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Working with Data and Dashboards in Einstein Analytics (ANC-301)

  • Tuition USD $2,700 GSA  $2,448.36
  • Reviews star_rate star_rate star_rate star_rate star_half 482 Ratings
  • Course Code ANC-301
  • Duration 3 days
  • Available Formats Classroom, Virtual

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.

Skills Gained

  • 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

Who Can Benefit

Connect and Integrate Your Data in Wave Analytics is ideal for integration specialists who want to learn more about connecting and securing data in Wave. This course is also great for business analysts or developers interested in creating advanced dashboards.

Prerequisites

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.

Course Details

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

Security – Controlling Access to Data

  • Overview of Security in Wave 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
  • Implementing Row-Level Security with External Data
  • Overriding Security for Implementation and Testing

Building Dashboards with Templates and Mobile Layouts

  • Overview of JSON for Dashboards
  • Updating the Dashboard JSON File from the lens.apexp Page
  • How the Widgets Section of Dashboard JSON Works
  • Building a Dashboard Using an Existing Layout
  • Wave Analytics Dashboard Templates
  • Translating Browser Dashboards to a Mobile Device
  • Creating Mobile Dashboard Layouts in the Dashboard JSON

Filtering and Binding in Dashboards

  • Limitations of Filters in Lenses and Dashboard in the UI
  • Creating a Dynamic Top-N Filter
  • Creating a Multi-Dataset Dashboard with Selection Binding
  • Creating a Dynamic Filter with Results Binding

Modifying Queries in Dashboards

  • Overview of Modifying Queries in a Dashboard
  • SAQL Overview
  • Adding a SAQL Tester Bookmarklet
  • Creating a YoY Growth Dashboard
  • Part 1: Creating a Container Dashboard
  • Part 2: Capturing a SAQL Query and Testing it in the Bookmarklet
  • Part 3: Updating the Query with a Custom Calculation and Adding the Query to a Step’s Dashboard JSON
  • Part 4: Updating the Compact Form with the Custom Measure
  • Part 5: Enabling Faceting with Selections Bindings

Modifying Metadata in Lenses and Dashboards

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

How do I enroll?

A comprehensive listing of ExitCertified courses can be found here. You can register directly for the required course/location when you select "register". If you have any questions or prefer to speak with an ExitCertified education consultant directly, please submit your query here. A representative will contact you shortly.

How do I pay for a class?

You can pay at the time of registration using credit card (Mastercard/Visa/American Express) cheque or PO.

What if I have training credits?

ExitCertified honors all savings programs from the partners we work with. ExitCertified also offers training credits across multiple partners through our FLEX Account.

When does class start/end?

Classes begin promptly at 9:00 am, and typically end at 5:00 pm.

Lunchtime?

Lunch is normally an hour long and begins at noon. Coffee, tea, hot chocolate and juice are available all day in the kitchen. Fruit, muffins and bagels are served each morning. There are numerous restaurants near each of our centers, and some popular ones are indicated on the Area Map in the Student Welcome Handbooks - these can be picked up in the lobby or requested from one of our ExitCertified staff.

How can someone reach me during class?

If someone should need to contact you while you are in class, please have them call the center telephone number and leave a message with the receptionist.

What languages are used to deliver training?

Most courses are conducted in English, unless otherwise specified. Some courses will have the word "FRENCH" marked in red beside the scheduled date(s) indicating the language of instruction.

course material well organized; Some material and labs out of date. instructor was outstanding and able to work around out of date materials.

Everything went well. Enrollment process was easy and I always felt welcomed throughout the whole experience.

Tech Data provided me with all the resources required to familiarize myself with the TRIRIGA Lease module. The facilitator was very knowledgeable and provided comprehensive exercises and support to aid in my understanding of the application.

Ruben was very energetic in presenting the course material which kept our attention. Thanks!

Its really nice to have the snacks available everyday. The staff is courteous and professional.

5 options available

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  • Aug 19, 2020 Aug 21, 2020 (3 days)
    Location
    Virtual
    Language
    English
    Time
    08:30 AM 05:00 PM PDT
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  • Sep 1, 2020 Sep 3, 2020 (3 days)
    Location
    Virtual
    Language
    English
    Time
    08:30 AM 05:00 PM EDT
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  • Sep 15, 2020 Sep 17, 2020 (3 days)
    Location
    Virtual
    Language
    English
    Time
    08:30 AM 05:00 PM CDT
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  • Oct 6, 2020 Oct 8, 2020 (3 days)
    Location
    Virtual
    Language
    English
    Time
    08:30 AM 05:00 PM PDT
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  • Oct 20, 2020 Oct 22, 2020 (3 days)
    Location
    Virtual
    Language
    English
    Time
    08:30 AM 05:00 PM PDT
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