New Delhi Salesforce Developer Group
#ImpactSalesforceSaturday
All about Data Preparation
Shashank Agarwal, Consultant, Analytics Champion
LEARN . SHARE . CELEBRATE . SALESFORCE
About Me: Shashank Agarwal
● Consultant @ Deloitte
● Analytics Champion
https://www.linkedin.com/in/agarwal-shashank/
@_getshashank_
https://trailblazer.me/id/sagarwal11
New Delhi Salesforce DG
• First Revival Meetup in February 2016
• Twitter: https://twitter.com/newdelhisfdcdug
• Hashtag: #ImpactSalesforceSaturday
• New Delhi Salesforce DG Trailblazer Community Group:
http://bit.ly/NewDelhiCommunity
• Website: https://newdelhisfdcdug.com
#ImpactSalesforceSaturday
● #ImpactSalesforceSaturday is a series of online SalesforceSaturday sessions, a
program run as part of New Delhi Salesforce Developer Group, where we run
Knowledge Sharing Virtual Sessions.
● We have been doing this for a couple of years now, with this program being called
"Virtual SalesforceSaturday", now rebranded to #ImpactSalesforceSaturday.
● You can Find all of our past sessions we have organized here
● https://newdelhisfdcdug.com/impactsalesforcesaturday-past/
● You can Find all of our Upcoming sessions here
● https://newdelhisfdcdug.com/impactsalesforcesaturday-upcoming/
Talent Central
● The vision is to have Talent Central as the naukri.com/monster.com/indeed.com of India for
Students looking for Jobs in Salesforce Ecosystem where the companies and Students
register on Talent Central Portal and can find each other.
● talentCentralglobal.com
Mentorship Central
• We are dedicated to matching Mentee's seeking specific Salesforce goals with
Mentors.
• Sign up as a Mentor or Mentee and connect with other Mentors/Mentees
• http://bit.ly/SFMentorshipCentral
Lots of data is being generated and warehoused like:
• Web data
• e-commerce
• Purchases at a Retail store
• Bank/Credit Card Transactions
• Social Network
• Medical Pratices
Introduction :
Even cows will have sensors
• Gets data ready for analysis with a greater degree of relevance and ease.
• With improved accuracy and quality, the processing speed of data increases.
• Data preparation methods, by sanitizing, enriching, and structuring raw data, help
organizations support decision-making.
Importance of Data Preparation:
• Dimension - A dimension is a qualitative value that usually contains categorical data, such as
Product Category, Lead Status, and Case Subject. Dimensions are handy for grouping and filtering
your data. Unlike measures, you can’t perform math on dimensions.
• Measure - A measure is a quantitative value that contains numerical data like revenue and
exchange rate. You can do math on measures, such as calculating the total revenue and minimum
exchange rate.
Types of Data in EA :
There are two major ways by which we can prepare Data in EA:
1. Recipe - A data recipe is a user interface tool that allows you to receive data from the existing
datasets, replications, bucket fields, and so on, and prepare a new dataset from them. Recipes
are great for Salesforce admins with little to no data integration experience who want suggestions
on how to clean up data and to preview transformation results.
2. Dataflow - The dataflow tool is used to extract and transform data from Salesforce or other
connected data sources. Once processed, this data is registered (stored) in a new Tableau CRM
dataset. Dataflow enables you to:
• Design complex data preparation flows with the visual Dataflow Editor.
• Edit the underlying JSON for finer control.
• Perform calculations across rows to derive new data for trending analysis.
• Apply complex filters.
How to prepare Data in EA:
• A transformation refers to the manipulation of data. You can add transformations to a
dataflow to extract data from Salesforce objects or datasets, transform datasets that contain
Salesforce or external data, and register datasets.
