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You're reading from  Creating Actionable Insights Using CRM Analytics

Product typeBook
Published inDec 2021
Reading LevelBeginner
PublisherPackt
ISBN-139781801074391
Edition1st Edition
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Author (1)
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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Chapter 4

  • What is a data recipe, and when should you use it?

A CRMA data recipe is used to join multiple datasets into one and to prepare, clean, and transform data with smart suggestions, column profiles, and powerful transformations. Recipes are perfect for Salesforce administrators or analysts with little to no data integration experience who want guidance on how to clean data, with the added benefit of previewing transformation results. Recipes are also a powerful tool for experienced data ninjas who want to create datasets using a no-code, visual interface.

  • When would you need to append data in a recipe?

Appending data is used when you need to add rows from one dataset, or multiple datasets, to another.

  • What types of dataset joins are available in the recipe editor?

Lookup, left join, right join, inner join, or full outer join

  • Where can you find common calculations?

Common calculations have their own function buttons...

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You have been reading a chapter from
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