As part of the dataflow, use the flatten operation on the role hierarchy and create a multivalue attribute called 'ParentRolelDs' on the opportunity dataset and apply following security predicate: 'ParentRolelDs' == "$User.UserRoleId" && 'Ownerld' == "SUser.Id".

As part of the dataflow, use computeExpression on the Roleld field to create an attribute called
'ParentRolelDs' on the opportunity dataset and apply following security predicate: 'ParentRolelDs' == "$User.UserRoleId" || 'Ownerld' == "$User.Id".

As part of the dataflow, use computeRelative on the Roleld field to create an attribute called
'ParentRolelDs' on the opportunity dataset and apply following security predicate: 'ParentRolelDs' == "$User.UserRoleId" || 'Ownerld' == "$User.Id".

As part of the dataflow, use the flatten operation on the role hierarchy and create a multivalue attribute called 'ParentRolelDs' on the opportunity dataset and apply following security predicate: 'ParentRolelDs' == "$User.UserRoleId" || TeamMember.Id' == "$User. Id" || 'Ownerld' == "SUser.Id".

What Changed Over Time

How Can I Improve It

Predictions & Improvements

Why It Happened

What Happened

Limit widget actions and exploration so users will focus only on the high-level information.

Use the different chart types to make the dashboard interesting and appealing

Design the dashboard with the desktop in mind and use the same layout for mobile devices for consistency.

Use charts to help users ask questions, not illustrate a conclusion.

Add the system permission "Manage Analytics Custom Maps" to the permission set used.

Enable "Custom maps with geoJSON" in the analytics settings.

Upload the geoJSON via the API because it is not a function in the UI.

Contact Salesforce support and request to get custom maps and geoJSON enabled for the org.

It is the template.

It is the instance.

It is the master.

It is the target.

Selected variable with CLV

Selected variable average with the mean

Selected variable with a different variable

Selected variable average with the filtered average

Selected variable with all story data

Add the new field to the existing dataset and use the XMO file parameters to hide the new field from users who should not have access to it.

Add the new field to the existing dataset and activate "Sharing inheritance" in the Account object so only users who have access to the field in Salesforce will have access in Einstein Analytics.

Create a new Account dataset containing the new field and give access to this dataset only to users who should be able to see the new field.

Add the new field to the existing dataset and use "Security Predicates' to hide it from users who should not access it.

digest transformation

flatten transformation

delta transformation

sfdcDigest transformation

An admin hasn't run a dataflow.

Danielle still needs to grant Zoe a permission set containing the Manage Analytics permission.

Danielle didn't share the Mosaic app with Zoe in Einstein Analytics.

Danielle still needs to grant Zoe a permission set containing the Use Analytics permission.

/services/data/v##.#/wave/apps

/services/data/v##.#/analytics/wizard

/services/data/v##.#/wave/templates

/services/data/v##.#/analytics/projects

ui.json

template-to-app-rules.json

master- info.j son

template-info.json

Assign the Manager role the user

Ensure the user has the Analytics permission

Assign the Editor role the user

Assign the view role to the user

Predicting outcomes that you don't actually have the right data for

Exploring your existing data to see what already happened

Drilling down into the underlying reasons behind a prediction

Choosing between all possible outcomes for a single variable

An enterprise org, because that type of org is typically used by large companies

A trial org, because you don't need to save anything

A Developer Edition org, because it's a free, safe environment where you can try things out

A higher education org, because analytics requires advanced math

Change a field's name

Change a field's format

Change a field's type

All of the above

Wait at least 3 days after purchase.

Have a Customer Community Plus or Partner Community license.

Be nominated by your community peers.

Assign your community members the Analytics for Communities permission set license.

(B&D)Have a Customer Community Plus or Partner Community license.
&
Assign your community members the Analytics for Communities permission set license.

View, Explore, Refine, Save, Share

View, Explore, Reduce, Save, Share

Download, View, Refine, Save, Share

Create two permission sets with different system permissions.

Use a permission set license with two different levels of access.

Grant "Manage" access permission to the apps.

Create a permission set license assignment with two different levels of access

The dataset's security predicate was set up incorrectly.

Yasmine doesn't have the Manager app role.

