cape Greco Milli Parkı, Millomeris Şelalesi ve Afrodit Hamamları sayılabilir.
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