How to import and work with data in Salesforce’s Wave Analytics

Wave: Salesforce Analytics Cloud

The analytics app by Salesforce

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How to import and work with data in Salesforce’s Wave Analytics

Video Transcript

Speakers in this video: Jimmy (GetApp) and Julien (Wave: Salesforce Analytics Cloud)

Julien: Creating new data in Wave is super easy. So you just go and create a new dataset and you see can--first thing, you can bring any csv data into Wave. All you've got to do is upload the file and then the data model will be detected automatically. You can of course change that if you want to.
The second type of data that you can bring to Wave, as expected, is Salesforce data. And here, this is the wizard where you can very simply pick and choose what you need. Just kind of specifying the object name, and the field names. In the case, maybe I want to bring some fields from the opportunity object, and then I'll just select some of the fields some of the fields that I want to bring into Wave. And maybe I want to add some relationship. Maybe I want to add something around the account, and we bring the exact same thing, and maybe under the acount I can add the user and I can just on and on like this, right? So super easy to just bring kind of any type of data from Salesforce, typically your Sales Cloud instance into Wave. And then you would just create the dataset and the data would be brought into Wave.
The third way to bring data into Wave is with external data in this case, is with integration partners, so vendors. So all these guys; Informatica, the IBMs of the world, they all built native connectors to Wave so you can really leverage these, the investments you already maybe in some of these technologies to bring external data to it. So that's the way we bring data into Wave, super, again, super easy.
Let's now start exploring the data together. So we'll get back to our Dataset tab and maybe as I showed you I want to search something called opportunities, here it is. And that's it, right. So these are kind of my sales teams opportunities data. We have our own way to store data and to curate the data; that really is the secret sauce. I think at high level, what you've got to remember we index data almost like Google or Amazon, elastic search, that will explain why doing data queries in Wave takes no time, and that's why everyone, anyone can perform these kind of ad hoc, slice-and-dice, you don't need all that schema, that type of thing.
So let's start pouring the data together. You see a couple of buttons here, first one maybe will be I wanted to change the measure, so this isn't the measure, I want to change the measure. So instead of having the number of deals that I have or the number of opportunities in this case, that's 1,200 opportunities, I want to have the sum of them. So I'll just select the amount and that would go change the measure since like in my case, I have $1.4 billion in opportunities. It's not bad.

Jimmy: Not at all.

Julien: Second thing you want to know is kind of the breakdown by one of the dimensions. So maybe you want to know how each industry is performing. That is super easy. You just group by the industry and I can even sort this and then I'd see for example that the most succesful industry seems to be energy, the second one is banking, technology and all those.... So that is my group button, super easy when you want to kind of slice-and-dice, and obtain some breakdowns by dimension. It's not limited to one group only. You can add another one if you want to. So I might as well, I'll just add, I don't know billings date, and then add we see kind of the top industries by billings date. And then I'd see that we're doing great insurance in Michigan. We're doing good in retail in that region, in that state etcetera.
Of course, you can always--it's so dynamic, you can always remove one. You can always change one of them. Maybe I can change this directly like that. You can also change the charts type, maybe sometimes you don't want to have just a bar chart. Maybe you want to have a little donut chart, you can do that. Maybe you want to have, I don't know, a stacked column type of graph. Maybe you want to have a heat map, pretty much everything you want, right?
So we have like tons of supporting chart types and if what's in the UI is not enough then you can just bring your own charts with our open charting API. But let's get back to kind of where we were, so I think--there's always the back button here, so that's pretty neat. So that's kind of where we were. The last thing is you know, the ability to drill down and I think that's key.