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

Augmenting your Salesforce data with flat files

Now, you are going to use a CSV (flat) file to augment your Salesforce data by performing the following steps:

  1. Go to your Analytics Studio home page, navigate to My First Analytics App, and click on the option to create a new dataset.
  2. This time, choose the option for CSV File.
  3. Go ahead and select a file (any CSV file will do for this exercise). Then, click on Next, name your CSV dataset, and click on Next.
  4. You will arrive at the user interface for editing the dataset field attributes, which should look similar to the following screenshot:

Figure 3.14 – Editing the dataset field attributes

  1. Select each field/column and edit the field attributes, as required, before uploading the file to create the new dataset.
  2. Once this is done, click on Upload File and the dataset will be created. It is now ready for exploration, transformation, and combination.

    Note

    One common error...