If your responsibilities include developing an Einstein Analytics environment that contains Salesforce and external data, setting up an Einstein Analytics 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 an Einstein Analytics, load and transform Salesforce and external data, and configure data security with apps and row-level security. You will also learn how to apply desktop and mobile layouts to dashboards using the Einstein Analytics Dashboard Designer, modify dashboard queries by updating compact form and SAQL queries, and update metadata with an XML file.
When you complete this course, you will be able 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 permission set licenses, permission sets, and app permissions.
Load an external CSV file to Einstein Analytics, configure data replication schedules, create and run dataflows to load Salesforce data, and combine it with data from existing datasets.
Understand and implement data security in Einstein Analytics and override security for implementation and testing.
Apply an Einstein Analytics layout template to a dashboard and create a mobile dashboard layout.
Explain the limitations of filters in lenses and dashboards, and overcome these through UI settings and 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.
Overview of User Access on the Einstein Analytics Platform
Creating Einstein Analytics Permission Sets
Assigning Permission Set Licenses and Permission Sets
Creating and Sharing Einstein Analytics Apps
Overview of Connecting Data
Overview of the Dataflow Process
Designing a Dataflow
Loading External CSV Data into a Dataset
Creating and Running a Dataflow
Running, Monitoring, and Scheduling a Dataflow
Preparing Data with Dataset Recipes
Additional Dataflow Transformations
Securing 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 Apps
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
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
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.
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