--- schema_version: "1" id: 44ab658b7e62a6f462fc074151dfdb06f56bed5932912e8911cb35f227b5f403 title: Select Data Options collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_edd_story_setup_data.md canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_edd_story_setup_data.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 8bf0c445171d9d14822e4b29e75abf3e79c743b02549fb15402436acbe6833d5 description: Manually select and configure the variables in your dataset for Einstein to analyze and use to build a predictive model. products: - CRM Analytics - Cross Cloud release: "264" --- # Select Data Options Manually select and configure the variables in your dataset for Einstein to analyze and use to build a predictive model. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_note.png) Note Einstein Discovery stories are now models. We wish we could snap our fingers to update the name everywhere, but you can expect to see the previous name in a few places until we replace it. ![Model Settings page](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_story_data_options.png) ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_note.png) Note Changing data settings in this screen affects the data in your model. It doesn't affect the data stored in the underlying dataset. 1. Use the table to select which variables to include in the model. Select at least 2, and no more than 49, variables. ![Variables table](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_story_variables_table.png)

Column	Description
Selection	Select the checkbox to include the variable in the model. Note The row with the lock icon indicates the model’s outcome variable, or target. It’s automatically included in the model. It can’t be deselected.
Variable	Dataset column, or field. Also known as a feature variable. Each row represents a column in the dataset, and is marked as a number, text, or date variable. Sort the table by variable in ascending or descending order by clicking the column header. Note The list of variables includes numeric, text, and date columns with at least 25 rows of data from the dataset. Multivalue fields, which are fields that contain multiple values (such as a list or array), aren’t supported in Einstein Discovery. To learn more, see Einstein Discovery Capacities and Requirements.
Importance or Correlation	Einstein shows metrics to help you decide which variables to include. Correlation shows the strength of association between the variable and the outcome, and importance shows how much the model uses the variable when predicting the outcome. For example, when predicting energy usage, temperature might be the highest correlated, while air conditioner type is the most important. To choose what you want to see, use the column’s dropdown menu. Importance shows how much the variable influences the outcome. Importance indicates the degree by which the model chooses to use the variable when predicting the outcome. The higher the importance, the greater the impact. Correlation shows how much the variable is associated with the outcome. The higher the correlation, the stronger the relationship between the variable and the outcome. Tip Use these metrics to evaluate variables relative to one another. Consider top and bottom rather than absolute values. When importance and correlation are different, best practice is to consider importance. Importance is a more advanced metric that understands interactions between variables. For example, when predicting global sales, product and region may be weakly correlated individually, while together they’re highly important. If a variable has little or no importance or correlation, consider deselecting it to improve the model.
Data Alert	Displays data alerts.
Transformation	Displays transforms, or configured changes.
Filter Applied	Displays excluded values.

2. To configure settings for an individual variable, select it in the table and use the right panel. For each variable, Einstein uses up to 100 values. If the variable has more than 100 values, then the values that occur the most are used while the rest are grouped into Other. To increase the number of values used in a variable to 200, enable high cardinality. For more information, see [High Cardinality Alert](https://help.salesforce.com/s/articleView?id=analytics.bi_edd_data_alert_cardinality.htm&release=264.0.0&type=5 "Indicates that a variable contains more than 100 unique values."). ![Settings panel for a selected variable](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_story_variable_settings.png)

Tab	Description
Alert	Identifies possible issues detected in the data, such as outliers or duplicates. Review alerts and recommended actions to get better insights, predictions, and improvements. To learn more, see Handle Quality Alerts.
Settings	Analyze for bias—select to subject the text variable to bias detection so you can remove distorting or unethical effects on your analysis and predictions. To learn more, see Detect and Remove Bias from a Model. Transform—Use transforms in the variable’s settings to improve data for analysis. Transformations affect the model, and don’t impact the dataset. Note When applied, transformations use all values in the variable from the dataset. For instructions, see Configure Number Variables Configure Text Variables Configure Date Variables Buckets—For numeric variables. Choose a bucketing method with the Bucket Values By dropdown. Count: Buckets proportionally by occurrence. Width: Buckets proportionally within the total range of values. Manual: Specify your own bucket ranges. Select the number of buckets. Include Only—Displays values in the variable, including its label and row count. Values that occur fewer than 25 times are grouped as “Other.” To group or bucket values as other, deselect them and choose Group deselected values in “Other” in the dropdown. To filter out values, deselect them and choose Exclude deselected values in the dropdown. Tip Apply filters after transformations. Transformations ignore excluded value filters. Histogram—Chart displays distribution of the values by occurrences, or row count.

Tab

Description

Alert

Identifies possible issues detected in the data, such as outliers or duplicates. Review alerts and recommended actions to get better insights, predictions, and improvements. To learn more, see Handle Quality Alerts.

Settings

Analyze for bias—select to subject the text variable to bias detection so you can remove distorting or unethical effects on your analysis and predictions. To learn more, see Detect and Remove Bias from a Model.

Transform—Use transforms in the variable’s settings to improve data for analysis. Transformations affect the model, and don’t impact the dataset.

Note When applied, transformations use all values in the variable from the dataset.

For instructions, see

Buckets—For numeric variables.

Choose a bucketing method with the Bucket Values By dropdown.
- Count: Buckets proportionally by occurrence.
- Width: Buckets proportionally within the total range of values.
- Manual: Specify your own bucket ranges.
Select the number of buckets.

Include Only—Displays values in the variable, including its label and row count. Values that occur fewer than 25 times are grouped as “Other.”

To group or bucket values as other, deselect them and choose Group deselected values in “Other” in the dropdown.
To filter out values, deselect them and choose Exclude deselected values in the dropdown.

Tip Apply filters after transformations. Transformations ignore excluded value filters.

Histogram—Chart displays distribution of the values by occurrences, or row count.

3. Configure General Settings in the right panel. - Choose an **Algorithm** for Einstein Discovery to use to create the model with. | Algorithm | Description | | --- | --- | | **GLM** | Default. Generalized Linear Model is a regression-based algorithm. | | **GBM** | Gradient Boost Machine is a decision tree-based ensemble machine learning algorithm. | | **XGBoost** | XGBoost is a decision tree-based ensemble machine learning algorithm. | | **Random Forest** | Random Forest is a supervised learning algorithm that uses multiple decision trees, randomization, and other optimization techniques. | | Model Tournament | Alternatively, have Einstein Discovery run all four algorithms and then use the algorithm that performed best. | - Optionally, make a selection from the **Validation Option** dropdown to specify if you want to specify a validation set. To learn more, see [Edit General Settings for a Model](https://help.salesforce.com/s/articleView?id=analytics.bi_edd_story_general.htm&release=264.0.0&type=5 "You can edit general settings for a model. View the CRM Analytics dataset and select the algorithm and validation type."). 4. Click **Create Model**.