Creating Actionable Insights Using Tableau CRM: Learn how to build insightful and actionable data analytics dashboards

Cover
Title page
Copyright and Credits
Contributors
Table of Contents
Preface
Section 1: Getting Started with Tableau CRM
Chapter 1: What Is Tableau CRM and Where Can You Use it?
	The importance of data analytics
	What is TCRM and what is it used for?
		What is TCRM?
		What is TCRM used for?
		Which analytics tool should you use for which business use case?
	How can you excel at data analytics with TCRM?
	Summary
		Questions
Chapter 2: Developing Your First OOTB Analytics App in TCRM
	Technical requirements
	Getting hands-on with your own TCRM environment
		Setting up your dev org
		Finding your way around the Analytics Studio home page
	What is a TCRM analytics app?
	Installing and configuring a TCRM analytics app
		App creation
		App exploration
	Customizing a TCRM analytics app
		Changing the app settings to custom settings
		Customizing detailed app settings
	Common questions answered
		Which licenses do I need to build and use TCRM?
		Which permissions do I need to access, build, and edit analytics apps?
		How do I turn on TCRM in my org?
		Do AI and ML come with TCRM?
	Troubleshooting
		I can\'t find my TCRM app or assets
		I can\'t get to the TCRM home page from the Salesforce home page
		Where is the link to reconfigure my TCRM app?
	Summary
	Questions
Section 2: Building Datasets in TCRM
Chapter 3: Connecting Your Data Sources
	Technical requirements
	The capabilities of TCRM for data connections
		Dataset definition, design, and build
		Data sync
		Ingesting and combining external data with Salesforce data
		Remote data connections available for TCRM
	The limitations of TCRM for data connections
	Bringing Salesforce data into TCRM
		Designing a dataset
		Dataset builder
	Augmenting your Salesforce data with flat files
	Common questions and challenges
	Summary
	Questions
Chapter 4: Building Data Recipes
	Technical requirements
	Cooking up data recipes in TCRM
		What is a data recipe?
		How do you create a data recipe?
	Transforming data in recipes
		Adding data
		Appending data
		Filtering data
		Aggregating data
		Transforming data
	Joining data in recipes
		Outputting data from recipes
	A hands-on exercise in data transformation
	Summary
	Questions
Chapter 5: Advanced ETL Using TCRM Data Prep
	Technical requirements
	Advanced use of the Data Prep tool
		Diving into data joins
		Advanced use of the aggregation node
		Why, when, and how to use complex formula transformations
		Working with dates in the Data Prep tool
		A deeper understanding of how and why to flatten your data
		Predict Missing Values – how and when to use
		Sentiment detection explained
	Advanced hands-on exercise
		Resources required
		Steps to follow
		Solution
	Summary
	Questions
Chapter 6: TCRM Lenses – Diving into Your Data One Click at a Time
	Technical requirements
	Lenses – the investigative journalists of TCRM
	Creating, editing, and cloning lenses
		Working with Chart Mode
		Analyzing your data using Table Mode
		Query Mode
	Using lenses to create a TCRM analytics dashboard
	Tips and hints
	Summary
	Questions
Chapter 7: Security in Tableau CRM
	Technical requirements
	What is TCRM security and how does it work?
	Managing TCRM access permissions
	Configuring TCRM app-level security
	Deploying Salesforce sharing inheritance
	Understanding the concept and usage of security predicates
	Summary
	Questions
Section 3: How to Build Awesome Analytics Dashboards in TCRM
Chapter 8: Building Your First TCRM Dashboard
	Technical requirements
	Getting to know your dashboard editor
	Creating a dashboard and placing widgets
		Creating a sales dashboard
		Placing widgets on the sales dashboard
		Adding a highlights panel to the sales dashboard
		Adding filters to the sales dashboard
		Adding Image, Date, List, and Range widgets to the sales dashboard
	The devil is in the details
	Understanding the top-down design with pages
	A user\'s guide to a TCRM dashboard
	Summary
	Questions
Chapter 9: Advanced Dashboard Design and Build
	Technical requirements
	Creative use of page animations
	Beginning with code – an introduction to SAQL
		Definitions
		Example use cases
	Tying things together with bindings
		Bindings in JSON
		Bindings in the UI
	Working with the Advanced Editor
	Summary
	Questions
Chapter 10: To Code or Not to Code?
	Technical requirements
	When do you need code?
		Security predicates
		Bindings in JSON
		SAQL expressions
		Bulk actions (using Visualforce and the TCRM REST API)
		timeseries (modified)
		XMD – advanced formatting options
	You might not need to code if...
	Occasions of ambiguity
	Summary
	Questions
Chapter 11: Best Practices in Dashboard Design Using TCRM
	Technical requirements
	Common mistakes in dashboard design
	Design philosophy for effective dashboard building
		A good dashboard provides actionable insights
		A good dashboard reflects and portrays business understanding
		A good dashboard tells a story with data
		A good dashboard is simple
		A good dashboard is intuitive and easy to use
		A good dashboard clearly communicates information visually
		A good dashboard considers the audience
		A good dashboard fosters user engagement
		The 10 principles of good dashboard design
		References
	Best practice in TCRM dashboard design
		Leverage the smart use of pages
		When possible, build with the GUI
		Be judicious in your use of SAQL
		Know when to go back to the dataset
		Leverage dashboard components where practical
	Summary
	Questions
Section 4: From Data To Insight To Action
12
Embedding and Actioning Your Insights
	Technical requirements
	Creating and configuring record actions in TCRM
		Configured record actions
		Driving an automation in Salesforce from TCRM
	Embedded dashboards
		Why would you embed your dashboards?
		How do you embed your dashboards?
	Summary
	Questions
Questions and Answers
	Chapter 1
	Chapter 2
	Chapter 3
	Chapter 4
	Chapter 5
	Chapter 6
	Chapter 7
	Chapter 8
	Chapter 9
	Chapter 10
	Chapter 11
	Chapter 12
Other Books You May Enjoy
Index