In the previous two sections, we explored how cosmetic changes and query changes can help improve dashboard performance. In this section, let’s understand how some network capabilities can be used to our benefit. Enable CDN to Load Tableau CRM Dashboard Faster Why CDN for Tableau CRM? Load Tableau CRM and other Lightning Experience applications faster ...
In the previous section, we explored cosmetic changes which can help make your dashboard load faster. In this part of the series, I’ll talk about how you can make your queries more efficient to improve your dashboard performance. Avoid Post Projection Grouping/Filtering Pre-projection queries, particularly those dealing with rows numbering in the hundreds of thousands ...
You may be a Tableau CRM dashboard builder who intends to build performant dashboards, but you don’t know where to start. Maybe you have used a few techniques for quick wins, or you may already be aware of the best practices and are reading this blog to discover new techniques you can use to further ...
Want to measure dynamically how you’re trending towards your business goals? Introducing Dynamic Gauge Charts in Lightning Dashboards! Gone are the days of adding static values to the segment ranges. Now you can leverage objects and fields from Salesforce for your gauge charts. So how do we do it? Let’s start by understanding the basic ...
Insights, immediate value, and more insights! In Summer ’21 we introduced the all-new reimagined Einstein Discovery for Reports. This product allows you to enhance and augment your experience with Salesforce Reports. With Einstein Discovery for Report [EDR], you can very easily unravel data insights with a couple of clicks within moments. But you might have ...
Hello Trailblazers, Up until now, reporting was primarily a view-only tool. You mainly built Salesforce reports to visualize your data in different forms, slice and dice the data, add charts to it, and build dashboards. But as we think about what’s next for reports, what if we were to reimagine the entire concept of reporting? ...
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 ...
Is the Lightning Report Builder not fast enough? We hear you and are making changes! We’ve been hearing a lot of feedback from our customers that the Lightning report builder is slow. Sometimes it can take a while for the UI to respond after you add or change a column or filter. We understand how ...
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 ...
Do you love custom report types but find them too difficult to manage? We understand that it can be time-consuming to add new custom fields to custom reports, especially when your org has many custom report types. Now admins can manage them even more easily by auto adding new fields to all custom report types ...