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

A hands-on exercise in data transformation

In this hands-on exercise, we want to create a new dataset to analyze the service cases that belong to accounts with open opportunities.

Perform the following steps to modify your existing MyFirstRecipe recipe using various transformations; it is critical that these steps are executed carefully in order:

  1. Open the MyFirstRecipe recipe from Data Manager.
  2. Create a second branch inside the dataflow directly after the input node.
  3. Add a Filter node to this new branch in order to include all opportunity stages, except for Closed Lost and Closed Won.
  4. To the right-hand side of the Filter node, add a Join node to augment the opportunity data with case information. Select only these Case fields: Account ID, Case Number, Status, Subject, and Case Type. Use a Left join node, match it by Account ID, and add the API name prefix of Case.
  5. To the right-hand side of the Join node, add an Aggregate node. You want to calculate the...