Prepare Data with the Next Generation of Data Prep (Beta)

The latest version of Data Prep, called Data Prep (Beta), expands on the intuitive, visual interface that allows you to easily point-and-click your way to build recipes. Use the new graphical view of a recipe to see at a glance where data comes from and how it flows through the recipe to the target. To validate the recipe as you build, you can continue to preview how raw data is transformed at every step of the way.

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.

As a beta feature, Data Prep (Beta) is a preview and isn’t part of the “Services” under your master subscription agreement with Salesforce. Use this feature at your sole discretion, and make your purchase decisions only on the basis of generally available products and features. Salesforce doesn’t guarantee general availability of this feature within any particular time frame or at all, and we can discontinue it at any time. This feature is for evaluation purposes only, not for production use. It’s offered as is and isn’t supported, and Salesforce has no liability for any harm or damage arising out of or in connection with it. All restrictions, Salesforce reservation of rights, obligations concerning the Services, and terms for related Non-Salesforce Applications and Content apply equally to your use of this feature.

When: This feature is being added on a rolling basis during the Summer ’20 release.

Who: To use Data Prep (Beta), you must enable it in your org and have the Edit Analytics Dataflows or Edit Dataset Recipes user permission.

Why: Data Prep (Beta) graphs are easy to read, even with lots of transformations.The large recipe is a lot easier to read because transformations don't appear in the graph.

Unlike a dataflow graph, which can be a bit cluttered, a Data Prep (Beta) graph doesn’t show every transformation. It shows only inputs (source data), appends, aggregates, filters, joins, and the output (where the data is written). It also shows transforms, which are groups of transformations that change the raw data, such as concatenation and column type conversions. By hiding lower-level data changes, the graph provides a higher-level, easier-to-read view of the flow of data. We call each object shown in the graph a node. A recipe can have multiple Input, Append, Aggregate, Filter, Join, and Transform nodes, but only a single Output node.

Although the graph doesn’t show individual data transformations, you can select a Transform node (1) in the Graph area to see its transformations in the Details area (2). The Steps panel shows all transformations included in the selected Transform node. Preview shows the results for the selected transformation.

Like the existing version of Data Prep, select a transformation step in the left panel of the Details area to preview the results of that transformation in the Preview tab. Similarly, you can select any node in the graph to preview the results of that node.The Details area shows all tranformations added to the selected Transform node and the results of the selected transformation step.

How: Einstein Analytics currently offers two versions of Data Prep: Data Prep and Data Prep (Beta). Data Prep (Beta) is the latest version, which offers the same features as the previous version (Data Prep), except for column profiling. When Data Prep (Beta) becomes generally available, it will have full parity with and replace the previous version. For now, recipes built in one version can’t be opened in the other.

To enable users to access Data Prep (Beta), select the Use the new version of data prep (Beta) Analytics setting under setup. The Setup Settings page shows all Einstein Analytics setup options.

To create a Data Prep (Beta) recipe, open the Recipes tab in Data Manager. Click the dropdown (Actions button), and then select Create with Data Prep (Beta). (Use the Create with Data Prep option to create a recipe using the previous version of Data Prep.) The Recipes tab has two options to create recipes: Create with Data Prep and Create with Data Prep (Beta).

When you create a recipe, you first select the input data, which is added as an Input node in the graph. Then, click + in the graph to add nodes. For example, you can add a Transform node. After you click the Add Node button, you get a list of node types that you can add.

In a Transform node, you can then add data transformations, which we just call transformations, to manipulate the data. To add a transformation, select one or more columns in the Preview or Columns tab and click a transformation from the Transform toolbar (1). The Transform node is selected in the Graph area. The transformations appear in the Steps panel.

To write the recipe results to a dataset, specify the dataset details by adding an Output node at the end of the recipe.The Output node dialog box provides options that you can set for the dataset.

Want to share some feedback about the beta version? Click Got Feedback in Data Prep (Beta) to tell us what’s on your mind. We’re listening.The Got Feedback button appears at the top of the Data Prep (Beta) modal.