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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
Languages
Python
Tools
Tableau
Concepts
Business Intelligence
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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.
Read more about Mark Tossell

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Chapter 8

  • If you want a colleague to access a particular view of a dashboard and drill into the data, how would you share it with them?

Use a sharing URL.

  • What is the purpose of the "Copy widget to clipboard" command?

It copies a widget, or several widgets, to the clipboard for pasting anywhere on a dashboard.

  • What is the recommended number of default columns for a dashboard?

50

  • When you move from one dashboard page to another, do any filters applied to the first page remain in place?

Yes

  • How could you use the container widget in a dashboard?

The container widget can be used to create a highlights panel that can be moved and resized as one item containing a group of widgets.

  • What is meant by a top-down dashboard design, and how is it facilitated by CRMA pages?

A versatile, top-down design for a dashboard using CRMA pages overcomes several obstacles and provides a simple, flexible...

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Creating Actionable Insights Using CRM Analytics
Published in: Dec 2021Publisher: PacktISBN-13: 9781801074391
© 2021 Packt Publishing Limited All Rights Reserved

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

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