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Create an Event Monitoring Analytics App

Learning Objectives

After completing this unit, you’ll be able to:
  • Prep your org for Event Monitoring Analytics and set user permissions.
  • Describe the difference between permission set licenses and permission sets.
  • Use the configuration wizard to create the Event Monitoring Analytics app.

Let’s Get Started

Let’s get you going in your new role as analytics guru for DTC Electronics. You’re under a deadline to set up Event Monitoring Analytics so that you can talk to your CIO tomorrow about report download trends and issues. So, let’s learn how to quickly do that, and maybe have a little fun in the process.

Your next steps: After enabling Event Monitoring Analytics in your org, you give other people access to it, and then you determine what they’re allowed to do. Ready?

Enable Analytics

We’ve made it easy for you; the Analytics platform is already enabled in the Analytics Developer Edition org you signed up for in the previous unit. However, you’re first required to enable Event Monitoring Analytics in your org. Follow these easy steps.

  1. In Setup, enter Event in the Quick Find box, then select Event Monitoring Settings.
  2. Select View Event Log Data in Analytics Apps.
    Note

    Note

    Depending on your org configuration, the Event Monitoring Setup page can show additional settings, such as Enable Login Forensics. You only select the option in step 2.

Got Permissions?

The org already has some active users. Yes—one is you! Another is Laura Garza, your CIO. The account you’re using right now, set up specifically for this module, has complete admin privileges for that org. Your life would be so simple if that was the only account you needed. But in real life, you support the needs of many users, with various roles, each requiring various levels of access. Trailhead imitates life: Laura Garza not only wants you to report on trends and issues in reports, but she wants access to the Event Monitoring Analytics app as well to see the dashboards herself.

So, to get her started, you’re going to:
  • Give her permission to use Event Monitoring Analytics.
  • Assign permissions to her so she has access to view dashboards.

Not everyone can handle the awesome power of having access to all things Analytics. Let's assign a permission set specifically for executives—just enough to do what they need. You don’t want the CIO and other users to be able to do everything you can do as an admin. Analytics lets you control security at a very granular level for every Analytics app. So you’ll assign a permission set to make sure the CIO has access to just what she needs to do her job.

Permission Set Licenses and Permission Sets: They’re Different

The term permission set license is quite a mouthful, and it’s easy to confuse with permission set. But those are two different things, and you must keep them distinct when you set up Analytics. To start with, for the sake of brevity, we’re going to refer to permission set license by its acronym, PSL. (For those of you who aren’t into the whole brevity thing, you can still call them permission set licenses whenever you like.)

Here’s an analogy that can make things a little clearer. A PSL is like a passport. It grants you the right to travel, but you can't visit the great land of Analytics without the right visa. A permission set is like a visa. You can get a 3-day tourist visa, a work visa, and so on, each of which lets you do certain things. To do everything you want to do, you need both a passport and a visa, which is why you assign each user at least one PSL and one permission set.

Luckily, there’s something called a standard permission set, which assigns the PSL and permissions at the same time.

Assign Standard Permission Sets

Let’s assign a standard permission set to Laura. Here are the sets you can choose from.
Standard Permission Set For
Event Monitoring Analytics Admin Users who create and customize Event Monitoring Analytics apps and data flows
Event Monitoring Analytics User Users who view Event Monitoring Analytics apps
For now, let’s assign the Event Monitoring Analytics User standard permission set to Laura. Later, if Laura needs more access, you can assign the other standard permission set.
  1. From Setup, enter Permission Sets in the Quick Find box, then select Permission Sets.
    Permission Sets page with Event Monitoring Analytics standard permission sets highlighted
  2. Click the Event Monitoring Analytics User permission set.
  3. Click Manage Assignments.
  4. Click Add Assignments.
  5. Select Laura Garza and click Assign.
    Assign Users page with Laura Garza highlighted
  6. Click Done.
But wait! You forgot to assign a permission set to another user—yourself. Repeat steps 1–6 and assign the Event Monitoring Analytics Admin standard permission set to your username. Make sure that you choose the admin permission set, so you get all the special admin powers.
Note

Note

You can always create your own custom permission set by cloning a standard permission set.

Game Time: Create the Event Monitoring Analytics App

You’re almost there! Time to jump in and create the app. If you completed the Analytics Apps Basics module, you used the fast basic creation option to create an app. This time, you use the custom option, which means you get to try out the built-in configuration wizard.

