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​Meliora Insights, LLC

​Data Cloud | CRM Analytics  (TCRM / Einstein Analytics) Consulting
​meliora - 'for the pursuit of the better'


A blog series distilling quantitative concepts /use-cases in CRM Analytics  (Einstein Analytics).

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What is Calculated Insights in Data Cloud

4/30/2025

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Calculated insight is a powerful feature in Data Cloud--similar to recipes and dataflows in CRM Analytics(aka Einstein analytics) which enable users to make transformations and calculations on data. It starts with a blank 'canvas' where a dev can drag different nodes into the canvas to design the data manipulations desired. There are nodes to ingest data, to filter, to aggregate,to flatten hierachies,etc. Below are 2 snips-- Snip #1 is a sample Calculated Insight with nodes to aggregate invoice amounts per account and Snip # 2 -- a mock up of the behind-the-scene data transformation that happens after each node  gets processed.
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