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

In your new role as analytics guru for DTC Electronics, you’re working under a deadline to set up Event Monitoring Analytics so that you can talk to your chief information officer (CIO) tomorrow about report download trends and issues. 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 Event Monitoring Analytics

We’ve made it easy for you; we’ve already enabled the Tableau CRM Platform in the Tableau CRM-Enabled 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. Enable View Event Log Data in Analytics Apps.

Got Permissions?

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 varying levels of access. Trailhead imitates life: Julie not only wants you to report on trends and issues in reports but also wants access so she can view 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 Event Monitoring 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 do everything you can do as an admin. Tableau CRM lets you control security at a very granular level for every app. So, you assign a permission set to make sure that the CIO has access to only 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 your Event Monitoring Analytics app. For the sake of brevity, we 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 Event Monitoring 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 Julie. Here are the sets you can choose from.

For now, let’s assign the Event Monitoring Analytics User standard permission set to Julie. Later, if Julie 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.

       2. Click the Event Monitoring Analytics User permission set.

       3. Click Manage Assignments.

       4. Click Add Assignments.

       5. Select Julie Chavez and click Assign.

       6. 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 Tableau CRM 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 your goal in mind: to get a working version of Event Monitoring Analytics so you have quick access to key performance indicators (KPIs) and metrics showing your users’ report download activity in your org.

1. From the App Launcher (), find and select Analytics Studio.
2. Click Create, and select App. 
3. In the Search bar, enter Event Monitoring Analytics App.
4. Click the Event Monitoring Analytics App template, and then click Continue.
5. Click Continue until you get to the Event Monitoring Analytics App - Personalize wizard, otherwise known as the configuration wizard. Then 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 opt in to both. If you’d like to include any other datasets in your app beyond Report and URI, make sure you opt in to them by following the next steps.
   
   
6. Click Looks good, next without making any changes until you see the option to include the Report dataset.
7. To opt in, choose Yes from the dropdown menu, change the number of days of Report data to 30, then click Looks good, next.
   
   
8. Complete the same steps to opt in to the URI dataset—choose Yes from the dropdown menu to include the dataset, change the number of days of URI data to 30, then click Looks good, next.
9. Click Looks good, next without making any other changes until you reach the area to name your app.
10. Name your app Analytics for CIO and click Create.

This can take up to thirty minutes. But soon, you’ll receive an email stating that the dataflow ran successfully, and you can move on to the next section.

Sync Your 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.

1. From the App Launcher (), find and select Trailhead Data Manager. 
2. On the Trailhead Data Manager homepage, click Trailhead Event Monitoring.
3. On the Trailhead Event Monitoring page, click Get DTC Electronics Event Data.
   After the data is uploaded successfully, you’re ready to create the Event Monitoring Analytics app.
   
4. From the App Launcher, choose Analytics Studio.
5. Click the gear icon in the upper right and select Data Manager. (This is the Tableau CRM Data Manager, not to be confused with the Trailhead Data Manager.)
   
6. Select the Dataflows subtab.
   
7. Scroll to Analytics for CIO eltDataflow. 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.)
   
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 Event Monitoring 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 Event Monitoring Analytics app, and you did the Trailhead-only steps to make it into a realistic playground—extra “bravo!” for that. Now it’s time to see what all the excitement is about by checking out your new app. 

1. From the Tableau CRM Analytics Studio homepage, navigate to Recent Dashboards and click View All on the right.
2. On the All Items page, click Analytics for CIO.

Voilà—you have access to all of your dashboards.

We’re not going to linger here—you can learn more about Event Monitoring Analytics dashboards in the next units. For now, review what you’ve learned by completing the challenge quiz questions. 

Resources

• Trailhead: Event Monitoring
• Trailhead: Tableau CRM Apps Basics
• Salesforce Help: Set Up Salesforce Permissions for the Event Monitoring Analytics App