Every dataset tells a story. But it’s difficult to tease out that story when you’re dealing with enormous tables of data and many variables with complex relationships. Take the example we’ve been looking at, shrinking margins in an auto parts supply company. To do a thorough analysis, you consider not just inventory, but also particular markets, distributors, incentives, and likely many other factors.
Your supply company feels the pain of shrinking margins. But learning the source of that pain by sifting through a huge amount of data isn’t a pleasure drive. Luckily for us, we have Einstein Discovery. Not only does it quickly analyze huge amounts of data to explain causes, it also suggests fixes and predicts what happens if we don’t change anything.
Put yourself back behind the wheel as the VP of operations, and let’s create your first story.
Let’s get you set up so you can log in and get started.
- Go to developer.salesforce.com/promotions/orgs/analytics-de.
- Fill out the form using an active email address. Your username must also look like an email address and be unique, but it doesn’t need to be a valid email account. For example, your username can be email@example.com, or you can put in your company name.
- After you fill out the form, click Sign me up. A confirmation message appears.
- When you receive the activation email, open it and click the link.
- Complete your registration, and set your password and challenge question.
- Click Save.
You’ll be logged in to your Analytics Developer Edition org and redirected to the Setup page.
Way to go! You now have a Salesforce org with your data!
To be fair, we have made things a little easier for you in this trail by creating an org that already has all sorts of goodies ready to go. The org has Analytics and Einstein Discovery enabled, it has all necessary permissions defined, and it includes some pre-loaded test data. If you want to learn about the admin work for enabling and setting up Analytics, check out the trail called Build and Administer Analytics.
Signed up? Great! Let’s jump right in.
Before we can create a story, we need the data. We’ve prepared a file with the data you need to create a dataset for the auto parts company in our example. Download the CSV file called APdist.csv and save it to your computer.
In your new DE Org, click the App Launcher , search for Einstein Discovery, and then click the tile to
launch Einstein Discovery.
- Click Datasets.
- Click the tile labeled CSV.
In the file-selection window that opens, find and select the CSV
file—APdist.csv—you downloaded. Click
Open (or the equivalent button in your operating system) to
upload the file.
Einstein Discovery imported the data—great! But there’s a message saying “Data Improvements Detected”. Oops. That means there are some data quality issues. It’s not unusual to find all types of errors and inconsistencies in source data, but let’s clean those up because they can skew our results. Never fear—Einstein Discovery makes it easy to fix them. Click Review Changes to see a list of issues with the data.
The first issue seems to be a typo in a product name. We know that our auto parts company sells Ball Bearings, not Ball Bea-rings, so let’s fix that mistake.
- In the row showing the Ball Bea-rings issue, choose Find And Replace from the menu in the Action column.
- Click Add.
Enter Bea-rings in the find field and
Bearings in the replace field.
You can ignore the other data issues for now. The dataset does not have to be perfect for Einstein Discovery to do its work.
- Click Apply in the upper right.
- Almost there! Look for the field name Margin. If Type is set to Text, click the down arrow and change it to Number. If it’s already set to Number, you’re good to go.
- If you made a change, click Apply in the upper right corner to apply the change.