[box type=”note” align=”” class=”” width=””]The following extract is taken from the book Learning Einstein Analytics written by Santosh Chitalkar. This book will help you learn Salesforce Einstein analytics, to get insights faster and understand your customer better.[/box]
In this article, we see how to start your analytics journey using Salesforce Einstein by taking the first step in the process i.e; by creating and preparing your dataset!
A dataset is a set of source data, specially formatted and optimized for interactive exploration. Here are the steps to create a new dataset in Salesforce Einstein:
4. Click on Next. The next screen uploads the user interface to create a single dataset by using the external.csv file:
7. Click on in the Data Schema File section and select the Replace File option to change the file. You can also download the uploaded .csv file from here as shown in the following screenshot:
9. Click on the Next button and it will start uploading the file in Analytics and queuing it in dataflow. Once done click on the Got it button.
10. Wait for 10-15 minutes (depending on the data, it may take a longer time to create the dataset).
11. Go to Analytics Studio and open the DATASETS tab. You can see the Account_data dataset as shown in the following screenshot:
Congrats!!! You have created your first dataset.
Let’s now update this dataset with the same information but with some additional columns.
We need to update the dataset to add new fields, change application settings, remove fields, and so on. Einstein Analytics gives users the flexibility to update the dataset. Here are the steps to update an existing dataset:
6. Click on the Next button again to get to the next screen for editing and click on Next again.
7. Click on Replace as shown in the following screenshot:
Voila! You’ve successfully updated your dataset. As you can see it’s fairly easy to create and then update the dataset if required, using Einstein without any hassle.
If you found this post useful, make sure to check out our book Learning Einstein Analytics for more tips and techniques on using Einstein Analytics effectively to uncover unique insights from your data.
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Hi ,
I am not able to see informatica rev now in einstein. Do we need to enable it?
Thanks,
Anubhav