Search icon CANCEL
Subscription
0
Cart icon
Your Cart (0 item)
Close icon
You have no products in your basket yet
Arrow left icon
Explore Products
Best Sellers
New Releases
Books
Videos
Audiobooks
Learning Hub
Free Learning
Arrow right icon
Arrow up icon
GO TO TOP
Learning Einstein Analytics

You're reading from   Learning Einstein Analytics Unlock critical insights with Salesforce Einstein Analytics

Arrow left icon
Product type Paperback
Published in Jan 2018
Publisher Packt
ISBN-13 9781788475761
Length 242 pages
Edition 1st Edition
Arrow right icon
Author (1):
Arrow left icon
Santosh Tukaram Chitalkar Santosh Tukaram Chitalkar
Author Profile Icon Santosh Tukaram Chitalkar
Santosh Tukaram Chitalkar
Arrow right icon
View More author details
Toc

Data preparation 

In Einstein, all visualizations are built on datasets. A dataset is a collection of related data in the highly normalized form. You use data source in Einstein Analytics to create reports, dashboards, and business insights. We can create a dataset using the following three different methods:

  • CSV
  • Salesforce data
  • Informatica Rev / external data source

The easiest way is to get a CSV file from reports. Let's take a look at the following steps:

  1. Create a report on an account, export it to a CSV file named Account_data.csv, and save it to your local drive.
  2. Let's go to Einstein Analytics. To open Einstein, open the Trailhead Data Manager drop-down list at the top-right corner and select Analytics Studio:
  1. If you are in the Lightning mode, select Analytics Studio in the App Launcher section, as shown in the following screenshot...
lock icon The rest of the chapter is locked
Register for a free Packt account to unlock a world of extra content!
A free Packt account unlocks extra newsletters, articles, discounted offers, and much more. Start advancing your knowledge today.
Unlock this book and the full library FREE for 7 days
Get unlimited access to 7000+ expert-authored eBooks and videos courses covering every tech area you can think of
Renews at $19.99/month. Cancel anytime
Banner background image