Creating Actionable Insights Using Tableau CRM

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Creating Actionable Insights Using Tableau CRM: Learn how to build insightful and actionable data analytics dashboards by Mark Tossell

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Tableau CRM, formerly 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. Despite being a highly capable tool and in high demand in the industry, proficiency in Tableau CRM is hard to find.


Creating Actionable Insights Using Tableau CRM provides a hands-on approach to Tableau CRM 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 Tableau CRM platform for data extraction, combination, transformation, visualization, and action. As you make progress, you'll understand what Tableau CRM is and where it provides business value. You'll also learn how to bring your data together in Tableau CRM, 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 Tableau book, you'll be able to solve business problems using Tableau CRM and design, build, test, and deploy Tableau CRM analytics dashboards efficiently.


Who this book is for

This book is for data analysts, business analysts, BI professionals, and Salesforce users who want to explore the capability and features in Tableau CRM. Basic knowledge of Salesforce and data analytics is assumed to get the most out of this book.


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  • CC BY-NC-SA 3.0 PH
  • The author's reference is not required

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