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

Creating, editing, and cloning lenses

Now that you understand what a lens is and what it is used for, you are going to build and edit a lens in CRMA. Before you get started, here is what the lens UI looks like, with a few key components labeled for reference:

Figure 6.1 – The CRMA lens UI

You will now learn how to work with lenses in Chart Mode.

Working with Chart Mode

Open Analytics Studio and follow these steps:

  1. Select MyFirstDataset from the All Items list. This will bring you to the lens UI, which will open in the default Chart Mode.
  2. On the left-hand side of your screen, use the drop-down list to choose Sum of Amount for Bar Length.
  3. Choose OwnerId.Name for Bars.
  4. Click on the drop-down arrow next to Sum of Amount and select Sort Descending.
  5. On the far right-hand side of your screen, click on the Formatting icon, which looks like a paintbrush.
  6. Add a title in the Title box called My First Lens.
  7. Save your lens...