Book Image

Creating Actionable Insights Using CRM Analytics

By : Mark Tossell
Book Image

Creating Actionable Insights Using CRM Analytics

By: Mark Tossell

Overview of this book

CRM Analytics, formerly known as Tableau CRM and 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. Creating Actionable Insights Using CRM Analytics provides a hands-on approach to CRM Analytics 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 CRM Analytics platform for data extraction, combination, transformation, visualization, and action. As you make progress, you'll understand what CRM Analytics is and where it provides business value. You'll also learn how to bring your data together in CRM Analytics, 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 book, you'll be able to solve business problems using CRM Analytics and design, build, test, and deploy analytics dashboards efficiently.
Table of Contents (19 chapters)
1
Section 1: Getting Started with CRM Analytics
4
Section 2: Building Datasets in CRMA
10
Section 3: How to Build Awesome Analytics Dashboards in CRMA
15
Section 4: From Data To Insight To Action

Chapter 9: Advanced Dashboard Design and Build

Now that you have built your first dashboard, it's time to move beyond the basics. In this chapter, you will learn about advanced dashboard design and build. When you've completed this chapter, you will know how to enhance designs with CRM Analytics (CRMA) pages, use Salesforce Analytics Query Language (SAQL) to create more complex queries, and build interactions and bindings using code or clicks.

What will you learn to do in this chapter? We'll be looking at the following topics:

  • Creative use of page animations
  • Beginning with code – an introduction to SAQL
  • Tying things together with bindings
  • Working with the Advanced Editor