Yasmine wasn't assigned a permission set.

Yasmine doesn't have the Create and Edit Analytics Dashboards permission.

Whether the user has access to the app

Which fields the user has access to

If the user has access to the dataset

Which rows the user has access to

200

500

100

50

Filter and order can be interchanged. Offset must be after filter/order and limit must come after offset.

Offset can be anywhere, but filter/order and limit must come after offset. Filter and order can be interchanged.

They explain everything about the outcome.

They aren't important. Hence the name, Unrelated.

They explain how interaction terms affect the outcome.

The outcome might not have much to do with related variables. It might have more to do with global effects.

How combinations of factors affect the CLV for Naval customers

How individual factors separately affect the outcome for Naval customers

What the relationship is between significant and insignificant factors as they impact CLV for Naval customers

How the chosen variable is related to all other factors in the model for Naval customers

Update

Append

Overwrite

Upsert

Yes

No

Analytics permission set license (PSL)

Permission set with at least one Analytics user permission

Username and password

(A & B) Analytics permission set license (PSL) & Permission set with at least one Analytics user permission

(B & C) Permission set with at least one Analytics user permission & Username and password

Descriptive

Diagnostic

Predictive

Prescriptive

Selective

An application built on top of Salesforce

A tool for analyzing surf reports and forecasts

A CRM alternative to Salesforce

An online repository of infographics

To find out what the merge icons represent in a dataset

To schedule when a dataset recipe runs

To join related data from different sources

To deal with duplicate records

5 per user, 200,000 per snapshot

10 per user, 100,000 per snapshot

10 per user, 200,000 per snapshot

5 per user, 100,000 per snapshot

Null hypothesis test

Significance level test

Critical region test

Chi-square test

T-test

35

55

25

15

Create separate datasets for attainment and commission and apply security predicates and/or sharing inheritance.

Apply a security predicate on the existing single dataset.

Use sharing inheritance.

Add the sales organization to the attainment dataset access list.

Use Analytics

Manage Analytics

Create and Edit Analytics Dashboard

None of above

1000 row minimum, 15,000,000 max

3000 row minimum, 20,000,000 max

00 row minimum, 20,000,000 max

500 row minimum, 25,000,000 max

No, you can't share data from a widget.

Select the step of the widget and share data.

Select "Share" icon, click on "Download", and select "Download in .png, .XLS, or CSV" format.

Only with the proper Einstein Analytics Platform license.

Segment the account data per region and deploy the same model to all segments.

Deploy the same model to all accounts and set the region field as an actionable variable.

Deploy the same model to all accounts and use an Apex trigger to call the appropriate prediction.

Segment the account data per region and deploy the appropriate model for each segment.

None

One

Infinite

Up to four

5 minutes

15 minutes

20 minutes

10 minutes

Click the Actions bar from a bubble chart

Hover over the case number column of the values table widget and click the arrow that appears

Double-click the case number in the Actions widget

Simply @mention the case manager for that segment

Answer only questions that involve custom objects

Try each option in the dropdown one at a time

Download the app and run a SAQL query on the JSON

Click "Looks good, next" and look for questions highlighted in red

Create multiple layouts, and reorder all the widgets so that they fit nicely within the new default width.

Create a single layout and allow Einstein Analytics to automatically organize dashboard contents to be optimal for the device type.

Create a single layout and reorder all the widgets so that they fit nicely when viewing on either device.

Create multiple layouts, ensure the layout selectors match the device, and resize/hide widgets as necessary to ensure the content is appropriate for the device screen size.

flatten

compute Relative

compute Expression

append

Add Custom Domain

Filter by Range

Add Custom Range

Add Filter

5,000

1,000, but more can be purchased

75, but more can be purchased

500, but more can be purchased

q = cogroup Opportunity by 'Id', Activities by 'Opportunityld';

q = cogroup Opportunity by 'Id', Activities by 'Opportunityld' left;

q = cogroup Opportunity by 'Id' right, Activities by 'Opportunityld';

q = cogroup Opportunity by 'Id' left, Activities by 'Opportunityld';

Assign the Editor role to the user.

Assign the Viewer role to the user.

Ensure the user has the Use Analytics permission.

