Do you ever find yourself challenged by finding and working with ‘the most trending XYZ’, where ‘XYZ’ is the product, case reason, topic item, or technically spoken any other variable? This blog post will address and help you solve this challenge by using the descriptive capabilities of Tableau CRM (meaning it’s all point and click) ...
At Tableau, we know that data, and insights from data, can help answer questions that ultimately drive business growth. But in order for this to happen, all business users need to be able to access the insights in a simple way, right within their workflows. We have witnessed this with embedded Tableau CRM dashboards and ...
A few months ago I got introduced to Mohan Chinnappan‘s SFDX plugin while working on exporting datasets from Tableau CRM (formerly Einstein Analytics). I thought it was a very helpful tool and I decided to type up a blog to help others with this use case. Little did I know at that point that Mohan ...
Custom maps in Einstein Analytics is a brilliant way of portraying your data. I’ve already done a few blogs on the matter (this and this), but all these blogs assume you have the map ready to go. Let’s have a look if you have found a map but it’s not quite ready yet. How do ...
If you were at Dreamforce 2019 or followed along at home you may have heard about the new Einstein Analytics Data Catalog. If not read along, it’s nothing less than amazing! Earlier this year I and the rest of the London DataTribe had the pleasure of welcoming Skip Sauls who is the product manager at ...
Why click with your mouse when there is a shortcut? Well, maybe you are not aware of the many amazing shortcuts there are available in Einstein Analytics. Look no further, here is a list of all the shortcuts you should know and use. Big thanks to Geoff Rothman for finding a lot of these. Dashboard ...
By now I have posted four blogs on how you can use Einstein Analytics for Marketing Cloud reporting. In the blog series we have covered how to get Marketing Cloud prepped, how to set up the connector in Einstein Analytics and also how to generate a dataset on open and click tracking data using the ...
If you are using Salesforce Communities as well as Wave you can design great dashboards and embed them in your community. This is a great way for you to give extra insight into cases, orders or other data from external sources that are relevant for your community user. Here’s an overview of how to get ...
As you may know, Wave sorts your step/lens results automatically. By default results are sorted alphabetically or small to large if the grouping contains numeric values. And you have probably already found your way to the gear icon when creating your steps or lenses. Here you can order your results ascending or descending, a simple way ...
Over time building dashboards in Wave I’ve found a few neat (and maybe a little hidden) shortcuts. Personally, these are helping me and making things a little easier every time I build dashboards. Search in Dashboard JSON If you have worked with the dashboard JSON then you already know the first shortcut “Command+E” or “Control+E”. ...
