Loading Data into Analytics Cloud with Apex

 Hunter Dunbar  Senior Consultant, Cervello  hdunbar@mycervello.com  @hddunbar  

 Michael Shmays  Vice President, Cervello

 mshmays@mycervello.com   @mshmays

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Safe Harbor

1. Introductions & About Cervello

2. What are your options for loading data into Analytics Cloud?

3. Use Your SOQL and APEX skillset to get started quickly •  Solution Overview

•  Introduction to Analytics Cloud API

•  External API Limits

4. Demo

5. Key Takeaways

Agenda

About Cervello  Helping Organizations Win With Data

Experts Expertise Client Success + =

•  We have 90+ people in Boston, New York, London & Dallas with offshore development and support teams in Russia and India

•  We partner with the leading on premise and cloud technology companies

Enterprise Performance Management

Customer Relationship Management

Data Management

Custom Development

Business Intelligence &

Analytics

Advise, Implement, Support

 - Quick to setup single object datasets

 - Schedulable

 - Need to know JSON syntax

 - Transformation logic can get complex and lengthy when defined in JSON

 - External data needs to be pre-loaded

 - Most flexible way to load data from multiple sources

 - High performance

 - High configurability

 - Expensive (tools needs to be purchased separately)

 - Maximum control over data transformation

 - Loads Salesforce data without leaving your org.

 - Not great for loading data from external sources

Dataflows Third Party ETL Tools API (Apex)

Introduction to Data Loading Options  Loading clean data is CENTRAL to success on Wave.

SOQL/DATA

Solution Overview

USE APEX TO FORMAT DATA

AS CSV

USE APEX TO LOAD DATA

CREATE VISUALIZATIONS

IN WAVE

There are two key objects used for data ingestion

•  InsightsExternalData

•  Composed of InsightsExternalDataParts

•  Changed to Process to injest data

•  InsightsExternalDataPart

•  Blobs of raw data

API Reference

•  https://developer.salesforce.com/docs/atlas.en-us.bi_dev_guide_ext_data.meta/bi_dev_guide_ext_data/bi_ext_data_object_externaldata.htm

Introduction to Analytics Cloud API

Limits Reference

•  https://developer.salesforce.com/docs/atlas.en-us.bi_dev_guide_ext_data.meta/bi_dev_guide_ext_data/bi_ext_data_limits.htm

External Data API Limits Limit Value

Maximum file size per external data upload If you use the External Data API: 40 GB. If you use the user interface: 512 MB.

Maximum file size for all external data uploads in a rolling 24-hour period

50 GB

Maximum number of external data files that can be uploaded in a rolling 24-hour period

50

Maximum number of characters in a field 32,000

Maximum number of fields in a record 5,000 (including up to 1,000 date fields)

Maximum number of characters for all fields in a record 400,000

Meet Jennifer -

Jennifer is the Manager of Enterprise Reporting and Analysis for a mid sized medical device company that builds the Cardiac Resuscitation equipment used in Emergency Rooms. Her company recently purchased Analytics Cloud licenses and is planning to roll out mobile dashboards for 20 Sales Managers around the country.

Her CIO is concerned about security and does not want any Salesforce data stored on local machines. They also need to be able to conduct some basic data transformations. The implementation is still 4 months away but they want to load some data into their Wave environment so they can build some template dashboards and get used to the UI.

What is the quickest way to get up and running?

DEMO

Questions

 - If you know SOQL/APEX but you might not know Analytics Cloud, this is the quickest way to get up and running.

 - There are many options for loading data into Wave, but none will give you this level of control over your data.

 - This is a secure option. Data never leaves Salesforce cloud.

Key Takeaways

Thank You