Creating Actionable Insights Using Tableau CRM: Learn how to build insightful and actionable data analytics dashboards

Description

Leverage Tableau CRM to generate valuable business insights and solve business problems efficiently Key FeaturesExtract, combine, transform, and visualize your data to derive business insights using Tableau CRMGain hands-on experience as you walk through practical dashboard use cases in Tableau CRMLearn how to build best-in-class dashboards from a Tableau CRM thought leaderBook Description Tableau CRM, formerly Einstein Analytics, is a powerful and versatile data analytics platform that enables organizations to extract, combine, transform, and visualize their data to create valuable business insights. Despite being a highly capable tool and in high demand in the industry, proficiency in Tableau CRM skills is hard to find. Creating Actionable Insights Using Tableau CRM provides a hands-on approach to Tableau CRM implementation and associated methodologies that will have you up and running and productive in no time. The book provides you with detailed explanations of essential concepts to help you to gain confidence and become competent in using the Tableau CRM platform for data extraction, combination, transformation, visualization, and action. As you make progress, you'll understand what Tableau CRM is and where it provides business value. You'll also learn how to bring your data together in Tableau CRM, build datasets and lenses for data analysis, create effective analytics dashboards for visualization and consumption by end users, and build dashboard actions that take the user from data to insight to action with ease. By the end of this Tableau book, you'll be able to solve business problems using Tableau CRM and design, build, test, and deploy Tableau CRM analytics dashboards efficiently. What you will learnImplement and configure Tableau CRM from scratchBuild your first Tableau CRM analytics app and embed your Tableau CRM dashboards in Salesforce to enhance user adoptionConnect Salesforce and external data with Tableau CRM and create datasetsCreate a data recipe and get familiar with the recipe UIBuild a custom dashboard in Tableau CRM using the dashboard editorUse lenses to create a Tableau CRM analytics dashboardConfigure and implement data security and governanceBuild configured record actions to automate data directly in SalesforceWho this book is for This book is for data analysts, business analysts, BI professionals, and Salesforce users who want to explore Tableau CRM's capabilities and features. Basic knowledge of Salesforce and data analytics is assumed to get the most out of this book. Table of ContentsWhat Is TCRM and Where Can You Use It?Developing Your First OOTB Analytics App in TCRMConnecting Your Data SourcesBuilding Data RecipesAdvanced ETL Using TCRM Data PrepTCRM Lenses - Diving into Your Data, One Click at a TimeSecurity in Tableau CRMBuilding Your First TCRM DashboardAdvanced Dashboard Design and BuildTo Code, or Not to Code?Best Practices in Dashboard Design Using TCRMEmbedding and actioning your insights Cover Title page Copyright and Credits Contributors Table of Contents Preface Section 1: Getting Started with Tableau CRM Chapter 1: What Is Tableau CRM and Where Can You Use it? The importance of data analytics What is TCRM and what is it used for? What is TCRM? What is TCRM used for? Which analytics tool should you use for which business use case? How can you excel at data analytics with TCRM? Summary Questions Chapter 2: Developing Your First OOTB Analytics App in TCRM Technical requirements Getting hands-on with your own TCRM environment Setting up your dev org Finding your way around the Analytics Studio home page What is a TCRM analytics app? Installing and configuring a TCRM analytics app App creation App exploration Customizing a TCRM analytics app Changing the app settings to custom settings Customizing detailed app settings Common questions answered Which licenses do I need to build and use TCRM? Which permissions do I need to access, build, and edit analytics apps? How do I turn on TCRM in my org? Do AI and ML come with TCRM? Troubleshooting I can't find my TCRM app or assets I can't get to the TCRM home page from the Salesforce home page Where is the link to reconfigure my TCRM app? Summary Questions Section 2: Building Datasets in TCRM Chapter 3: Connecting Your Data Sources Technical requirements The capabilities of TCRM for data connections Dataset definition, design, and build Data sync Ingesting and combining external data with Salesforce data Remote data connections available for TCRM The limitations of TCRM for data connections Bringing Salesforce data into TCRM Designing a dataset Dataset builder Augmenting your Salesforce data with flat files Common questions and challenges Summary Questions Chapter 4: Building Data Recipes Technical requirements Cooking up data recipes in TCRM What is a data recipe? How do you create a data recipe? Transforming data in recipes Adding data Appending data Filtering data Aggregating data Transforming data Joining data in recipes Outputting data from recipes A hands-on exercise in data transformation Summary Questions Chapter 5: Advanced ETL Using TCRM Data Prep Technical requirements Advanced use of the Data Prep tool Diving into data joins Advanced use of the aggregation node Why, when, and how to use complex formula transformations Working with dates in the Data Prep tool A deeper understanding of how and why to flatten your data Predict Missing Values – how and when to use Sentiment detection explained Advanced hands-on exercise Resources required Steps to follow Solution Summary Questions Chapter 6: TCRM Lenses – Diving into Your Data One Click at a Time Technical requirements Lenses – the investigative journalists of TCRM Creating, editing, and cloning lenses Working with Chart Mode Analyzing your data using Table Mode Query Mode Using lenses to create a TCRM analytics dashboard Tips and hints Summary Questions Chapter 7: Security in Tableau CRM Technical requirements What is TCRM security and how does it work? Managing TCRM access permissions Configuring TCRM app-level security Deploying Salesforce sharing inheritance Understanding the concept and usage of security predicates Summary Questions Section 3: How to Build Awesome Analytics Dashboards in TCRM Chapter 8: Building Your First TCRM Dashboard Technical requirements Getting to know your dashboard editor Creating a dashboard and placing widgets Creating a sales dashboard Placing widgets on the sales dashboard Adding a highlights panel to the sales dashboard Adding filters to the sales dashboard Adding Image, Date, List, and Range widgets to the sales dashboard The devil is in the details Understanding the top-down design with pages A user's guide to a TCRM dashboard Summary Questions Chapter 9: Advanced Dashboard Design and Build Technical requirements Creative use of page animations Beginning with code – an introduction to SAQL Definitions Example use cases Tying things together with bindings Bindings in JSON Bindings in the UI Working with the Advanced Editor Summary Questions Chapter 10: To Code or Not to Code? Technical requirements When do you need code? Security predicates Bindings in JSON SAQL expressions Bulk actions (using Visualforce and the TCRM REST API) timeseries (modified) XMD – advanced formatting options You might not need to code if... Occasions of ambiguity Summary Questions Chapter 11: Best Practices in Dashboard Design Using TCRM Technical requirements Common mistakes in dashboard design Design philosophy for effective dashboard building A good dashboard provides actionable insights A good dashboard reflects and portrays business understanding A good dashboard tells a story with data A good dashboard is simple A good dashboard is intuitive and easy to use A good dashboard clearly communicates information visually A good dashboard considers the audience A good dashboard fosters user engagement The 10 principles of good dashboard design References Best practice in TCRM dashboard design Leverage the smart use of pages When possible, build with the GUI Be judicious in your use of SAQL Know when to go back to the dataset Leverage dashboard components where practical Summary Questions Section 4: From Data To Insight To Action 12 Embedding and Actioning Your Insights Technical requirements Creating and configuring record actions in TCRM Configured record actions Driving an automation in Salesforce from TCRM Embedded dashboards Why would you embed your dashboards? How do you embed your dashboards? Summary Questions Questions and Answers Chapter 1 Chapter 2 Chapter 3 Chapter 4 Chapter 5 Chapter 6 Chapter 7 Chapter 8 Chapter 9 Chapter 10 Chapter 11 Chapter 12 Other Books You May Enjoy Index