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Report Tips for Einstein Discovery for Reports
Consider these tips to optimize your report analysis. To learn more, see Einstein Discovery for Reports: Limits and Allocations.
Suggestions for Report Columns and Rows
To get the best results for your analysis, consider the following suggestions:
- Avoid using report columns that contain unique ID fields, data with high cardinality (over 100 unique values), and data with high correlations (greater than 90%) to the selected analytical outcome.
- Exclude rows that haven’t yet reached an outcome. For example, use closed opportunities or cases only.
Capabilities
Einstein Discovery for Reports can analyze up to 500,000 rows and 50 columns of report data.
Minimum Requirements and Qualified Data
Einstein requires a report with at least 50 qualified rows and 2 qualified columns. When you first open a report, you see the Analyze button if the report contains 50 rows and 2 columns, whether they are qualified or not.
During analysis, Einstein Discovery for Reports reviews your data to determine which rows and columns are suitable for analysis.
- Rows are disqualified if the outcome field selected for analysis is null.
- Columns are disqualified if a column contains only one value, contains no values (all values are null), or has too many unique values with very little repetition (for example, unique identifier fields).
If your data contains fewer than 50 qualified rows or 2 qualified columns, Einstein Discovery for Reports displays an error indicating insufficient data.
Additional Processing Considerations for Report Columns
- If a non-outcome column contains null values, Einstein Discovery for Reports categorizes the null values into a separate group (Null/Unspecified).
- If a numeric column contains 10 or fewer unique values, Einstein Discovery for Reports treats the data as text, and applies the qualification requirements described for text fields.
Report Scope
Einstein Discovery for Reports analyzes:
- All the data in your report, not just the maximum of 2,000 rows that are displayed.
- All the data within the scope of your report, and ignores any data that is outside of its scope. Therefore, be sure to include everything you’re interested in. For example, if you create a report that evaluates all opportunities, then Einstein analyzes all opportunities as well. If you filter the report so that it doesn’t return open opportunities, then Einstein doesn’t analyze open opportunities.
Other Considerations
- You can encounter NaN in place of numerical values, indicating that the value is “Not a Number”. This value is often returned when Einstein’s calculation produces an undefined number, like dividing a number by 0.
- Einstein Discovery for Reports is supported on Summary and Tabular reports. It is not currently supported on Matrix reports or Joined reports.
- Trend Reports are shown on a monthly basis. They are currently not shown by fiscal quarter, fiscal year, or other time period.
- Localization is currently not supported.
