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Creating Actionable Insights Using CRM Analytics

You're reading from  Creating Actionable Insights Using CRM Analytics

Product type Book
Published in Dec 2021
Publisher Packt
ISBN-13 9781801074391
Pages 368 pages
Edition 1st Edition
Languages
Author (1):
Mark Tossell Mark Tossell
Profile icon Mark Tossell

Table of Contents (19) Chapters

Preface Section 1: Getting Started with CRM Analytics
Chapter 1: What Is CRM Analytics and Where Can You Use it? Chapter 2: Developing Your First OOTB Analytics App in CRMA Section 2: Building Datasets in CRMA
Chapter 3: Connecting Your Data Sources Chapter 4: Building Data Recipes Chapter 5: Advanced ETL Using CRMA Data Prep Chapter 6: CRMA Lenses – Diving into Your Data One Click at a Time Chapter 7: Security in CRM Analytics Section 3: How to Build Awesome Analytics Dashboards in CRMA
Chapter 8: Building Your First CRMA Dashboard Chapter 9: Advanced Dashboard Design and Build Chapter 10: To Code or Not to Code? Chapter 11: Best Practices in Dashboard Design Using CRMA Section 4: From Data To Insight To Action
Chapter 12: Embedding and Actioning Your Insights Questions and Answers Other Books You May Enjoy

Tying things together with bindings

What are bindings in CRMA? Bindings are used to pass values between steps and widgets—that is, parameterizing values for dynamic values and selections. Example use cases include the following:

  • Dynamic reference lines
  • Dynamic groupings
  • Dynamic measures
  • Dynamic sort
  • Dynamic chart types

There are two types of bindings to consider. First, selection binding is used to update a query based on the selection in another query, such as choosing a date range via a toggle widget. Second, results binding is used to update a query based on the results of another query, such as using a calculated value from a case statement to bucket your data.

CRMA is slowly moving away from requiring code to create bindings, but many use cases still require development work in the JSON, as you will see in the following section.

Bindings in JSON

We're now going to talk about JSON. You may be familiar with JSON, but perhaps...

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