Einstein Analytics Applications, create/update templates

Did you create your first Einstein Analytics application? Clean and neat! I assume that you’ve already designed a data flow, ran it already to generate your application dataset. Created a dashboard with lenses in place, filters, lists, charts to visualise the dataset.

It’s already great, now you can go to Einstein Analytics, click on your application. Check the charts, read your data, understand it easier than before. Read any change at a glance, easy peasy. You answered your own questions with it but there are many people out there who are struggling with the same problems. What’s next?

Well, you can share your solution with them from A to Z. However, you first need to create a template. Here is how! 

At this step if you have no clue about what are the templates, go ahead and watch these two short videos.
Einstein Analytics Templates: Build, Customize. Sell.

Before you start, you need to make sure that all the prerequisites are set correctly. If you are not sure take a quick look at this page 🌍.

Well, after the making sure that all prerequisites are on place, go to https://workbench.developerforce.com/ and logging in to your org.

Check out the Step 1 to Create (or Update) the Template Objects then you follow the next steps according to the interests of your Einstein Analytics applications.

If you need to define rules or create a wizard for your Einstein Analytics application then it’s possible to change this by following Step 3 to Edit the JSON Files.

For example, the wizard is how you ask your future template user to decide which dimensions in a dataset to include and which to exclude, what name a new dashboard, or how to label a field in a chart. You control all this by editing the four types of JSON files discussed in this step (template-info.json, ui.json, variables.json, and any number of rules.json), which constitute the template assets.

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.