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
- Create insights with templates
- Make dashboards dynamic with bindings
- Create custom queries with SAQL and SQL
- Create stunning visualizations
- Query data directly from connectors
- Extend and make actionable insights
Explore data with Lightning Reports
Use Lightning Reports and Dashboard to get a real-time view of Salesforce data.
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.
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
Einstein Analytics: Demystifying Bindings – Part 8
Einstein Analytics: Demystifying Bindings – Part 9
Get a little help on the binding syntax
The ultimate bindings dashboard
A Binding Decision Tree
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
SAQL simply explained – Part 6
SAQL simply explained – Part 7
How to Build a Compound Annual Growth Rate Model in CRM Analytics
Create stunning visualizations
Leverage the many different widgets in the dashboard editor to create stunning dashboards.
Query data directly from connectors
Use the direct query options to get live data from Salesforce or external data sources using available connectors.
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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