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Salesforce Analytics for Analytics Newbies - Data Manager

Swimming with my daddy! (The water was cold!)


The water was a bit chilly, so I decided to take this afternoon and learn more about Salesforce Analytics instead of swimming:

The Trailhead Baby's standard approach to a superbadge is to blog about each step, with tips and tricks surrounding the challenges.  The Einstein Analytics Data Preparation superbadge has additional complexity since the Analytics app has very different "look and feel" than Salesforce.  Consider this a more "concept"  based approach.  If you have questions or get stuck on the superbadge, I'm happy to help!  Just leave a comment!

Let's switch gears from the Analytics Studio and peer into the Data Manager. The data manager is the place to...*pause for a dramatic effect*... manage data!





1) Monitor - Keep an eye on data flow jobs- If a job does not complete, the monitor area will say why.  What is a "data flow job?"  Great question!

A data flow is a process by which you create a data set.  Data can be imported from a flat file or extracted from Salesforce.  For the superbadge, you will only need data from these two sources.  In "real life," you could incorporate multiple external sources to get better insight into your company's data.  Creating a data flow is the primary challenge within the Einstein Data Analytics Preparation Specialist superbadge.  

2) Datasets - Groups of data, "sets" of data if you like.  
Read more: Create Datasets with the Dataflow

A dataset

While we are on the main page of the Data Manager, let's take a peek at setup. 

What do we need to know?
Replication is a setting that you can enable from the "Setup" menu within Salesforce - not from the analytics app.  Want to learn more?  Read this article 

Replication within the analytics app refers to the app's connections with data sources - such as Salesforce.  For the Einstein Analytics superbadge, you should see replication enabled for one object.

A green set of squares is a good indication that your connection with the object is set up correctly ---->


Next up.... It's time to dive into dataflow!
Thinking about diving in...

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