Assign the Manager role to the user.

Use conditional formatting under the bar chart widget properties by selecting the dimension.

Use conditional formatting under the bar chart widget properties by selecting the measure.

Use bindings to specify a color per bar.

Create a compare table formula to specify a hidden metric for coloring purposes.

An account of imaginary or real people and events told for entertainment

A collection of graphs, statistical analysis, and text that helps you understand the relationships between multiple outcome variables and the factors that influence those variables

A collection of graphs, statistical analysis, and text that proves exactly what caused an outcome

A collection of graphs, statistical analysis, and text that helps you understand the relationships between a single outcome variable and the factors that influence that variable

In the connected user's currency

In the integration user's currency

In the currency that is set on the "currency" attribute in the dataset

In the currency that is set on the "currency" attribute in the dataflow

No. Einstein Discovery is impervious to collinearity, so the story and subsequent model will be fine.

No. Although it is ideal to eliminate collinearity as soon as possible, Einstein will give a warning post-build and the ridge regression will prevent collinearity from over-fitting.

yes. If all collinear variables are not excluded, the model will over-fit and not make any sense.

Yes. If the collinear variables are not removed, the Einstein Discovery model build will fail.

The field does not contain any data in Salesforce.

The user who runs the dataflow does not have access to the field.

The "Integration User Profile" does not have access to the field.

The ""Security User Profile" does not have access to the field.

Utilize a Salesforce weekly export feature

Utilize Analytics Connector

Utilize middleware with Analytics External Data API

Utilize a dataflow

The filters

The measure

The grouping

The formula and the name

It binds charts together so that selecting something in one chart filters other charts by that choice.

It shifts the time period of the chart you're viewing.

It turns the dataflow on and off.

It creates a chart that shows all the faces of your data in a diamond chart.

Low-fuel notifications

Sharing of apps with Communities

Access to the API

(A & B) Low-fuel notifications & Sharing of apps with Communities

(B & C) Sharing of apps with Communities & Access to the API

Case duration

Customer geography

Customer satisfaction

Case resolution

All of the above

Bar chart

Flat gauge

Pivot table

Pie chart

Alter your Service Cloud implementation

Fine-tune dashboards to reflect how your company measures key indicators

Create a new set of dashboards with new KPIs

Use up one of the three wishes granted you by the wizard

Click on the "Share" icon on the dashboard. From there, you can set up sharing options, post a dashboard screenshot to Chatter, get a URL to share, or download a screenshot.

Click on the "Share" icon on the lens. From there, you can set up sharing options, post a dashboard screenshot to Chatter, get a URL to share, or download a screenshot

No, you can't share dashboards.

Click on the "Share" icon on the dataset.

Modify the XMD so all labels and values are user-friendly.

Rename all the steps to correspond with the defined naming convention.

Remove the redundant steps to ensure dashboard performance.

Apply conditional formatting on the new charts.

A keyword is basically just a function in SAQL, like group, foreach, etc. And it has to be lowercase.

A keyword is basically just a function in SAQL, like group, foreach, etc. And it has to be uppercase.

Remind them that the technology is only as good as the data.

Advise them that the use case may not be accurate.

Highlight that Einstein reduces time to insight, which is much faster than learning from experience.

Recommend using a visualization tool, like Einstein Analytics, to uncover the details.

Update contents in the Sales Operations app and changes will be pushed down to its generated apps.

Ensure the Sales team has the necessary permissions to customize their apps.

Create a configuration wizard for the app.

Update contents in the Sales Operations app and create new template versions of the app.

Run and monitor

Plan and map

Extract and prepare

Build and explore

Use the dataflow transformation "delete" and set "userlD" as the deletion ID.

Use a combination of dataflow transformations: "augment" and "filter."

Use an external ETL tool to extract both datasets and delete records.

Use the recipe operation "delete" and set "userlD" as the deletion ID.

20

50

10

25

Grant Benito access to all datasets in the org.

Assign Benito a permission set that contains the permission: Create and Edit Analytics Dashboards.

Grant Benito access to the app that contains the Seed Bank dataset and assign him a permission set that contains the Create and Edit Analytics Dashboards permission.

Assign Benito a permission set that contains the permission: Create and Manage Analytics Apps.