As you work, keep in mind your goal: to get a working version of Event Monitoring Analytics so you have quick access to KPIs and metrics showing your users’ report download activity in your org.
Important

Important

If you haven’t completed the Get Started with Event Monitoring Analytics unit in this module, go there first. In that unit, you sign up for a special Analytics Developer Edition org, which you must have to complete the rest of this module. If you’ve previously set up a Developer Edition org for another trail or use a Trailhead Playground org, it won’t work with Event Monitoring Analytics.

  1. From the App Launcher, select Analytics Studio.
  2. Click Create and select App.
    Analytics Studio page with the Create menu displayed
  3. Select Event Monitoring Analytics App, and then click Continue.
  4. In the Event Monitoring Analytics App - Personalize wizard, otherwise known as the configuration wizard, select the amount of data you want to include in your app. Each dataset corresponds to one or more prebuilt dashboards.

    Since we’re going to focus on reports, we want the maximum amount of data possible for datasets: 30 days. So we choose 30 days for the Report and URI datasets, and accept the default values for all other datasets.

    1. On the Step 1 of 5 page, click Looks good, next without making any changes.
    2. On the Step 2 of 5 page, change the number of days of Report data to 30, then click Looks good, next.
      Event Monitoring Analytics App - Personalize wizard page
    3. On the Step 3 of 5 page, change the number of days of URI data to 30.
    4. Click Looks good, next without making any other changes until you reach the area to name your app.
    5. Name your app Analytics for CIO and click Create.

    This takes a few minutes, so grab that cup of coffee, watch cat videos, or whatever you like to do to pass time. Soon, you’ll receive an email stating that the dataflow ran successfully, and you can move on to the next section.

Sync Analytics Data with Trailhead Event Monitoring Data Manager

You just created your Event Monitoring Analytics app. Congrats! Now it’s time to run the Trailhead Event Monitoring data manager, which brings the right data into your app so you see meaningful data in dashboards. In the real world, you never have to do this when you create Event Monitoring Analytics with your own license and schedule the dataflow. So we invite you to blast through without thinking about it too much.
Important

Important

Be sure you can see the dashboards for your app before running the Trailhead Event Monitoring data manager. Also, you only need to run the Trailhead Event Monitoring data manager once in Trailhead. You won’t have to use it to set up Event Monitoring Analytics in your own org. (Although you use something called the Analytics Data Manager later to schedule the dataflow from Event Monitoring.)

  1. From the App Launcher, select Trailhead Data Manager.
    App Launcher menu with Trailhead Data Manager option highlighted
  2. On the Trailhead Data Manager home page, click Trailhead Event Monitoring.
  3. On the Trailhead Event Monitoring page, click Get DTC Electronics Event Data.
    Trailhead Event Monitoring Data Manager page

    After the data is uploaded successfully, you’re ready to create the Event Monitoring Analytics app.

    Trailhead Event Monitoring Data Manager page after data is uploaded successfully
  4. From the App Launcher, choose Analytics Studio.
  5. Click the gear icon in the upper right, and select Data Manager. (This is the Analytics Data Manager, not to be confused with the Trailhead Data Manager.)
    Gear icon menu with Data Manager option highlighted
  6. Select the Dataflows subtab.
    [Monitor menu with Dataflow View selected
  7. Scroll to Analytics for CIO. Open the menu on the far right opposite the app name and select Run Now. (Later in this module, you learn how to schedule this to run automatically. Right now, we’re doing it manually.)
    Monitor Data Tasks page with dataflow Start option highlighted
  8. If you don’t see a message in the expanded list in the Analytics for CIO item, you can refresh the page to get it to appear (it can take a few minutes). Once you have the message, it’s time to check out your first Analytics app. Don’t worry if the status is Warning. You can still use the data.
    Monitor page showing successful status

Check Out Your New App

Way to go! You have your first Analytics app—and you did the Trailhead-only steps to make it into a realistic playground—extra “Bravo” for that. Now let’s see what all the excitement is about.

  1. From Analytics Studio, click the Apps tab. This is where you can go to see all your apps.
  2. And now, the moment you’ve been waiting for. Click Analytics for CIO, and…voila—the app opens to its dashboards.
  3. To ensure that your dashboards have the latest data, refresh your browser. Your dashboards reappear with current data.
    Analytics for CIO app home page
We’re not going to linger here—you can learn more about Event Monitoring Analytics dashboards in the next units. For now, check all that you’ve learned by taking the challenge quiz.
Note

Note

By the way, in a real-world situation, the Event Monitoring app comes with sample data (1 row in every dataset).

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