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Loading Data into Analytics Cloud
with Apex
​ Hunter Dunbar
​ Senior Consultant, Cervello
​ hdunbar@mycervello.com
​ @hddunbar
​ 
​ Michael Shmays
​ Vice President, Cervello
​ mshmays@mycervello.com
​  @mshmays
​ Safe harbor statement under the Private Securities Litigation Reform Act of 1995:
​ This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties
materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed
or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-
looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any
statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new,
planned, or upgraded services or technology developments and customer contracts or use of our services.
​ The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new
functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our
operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any
litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our
relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our
service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger
enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our
annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter.
These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section
of our Web site.
​ Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available
and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features
that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
Safe Harbor
1. Introductions & About Cervello
2. What are your options for loading data into Analytics Cloud?
3. Use Your SOQL and APEX skillset to get started quickly
•  Solution Overview
•  Introduction to Analytics Cloud API
•  External API Limits
4. Demo
5. Key Takeaways
Agenda
About Cervello
​ Helping Organizations Win With Data
Experts Expertise Client
Success+ =
•  We have 90+ people in Boston, New York, London & Dallas with
offshore development and support teams in Russia and India
•  We partner with the leading on premise and cloud technology
companies
Enterprise
Performance
Management
Customer
Relationship
Management
Data Management
Custom Development
Business
Intelligence &
Analytics
Advise, Implement, Support
​ - Quick to setup single object
datasets
​ - Schedulable
​ - Need to know JSON syntax
​ - Transformation logic can get
complex and lengthy when
defined in JSON
​ - External data needs to be pre-
loaded
​ - Most flexible way to load data
from multiple sources
​ - High performance
​ - High configurability
​ - Expensive (tools needs to be
purchased separately)
​ - Maximum control over data
transformation
​ - Loads Salesforce data without
leaving your org.
​ - Not great for loading data
from external sources
Dataflows Third Party ETL Tools API (Apex)
Introduction to Data Loading Options
​ Loading clean data is CENTRAL to success on Wave.
SOQL/DATA
Solution Overview
USE APEX TO
FORMAT DATA
AS CSV
USE APEX TO
LOAD DATA
CREATE
VISUALIZATIONS
IN WAVE
There are two key objects used for data ingestion
•  InsightsExternalData
•  Composed of InsightsExternalDataParts
•  Changed to Process to injest data
•  InsightsExternalDataPart
•  Blobs of raw data
API Reference
•  https://developer.salesforce.com/docs/atlas.en-us.bi_dev_guide_ext_data.meta/
bi_dev_guide_ext_data/bi_ext_data_object_externaldata.htm
Introduction to Analytics Cloud API
Limits Reference
•  https://developer.salesforce.com/docs/atlas.en-us.bi_dev_guide_ext_data.meta/
bi_dev_guide_ext_data/bi_ext_data_limits.htm
External Data API Limits
Limit Value
Maximum file size per external data upload If you use the External Data API: 40 GB.
If you use the user interface: 512 MB.
Maximum file size for all external data uploads in a rolling 24-hour
period
50 GB
Maximum number of external data files that can be uploaded in a rolling
24-hour period
50
Maximum number of characters in a field 32,000
Maximum number of fields in a record 5,000 (including up to 1,000 date fields)
Maximum number of characters for all fields in a record 400,000
Meet Jennifer -
Jennifer is the Manager of Enterprise Reporting and
Analysis for a mid sized medical device company that
builds the Cardiac Resuscitation equipment used in
Emergency Rooms. Her company recently purchased
Analytics Cloud licenses and is planning to roll out
mobile dashboards for 20 Sales Managers around the
country.
Her CIO is concerned about security and does not
want any Salesforce data stored on local machines.
They also need to be able to conduct some basic data
transformations. The implementation is still 4 months
away but they want to load some data into their Wave
environment so they can build some template
dashboards and get used to the UI.
What is the quickest way to get up and
running?
DEMO
Questions
​ - If you know SOQL/APEX but you might not know Analytics Cloud, this is the quickest way to get
up and running.
