Tableau For Salesforce

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Tableau For Salesforce

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Author : Damiana Spadafora
language : en
Publisher: BPB Publications
Release Date : 2024-03-29

Tableau For Salesforce written by Damiana Spadafora and has been published by BPB Publications this book supported file pdf, txt, epub, kindle and other format this book has been release on 2024-03-29 with Computers categories.

Connect, analyze, decide: Seamless integration of Tableau and Salesforce KEY FEATURES ● Successfully connect Tableau with Salesforce CRM. ● Use Tableau and Salesforce to analyze data and create dynamic visualizations. ● Translate analytical findings into tangible business strategies and actions. DESCRIPTION Tableau is a powerful data visualization tool, and Salesforce CRM is the most successful customer relationship management software. Companies often use these two tools to analyze data and create visualizations. The book starts with an introduction to both Tableau and Salesforce CRM. It then goes on to show how you can connect Tableau with Salesforce CRM and link the two tools. Then, it walks through some of the key features of this connection that allow for seamless data analysis and visualization. It then moves on to advanced use cases, combining Salesforce and Tableau for advanced analytics and decision-making. After reading this book, the reader will have the knowledge to start using both tools to analyze real-world CRM data and create CRM analytical dashboards that generate value for their companies. WHAT YOU WILL LEARN ● Successfully connect Tableau with Salesforce CRM, and overcome common challenges faced during integration. ● Effectively use Tableau and Salesforce together to analyze data and create dynamic visualizations that are actionable and insightful. ● Combine the power of Salesforce and Tableau to create more complex analyses, aiding in strategic decision-making. ● Design and implement CRM-specific dashboards using Tableau, catering to the unique needs of CRM data analytics. ● Translate analytical findings into tangible business strategies and actions, thereby driving value and growth for your company. WHO THIS BOOK IS FOR This book is targeted at people who are interested in Tableau and Salesforce. This includes Tableau Desktop users in organizations with Salesforce CRM and Salesforce consultants or administrators. TABLE OF CONTENTS 1. Introducing Salesforce and Tableau 2. Setting Up Salesforce with Tableau 3. Building and Integrating Data Pipelines 4. Exploring Charts, Graphs, and Dashboards 5. Extracting Deeper Insights with Funnels, Maps, and Hybrid Visualizations 6. Dealing with Complex Visualizations, Customizations, and APIs 7. Integration, Authentication, and Tableau Viz LWC 8. Blending Tableau with Traditional CRM Analytics 9. Exploring Einstein AI and Advanced Analytics 10. Troubleshooting, Tricks, and Best Practices

Creating Actionable Insights Using Crm Analytics

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Author : Mark Tossell
language : en
Publisher: Packt Publishing Ltd
Release Date : 2021-12-29

Creating Actionable Insights Using Crm Analytics written by Mark Tossell and has been published by Packt Publishing Ltd this book supported file pdf, txt, epub, kindle and other format this book has been release on 2021-12-29 with Computers categories.

Leverage CRM Analytics to generate valuable business insights and solve business problems efficiently Key FeaturesExtract, combine, transform, and visualize your data to derive business insights using CRM AnalyticsGain hands-on experience as you walk through practical dashboard use cases in CRM AnalyticsLearn how to build best-in-class dashboards from a CRM Analytics thought leaderBook Description CRM Analytics, formerly known as Tableau CRM and 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. Creating Actionable Insights Using CRM Analytics provides a hands-on approach to CRM Analytics 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 CRM Analytics platform for data extraction, combination, transformation, visualization, and action. As you make progress, you'll understand what CRM Analytics is and where it provides business value. You'll also learn how to bring your data together in CRM Analytics, 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 book, you'll be able to solve business problems using CRM Analytics and design, build, test, and deploy analytics dashboards efficiently. What you will learnImplement and configure CRM Analytics from scratchBuild your first CRM Analytics app and embed your CRM Analytics dashboards in Salesforce to enhance user adoptionConnect Salesforce and external data with CRM Analytics and create datasetsCreate a data recipe and get familiar with the recipe UIBuild a custom dashboard in CRM Analytics using the dashboard editorUse lenses to create a 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 CRM Analytics' capabilities and features. Basic knowledge of Salesforce and data analytics is assumed to get the most out of this book.

Data Modeling With Tableau

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Author : Kirk Munroe
language : en
Publisher: Packt Publishing Ltd
Release Date : 2022-12-30

Data Modeling With Tableau written by Kirk Munroe and has been published by Packt Publishing Ltd this book supported file pdf, txt, epub, kindle and other format this book has been release on 2022-12-30 with Computers categories.

