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Developing Your First Einstein Analytics App

  • Overview

    Developing your first app in einstein analytics is a cakewalk. However, you cannot use your existing developer org to develop an app in einstein analytics because you would need to signup for a special org to start developing using Einstein analytics. Just follow this article to develop your own first Einstein analytics app.

     

    Signup and setup steps:

    1. Signup for the special Einstein Analytics Org here: https://developer.salesforce.com/promotions/orgs/analytics-de
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    2. After you signup, you will receive an email to confirm your account. Click on the email and confirm your account.

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    3. Open your user and check for the below-assigned permission set licenses: Einstein Analytics Plus, Event Monitoring Analytics Apps & permission sets: Einstein Analytics Plus Admin, Event Monitoring Analytics Admin, Wave Analytics Trailhead Admin.

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    Start developing the app (including dataset, lens, and dashboard):

    1. Open the app launcher and click "Analytics Studio".
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    2. Click on the "Create" button present on the top right corner and select App from the drop-down menu that appears.

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    3. Select "Blank App" and then write "Opportunity Analysis" or any other name you would like to give your app and click "Create" again.

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    4. Now, you should be able to see your app. But it is empty right now. So, let's create a dataset, lens, and dashboard in this app.

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    5. Click on "Create" again and select "Dataset" from the drop-down menu that opens.

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    6. Now, select "Salesforce Data" from the list of options provided. Remember that there are multiple ways to create a dataset. For our example, we would use Salesforce as the source of data in the dataset.

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    7. Enter the name for the dataset as "Opportunity" and then click on "Next".

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    8. Select the object for the dataset. In our example, we will select the "Opportunity" and "Account" object for a single dataset. Always remember, we should always start with the child object if we want to include the related objects as well because we can go from child to parent but the vice versa isn't possible.

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    9. Click the "+" symbol that appears on the right side of the object and select the fields: Id, Name, Won, Closed, Stage, Quantity, Amount, and Probability (%). You can also select additional fields as you wish according to your preferences. These are the fields that will be there in the resulting dataset.

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    10. Now, go to the "Relationships" tab and you have to mandatorily select the "Account Id" field to be able to join the Account object because AccountId is the field that connects both the objects.

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    11. Now, click the "+" symbol that appears on the right side of the "Account" object and select the fields: Id, Account Name, Account Number, etc. to have some field from the connected object as well the same way we did for the Opportunity object.

    12. Now click on the "Next" button and then in the popup dialog box asking you the location where you want to store your dataset, select the "Opportunity Analysis" app and click "Create Dataset". Now, wait for the dataset to be created.

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    13. Your dataset should have been created with the name "Opportunity" in the "Opportunity Analysis" app.

    14. Now click the gear icon and select "Analytics Studio". Now navigate to "Browse -> All Items -> Apps -> Opportunity analysis -> Datasets. You should be able to see the screen shown below.

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    15. Click the "Opportunity" dataset. Now you should be able to the screen shown below. This is where you create a new lens.

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    16. Now under the "Bar Length", select "Sum of Amount" and in the "Bars" section, select "Closed" first and then "stage". Your screen should look similar to the screenshot below.

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    17. Now, click the save icon on the top right corner and name it "Opportunity Stages" and in the app selector drop-down menu, select "Opportunity Analysis".

    18. Now, to design the dashboard, click on the "Clip to Designer" icon represented with the scissor icon. This will ask you for the name of the query. Name it "Opportunity Stages" as shown below.

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    19. In the dashboard designer, drag and drop the text tool represented by the abc icon and then click on it to select it.

    20. On the right side in the widget properties menu, enter "Opportunity Stages" as the text.

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    21. Now, click anywhere on the dashboard and then drag and drop the "Opportunity Stages" query into the dashboard and resize it for the screen as shown below.

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    22. Click on the "Save" icon on the top right corner and then enter the name as "Opportunity Stages" and on the app drop-down menu, select "Opportunity Analysis". Hit the "Save" button.

    23. Now navigate back to Analytics studio by clicking on the tab and click on the "Opportunity Analysis" app and navigate to the "All Items" tab and you should be able to see your dataset, lens and the dashboard you've just built.

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    Congratulations!!! Your first App is ready. You can now open the dashboard you just created and show the total amount of Opportunities categorized by their stages and whether they are open or closed.

    Hope this article helped you all to create your first Einstein Analytics app. You can now explore the other features that Einstein Analytics offers on my next article which will be a deep dive into Einstein Analytics.