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.


One date widget, two date filters, plus an offset

One date widget, two date filters, plus an offset

Use case with one date widget to power a query with two different date ranges - one from the date widget the other with an offset.
Dynamic Chart Markers in Tableau CRM

Dynamic Chart Markers in Tableau CRM

A use case on how to make your chart markers dynamic.
Bindings for SQL queries

Bindings for SQL queries

Make SQL queries more dynamic with bindings and Data Serializations for SQL.
All you need to know about bindings

All you need to know about bindings

References to all relevant content on bindings.
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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.


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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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