Save time analyzing volumes of data using best practices to extract, model, and create insights from your data Key FeaturesMaster best practices in data modeling with Tableau Prep Builder and Tableau DesktopApply Tableau Server and Cloud to create and extend data modelsBuild organizational data models based on data and content governance best practicesBook Description Tableau is unlike most other BI platforms that have a single data modeling tool and enterprise data model (for example, LookML from Google's Looker). That doesn't mean Tableau doesn't have enterprise data governance; it is both robust and very flexible. This book will help you build a data-driven organization with the proper use of Tableau governance models. Data Modeling with Tableau is an extensive guide, complete with step-by-step explanations of essential concepts, practical examples, and hands-on exercises. As you progress through the chapters, you will learn the role that Tableau Prep Builder and Tableau Desktop each play in data modeling. You'll also explore the components of Tableau Server and Cloud that make data modeling more robust, secure, and performant. Moreover, by extending data models for Ask and Explain Data, you'll gain the knowledge required to extend analytics to more people in their organizations, leading to better data-driven decisions. Finally, this book will get into the entire Tableau stack and get the techniques required to build the right level of governance into Tableau data models for the right use cases. By the end of this Tableau book, you'll have a firm understanding of how to leverage data modeling in Tableau to benefit your organization. What you will learnShowcase Tableau published data sources and embedded connectionsApply Ask Data in data cataloging and natural language queryExhibit features of Tableau Prep Builder with hands-on exercisesModel data with Tableau Desktop through examplesFormulate a governed data strategy using Tableau Server and CloudOptimize data models for Ask and Explain DataWho this book is for This book is for data analysts and business analysts who are looking to expand their data skills, offering a broad foundation to build better data models in Tableau for easier analysis and better query performance. It will also benefit individuals responsible for making trusted and secure data available to their organization through Tableau, such as data stewards and others who work to take enterprise data and make it more accessible to business analysts.

Learning Tableau

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Author : Joshua N. Milligan
language : en
Publisher: Packt Publishing Ltd
Release Date : 2015-04-27

Learning Tableau written by Joshua N. Milligan and has been published by Packt Publishing Ltd this book supported file pdf, txt, epub, kindle and other format this book has been release on 2015-04-27 with Computers categories.

If you want to understand your data using data visualization and don't know where to start, then this is the book for you. Whether you are a beginner or have years of experience, this book will help you to quickly acquire the skills and techniques used to discover, analyze, and communicate data visually. Some familiarity with databases and data structures is helpful, but not required.

The Big Book Of Dashboards

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Author : Steve Wexler
language : en
Publisher: John Wiley & Sons
Release Date : 2017-04-24

The Big Book Of Dashboards written by Steve Wexler and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2017-04-24 with Business & Economics categories.

The definitive reference book with real-world solutions you won't find anywhere else The Big Book of Dashboards presents a comprehensive reference for those tasked with building or overseeing the development of business dashboards. Comprising dozens of examples that address different industries and departments (healthcare, transportation, finance, human resources, marketing, customer service, sports, etc.) and different platforms (print, desktop, tablet, smartphone, and conference room display) The Big Book of Dashboards is the only book that matches great dashboards with real-world business scenarios. By organizing the book based on these scenarios and offering practical and effective visualization examples, The Big Book of Dashboards will be the trusted resource that you open when you need to build an effective business dashboard. In addition to the scenarios there's an entire section of the book that is devoted to addressing many practical and psychological factors you will encounter in your work. It's great to have theory and evidenced-based research at your disposal, but what will you do when somebody asks you to make your dashboard 'cooler' by adding packed bubbles and donut charts? The expert authors have a combined 30-plus years of hands-on experience helping people in hundreds of organizations build effective visualizations. They have fought many 'best practices' battles and having endured bring an uncommon empathy to help you, the reader of this book, survive and thrive in the data visualization world. A well-designed dashboard can point out risks, opportunities, and more; but common challenges and misconceptions can make your dashboard useless at best, and misleading at worst. The Big Book of Dashboards gives you the tools, guidance, and models you need to produce great dashboards that inform, enlighten, and engage.

Getting Started With Salesforce Einstein Analytics

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Author : Johan Yu
language : en
Publisher: Apress
Release Date : 2019-09-11

Getting Started With Salesforce Einstein Analytics written by Johan Yu and has been published by Apress this book supported file pdf, txt, epub, kindle and other format this book has been release on 2019-09-11 with Computers categories.

Build interactive dashboards using Salesforce Einstein analytics. Explore all of your data quickly and easily by providing AI-powered advanced analytics, right in Salesforce. You will manage datasets, query data with Salesforce Analytics Query Language (SAQL), and customize dashboards. Because Einstein Analytics is new, the curve to learn this technology can be difficult. This book guides you step-by-step in simple, easy-to-understand terms to get data from the Salesforce platform to the Einstein Analytics platform and also shows you how to import external data (e.g., CSV files). Core chapters focus on understanding data sources, dataflow, dataset, and lens leading up to building dashboards from scratch. Advanced features such as data transformation using computeExpression and computeRelative as well as dataflow with a multi-value lookup are explored. What You Will Learn Use data from Salesforce and external sources Create a dataflow to build a flexible datasetBuild dashboards using Einstein Analytics Explore and analyze data using Einstein Analytics Utilize SAQL and binding to create advance dashboards Who This Book Is For IT users getting started with Einstein Analytics, Salesforce consultants starting new Einstein Analytics projects, and power users familiar with Salesforce reporting and dashboards who want to get up to speed on new analytics features

Hands On Salesforce Data Cloud

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Author : Joyce Kay Avila
language : en
Publisher:
Release Date : 2024-10

Hands On Salesforce Data Cloud written by Joyce Kay Avila and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2024-10 with Computers categories.

