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

Makeovermonday

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Author : Andy Kriebel
language : en
Publisher: John Wiley & Sons
Release Date : 2018-10-09

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 2018-10-09 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.

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.

Mastering Salesforce Reports And Dashboards

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Author : David Carnes
language : en
Publisher: "O'Reilly Media, Inc."
Release Date : 2023-06-14

Mastering Salesforce Reports And Dashboards written by David Carnes and has been published by "O'Reilly Media, Inc." this book supported file pdf, txt, epub, kindle and other format this book has been release on 2023-06-14 with Business & Economics categories.

Effective, repeatable, and insightful analytics are key to ROI in customer relationship management systems. Many organizations, however, lack the automated reporting tools they need to run their businesses and instead choose to massage the data in Excel. But there's a better way. Salesforce's standard reporting tools provide a rich set of features that, when combined, support a wide variety of analytics needs. This practical introduction covers all the aspects and features you need to be successful with Salesforce reports and dashboards. Author David Carnes, chairman and chief evangelist for OpFocus, shows executives, end users, and report and dashboard superusers what analytics are possible, which features report writers should ask to be enabled, and which settings and permissions system administrators need to activate. You'll learn: How to create reports using the four main report formats in Salesforce How to create and use dashboards Methods for storing and finding reports and dashboards How to leverage formulas and trending in Salesforce reporting Special reporting features only available in Salesforce Mobile and on the Analytics tab Ways to embed report charts and dashboards in Lightning page layouts Powerful combinations of reporting features to drive decisions

Mastering Tableau 2021

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Author : Marleen Meier
language : en
Publisher: Packt Publishing Ltd
Release Date : 2021-05-31

Mastering Tableau 2021 written by Marleen Meier 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 2021-05-31 with Computers categories.

Build, design, and improve advanced business intelligence solutions using Tableau's latest features, including Tableau Prep Builder, Tableau Hyper, and Tableau Server Key Features Master new features in Tableau 2021 to solve real-world analytics challenges Perform geo-spatial, time series, and self-service analytics using real-life examples Build and publish dashboards and explore storytelling using Python and R integration support Book Description Tableau is one of the leading business intelligence (BI) tools that can help you solve data analysis challenges. With this book, you will master Tableau's features and offerings in various paradigms of the BI domain. Updated with fresh topics including Quick Level of Detail expressions, the newest Tableau Server features, Einstein Discovery, and more, this book covers essential Tableau concepts and advanced functionalities. Leveraging Tableau Hyper files and using Prep Builder, you'll be able to perform data preparation and handling easily. You'll gear up to perform complex joins, spatial joins, unions, and data blending tasks using practical examples. Next, you'll learn how to execute data densification and further explore expert-level examples to help you with calculations, mapping, and visual design using Tableau extensions. You'll also learn about improving dashboard performance, connecting to Tableau Server and understanding data visualization with examples. Finally, you'll cover advanced use cases such as self-service analysis, time series analysis, and geo-spatial analysis, and connect Tableau to Python and R to implement programming functionalities within it. By the end of this Tableau book, you'll have mastered the advanced offerings of Tableau 2021 and be able to tackle common and advanced challenges in the BI domain. What you will learn Get up to speed with various Tableau components Master data preparation techniques using Tableau Prep Builder Discover how to use Tableau to create a PowerPoint-like presentation Understand different Tableau visualization techniques and dashboard designs Interact with the Tableau server to understand its architecture and functionalities Study advanced visualizations and dashboard creation techniques Brush up on powerful self-service analytics, time series analytics, and geo-spatial analytics Who this book is for This book is designed for business analysts, business intelligence professionals and data analysts who want to master Tableau to solve a range of data science and business intelligence problems. The book is ideal if you have a good understanding of Tableau and want to take your skills to the next level.

Tableau For Dummies

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Author : Molly Monsey
language : en
Publisher: John Wiley & Sons
Release Date : 2015-10-14

Tableau For Dummies written by Molly Monsey 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 2015-10-14 with Computers categories.

