Detailed Course Outline
Discovery and Planning
- Discovery Meeting
- Getting Logged In
- Planning the Development
Setting Up Users and Apps
- Overview of Wave Analytics Editions, Licenses, and Permissions
- Creating Wave Analytics Permission Sets
- Assigning Permission Set Licenses and Permission Sets
- Creating and Sharing Wave Analytics Apps
Connecting Data
- Overview of Connecting Data
- Data Mapping
- Overview of the Dataflow Process
- Designing a Dataflow
- Loading External CSV Data into a Dataset
- Creating and Running a Dataflow
- Combining Multiple Datasets in a Dataflow Using Transformations
- Running, Monitoring, and Scheduling a Dataflow
Security – Controlling Access to Data
- Overview of Security in Wave Analytics
- Determining Security Requirements
- Overview of Using Predicate Filters with Salesforce Data
- Implementing Ownership-Based Row-Level Security
- Implementing Role-Based Row-Level Security
- Implementing Team-Based Row-Level Security
- Implementing Row-Level Security with External Data
- Overriding Security for Implementation and Testing
Building Dashboards with Templates and Mobile Layouts
- Overview of JSON for Dashboards
- Updating the Dashboard JSON File from the lens.apexp Page
- How the Widgets Section of Dashboard JSON Works
- Building a Dashboard Using an Existing Layout
- Wave Analytics Dashboard Templates
- Translating Browser Dashboards to a Mobile Device
- Creating Mobile Dashboard Layouts in the Dashboard JSON
Filtering and Binding in Dashboards
- Limitations of Filters in Lenses and Dashboard in the UI
- Creating a Dynamic Top-N Filter
- Creating a Multi-Dataset Dashboard with Selection Binding
- Creating a Dynamic Filter with Results Binding
Modifying Queries in Dashboards
- Overview of Modifying Queries in a Dashboard
- SAQL Overview
- Adding a SAQL Tester Bookmarklet
- Creating a YoY Growth Dashboard
- Part 1: Creating a Container Dashboard
- Part 2: Capturing a SAQL Query and Testing it in the Bookmarklet
- Part 3: Updating the Query with a Custom Calculation and Adding the Query to a Step’s Dashboard JSON
- Part 4: Updating the Compact Form with the Custom Measure
- Part 5: Enabling Faceting with Selections Bindings
Modifying Metadata in Lenses and Dashboards
- Overview of Extended Metadata (XMD)
- Backing Up and Uploading a Dataset’s XMD File
- Adding Quick Action Menus For Records in Wave