• Types of Transformations in Dataflow:
• Append Transformation
• Augment Transformation
• ComputeExpression
• ComputeRelative
• Delta
• Digest
• Edgemart
• Filter
• SfdcDigest
• SfdcRegister
Transformations for Analytics Dataflows:
Follow Me
● Shashank Agarwal (Consultant)
https://www.linkedin.com/in/agarwal-shashank/
@_getshashank_
https://trailblazer.me/id/sagarwal11
#ImpactSalesforceSaturday: All about Data Preparation
Follow & Join New Delhi Salesforce DG
• Join to know about future events and to RSVP:
https://trailblazercommunitygroups.com/delhi-in-developers-group/
• Let’s start conversations on Success Community:
http://bit.ly/NewDelhiCommunity
• Follow us on Twitter: https://twitter.com/newdelhisfdcdug
• Hashtag: #ImpactSalesforceSaturday
• Follow us on Facebook: https://www.facebook.com/newdelhisfdcdug
• For all the content: https://newdelhisfdcdug.com

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#ImpactSalesforceSaturday: All about Data Preparation

  • 1. New Delhi Salesforce Developer Group #ImpactSalesforceSaturday All about Data Preparation Shashank Agarwal, Consultant, Analytics Champion LEARN . SHARE . CELEBRATE . SALESFORCE
  • 2. About Me: Shashank Agarwal ● Consultant @ Deloitte ● Analytics Champion https://www.linkedin.com/in/agarwal-shashank/ @_getshashank_ https://trailblazer.me/id/sagarwal11
  • 3. New Delhi Salesforce DG • First Revival Meetup in February 2016 • Twitter: https://twitter.com/newdelhisfdcdug • Hashtag: #ImpactSalesforceSaturday • New Delhi Salesforce DG Trailblazer Community Group: http://bit.ly/NewDelhiCommunity • Website: https://newdelhisfdcdug.com
  • 4. #ImpactSalesforceSaturday ● #ImpactSalesforceSaturday is a series of online SalesforceSaturday sessions, a program run as part of New Delhi Salesforce Developer Group, where we run Knowledge Sharing Virtual Sessions. ● We have been doing this for a couple of years now, with this program being called "Virtual SalesforceSaturday", now rebranded to #ImpactSalesforceSaturday. ● You can Find all of our past sessions we have organized here ● https://newdelhisfdcdug.com/impactsalesforcesaturday-past/ ● You can Find all of our Upcoming sessions here ● https://newdelhisfdcdug.com/impactsalesforcesaturday-upcoming/
  • 5. Talent Central ● The vision is to have Talent Central as the naukri.com/monster.com/indeed.com of India for Students looking for Jobs in Salesforce Ecosystem where the companies and Students register on Talent Central Portal and can find each other. ● talentCentralglobal.com
  • 6. Mentorship Central • We are dedicated to matching Mentee's seeking specific Salesforce goals with Mentors. • Sign up as a Mentor or Mentee and connect with other Mentors/Mentees • http://bit.ly/SFMentorshipCentral
  • 7. Lots of data is being generated and warehoused like: • Web data • e-commerce • Purchases at a Retail store • Bank/Credit Card Transactions • Social Network • Medical Pratices Introduction :
  • 8. Even cows will have sensors
  • 9. • Gets data ready for analysis with a greater degree of relevance and ease. • With improved accuracy and quality, the processing speed of data increases. • Data preparation methods, by sanitizing, enriching, and structuring raw data, help organizations support decision-making. Importance of Data Preparation:
  • 10. • Dimension - A dimension is a qualitative value that usually contains categorical data, such as Product Category, Lead Status, and Case Subject. Dimensions are handy for grouping and filtering your data. Unlike measures, you can’t perform math on dimensions. • Measure - A measure is a quantitative value that contains numerical data like revenue and exchange rate. You can do math on measures, such as calculating the total revenue and minimum exchange rate. Types of Data in EA :
  • 11. There are two major ways by which we can prepare Data in EA: 1. Recipe - A data recipe is a user interface tool that allows you to receive data from the existing datasets, replications, bucket fields, and so on, and prepare a new dataset from them. Recipes are great for Salesforce admins with little to no data integration experience who want suggestions on how to clean up data and to preview transformation results. 2. Dataflow - The dataflow tool is used to extract and transform data from Salesforce or other connected data sources. Once processed, this data is registered (stored) in a new Tableau CRM dataset. Dataflow enables you to: • Design complex data preparation flows with the visual Dataflow Editor. • Edit the underlying JSON for finer control. • Perform calculations across rows to derive new data for trending analysis. • Apply complex filters. How to prepare Data in EA:
  • 12. • A transformation refers to the manipulation of data. You can add transformations to a dataflow to extract data from Salesforce objects or datasets, transform datasets that contain Salesforce or external data, and register datasets. • Types of Transformations in Dataflow: • Append Transformation • Augment Transformation • ComputeExpression • ComputeRelative • Delta • Digest • Edgemart • Filter • SfdcDigest • SfdcRegister Transformations for Analytics Dataflows:
  • 13. Follow Me ● Shashank Agarwal (Consultant) https://www.linkedin.com/in/agarwal-shashank/ @_getshashank_ https://trailblazer.me/id/sagarwal11
  • 15. Follow & Join New Delhi Salesforce DG • Join to know about future events and to RSVP: https://trailblazercommunitygroups.com/delhi-in-developers-group/ • Let’s start conversations on Success Community: http://bit.ly/NewDelhiCommunity • Follow us on Twitter: https://twitter.com/newdelhisfdcdug • Hashtag: #ImpactSalesforceSaturday • Follow us on Facebook: https://www.facebook.com/newdelhisfdcdug • For all the content: https://newdelhisfdcdug.com