Learn how to implement and manage a modern customer data platform (CDP) through the Salesforce Data Cloud. This practical book provides a comprehensive overview that shows architects, administrators, developers, data engineers, and marketers how to ingest, store, and manage real-time customer data with the Data Cloud. Author Joyce Kay Avila demonstrates how to use Salesforce's native connectors, canonical data model, and built-in trust layer to accelerate your time to value. You'll learn how to leverage Salesforce's no-code / low-code functionality to expertly build a Data Cloud foundation that allows you to utilize AI to its fullest, not only within the Salesforce platform but also with third-party machine learning services like AWS SageMaker and Google Vertex. This book will help you: Develop a plan to execute a CDP project effectively and efficiently Connect Data Cloud to external data sources and build out a Customer 360 Data Model Leverage data sharing capabilities with Snowflake, BigQuery, Databricks, and Azure Use Salesforce Data Cloud capabilities for identity resolution and segmentation Create calculated, streaming, visualization, and predictive insights Use Data Graphs to power Salesforce Einstein capabilities Learn Data Cloud best practices for all phases of the development lifecycle

Makeovermonday

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Author : Andy Kriebel
language : en
Publisher: John Wiley & Sons
Release Date : 2018-10-02

Makeovermonday written by Andy Kriebel and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2018-10-02 with Business & Economics categories.

Explore different perspectives and approaches to create more effective visualizations #MakeoverMonday offers inspiration and a giant dose of perspective for those who communicate data. Originally a small project in the data visualization community, #MakeoverMonday features a weekly chart or graph and a dataset that community members reimagine in order to make it more effective. The results have been astounding; hundreds of people have contributed thousands of makeovers, perfectly illustrating the highly variable nature of data visualization. Different takes on the same data showed a wide variation of theme, focus, content, and design, with side-by-side comparisons throwing more- and less-effective techniques into sharp relief. This book is an extension of that project, featuring a variety of makeovers that showcase various approaches to data communication and a focus on the analytical, design and storytelling skills that have been developed through #MakeoverMonday. Paging through the makeovers ignites immediate inspiration for your own work, provides insight into different perspectives, and highlights the techniques that truly make an impact. Explore the many approaches to visual data communication Think beyond the data and consider audience, stakeholders, and message Design your graphs to be intuitive and more communicative Assess the impact of layout, color, font, chart type, and other design choices Creating visual representation of complex datasets is tricky. There’s the mandate to include all relevant data in a clean, readable format that best illustrates what the data is saying—but there is also the designer’s impetus to showcase a command of the complexity and create multidimensional visualizations that “look cool.” #MakeoverMonday shows you the many ways to walk the line between simple reporting and design artistry to create exactly the visualization the situation requires.

Tableau For Dummies

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Author : Jack A. Hyman
language : en
Publisher: John Wiley & Sons
Release Date : 2023-06-20

Tableau For Dummies written by Jack A. Hyman and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2023-06-20 with Computers categories.

Discover how visualization turns data into action Tableau gives you the power to understand your data and put it in a format that is appealing and meaningful for everyone who needs to see it. Tableau For Dummies walks you through the steps to turn your data into a story that inspires action. This easy-to-understand guide offers insights from an enterprise data pro on how to transform data into a clear and memorable visual presentation. Navigate the Tableau user interface and connect to data sources Use drag-and-drop features to create stunning visualizations Work with templates, add graphs, and create clear charts Export your visualizations to multiple formats for easy sharing This is the perfect Dummies software guide for business professionals who need to better derive value from that all-important data.

Tableau Prep Up Running

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Author : Carl Allchin
language : en
Publisher: O'Reilly Media
Release Date : 2020-08-03

Tableau Prep Up Running written by Carl Allchin and has been published by O'Reilly Media this book supported file pdf, txt, epub, kindle and other format this book has been release on 2020-08-03 with Computers categories.

For self-service data preparation, Tableau Prep is relatively easy to use—as long as you know how to clean and organize your datasets. Carl Allchin, from The Information Lab in London, gets you up to speed on Tableau Prep through a series of practical lessons that include methods for preparing, cleaning, automating, organizing, and outputting your datasets. Based on Allchin’s popular blog, Preppin’ Data, this practical guide takes you step-by-step through Tableau Prep’s fundamentals. Self-service data preparation reduces the time it takes to complete data projects and improves the quality of your analyses. Discover how Tableau Prep helps you access your data and turn it into valuable information. Know what to look for when you prepare data Learn which Tableau Prep functions to use when working with data fields Analyze the shape and profile of your dataset Output data for analysis and learn how Tableau Prep automates your workflow Learn how to clean your dataset using Tableau Prep functions Explore ways to use Tableau Prep techniques in real-world scenarios Make your data available to others by managing and documenting the output