Add more data to the dataset.

Normalize the margin by product group.

Eliminate extreme values in the dataset.

Run separate stories for each region.

Import the CSV file into Einstein Discovery.

Import the CSV file into the most similar Salesforce object, then run reports on that object.

You can't import data from a CSV file

Import the CSV file into an Einstein Analytics dataset, then create a story.

20 column minimum, 50 maximum

10 column minimum, 200 maximum

2 column minimum, 50 maximum

2 column minimum, 25 maximum

Sales Wave

Sales Analytics Apps

Analytics Templated Apps

Security User

Add data based on the right-side grain

Join data similar to an SQL statement

Add data as a lookup relationship (left side is the lowest grain)

Join data based on a many-to-many relationship

Field audit trail data

Forensics data

Sales Cloud data Login

Event log file data

What Happened

Why It Happened

Predictions & Improvements

What Is the Difference

Is like having a personal data scientist on staff

Replaces your team of BI experts and data analysts

Helps you hire the best data scientist for your business

Understands your business better than you do

1,500

1,000

3,000

2,000

Only provide the user with the level of detail they need to see, with the option to drill down deeper into more details.

Utilize the latest templates for the most modern look and feel.

Intentionally omit specific details so that users can do ad-hoc exploration if needed for root-cause analysis.

Implement strict security predicates to minimize the amount of information displayed to users.

Configuring unsupported fields

Lenses Dataset Fields

Extended Metadata

Create a JSON

None of the data

Only rows designated by the Salesforce administrator

All rows and fields in the datasets

Only rows designated by the App Manager

Explanatory variable

Outcome variable

Global variable

Local variable

Tertiary variable

Consult a Data Scientist for further analysis.

Determine if the pattern is a data issue or a new insight.

Filter out the data that causes the unexpected pattern and analyze the new results.

Accept the new pattern and have confidence that Einstein knows the business as accurately as the customer

100 files per dataset

300 files per dataset

500 files per dataset

50 files Per dataset

Set the attribute "selffield" to true.

Set the attribute "selffield" to false.

Set the attribute "include_self_id" to true.

Set the attribute "include_self_id" to false.

The root object determines who can see the dataset.

Only data from the root object can be included in the dataset.

The root object determines what related objects you can add to the dataset.

The root object determines what app the dataset is saved in.

Create a second page on the dashboard and move the table to this new page.

Create a link to download the list of opportunities as an Excel file.

Create a Visualforce page and display a list view of the opportunities on this new page.

Create a second dashboard and move the table to this new dashboard.

100

200

50

75

In SAQL, use the timeseries function with the following arguments: Partition (the group_by piece), Seasonality (set to 12 to get yearly seasonality).

....no other options

Create one application for each department and use roles to share applications.

Create one application for each department, put common datasets in the shared app, and use profiles to share applications.

Create one application for each department, put common datasets in the shared app, and use roles to share applications.

Create one application for each department, put common datasets in the shared app, and use permission sets to share applications.

You create a text-only version of an app.

The template will not include a configuration wizard.

The dataflow fails.

The app includes all possible dashboards by default.

(B & D) The template will not include a configuration wizard & The app includes all possible dashboards by default.

sfdcDigest

digest

export

edgemart

It should always be 0 or the model should not be used.

It shows the difference between the predicted outcome and the observed outcome.

It displays the difference between the analyzed data and the data not reviewed.

It only appears for outcomes that do not have an explanation.

Show the customer how to export and review the R-Code model validation results

Check the p-values and standard deviation

Use the Share and Export feature to help the customer determine if the findings make logical sense

Consult with a Data Scientist to validate the findings

computeExpression

computeData

computeValue

computeField

45

35

25

30

Create two custom apps: one for marketing dashboards with marketing as "viewer" and one for sales dashboards with sales as "viewer." Add the datasets as references to both custom apps.

Create three custom apps: one for marketing dashboards with marketing as "viewer," one for sales dashboards with sales as "viewer," and one for datasets where marketing and sales are "viewer."

Create one custom app for the datasets and share it with marketing and sales as "viewer."

Duplicate the datasets and create two custom apps: one for marketing dashboards and datasets with marketing as "editor" and one for sales dashboards and datasets with sales as "editor."

