---
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title: Prepare Data for Analysis
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_edd_prep.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_edd_prep.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c754b24cdcd3ac05a03b9ebe481f1dca27dcdb3f7fb757b792291abd5137a84a
description: Effective data preparation is key to getting great results with your insights, predictions, and improvements. Engage the data integration power of CRM Analytics to load and transform data from one or more data sources into a dataset for Einstein Discovery to analyze. You can pull data from Salesforce and external sources. You can also use third-party tools and utilities to further expedite data cleansing and wrangling tasks.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Prepare Data for Analysis

Effective data preparation is key to getting great results with your insights, predictions, and improvements. Engage the data integration power of CRM Analytics to load and transform data from one or more data sources into a dataset for Einstein Discovery to analyze. You can pull data from Salesforce and external sources. You can also use third-party tools and utilities to further expedite data cleansing and wrangling tasks.

- **[Get Started with Data Prep](https://help.salesforce.com/s/articleView?id=analytics.bi_edd_prep_intro.htm&release=264.0.0&type=5)**  
    Excellent data preparation is fundamental to the success of solution implementations powered by Einstein Discovery.
- **[Data Prep Terminology for Einstein Discovery](https://help.salesforce.com/s/articleView?id=analytics.bi_edd_prep_terminology.htm&release=264.0.0&type=5)**  
    Einstein Discovery applies machine learning, statistical analysis, and AI to your data. These disciplines (and Einstein Discovery) use terminology that differs from what we use to describe CRM Analytics datasets and Salesforce objects.
- **[Determine Data Requirements](https://help.salesforce.com/s/articleView?id=analytics.bi_edd_prep_requirements.htm&release=264.0.0&type=5)**  
    Data preparation is a process of iterative refinement. As you dig deeper into your data, new clues emerge. Discoveries can cause you to reassess previous assumptions and adjust your data prep implementation accordingly.
- **[Collect, Cleanse, and Optimize Your Data](https://help.salesforce.com/s/articleView?id=analytics.bi_edd_prep_cleanse.htm&release=264.0.0&type=5)**  
    All data prep efforts are oriented toward providing the best data you can for the business outcome you want to examine or predict. CRM Analytics provides the tools you need to consolidate, clean, and prepare your data for analysis. This topic describes approaches to consider when preparing data for your solution.