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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.
Read more about Mark Tossell

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Transforming data in recipes

A data recipe is a fast, intuitive, and powerful tool for data combination, aggregation, and transformation. The following sections will walk you through the various tools at your disposal in these recipes:

  • Adding data
  • Appending data
  • Filtering data
  • Aggregating data
  • Transforming data

At the end of these explanatory sections, you will work through a hands-on exercise to hone your data recipe skills.

Adding data

Even though you will likely choose input data when you create a recipe, you can add more data to an existing recipe as required. The recipe builder canvas will show a separate input node for each set of data that you add.

In order to add more data to an existing recipe, simply click on Select Data in the upper-left corner of the recipe builder canvas, which is represented by the standard dataset icon with a + button next to it. Follow similar steps to those that you used to add the source dataset when creating...

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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