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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 4: Building Data Recipes

Now that you are confident an how to create an Out-of-the-box analytics app template, it is time to learn how to build custom analytics apps, beginning with data transformation. In this chapter, the process of creating a data recipe in CRMA will be defined and explained. Beginning with the dataset created in Chapter 3, Connecting Your Data Sources, you will learn how to apply filters, joins, calculations, transformations, and more to that data.

So, what will you be able to do by the end of this chapter? Well, first, you will clearly understand how to create a data recipe in CRMA. Second, you will be familiar and comfortable with the data recipe UI. Third, you will be able to transform data inside recipes using functionalities such as buckets, aggregation, and calculations. Fourth, you will have learned how to join and append datasets, including how to use the various join types, such as lookup and inner join. And, finally, you will be confident in...

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