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

by Mark Tossell

Length: 368 pages
Edition: 1
Language: English
Publisher: Packt Publishing
Publication Date: 2021-12-29
ISBN-10: 1801074399
ISBN-13: 9781801074391
Sales Rank: #305119 (See Top 100 Books)

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Leverage Tableau CRM to generate valuable business insights and solve business problems efficiently

Key Features

Extract, combine, transform, and visualize your data to derive business insights using Tableau CRM
Gain hands-on experience as you walk through practical dashboard use cases in Tableau CRM
Learn how to build best-in-class dashboards from a Tableau CRM thought leader

Book 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 learn

Implement and configure Tableau CRM from scratch
Build your first Tableau CRM analytics app and embed your Tableau CRM dashboards in Salesforce to enhance user adoption
Connect Salesforce and external data with Tableau CRM and create datasets
Create a data recipe and get familiar with the recipe UI
Build a custom dashboard in Tableau CRM using the dashboard editor
Use lenses to create a Tableau CRM analytics dashboard
Configure and implement data security and governance
Build configured record actions to automate data directly in Salesforce

Who 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.

What Is TCRM and Where Can You Use It?
Developing Your First OOTB Analytics App in TCRM
Connecting Your Data Sources
Building Data Recipes
Advanced ETL Using TCRM Data Prep
TCRM Lenses – Diving into Your Data, One Click at a Time
Security in Tableau CRM
Building Your First TCRM Dashboard
Advanced Dashboard Design and Build
To Code, or Not to Code?
Best Practices in Dashboard Design Using TCRM
Embedding and actioning your insights

Creating Actionable Insights Using Tableau CRM
Contributors
About the author
About the reviewers
Preface
    Who this book is for
    What this book covers
    To get the most out of this book
    Download the color images
    Conventions used
    Get in touch
    Share Your Thoughts
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
Chapter 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
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