E-book details

Creating Actionable Insights Using CRM Analytics. Learn how to build insightful and actionable data analytics dashboards

Creating Actionable Insights Using CRM Analytics. Learn how to build insightful and actionable data analytics dashboards

Mark Tossell

Ebook
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.
  • 1. What Is TCRM and Where Can You Use It?
  • 2. Developing Your First OOTB Analytics App in TCRM
  • 3. Connecting Your Data Sources
  • 4. Building Data Recipes
  • 5. Advanced ETL Using TCRM Data Prep
  • 6. TCRM Lenses - Diving into Your Data, One Click at a Time
  • 7. Security in Tableau CRM
  • 8. Building Your First TCRM Dashboard
  • 9. Advanced Dashboard Design and Build
  • 10. To Code, or Not to Code?
  • 11. Best Practices in Dashboard Design Using TCRM
  • 12. Embedding and actioning your insights
  • Title: Creating Actionable Insights Using CRM Analytics. Learn how to build insightful and actionable data analytics dashboards
  • Author: Mark Tossell
  • Original title: Creating Actionable Insights Using CRM Analytics. Learn how to build insightful and actionable data analytics dashboards
  • ISBN: 9781801070249, 9781801070249
  • Date of issue: 2021-12-29
  • Format: Ebook
  • Item ID: e_2t69
  • Publisher: Packt Publishing