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

Cooking up data recipes in CRMA

In this section, we will explain what a data recipe is, when and why you should use one, and how to create your first simple recipe.

What is a data recipe?

A CRMA data recipe is used to join multiple datasets into one and to prepare, clean, and transform data with smart suggestions, column profiles, and powerful transformations.

Recipes are perfect for Salesforce administrators and analysts with little to no data integration experience who want guidance on how to clean data, with the added benefit of previewing the transformation results. Additionally, recipes are a powerful tool for experienced data ninjas who want to create datasets using a no-code, visual interface.

A data recipe enables you to do the following:

  • Preview data and see how it changes as you apply transformations.
  • Remove columns or change column labels easily and quickly.
  • Use column profiles to analyze the quality and makeup of your data.
  • Improve and...