Users love tables on their dashboards, it’s a great way to see details after you have filtered through your data. What is even better you can make any row actionable pulling up the action menu allowing you to open records or perform Salesforce global actions. In Winter ’21 there is an addition to how actions ...
Today I want to introduce a new (revolutionary) feature we’ve built in Tableau CRM (formerly Einstein Analytics); it’s called Dashboard Components. What is it? Essentially, it’s a container with pages that allows you to quickly create and reuse dynamic areas of a dashboard. Why is this awesome you ask? First, because who doesn’t love a ...
What happens when you combine the power of the Einstein Analytics platform with the AI/ML capabilities to forecast your sales data? … The result is the brand new Revenue Operations Analytics Template that equips Sales leaders and reps with a fast and easy way to explore data and discover new insights. Organizations that are able ...
Einstein Analytics (EA) and Tableau together offer the world’s leading analytics solution for anyone, anywhere using any data. EA is focused on providing actionable insights in the native CRM user experience and has best-in-class integration with CRM that allows you to analyze all your CRM data in a secure & scalable manner. And then there ...
In this part of the SAQL series, we are going to look at the rollup modifier, which is used to create total and subtotals in your query. Now as with the previous parts of this series, total and subtotals can also be achieved in the UI by using compare tables. Hence just because you need ...
Custom maps are great! I love how you can simply visualize your data in any given way – I’ve previously covered maps with some examples – see here. But some times you may want to delete custom maps; some might be too large and you made a more optimized version or your sales regions have ...
In my experience, a lot of people struggle with creating a good dashboard design. They might be very clear on who they are designing for and what KPIs are needed but the actual design often looks somewhat cluttered and it may be unclear what reading path to take. It should be recognized as a skill ...
If you have been following along in this blog series, I’m sure you are starting to see how powerful SAQL can be joining data as we see fit, but there is more to the story. You can create new derived fields that we already touched upon in part 5 of this blog series, but let’s ...
A little more than a year ago I sat out to demystify bindings (or interactions as they are being called from Spring 20). I wrote a blog series covering data selection, data serialization, and data manipulation functions. It turned out to be quite a few blogs and quite a few bindings as well. I figured ...
I’ve heard more than once than bindings can be hard and confusing. And if I didn’t believe that, then I only have to look at the most viewed blogs I’ve written and my demystifying binding blog series is by far the winner. In the Spring 20 release, it has become a little bit easier to ...