To expand the time period shown in a dashboard

To rearrange widgets in dashboards

To post to Chatter

To create workout plan for you and your team

Use the Analytics External Data API and leverage the "query" resource.

Export the dataset as an XLS file and use the Einstein Analytics Connector for Excel.

Use the Analytics REST API and leverage the -query" resource.

Export the dataset as a CSV file and load it to an external database.

Extract data from an external CSV file into Analytics

Extract Salesforce object data into Analytics

Build a dashboard

Explore a dataset

edgemart

sfdcRegister

export

sfdcDigest

This dataset is too big and cannot be used in Einstein Discovery. Request a new dataset with fewer predictors.

Build the story with all the predictors and indicate that Einstein Discovery should show the top predictors.

Go back to the data preparation and reduce the number of fields to less than 30 in order to produce a story.

Build a story with a first set of predictors and assess which predictors are important to the story. Then drop the less important ones and add the predictors that were omitted in the first run and assess their impact.

Augment

Dataflow

Clone

Data Sync (Replication)

Use nested binding to update the grouping in the chart.

Use selection binding to update the measure in the chart.

Use result binding to update the measure in the chart.

Use selection binding to update the grouping in the chart.

To remove column headers

To make sure the content is interesting

To add currency symbols to numeric fields

To make sure Analytics can set the field type correctly

Line over Scatter Plot

Grid over Bar

Line over Bar

Line over Stacked Bar

It instantly provides key metrics on open cases, average time to close, first contact resolution, and customer satisfaction.

It lets you drill down to more detailed dashboards, like agent performance, channel review, and telephony metrics.

It's available on desktop and mobile.

It's a great place to start your analysis.

All of the above.

Extract external data into Analytics

Build a dashboard

Combine data from different datasets

Make a data chili

8

1

4

16

Automatically creates multiple versions of the same app

Lets you know the best way to set up your Salesforce data

Asks you questions about how you store data in your org to help you create your app

Customizes your template based on Salesforce settings

Create a new step in the dashboard using a compare table and define a formula.

Create a formula field on the lead object in Salesforce and add it to the dataset.

Create a computeExpression in the dataflow.

Create a new step in the dashboard using a compare table and the running total function.

Select the isWon = True outcome variable and generate the story.

Filter to only look at isWon = True records to avoid skewing the results.

Click Create Story and Einstein will take care of the rest.

Change the grain by removing the line level detail as it will skew the win rate.

The app, dataflows and datasets, dashboards, and permission sets

The app, dataflows and datasets, and dashboards

The app, dataflows and datasets, and users

An empty app

Representing the number of widgets on a dashboard

Filtering all related widgets in a dashboard by your selection

Something only programmers can access

Measuring the number of significant digits of precision for a particular metric

Choosing the color of the background in a graph

Create a recipe to generate a new dataset from the "OpportunityWithAccount" and "CaseWithAccount" datasets aggregated by Account, and use the generated dataset in a lens.

Use "Compare Table" to join the "OpportunityWithAccount" and "CaseWithAccount" datasets using the "Accountld" and then aggregate by Account.

Set up Connect Data Sources in the UI between the "OpportunityWithAccount" and "CaseWithAccount" datasets.

Use a SAQL query to group and join the "OpportunityWithAccount" and "CaseWithAccount" datasets then generate the results.

Enable Parental Control

Always Sign Me Up for Dreamforce

Sales Analytics Apps

Access Sales Cloud Analytics Templates and Apps

It's a read-only file with all the user documentation for a template.

It's the boss of the template with all the information needed to create the app.

It makes sure that the app includes all the right Salesforce data.

It's automatically populated every time you create an app from the template.

Inherited security

Security predicates

Separate apps for each region

Sharing rules

Treemap chart

Scatter chart

Metric Radar chart

Stacked Bar chart

Modify dataflows to exclude unused fields and include a filter to extract relevant data.

Scale down the number of datasets to help improve data sync (replication) performance.

Start over again with new dataflows that exclude unused fields with a filter to extract relevant data.

Update the existing data sync (replication) process by removing unused fields with a filter to extract relevant data.

