Creating Actionable Insights Using Tableau CRM

Leverage Tableau CRM to generate valuable business insights and solve business problems efficientlyKey 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 DescriptionTableau 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 forThis 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.