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  • Book Overview & Buying Creating Actionable Insights Using CRM Analytics
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Creating Actionable Insights Using CRM Analytics

Creating Actionable Insights Using CRM Analytics

By : Mark Tossell
4.3 (8)
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Creating Actionable Insights Using CRM Analytics

Creating Actionable Insights Using CRM Analytics

4.3 (8)
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)
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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

  • Give three examples of use cases for using CRMA pages.

Pages can be used to zoom in and out of charts for further analysis, reveal greater detail on a hero chart, or facilitate data segmentation.

  • When you move from page to page within a dashboard, do the applied filters remain, or are they cleared?

They remain.

  • When might you need SAQL?

You may use SAQL when you need to do custom calculations, advanced data manipulations on the fly, co-grouping (joining) data from different datasets, top/bottom lists, in conjunction with binding for dynamic values on charts, and so on.

  • Keywords and functions are written in uppercase, and they are not case-sensitive. True or False?

False

  • Where do you edit SAQL?

Every step of a lens is SAQL-based, so it can be edited and/or custom SAQL added. These can be viewed in JSON editor mode or copied to a JSON editor of your choice.

  • What keyboard shortcut do you use...
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