Create an Event Monitoring Analytics App
- 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?
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.
- In Setup, enter Event in the Quick Find box, then select Event Monitoring Settings.
Select View Event Log Data in Analytics Apps.
The org already has some active users. Yes—one is you! Another is Julie Chavez, 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: Julie Chavez 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.
- 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 that 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
|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|
From Setup, enter Permission Sets in the Quick Find box, then select
- Click the Event Monitoring Analytics User permission set.
- Click Manage Assignments.
- Click Add Assignments.
- Select Julie Chavez and click Assign.
- Click Done.
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.
- From the App Launcher, select Analytics Studio.
Click Create and select App.
- Click Create App from Template.
- Select Event Monitoring Analytics App, and then click Continue.
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.
- On the Step 1 of 5 page, click Looks good, next without making any changes.
On the Step 2 of 5 page, change the number of days of Report data to 30, then click
Looks good, next.
- On the Step 3 of 5 page, change the number of days of URI data to 30.
- Click Looks good, next without making any other changes until you reach the area to name your app.
- 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
From the App Launcher, select Trailhead Data Manager.
- On the Trailhead Data Manager home page, click Trailhead Event Monitoring.
On the Trailhead Event Monitoring page, click Get DTC Electronics Event
After the data is uploaded successfully, you’re ready to create the Event Monitoring Analytics app.
- From the App Launcher, choose Analytics Studio.
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
Select the Dataflows subtab.
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.)
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.
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.
- From Analytics Studio, click the Apps tab. This is where you can go to see all your apps.
- And now, the moment you’ve been waiting for. Click Analytics for CIO, and…voila—the app opens to its dashboards.
To ensure that your dashboards have the latest data, refresh your browser. Your dashboards
reappear with current data.
- Trailhead: Event Monitoring
- Trailhead: Analytics Apps Basics
- Salesforce Help: Set Up Salesforce Permissions for the Event Monitoring Analytics App