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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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Creating, editing, and cloning lenses

Now that you understand what a lens is and what it is used for, you are going to build and edit a lens in CRMA. Before you get started, here is what the lens UI looks like, with a few key components labeled for reference:

Figure 6.1 – The CRMA lens UI

You will now learn how to work with lenses in Chart Mode.

Working with Chart Mode

Open Analytics Studio and follow these steps:

  1. Select MyFirstDataset from the All Items list. This will bring you to the lens UI, which will open in the default Chart Mode.
  2. On the left-hand side of your screen, use the drop-down list to choose Sum of Amount for Bar Length.
  3. Choose OwnerId.Name for Bars.
  4. Click on the drop-down arrow next to Sum of Amount and select Sort Descending.
  5. On the far right-hand side of your screen, click on the Formatting icon, which looks like a paintbrush.
  6. Add a title in the Title box called My First Lens.
  7. Save your lens...
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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