3 arrows

Get a Free AWS Exam retake using promo code DOUBLESHOT

closeClose

Working with Data and Dashboards in Einstein Analytics (ANC-301)

  • Tuition USD $2,700 GSA  $2,448.36
  • Reviews star_rate star_rate star_rate star_rate star_half 4749 Ratings
  • Course Code ANC-301
  • Duration 3 days
  • Available Formats Classroom, Virtual

If your responsibilities include developing a Wave environment that contains Salesforce and external data, setting up Wave data security, and creating attractive and effective dashboards that require advanced queries, taking this class will boost your skills to the next level. 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 by customizing dashboard JSON files, modify dashboard queries by updating compact form and SAQL queries, and update metadata with an XML file.

Skills Gained

  • 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 and create and run a dataflow JSON file that loads Salesforce data and combines it with data from an existing dataset
  • 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 in the UI, and overcome these by 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

Who Can Benefit

Connect and Integrate Your Data 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.

Course Details

Discovery and Planning

  • Discovery Meeting
  • Getting Logged In
  • Planning the Development

Setting Up Users and Apps

  • Overview of Wave Analytics Editions, Licenses, and Permissions
  • 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
  • Combining Multiple Datasets in a Dataflow Using Transformations
  • Running, Monitoring, and Scheduling a Dataflow

Security – Controlling Access to 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
  • Implementing Row-Level Security with External Data
  • Overriding Security for Implementation and Testing

Building Dashboards with Templates and Mobile Layouts

  • Overview of JSON for Dashboards
  • Updating the Dashboard JSON File from the lens.apexp Page
  • How the Widgets Section of Dashboard JSON Works
  • Building a Dashboard Using an Existing Layout
  • Wave Analytics Dashboard Templates
  • Translating Browser Dashboards to a Mobile Device
  • Creating Mobile Dashboard Layouts in the Dashboard JSON

Filtering and Binding in Dashboards

  • Limitations of Filters in Lenses and Dashboard in the UI
  • Creating a Dynamic Top-N Filter
  • Creating a Multi-Dataset Dashboard with Selection Binding
  • Creating a Dynamic Filter with Results Binding

Modifying Queries in Dashboards

  • Overview of Modifying Queries in a Dashboard
  • SAQL Overview
  • Adding a SAQL Tester Bookmarklet
  • Creating a YoY Growth Dashboard
  • Part 1: Creating a Container Dashboard
  • Part 2: Capturing a SAQL Query and Testing it in the Bookmarklet
  • Part 3: Updating the Query with a Custom Calculation and Adding the Query to a Step’s Dashboard JSON
  • Part 4: Updating the Compact Form with the Custom Measure
  • Part 5: Enabling Faceting with Selections Bindings

Modifying Metadata in Lenses and Dashboards

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

When does class start/end?

Classes begin promptly at 9:00 am, and typically end at 5:00 pm.

Does the course schedule include a Lunchbreak?

Lunch is normally an hour long and begins at noon. Coffee, tea, hot chocolate and juice are available all day in the kitchen. Fruit, muffins and bagels are served each morning. There are numerous restaurants near each of our centers, and some popular ones are indicated on the Area Map in the Student Welcome Handbooks - these can be picked up in the lobby or requested from one of our ExitCertified staff.

How can someone reach me during class?

If someone should need to contact you while you are in class, please have them call the center telephone number and leave a message with the receptionist.

What languages are used to deliver training?

Most courses are conducted in English, unless otherwise specified. Some courses will have the word "FRENCH" marked in red beside the scheduled date(s) indicating the language of instruction.

What does GTR stand for?

GTR stands for Guaranteed to Run; if you see a course with this status, it means this event is confirmed to run. View our GTR page to see our full list of Guaranteed to Run courses.

Does ExitCertified deliver group training?

Yes, we provide training for groups, individuals and private on sites. View our group training page for more information.

Does ExitCertified deliver group training?

Yes, we provide training for groups, individuals, and private on sites. View our group training page for more information.

What does vendor-authorized training mean?

As a vendor-authorized training partner, we offer a curriculum that our partners have vetted. We use the same course materials and facilitate the same labs as our vendor-delivered training. These courses are considered the gold standard and, as such, are priced accordingly.

Is the training too basic, or will you go deep into technology?

It depends on your requirements, your role in your company, and your depth of knowledge. The good news about many of our learning paths, you can start from the fundamentals to highly specialized training.

How up-to-date are your courses and support materials?

We continuously work with our vendors to evaluate and refresh course material to reflect the latest training courses and best practices.

Are your instructors seasoned trainers who have deep knowledge of the training topic?

ExitCertified instructors have an average of 27 years of practical IT experience. They have also served as consultants for an average of 15 years. To stay up to date, instructors will at least spend 25 percent of their time learning new emerging technologies and courses.

Do you provide hands-on training and exercises in an actual lab environment?

Lab access is dependent on the vendor and the type of training you sign up for. However, many of our top vendors will provide lab access to students to test and practice. The course description will specify lab access.

Will you customize the training for our company’s specific needs and goals?

We will work with you to identify training needs and areas of growth.  We offer a variety of training methods, such as private group training, on-site of your choice, and virtually. We provide courses and certifications that are aligned with your business goals.

How do I get started with certification?

Getting started on a certification pathway depends on your goals and the vendor you choose to get certified in. Many vendors offer entry-level IT certification to advanced IT certification that can boost your career. To get access to certification vouchers and discounts, please contact Edu_customerexperience@techdata.com

Will I get access to content after I complete a course?

You will get access to the PDF of course books and guides, but access to the recording and slides will depend on the vendor and type of training you receive.

great class and packed with material, would have lived to spread it more into many days but overall very informative.

it was good and very informative. Instructure covered everything in detail.

Simply great training provider that I can go for updating/acquiring my skill sets.

Great company -- easy to sign up and very organized. Loved my teacher and class overall.

Good Course. We covered a lot of material in a short amount of time. This course had useful labs that built upon each other.

3 options available

undo
  • Nov 2, 2021 Nov 4, 2021 (3 days)
    Location
    Virtual
    Language
    English
    Time
    08:30 AM 05:00 PM EDT
    Enroll
    Enroll
  • Nov 16, 2021 Nov 18, 2021 (3 days)
    Location
    Virtual
    Language
    English
    Time
    08:30 AM 05:00 PM CST
    Enroll
    Enroll
  • Dec 8, 2021 Dec 10, 2021 (3 days)
    Location
    Virtual
    Language
    English
    Time
    08:30 AM 05:00 PM PST
    Enroll
    Enroll
Contact Us 1-800-803-3948
Contact Us
FAQ Get immediate answers to our most frequently asked qestions. View FAQs arrow_forward