4. Do-It-Yourself!
To follow along or try this on your own,
you will need an Einstein Analytics
Developer Org!!
Sign up here: http://bit.ly/EA-DE
Slides are available now here:
https://forceofanarchy.com/2020/05/17/getting
-started-with-einstein-analytics/
11. Creating a Recipe
Create a bucket for small and
large sized deals
Set < 100000 for small deals
≥ 100000 for large deals
12. Creating a Recipe
Change the name of the field on the Attributes tab
Note: Unlike Salesforce, the API name is first
13. Creating a Recipe
Find the Stage field and
create stage buckets
1 Prospecting
2 Qualification
4 Closed Won
5 Closed Lost
3 Proposal (for remaining
stages)
14. Creating a Recipe
Click Create Dataset
Include all fields
Click Continue and the Run One Time Only on the next screen
15. Creating a Dashboard
Click Create and “Dashboard” in the
upper right hand corner
- Select Dashboard From Template
- Select Table Expansion
16. Creating a Dashboard
- Select the data you just made as the Dataset
- Select Account Name, Deal Size, Opportunity Name, Sorted Stages and Opportunity
Type as Dimensions
- Select Amount as a measure
- Select Close Date as the date
- Click Looks good, next
- Name your dashboard!
18. Modifying Your Charts
Modify the Main Chart to a Period over Period Chart
Dimension:
Close Date Y-M
Measure: Amount
Change to a Compare
Table and Use PoP
22. Creating a New Chart
Drag the Chart onto your dashboard Create a bar chart with amount
as the bar length and name as
the bar. Sort the amount
descending. Then add a date
filter for last calendar year
23. Creating a New Chart
Finish creating your chart by giving a title, changing the colors and x axis – drag
the ends to size
25. Embedding a Dashboard in a Lightning
Page
Open your opportunity from the action and navigate to the account. Click the
gear to edit the page - drag the EA component onto the page. Change the
height to 500 and add a dashboard filter. Save & Activate
26. Embedding a Dashboard in a Lightning
Page
Now your dashboard on your account page is filtered for that customer!
Use EA to put the right analytics front and
center for your users!