ANC301 - Working with Salesforce Data and Dashboards in Wave Analytics

Course:

Course Description

In this 3-day instructor-led course, you will learn how to set up users in Wave, load and transform Salesforce and external data in Wave with JSON metadata files, and configure data security with apps and row-level security. You will also learn how to apply desktop and mobile layouts to dashboards using the Wave Dashboard Designer, modify dashboard queries by updating compact form and SAQL queries, and update metadata with an XML file.

Outline

Discovery and Planning

Discovery Meeting
Getting Logged In
Establishing Your Users and Development Process

Setting Up Users and Apps

Overview of User Access on the Wave Analytics Platform
Creating Wave Analytics Permission Sets
Assigning Permission Set Licenses and Permission Sets
Creating and Sharing Wave Analytics Apps

Connecting Data

Overview of Connecting Data
Data Mapping
Overview of the Dataflow Process
Designing a Dataflow
Loading External CSV Data into a Dataset
Creating and Running a Dataflow
Optimizing Dataflows
Preparing Data with Dataset Recipes
Additional Dataflow Transformations

Securing Your Data

Overview of Security in Wave Analytics
Determining Security Requirements
Overview of Using Predicate Filters with Salesforce Data
Implementing Ownership-Based Row-Level Security
Implementing Role-Based Row-Level Security
Implementing Team-Based Row-Level Security
Overriding Security for Implementation and Testing

Building Dashboards with Templates and Mobile Apps

Overview of Wave Analytics Dashboard Layout Templates
Overview of JSON for Dashboards
Building a Dashboard Using an Existing Layout
Translating Browser Dashboards to a Mobile Device
Creating/Updating Mobile Dashboard Layouts

Connecting Data Sources, Results and Selection Bindings

Limitations of Filters in Lenses and Dashboard in the UI
Creating a Dynamic Top-N Filter
Optimize a Multi-Dataset Dashboard by Connecting Data Sources
Creating a Dynamic Filter with Results Binding

Modifying Queries in Dashboards

Creating a YoY Growth Dashboard
Creating a Sales Delta Dashboard
Overview of Modifying Queries in a Dashboard
SAQL Overview
Add an External Salesforce Object to a Wave Dashboard

Using Extended Metadata in a Dataset

Overview of Extended Metadata (XMD)
Backing Up and Uploading a Dataset’s XMD File
Adding Quick Action Menus For Records in Wave

Audience

Working with data and dashboards in Wave Analytics is ideal for integration specialists who want to learn more about connecting and securing data in Wave. This course is also great for business analysts or developers interested in creating advanced dashboards.

Prerequisites

Salesforce knowledge, including: navigation, schema, security models, users, profiles, and permission sets. In addition, students should be proficient in Wave data exploration, building Wave dashboards with the UI, and basic JSON.

What You Will Learn

When you complete this course, you will be able to:

Determine your user, data, and security requirements, and establish a development process.
Set up apps and control what users can do in Wave Analytics by assigning them permission set licenses, permission sets, and app permissions.
Load an external CSV file to Wave, configure data replication schedules, and create and run JSON dataflow files to load Salesforce data and combine it with data from existing datasets.
Understand and implement data security in Wave and override security for implementation and testing.
Apply a Wave Analytics layout template to a dashboard and create a mobile dashboard layout.
Explain the limitations of filters in lenses and dashboards, and overcome these through UI settings and modifying the compact form query.
Explain the process of dashboard queries and modify a SAQL query to meet many analytic requirements.
Create and upload an XMD file to modify a dataset’s metadata.

ANC301: Working with Salesforce Data and Dashboards in Wave Analytics