​ - There are many options for loading data into Wave, but none will give you this level of control
over your data.
​ - This is a secure option. Data never leaves Salesforce cloud.
Key Takeaways
Thank You

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Loading Data into the Analytics Cloud with Apex

  • 1. Loading Data into Analytics Cloud with Apex ​ Hunter Dunbar ​ Senior Consultant, Cervello ​ hdunbar@mycervello.com ​ @hddunbar ​  ​ Michael Shmays ​ Vice President, Cervello ​ mshmays@mycervello.com ​  @mshmays
  • 2. ​ Safe harbor statement under the Private Securities Litigation Reform Act of 1995: ​ This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward- looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. ​ The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. ​ Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements. Safe Harbor
  • 3. 1. Introductions & About Cervello 2. What are your options for loading data into Analytics Cloud? 3. Use Your SOQL and APEX skillset to get started quickly •  Solution Overview •  Introduction to Analytics Cloud API •  External API Limits 4. Demo 5. Key Takeaways Agenda
  • 4. About Cervello ​ Helping Organizations Win With Data Experts Expertise Client Success+ = •  We have 90+ people in Boston, New York, London & Dallas with offshore development and support teams in Russia and India •  We partner with the leading on premise and cloud technology companies Enterprise Performance Management Customer Relationship Management Data Management Custom Development Business Intelligence & Analytics Advise, Implement, Support
  • 5. ​ - Quick to setup single object datasets ​ - Schedulable ​ - Need to know JSON syntax ​ - Transformation logic can get complex and lengthy when defined in JSON ​ - External data needs to be pre- loaded ​ - Most flexible way to load data from multiple sources ​ - High performance ​ - High configurability ​ - Expensive (tools needs to be purchased separately) ​ - Maximum control over data transformation ​ - Loads Salesforce data without leaving your org. ​ - Not great for loading data from external sources Dataflows Third Party ETL Tools API (Apex) Introduction to Data Loading Options ​ Loading clean data is CENTRAL to success on Wave.
  • 6. SOQL/DATA Solution Overview USE APEX TO FORMAT DATA AS CSV USE APEX TO LOAD DATA CREATE VISUALIZATIONS IN WAVE
  • 7. There are two key objects used for data ingestion •  InsightsExternalData •  Composed of InsightsExternalDataParts •  Changed to Process to injest data •  InsightsExternalDataPart •  Blobs of raw data API Reference •  https://developer.salesforce.com/docs/atlas.en-us.bi_dev_guide_ext_data.meta/ bi_dev_guide_ext_data/bi_ext_data_object_externaldata.htm Introduction to Analytics Cloud API
  • 8. Limits Reference •  https://developer.salesforce.com/docs/atlas.en-us.bi_dev_guide_ext_data.meta/ bi_dev_guide_ext_data/bi_ext_data_limits.htm External Data API Limits Limit Value Maximum file size per external data upload If you use the External Data API: 40 GB. If you use the user interface: 512 MB. Maximum file size for all external data uploads in a rolling 24-hour period 50 GB Maximum number of external data files that can be uploaded in a rolling 24-hour period 50 Maximum number of characters in a field 32,000 Maximum number of fields in a record 5,000 (including up to 1,000 date fields) Maximum number of characters for all fields in a record 400,000
  • 9. Meet Jennifer - Jennifer is the Manager of Enterprise Reporting and Analysis for a mid sized medical device company that builds the Cardiac Resuscitation equipment used in Emergency Rooms. Her company recently purchased Analytics Cloud licenses and is planning to roll out mobile dashboards for 20 Sales Managers around the country. Her CIO is concerned about security and does not want any Salesforce data stored on local machines. They also need to be able to conduct some basic data transformations. The implementation is still 4 months away but they want to load some data into their Wave environment so they can build some template dashboards and get used to the UI. What is the quickest way to get up and running? DEMO
  • 11. ​ - If you know SOQL/APEX but you might not know Analytics Cloud, this is the quickest way to get up and running. ​ - There are many options for loading data into Wave, but none will give you this level of control over your data. ​ - This is a secure option. Data never leaves Salesforce cloud. Key Takeaways