Learn Data Visualization

Bring your data to life by creating stunning dashboards in CRM Analytics. Go above and beyond by leveraging the whole data visualization platform to bring data in front of your users.

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Explore data with Lightning Reports

Use Lightning Reports and Dashboard to get a real-time view of Salesforce data.

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Create insights with templates

Get up and running quickly with templated analytics apps and dashboards. Use them as-is or customize them and make them your own.

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Make dashboards dynamic with bindings

Make your dashboards even more dynamic and flexible with the use of bindings aka interactions. See the official documentation here.

Einstein Analytics: Demystifying Bindings – Part 7

Learn how to do bindings on grain steps with bindings 1.0.

Einstein Analytics: Demystifying Bindings – Part 8

Learn how you can use data manipulation functions.

Einstein Analytics: Demystifying Bindings – Part 9

Get the full binding dashboard with all the examples from the blog series.

Get a little help on the binding syntax

A walkthrough of the custom query and advanced editor to get help on the binding syntax.

The ultimate bindings dashboard

Get access to a dashboard with an example of different types of bindings.
A Binding Decision Tree

A Binding Decision Tree

Get a little help in selecting the right data selection and data serialization.

Create custom queries with SAQL and SQL

Go beyond point and click and create your own custom queries with Salesforce Analytics Query Language (SAQL) or SQL.

SAQL simply explained – Part 5

Understand how the union statement works.

SAQL simply explained – Part 6

Understand how to calculate new measures and use case statements for bucketing.

SAQL simply explained – Part 7

Understand how to create total and subtotals using rollup() and grouping().
How to Build a Compound Annual Growth Rate Model in CRM Analytics

How to Build a Compound Annual Growth Rate Model in CRM Analytics

A use case blog to create a custom projection calculator.

Create stunning visualizations

Leverage the many different widgets in the dashboard editor to create stunning dashboards.

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Query data directly from connectors

Use the direct query options to get live data from Salesforce or external data sources using available connectors.

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Extend and make actionable insights

Extend the capabilities of dashboards further for the benefit of your users and allow them to make better decisions and take actions on insight.

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