This question was the challenge and motivation for Joseph Yelle @Anlytics Cloud Consulting  to enable users to do exactly this. This is his amazing story how he created one of the most powerful Einstein Analytics Apps on the AppExchange.

 

Analytics has been a passion of my life for the past eight years. Most of it spent on Salesforce Analytics and Einstein Analytics. For me, the power of Einstein Analytics is in the effortless Salesforce data integration and data preparation that is not only trusted, but scales at an enterprise level. To top it all off, they’ve even enabled the ability to take direct actions on your insights. The ability to mash-up your data from any system and then take immediate actions within Salesforce is not only a time saver, but a requirement in today’s fast paced marketplace.

Two years ago, I had noticed a trend with Einstein Analytics. Regardless of the industry or vertical, each customer had extremely similar requests in the dashboards they desired to build. They just wanted it with their own data and branding. This led me to look at the Einstein Analytics ecosystem and I noticed the tool was becoming very popular, very quickly. I also began to notice that customers weren’t sure how to build, and needed a faster way to get started and quickly iterate towards success.

This is when I decided to start my own company to do something about it and provide an efficient, effective, yet customizable experience to solve these issues in the community. After reviewing all of the implementations I had completed, I realized that the majority of the “use cases”  boil down to four common patterns. And that I could make a template for each.

Single Dataset:

As a starting point, users at most companies typically want to get insights from one dataset that may have multiple KPI’s. These insights include seeing their data by different groupings of specific KPI’s. They also usually need to see a year over year analysis and a trend over time by different groupings. Many of these users also have complex filtering requirements such as, “1 AND (2 OR 3)…”. I realized if I could give them this capability, they could ask their data any question on the fly without delay and receive an immediate answer. Not only that, but they would also get the ability to take actions directly on their findings. But constructing this sort of dashboard is not easy: on average it takes an experienced analytics professional about three days to build.

Several datasets blended:

With multiple datasets, it can get even more complicated. Users still want to see an overview of their business together with trending for all of their most important KPI’s.  In addition, they want even more sophisticated filtering and a way to see specific date fields from different Datasets on the same timeline. Plus they want to drill in to each of these individual KPI’s to see the desired insights and take action. This is a much bigger undertaking: it can take an average of up to 90 days to build.

Analyzing Snapshot Datasets:

Trending is central to analytics, and most users want to  be able to pick two “snapshot” points in time and see how their situation has changed from “Point A” to “Point B”. This kind of insight comparison typically involves defining both the value change and the percent change between the two points in time and looking at the delta across several different KPI’s, again by any grouping. Users love to visualize first,  and take action to promote good trends and fight negative ones. Getting this part right can easily take a dashboard professional seven days or more to build.

Compare Plan vs. Actuals:

Lastly, most business users want to easily determine where they actually are against their planned targets. If you do this often, you’ll realize that you need both a high level overview, and also the ability to drill in to see where actions need to be taken to achieve success. Building this out can often be a 10-day process.

Understanding these use cases led me to build “Touch Analytics” to provide the community with a way to implement these common use cases for Einstein Analytics within 15 minutes: a radically reduced implementation time. The app can quickly construct these four key patterns and:

1. build your dataflow from any Salesforce data using the proper relationships and fields with just a few clicks.  
2. provide a simple UI to modify your branding and layouts for your dashboards
3. build dashboards using AI to define the best fields to use within your dashboard to give you the best insights possible.
4. provide a UI to maintain your dashboard going forward
5. backup all of your Einstein Analytics Dashboards every night to prevent from accidental changes or deletions

This tool was designed to get anyone up and running with Einstein Analytics on day one, bringing immediate insights and ROI for your company. You can install the app for free and you’ll get unlimited access to the features which enable dataflow development and dashboard backups. The rapid dashboard creation features are available through a convenient in-app purchase process and start at only $4k. And to get you started quickly, we’ll give you a $5k free credit to use in creating any dashboard together with a free implementation walkthrough call.

Install Touch Analytics from the Salesforce App Exchange to get started and deliver working dashboards to your team faster than you ever thought possible.

Bio: Joseph Yelle has had extensive training in the realm of Analytics, and is the CEO of Analytics Cloud Consulting an implementation partner and developer of analytics applications.

Before founding Analytics Cloud Consulting in 2016, Joseph designed the support process for what is now called Einstein Analytics. After the launch, Joseph moved on to the product team and spent the next full year traveling the world teaching 4-day classes on how to implement Einstein Analytics and implementing use cases for several enterprise customers. He then wrote a best practices guide and started Analytics Cloud Consulting to help organizations succeed with implementing Einstein Analytics.