Make your data work for you! Tableau For Dummies brings order to the chaotic world of data. Understanding your data and organizing it into formats and visualizations that make sense to you are crucial to making a real impact on your business with the information that's already at your fingertips. This easy-to-use reference explores the user interface, and guides you through the process of connecting your data sources to the software. Additionally, this approachable, yet comprehensive text shows you how to use graphs, charts, and other images to bring visual interest to your data, how to create dashboards from multiple data sources, and how to export the visualizations that you have developed into multiple formats that translate into positive change for your business. The mission of Tableau Software is to grant you access to data that, when put into action, will help you build your company. Learning to use the data available to you helps you make informed, grounded business decisions that can spell success for your company. Navigate the user interface to efficiently access the features you need Connect to various spreadsheets, databases, and other data sources to create a multi-dimensional snapshot of your business Develop visualizations with easy to use drag and drop features Start building your data with templates and sample workbooks to spark your creativity and help you organize your information Tableau For Dummies is a step-by-step resource that helps you make sense of the data landscape—and put your data to work in support of your business.

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.

Learning Tableau 2022

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Author : Joshua N. Milligan
language : en
Publisher: Packt Publishing Ltd
Release Date : 2022-08-26

Learning Tableau 2022 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 2022-08-26 with Computers categories.

Now in color, this edition of Learning Tableau will empower you to bring data to life and make better business decisions. Purchase of the print or Kindle book includes a free eBook in PDF format. Key FeaturesLearn the basics of data analysis, from snappy visualizations to comprehensive dashboardsGain meaningful insights with geospatial analysis, scripting extensions, and other advanced methodsExplore the latest Tableau 2022 features, including Einstein Discovery and Explain DataBook Description Learning Tableau 2022 helps you get started with Tableau and data visualization, but it does more than just cover the basic principles. It helps you understand how to analyze and communicate data visually, and articulate data stories using advanced features. This new edition is updated with Tableau's latest features, such as dashboard extensions, Explain Data, and integration with CRM Analytics (Einstein Analytics), which will help you harness the full potential of artificial intelligence (AI) and predictive modeling in Tableau. After an exploration of the core principles, this book will teach you how to use table and level of detail calculations to extend and alter default visualizations, build interactive dashboards, and master the art of telling stories with data. You'll learn about visual statistical analytics and create different types of static and animated visualizations and dashboards for rich user experiences. We then move on to interlinking different data sources with Tableau's Data Model capabilities, along with maps and geospatial visualization. You will further use Tableau Prep Builder's ability to efficiently clean and structure data. By the end of this book, you will be proficient in implementing the powerful features of Tableau 2022 to improve the business intelligence insights you can extract from your data. What you will learnDevelop stunning visualizations to explain complex data with clarityBuild interactive dashboards to drive actionable user insightsExplore Data Model capabilities and interlink data from various sourcesCreate and use calculations to solve problems and enrich your analyticsEnable smart decision-making with data clustering, distribution, and forecastingExtend Tableau's native functionality with extensions, scripts, and AI through CRM Analytics (formerly Einstein Analytics)Leverage Tableau Prep Builder's amazing capabilities for data cleaning and structuringShare your data stories to build a culture of trust and actionWho this book is for This Tableau book is for aspiring BI developers and data analysts, data scientists, researchers, and anyone else who wants to gain a deeper understanding of data through Tableau. This book starts from the ground up, so you won't need any prior experience with Tableau before you dive in, but a full Tableau license (or 14-day demo license) is essential to be able to make use of all the exercises.

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.

Practical Salesforce Architecture

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Author : Paul McCollum
language : en
Publisher: "O'Reilly Media, Inc."
Release Date : 2023-10-05

Practical Salesforce Architecture written by Paul McCollum and has been published by "O'Reilly Media, Inc." this book supported file pdf, txt, epub, kindle and other format this book has been release on 2023-10-05 with Business & Economics categories.

Once renowned as a customer relationship management tool, Salesforce has evolved into a cloud-first application and capability ecosystem. With dedicated components for tasks such as middleware, big data, reporting, ETL, data loading, and API orchestration, Salesforce has become more prevalent in modern architectures. This concise yet comprehensive guide provides an overview of Salesforce architecture for enterprise architects and Salesforce ecosystem architects. Author Paul McCollum, Salesforce Technical Architect at Accenture, provides a roadmap for integrating major elements of the Salesforce ecosystem with planned or existing enterprise architecture. You'll learn how to use these components to address the diverse needs of different organizations. Many companies today are adding or building multicloud capabilities and incorporating various elements from the Salesforce ecosystem. With this book, you'll learn: Strengths, weaknesses, and growth areas of Salesforce's enterprise architecture domain features How Salesforce compares to other cloud providers Methods for using the Salesforce ecosystem effectively to address your organization's needs How to integrate Salesforce with planned or existing enterprise architectures Ways to manage and forecast performance, complexity, and ease of operation across the Salesforce platform