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

Questions

Here are some questions to test your knowledge of this chapter:

  • What is a data recipe, and when should you use it?
  • When would you need to append data in a recipe?
  • What types of dataset joins are available in the recipe editor?
  • Where can you find common calculations?
  • What is one real-world use case for the bucket transformation?
  • Explain the Detect Sentiment transformation.
  • Fill in the blanks:

You must indicate the field that contains every _____ in the data hierarchy and also the field that contains the analogous __________based on the hierarchy in order to compose the flatten transformation. This will create one record for every hierarchy node, which is referred to as the ______ node.

  • The Split transformation always creates ______ new columns.