How to Create a Lens
- Log into Salesforce.
- Select the Analytics studio app from the app manager.
- Navigate to datasets and select the dataset you need to create your lens.
- You’ll see a new lens open with the default measure of the count of rows.
- First, let’s change the measure of the bar length to “Sum of total CTR”.
- Then, let’s break out the metrics by the campaign, select “campaign name” under bars. Your new chart should look like the below:
- Then choose your visualization. On the right-hand side, click the visualization button and try different chart types.
- Quick Tip: to change this to the donut chart, click donut in the darts panel, and move the campaign name to the segment.
- Don’t forget to save your new lens.
- Click the Analytics Studio tab to return to the CRM Analytics Home page.
- Under Browse, click All Items.
- Click Datasets, and then click the DTC Opportunity dataset. ...
- In the New Lens tab, under Bar Length click the words Count of Rows (not the down arrow next to the words).
- Click Sum, and then select Amount.
How to create a new lens in salesforce analytics studio?
Log into Salesforce. 2. Select the Analytics studio app from the app manager. 3. Navigate to datasets and select the dataset you need to create your lens. 4. You’ll see a new lens open with the default measure of the count of rows.
How to create a dashboard dataset and lens in Salesforce Einstein?
Steps to create a Dashboard, Datasets and Lens in Salesforce Einstein. 1. Create a Dataset : By using CSV file - we simply upload CSV file and Dataset is created and it is contained in Apps. 2. Create a Lens : A lens is an important part of Salesforce Einstein in which we can simply filter the records According to our requirements.
What is a lens in Salesforce Einstein?
A lens is an important part of Salesforce Einstein in which we can simply filter the records According to our requirements. Measures - it is used for sum or counts (like salary, Amount, numbers of employees). In the dashboard, we can have various types of Lens (According to our filter criteria) and then use them.
How to create a dataset in Salesforce?
Salesforce - By using this we can simply create a Dataset our salesforce objects and their relationships like Account, contact etc. Click on Create Button.
How do you put lenses on a dashboard?
1:132:32Salesforce Einstein Analytics Studio - How to Add Lens to DashboardYouTubeStart of suggested clipEnd of suggested clipYou have to click on this clip to designer. And let's name this query label. My new lens copy okayMoreYou have to click on this clip to designer. And let's name this query label. My new lens copy okay click on that okay and it will open new dashboard. Okay where we can simply use this.
How many lenses can be created for a single dataset in Salesforce?
A single dataset can be viewed by a single lens and in a single dashboard there can be one or more lenses.
How do I create an Einstein analytics dashboard?
After creating the lens we can create a dashboard According to our filtering records.Click on Analytics studio ----> Click on Create ----> Dashboard.Choose ----> Blank dashboard in Dashboard Designer.
How do I create a dataset in Salesforce Einstein?
Create the DatasetIn CRM Analytics, go to the home page.Click Create | Dataset.Click CSV. ... Select the CSV file and metadata (schema) file.In the Dataset Name field, enter “SalesTarget” as the name of the dataset.Optionally, choose a different app where you want to store the dataset.Click Create Dataset.More items...
What is Salesforce lens?
A lens is a visualization of data in a dataset. You use the lens to explore data graphically and to build queries for a dashboard.
How do I create lenses in tableau?
Create or configure a lens page on your Tableau siteTo create a lens page on your Tableau site, go to a data source page, and choose New > Ask Data Lens. ... If you're creating a new lens, enter a name, description, and project location, and then click Publish Lens.More items...
What is Einstein dashboard in Salesforce?
Dashboard. An Einstein Analytics dashboard is made up of multiple widgets, similar to a component on a Salesforce dashboard; however, a list filter or date filter is also referred to as widgets in Einstein Analytics, which is something to be aware of. The Dashboard is where users explore and analyze widgets.
What are the two main parts of a lens exploration?
What are the two main parts of a lens/exploration? The "query" and the "visualization".
How do I create an analytics dashboard in Salesforce?
Create the DashboardIf you haven't already done so, sign up for a new Analytics Developer Edition org—even if you've already signed up for one while completing another module.Log in to your Analytics Developer Edition org.Open Analytics. ... Select Create | Dashboard.Under Blank Dashboard, click Create Blank Dashboard.More items...
What is dataflow in Salesforce?
Data flow JSON is a set of instructions in a JSON file. This is for loading data from multiple Salesforce training objects or existing datasets. Besides these data is from external sources. Therefore, it converts them into a new data set in Einstein Analytics.
How do I create a data flow in Salesforce?
Click Open Data Manager (Legacy). Click the Dataflows & Recipes tab. To create a dataflow from scratch, click Create Dataflow....Alternatively, you can run the dataflow later from the Dataflows & Recipes tab of Data Manager.Plan the Dataflow. ... Transformations for CRM Analytics Dataflows. ... Edit Nodes in the Dataflow.More items...
What is Einstein dataflow?
A Dataflow is a file that contains instructions to create Datasets, which you can use for Einstein Analytics data visualisations. The real power of Dataflows come when applying transformations to them.
2. Create a Lens
A lens is an important part of Salesforce Einstein in which we can simply filter the records According to our requirements. The three things mainly used in the lens are -
3. Dashboard
After creating the lens we can create a dashboard According to our filtering records.
How to create a lens in Salesforce?
1. Log into Salesforce. 2. Select the Analytics studio app from the app manager. 3. Navigate to datasets and select the dataset you need to create your lens. 4. You’ll see a new lens open with the default measure of the count of rows. 5.
What is a lens in data?
A lens is a specific view of your dataset’s data. They are the building blocks to dashboards. When you build a lens, you want to start out with a question in mind and define your goal.