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You're reading from  Creating Actionable Insights Using CRM Analytics

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Published inDec 2021
Reading LevelBeginner
PublisherPackt
ISBN-139781801074391
Edition1st Edition
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Mark Tossell
Mark Tossell
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Mark Tossell

Mark Tossell is passionate about solving problems and improving processes using data. Tableau CRM (Einstein Analytics) and Tableau, powered by AI, are the tools of his trade. He is a proud wearer of the Salesforce Gold Hoodie and recipient of the inaugural APAC Awesome Admin award. He is also a Trailhead learning addict, having earned over 420 badges. In addition, he is honored to be a Tableau CRM Ambassador and a Salesforce Partner Solution Engineer. Mark lives in Sydney, Australia, with his wife, Christina, and son, Adam.
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Creative use of page animations

The CRMA pages functionality gives you the capability to create clever dashboards that use animation to enhance dashboard functionality and useability.

From your Analytics Studio home page, open the My First Dashboard dashboard you created in Chapter 8, Building Your First CRMA Dashboard. Follow these steps to create a dashboard where you will work with multiple pages:

  1. Clone it to create a new dashboard, My Advanced Dashboard.
  2. Open this new dashboard in Edit mode.
  3. Clone the Sales page and rename this new page Sales Clean.
  4. Under the Page Options drop-down menu, select Hide from Navigation. Notice that this removes the page from the navigation widget.
  5. Remove and rearrange widgets so that the page matches what you see in Figure 9.1. When prompted about removing the global filter widget, select Delete Widget Only.
  6. Click Save to save the dashboard.

The result should look like this:

Figure 9.1...

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Creating Actionable Insights Using CRM Analytics
Published in: Dec 2021Publisher: PacktISBN-13: 9781801074391

Author (1)

author image
Mark Tossell

Mark Tossell is passionate about solving problems and improving processes using data. Tableau CRM (Einstein Analytics) and Tableau, powered by AI, are the tools of his trade. He is a proud wearer of the Salesforce Gold Hoodie and recipient of the inaugural APAC Awesome Admin award. He is also a Trailhead learning addict, having earned over 420 badges. In addition, he is honored to be a Tableau CRM Ambassador and a Salesforce Partner Solution Engineer. Mark lives in Sydney, Australia, with his wife, Christina, and son, Adam.
Read more about Mark Tossell