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Learning Einstein Analytics

You're reading from   Learning Einstein Analytics Unlock critical insights with Salesforce Einstein Analytics

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Product type Paperback
Published in Jan 2018
Publisher Packt
ISBN-13 9781788475761
Length 242 pages
Edition 1st Edition
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Author (1):
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Santosh Tukaram Chitalkar Santosh Tukaram Chitalkar
Author Profile Icon Santosh Tukaram Chitalkar
Santosh Tukaram Chitalkar
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Toc

Embedding dashboards on the detail page in Salesforce Classic


In order to start embedding the dashboard, let's create a sample dashboard by performing the following steps:

  1. Navigate to Analytics Studio | Create | Dashboard. 
  2. Add three chart widgets on the dashboard.
  3. Click on the  
     button in the middle and select the Opportunity dataset. Select Measures as Sum of Amount and select BillingCountry under Group by. Click on Done. 
  4. Repeat the second step for the second widget, but select Account Source under Group by and make it a donut chart.
  5. Repeat the second step for the third widget but select Stage under Group by and make it a funnel chart.
  6. Click on Save (s) and enter Embedding Opportunities in the title field, as shown in the following screenshot:

The preceding screenshot displays the data from Opportunities

Now that we have created a dashboard, let's embed this dashboard in Salesforce Classic. In order to start embedding the dashboard, exit from the Einstein Analytics platform and go to Classic...

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