Summarize Your Data in a New Dataset with Groups and Aggregates
Large datasets can be hard to digest due to the amount of information
and low-grain details. You can now roll up a dataset to a higher granularity and store the
results in a new dataset. For example, group daily call logs by month and add an aggregate
that calculates the average call duration for each month. Store these results in a new dataset
that you can join with other datasets with the same monthly grain.
Where: This change applies to Einstein Analytics in Lightning Experience and Salesforce Classic. Einstein Analytics is available in Developer Edition and for an extra cost in Enterprise, Performance, and Unlimited editions.
When: This feature is being added on a rolling basis during the Summer ’19 release.
How: In a recipe, click the Aggregation button (
). To change the
granularity of the data, add groups. To calculate aggregated metrics for each grouping, use the
following aggregate functions on measure columns: sum, unique, avg, count, max, and min.
For example, to analyze key metrics for your accounts, group opportunities by account name, and
then calculate the key metrics for each account: average age for opportunities to close, total
amounts, average amounts, and total number of deals.
When you run the recipe, Analytics creates a new dataset that contains the aggregates that you
specified and a grain determined by the groups. Check out the aggregates for each account.
