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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 Training in Finland

Target Audience

Upcoming Trainings

Implement and Manage Tableau CRM Training in Finland

Target Audience

Prerequisites

What You Will Learn

Outline

Upcoming Trainings