Book Image

Learning Tableau 2022 - Fifth Edition

By : Joshua N. Milligan
Book Image

Learning Tableau 2022 - Fifth Edition

By: Joshua N. Milligan

Overview of this book

Learning Tableau 2022 helps you get started with Tableau and data visualization, but it does more than just cover the basic principles. It helps you understand how to analyze and communicate data visually, and articulate data stories using advanced features. This new edition is updated with Tableau’s latest features, such as dashboard extensions, Explain Data, and integration with CRM Analytics (Einstein Analytics), which will help you harness the full potential of artificial intelligence (AI) and predictive modeling in Tableau. After an exploration of the core principles, this book will teach you how to use table and level of detail calculations to extend and alter default visualizations, build interactive dashboards, and master the art of telling stories with data. You’ll learn about visual statistical analytics and create different types of static and animated visualizations and dashboards for rich user experiences. We then move on to interlinking different data sources with Tableau’s Data Model capabilities, along with maps and geospatial visualization. You will further use Tableau Prep Builder’s ability to efficiently clean and structure data. By the end of this book, you will be proficient in implementing the powerful features of Tableau 2022 to improve the business intelligence insights you can extract from your data.
Table of Contents (20 chapters)
18
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19
Index

AI with CRM Analytics (Einstein Discovery)

Nearly every dataset contains historical records that could be used to make future predictions. For example, let’s say you:

  • Have a dataset of customer purchases for the last two years and you want to identify factors that predict which customers will make repeat purchases.
  • Have every service record for every part you’ve manufactured, and you want to predict which parts are most likely to fail most often and you also want to understand why.
  • Have a dataset that matches customer satisfaction scores with details of their transactions and you want to understand the factors that lead to low satisfaction or high satisfaction.

In each of these cases, and countless more, you could leverage the capabilities of machine learning and AI to make predictions based on your data and your goals.

CRM Analytics (formerly Einstein Analytics) from Salesforce is AI-enabled analytics that identifies patterns in your...