Uploading a dataset to Einstein Analytics is pretty straightforward. In this step we’ll give you the dataset, but before you upload it, you’ll need to modify it first to connect with your particular Salesforce instance. Don’t worry...we’ll walk you through it step-by-step.
A typical dataset in CSV format might look like this:
Country,Country_code,Region,Accounts,Value Australia,aus,South Pacific,1898,22930651 China,chn,East Asia,2051,29754009 Europe,eur,Europe,4668,61238042 France,fra,Europe,2303,28746829 India,ind,Asia,2721,32037499 Italy,ita,Europe,1722,26340986 Japan,jpn,East Asia,2872,36916012 Russian Federation,rus,East Europe,1847,27387456 South Africa,zaf,Africa,879,9794857 South Korea,kor,East Asia,1643,21934785 United States of America,usa,North America,6527,87044191
To associate each line of data with a matching flag, we’ve added a column to the dataset that contains the URLs to each particular flag. The URLs have this format:
Each specific URL is determined by the base URL of the Salesforce instance your DE org is on, and by the name of the original file. For example, assuming that your instance is NA35, the file with the USA flag has this URL:
To save you having to figure this out, we’ve prepared a data file for you that includes the URLs— it looks like this:
Country,Country_code,Region,flag_img_url,Accounts,Value Australia,aus,South Pacific,https://c.<instance>.content.force.com/file-asset/flagaustraliapng,1898,22930651 China,chn,East Asia,https://c.<instance>.content.force.com/file-asset/flagchinapng,2051,29754009 Europe,eur,Europe,https://c.<instance>.content.force.com/file-asset/flageuropepng,4668,61238042 France,fra,Europe,https://c.<instance>.content.force.com/file-asset/flagfrancepng,2303,28746829 India,ind,Asia,https://c.<instance>.content.force.com/file-asset/flagindiapng,2721,32037499 Italy,ita,Europe,https://c.<instance>.content.force.com/file-asset/flagitalypng,1722,26340986 Japan,jpn,East Asia,https://c.<instance>.content.force.com/file-asset/flagjapanpng,2872,36916012 Russian Federation,rus,East Europe,https://c.<instance>.content.force.com/file-asset/flagrussiapng,1847,27387456South Africa,zaf,Africa,https://c.<instance>.content.force.com/file-asset/flagsouthafricapng,879,9794857 South Korea,kor,East Asia,https://c.<instance>.content.force.com/file-asset/flagsouthkoreapng,1643,21934785 United States of America,usa,North America,https://c.<instance>.content.force.com/file-asset/flagusapng,6527,87044191
Now you’ll prepare the file for uploading to your DE org:
- Click here to download the data file. The data file is a text file in CSV format.
- Check the URL for your DE org to see which instance it’s using.
- Open the data file and replace each occurrence of <instance> with the name of your DE org’s instance. For example, if your DE org’s base URL is “https://na35.salesforce.com”, then replace <instance> with “na35”.
- Save the data file as a text file with the extension .csv.
Next you’ll create a new dataset in Einstein Analytics:
- In your salesforce org, in the navigation, click Analytics Studio.
- Click Create and select Dataset.
- Click CSV for the data source, then click Continue.
- Create a new dataset:
- Under Add External Data File (CSV) click Select file or drag file here... for CSV files.
- Select the CSV data file that you modified and click Open.
For Dataset Name, enter:
and click Next.
- In Edit Field Attributes, click Next, then click Got It to complete the upload and create the new dataset.
To navigate to your datasets, click Browse All, then click Datasets.
Your dataset is now ready to use. Next, you’ll create an amazing gauge chart to highlight what your data has to say.