Manager

Viewer

Editor

Designer

Alphabetical, in ascending order

Alphabetical, in descending order

Insights that explain the most variation in the outcome variable, in ascending order

Insights that explain the most variation in the outcome variable, in descending order

Their names

Numbers (1..9)

Letters (A..Z)

All of the above

"filters": [
[
"Type",
"{{column(Type_2.selection,[\"Type\"]).asString()}}"
]
]

"filters": [
[
"Type",
"{{cell(Type_2.selection,0, \"Type\").asString()}}"
]
]

"filters": [
[
"Type",
"{{column(Type_2.selection,[\"Type\"]).asObject()}}"
]
]

"filters": [
[
"Type",
"{{cell(Type_2.selection,0, \"Type\").asObject()}}"
]
]

Manually add a flag to each row to prevent access.

Use a security predicate to filter which rows are returned.

Use subtle thought control.

Remove restricted rows from the JSON file.

Selecting a Dataset in Einstein Analytics, then clicking Create Story

Copying text from company reports and pasting into Einstein Discovery

Uploading a Microsoft® PowerPoint® presentation

Entering notes about the data

Add a text widget to the dashboard to indicate Fahrenheit or Celsius.

Use the XMD node in the dataflow to customize the number format of the field.

Customize the number format in the number widget properties of the dashboard.

In Explorer, go to the Fields menu and then customize the number format of the measure.

Inherited security

Row-level security with security predicates

Field-level security

App level security

computeExpression Transformation with SAQL Expression to calculate the duration

flatten Transformation with Offset Expressions to calculate the duration

computeRelative Transformation with offset parameter to calculate the duration

computeRelative Transformation with SAQL Expression to calculate the duration

Dataflow Editor

Recipes Editor

Step Editor

Settings

append

computeExpression

augment

computeRelative

Profiles

Sharing Rules

Organization-Wide Defaults

Role Hierarchy

It's not possible. Danielle will need to log into Einstein Discovery and import the data from there.

Danielle needs a permission set containing the Download Analytics Data permission, then she can use the Export node to load data into Einstein Discovery.

Danielle needs a permission set containing the Upload External Data to Analytics permission, then she can log into Einstein Discovery and import the data from there.

Data loaded into Einstein Analytics as datasets can then be used in Einstein Discovery without a separate load process.

result = load "opportunity1";
result = group result by ('CloseDate_Year', 'CloseDate_Month');
result = foreach result generate 'CloseDate_Year', 'CloseDate_Month', sum(sum(Amount)) over ([..0] partition by all order by ('CloseDate_Year', 'Close_Month')) as 'Cumulative Close Amount';

result = load "opportunity1";
result = group result by ('CloseDate_Year~~~CloseDate_Month');
result = foreach result generate 'CloseDate_Year', 'CloseDate_Month', sum(sum(Amount)) over ([..0] partition by 'CloseDate_Year' order by ('CloseDate_Year', 'Close_Month')) as 'Cumulative Close Amount';

result = load "opportunity1";
result = group result by ('CloseDate_Year', 'CloseDate_Month');
result = foreach result generate 'CloseDate_Year', 'CloseDate_Month', sum(sum(Amount)) over ([..] partition by 'CloseDate_Year' order by ('CloseDate_Year', 'Close_Month')) as 'Cumulative Close Amount';

result = load "opportunity1";
result = group result by ('CloseDate_Year', 'CloseDate_Month');
result = foreach result generate 'CloseDate_Year', 'CloseDate_Month', sum(sum(Amount)) over ([..0] partition by 'CloseDate_Year' order by ('CloseDate_Year', 'Close_Month')) as 'Cumulative Close Amount';

Create and assign Salesforce permission sets according to the three types of roles defined.

Assign the app permissions "viewer/' "editor," and "manager" to the three types of roles defined.

Create and assign three new Salesforce profiles according to the three types of roles defined.

Assign "Einstein Analytics Explorer" licenses to users that should only view the dashboard, and assign "Einstein Analytics Developer" licenses to users that should be able to create datasets and dashboards.

50,000

10,000

5,000

100,000

Third-order analysis

Object-oriented analysis

Second-order analysis

First-order analysis

Spectrum analysis