Working with Data and Dashboards in Wave Analytics

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