Since the Summer ‘18 release, Pages has been a significant enhancement to Einstein Analytics. Pages in Einstein Analytics makes it easier to tell more stories within one dashboard, decreases the need for bindings, and enhances the look and feel of dashboards. Check out the Art of the Possible videos, or 5 Tips for Using Pages to get some inspiration for the awesome things you can do with Pages. In addition to what is covered in the video and blog, below are two unique ways that Pages can be used to enhance your Einstein dashboards.
Dashboard Design Page
One of the most common questions we get from users is how a dashboard was built. Users need to know things like data sources, what the data refresh schedule is and whether any global filters are being applied. Prior to Pages, this might have been handled via a link to an external site, or a hard-copy document for users to read through. With Pages, you can build a dashboard design page directly within the dashboard itself. Users can learn the dashboard design without navigating away from the dashboard. Here are the steps to set up:
Step 1: Create new design page and link to that page from ‘Home’ page via a Link widget.
The first step is to create a new Page for the design page. Use a Link widget to navigate to this page from the ‘Home’ page. Since Einstein Analytics supports UTF characters, use text such as ‘ℹ dashboard info’ to make it clear to the user that they can get design details about the dashboard by clicking on the link. Place the link somewhere it is easy to see, such as in the upper-right hand corner of the dashboard.
Step 2: Use Text widgets to create a table with dashboard design details. Use a Link widget with a title such as ‘< Return to Dashboard’ to return to ‘Home’ page.
On the design page, use a series of Text widgets with borders to create a table that explains the dashboard design. Include details such as the data source, data refresh schedule, global filters and security predicates. Also, make sure to create a Link widget that navigates back to the ‘Home’ page. Use text such as ‘< Back to Dashboard’.
A common application of data visualization is to use them in a PowerPoint presentation that highlights business performance. We’ve often heard the request for Einstein to have the ability to export to PPT. While this isn’t possible, we can create a PowerPoint-like template in Einstein using Pages! There are many advantages to this, with a couple of the biggest ones being the time saved from not having to re-create the PowerPoint every period, and data being live instead of stale the moment you copy-and-paste the visualization. Here are the steps to create a PowerPoint-like dashboard in Einstein.
Step 1: Build template. Include pages for title and agenda slides. Use things like images, logos, borders for a professional look. Use a link widget with text like ☞ to navigate to next page.
Ultimately, the goal is that each “slide” will equate to a page in the dashboard. To start, build a base template, including pages for title and agenda slides, page numbers (as text widgets) and images to give it a professional look and feel. To navigate between different slides, use a Link widget with a UTF-character such as ‘☞’ to make it clear and obvious that it navigates to the next slide.
Step 2: Visualization slide. Build lenses as normal, use chart-markers to highlight data points.
On pages that contain visualizations, create lenses as you would on a normal dashboard. Try using icons to give it more of a PowerPoint feel. Also, you can use chart markers to make certain data points stand out, such as when there is a spike on a time series lens. Lastly, be cautious about applying filters appropriately. If you want to keep a history of the PowerPoint-dashboard, you’ll want to clone the template for each new version. Use hard-coded date filters (i.e. use Dec 1 – Dec 31 instead of Prior Month), so the dashboard will always be filtered to the correct time period when users navigate back to the dashboard. Create an app that contains all of the PPT-dashboards so users can easily view all versions of the dashboards.
When presenting the dashboard during a meeting, use Presentation Mode to make the dashboard front-and-center. If attendees are also Einstein users, send them a link so they can follow along and refer back to the dashboard at a later point.
Numerous Applications for Pages
There are numerous awesome and unique applications for pages in Einstein. Use them as a design page or create a PowerPoint dashboard with them. In general, these applications keep users in Einstein longer and minimize the need to use outside tools, which can also increase the adoption of Einstein and make users more excited to use it. When using an external tool to convey anything analytics or dashboard-related, always ask whether it can be replaced by Pages!
SpringMLare experts in Einstein Analytics implementations. We have successfully implemented over 100 projects and take pride in building dashboards that are useful to business users. If you’d like SpringML to help you realize the benefits of Pages in Einstein Analytics, get in touch today!