Recently I was asked “Does one of your Tableau CRM blog posts cover how to use a compare table to drive a drop down KPI list on a chart?”. Short answer to that was “No”. But I figured let’s change that answer to “Yes”. In this blog, I will show how you can have a ...
My binding blogs seem to be some of the most popular content on my blog. It is also one of the topics I get the most questions about. So I’ve been thinking, how do I make it easier for people to understand? And I thought “what about a decision tree?”. So I created one… Scope ...
Some of my blogs are inspired by questions or use cases that I encounter when working with Tableau CRM. In the past month, I’ve had the same question around joining two datasets in a query; one dataset is grouped by two dimensions, but the other dataset is missing one of those dimensions, hence the question ...
At Tableau CRM (Formerly Einstein Analytics), the authoring experience team is particularly obsessed with enabling users to build rich, engaging analytical experiences that include fluid layouts, interactions, navigation & beautiful animations to break the mold of endless grids of static visualizations. As we explore new paradigms for presenting insights, ‘Progressive Disclosure’ is an interaction design pattern ...
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 ...