Einstein Discovery Data Prep and Create Stories Flashcards
You can remedy data issues in 2 ways:
Fix issue in CRM Analytics dataset using data prep tools.
Correcting issue in story using story settings. Story fixes don’t affect data in the dataset.
Data Prep Terminology
Variables - Category of data. Columns in dataset.
Observations - Row Value in Dataset
Data Type - Numerical, Categorical (text), Date
Max # Observations in datset
20M
What is a Story
A story contains answers, explanations, predictions, and suggested actions that arranged into an organized presentation with logical flow and related sections. The story is filled with insights about your data as they relate to the outcome you’re interested in. Einstein Discovery walks you through what has happened and why, what has changed, what is likely to happen, and what you can do about it.
Two Types of Stories
Insights Only - only descriptive
Insights and Predictions - all insight types.
2 ways to create a story
Dataset or Template
Ways to create a Story from a Dataset
- Create -> Create from dataset.
- While viewing a lens.
- From dataset dropdown.
Stories and Security Predicates
All users who access the story can see the results of the story. They don’t need the same row-level access as the story creator.
What data in a dataset is a story based on?
A snapshot of the data. Initial data snapshot taken when story is created. If data has changed in source dataset, users with sufficient privileges can refresh story based on most recent data. Otherwise, subsequent changes to the story do not affect the snapshot, and subsequent changes to the dataset are ignored.
Occurences
performs an extensive query analysis of dataset values by calculating the number of times a value occurs in a column, including interactions with other columns. For example, the color red occurs 30% of the time in an Automobile dataset, of those rows the most frequent body type is coupe.
What does template overview provide?
Description, List of Supported Objects, Sample Insights
Issue: Story concurrency limits exceeded
No more than two stories can be created concurrently
Dataflow run limits exceeded
During app creation, story templates runs a dataflow twice - create a dataset used to train the predictive model, and use the predictive model to generate prediction scores and rite back to crm.
If you exceel the max number of dataflow runs in your ord in a 24 hours period
Data Sync-related limits exceeded
Story templates can add objects to Data Sync. If org already has created the max number of data sync objects, will fail.
Daya Sync-related errors
If app creation triggers data sync-related errors, address them in data manager before trying to create the template again.
Elements of a story interface
- Story Headline - Name of story, goal, most recent version
- Story toolbar
- Variables Panel - list of explanetory variables and their correlation to outcome
- Story Version summary - summary of insights, version comparison
- insight Summary Panels - List of variables, ordered by correlation, that positively or negatively impact a story
What does a story headline contain?
The basis of the story. Story Name Version Update Story Goal Story Version