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

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Mark Tossell Creating Actionable Insights Using Tableau CRM: Learn how to build insightful and actionable data analytics dashboards
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Leverage Tableau CRM to generate valuable business insights and solve business problems efficiently

Key Features
  • Extract, combine, transform, and visualize your data to derive business insights using Tableau CRM
  • Gain hands-on experience as you walk through practical dashboard use cases in Tableau CRM
  • Learn how to build best-in-class dashboards from a Tableau CRM thought leader
Book Description

Tableau CRM, formerly Einstein Analytics, is a powerful and versatile data analytics platform that enables organizations to extract, combine, transform, and visualize their data to create valuable business insights. Despite being a highly capable tool and in high demand in the industry, proficiency in Tableau CRM skills is hard to find.

Creating Actionable Insights Using Tableau CRM provides a hands-on approach to Tableau CRM implementation and associated methodologies that will have you up and running and productive in no time. The book provides you with detailed explanations of essential concepts to help you to gain confidence and become competent in using the Tableau CRM platform for data extraction, combination, transformation, visualization, and action. As you make progress, youll understand what Tableau CRM is and where it provides business value. Youll also learn how to bring your data together in Tableau CRM, build datasets and lenses for data analysis, create effective analytics dashboards for visualization and consumption by end users, and build dashboard actions that take the user from data to insight to action with ease.

By the end of this Tableau book, youll be able to solve business problems using Tableau CRM and design, build, test, and deploy Tableau CRM analytics dashboards efficiently.

What you will learn
  • Implement and configure Tableau CRM from scratch
  • Build your first Tableau CRM analytics app and embed your Tableau CRM dashboards in Salesforce to enhance user adoption
  • Connect Salesforce and external data with Tableau CRM and create datasets
  • Create a data recipe and get familiar with the recipe UI
  • Build a custom dashboard in Tableau CRM using the dashboard editor
  • Use lenses to create a Tableau CRM analytics dashboard
  • Configure and implement data security and governance
  • Build configured record actions to automate data directly in Salesforce
Who this book is for

This book is for data analysts, business analysts, BI professionals, and Salesforce users who want to explore Tableau CRMs capabilities and features. Basic knowledge of Salesforce and data analytics is assumed to get the most out of this book.

Table of Contents
  1. What Is TCRM and Where Can You Use It?
  2. Developing Your First OOTB Analytics App in TCRM
  3. Connecting Your Data Sources
  4. Building Data Recipes
  5. Advanced ETL Using TCRM Data Prep
  6. TCRM Lenses - Diving into Your Data, One Click at a Time
  7. Security in Tableau CRM
  8. Building Your First TCRM Dashboard
  9. Advanced Dashboard Design and Build
  10. To Code, or Not to Code?
  11. Best Practices in Dashboard Design Using TCRM
  12. Embedding and actioning your insights

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Creating Actionable Insights Using Tableau CRM Learn how to build insightful - photo 1
Creating Actionable Insights Using Tableau CRM

Learn how to build insightful and actionable data analytics dashboards

Mark Tossell

BIRMINGHAMMUMBAI Creating Actionable Insights Using Tableau CRM Copyright 2021 - photo 2

BIRMINGHAMMUMBAI

Creating Actionable Insights Using Tableau CRM

Copyright 2021 Packt Publishing

All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing or its dealers and distributors, will be held liable for any damages caused or alleged to have been caused directly or indirectly by this book.

Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

Publishing Product Manager: Reshma Raman

Senior Editor: Mohammed Yusuf Imaratwale

Content Development Editor: Nazia Shaikh, Joseph Sunil

Technical Editor: Devanshi Ayare

Copy Editor: Safis Editing

Project Coordinator: Aparna Ravikumar Nair

Proofreader: Safis Editing

Indexer: Hemangini Bari

Production Designer: Shyam Sundar Korumilli

First published: December 2021

Production reference: 1241121

Published by Packt Publishing Ltd.

Livery Place

35 Livery Street

Birmingham

B3 2PB, UK.

ISBN 978-1-80107-439-1

www.packt.com

Contributors
About the author

Mark Tossell is passionate about solving problems and improving processes using data. Tableau CRM (Einstein Analytics) and Tableau, powered by AI, are the tools of his trade. He is a proud wearer of the Salesforce Gold Hoodie and a recipient of the inaugural APAC Awesome Admin award. He is also a Trailhead learning addict, having earned over 420 badges. In addition, he is honored to be a Tableau CRM Ambassador and a Salesforce Partner solution engineer.

Mark lives in Sydney, Australia, with his wife, Christina, and son, Adam.

About the reviewers

Gayathri Shivakumar has over 23 years of experience in the IT Industry, with around 10 years' experience in Salesforce technology. She holds a double master's in computer science and is working on a doctorate in data science. A data nerd and a proud mom of two beautiful daughters, she is passionate about mentoring young minds.

I am pleased to have donned this hat for the first time as a book reviewer for this book on a subject that is very close to my heart. Thank you, Mark Tossell, for giving me this wonderful opportunity. Also, a note of thanks to my family and friends who have supported me in this endeavor.

Mustapha El Hassak is a Salesforce Certified Technical Architect (CTA) and 15x Salesforce Certified. He has 11+ years of experience working in IT and is currently working as a Salesforce Senior Technical Architect. He has also been a technical reviewer for the book Talend Open Studio Cookbook.

I thank Almighty Allah, who showers his blessings and showed me the right path, which paved the way to the successful completion of this work. I express my special thanks to my parents, Khadija and Hassan, my brother, Sad, and my sister, Asmae, for their continued support. I also express my infinite gratitude to my wife Halima for her patience and encouragement. Finally, a big thanks to my little daughter, Sirine, and my little boy, Yahya.

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