I’ve previously in great detail covered bindings aka interactions for compact and SAQL queries. This included data selection function, data serialization functions, and data manipulations. As CRM Analytics continues to evolve with each release we get new additions. With the introduction of Salesforce Direct, Snowflake Direct, and SQL query support more power and flexibility have ...
It’s not unusual when working with data, to want to emphasize some information or key points when looking into charts in a dashboard. TCRM chart markers are very handy when you want to accomplish this. The problem is that you have to create them manually, and they are not dynamic. Or are they? Let’s take ...
It’s a bit surreal, this is the 200th blog I am publishing – what a wave of learnings it’s been (get it?). I was looking for a universal yet simple use case to cover for this 200th blog. A few times over the past week I’ve seen the question posted “how do I have one ...
Tables are everywhere. They’re unequaled as a way to organize and present data clearly. But they’re not as flexible or compelling as other types of visualization. With a table, you’re confined within cells that have limited options for display and styling. The limitations apply to any basic tables, including those in Tableau CRM. That’s why ...
Many asked us to introduce SQL support in Tableau CRM (TCRM), and we heard you. We’re very happy to announce that TCRM now supports SQL in dashboards and lenses. Now you have the option to create powerful visualizations using SAQL(Salesforce Analytics Query Language) and/or SQL in TCRM. You might be wondering why SQL when we ...
In the previous two sections, we explored how cosmetic changes and query changes can help improve dashboard performance. In this section, let’s understand how some network capabilities can be used to our benefit. Enable CDN to Load Tableau CRM Dashboard Faster Why CDN for Tableau CRM? Load Tableau CRM and other Lightning Experience applications faster ...
In the previous section, we explored cosmetic changes which can help make your dashboard load faster. In this part of the series, I’ll talk about how you can make your queries more efficient to improve your dashboard performance. Avoid Post Projection Grouping/Filtering Pre-projection queries, particularly those dealing with rows numbering in the hundreds of thousands ...
You may be a Tableau CRM dashboard builder who intends to build performant dashboards, but you don’t know where to start. Maybe you have used a few techniques for quick wins, or you may already be aware of the best practices and are reading this blog to discover new techniques you can use to further ...
Want to measure dynamically how you’re trending towards your business goals? Introducing Dynamic Gauge Charts in Lightning Dashboards! Gone are the days of adding static values to the segment ranges. Now you can leverage objects and fields from Salesforce for your gauge charts. So how do we do it? Let’s start by understanding the basic ...
The communications industry is hyper-competitive, going through significant changes such as increased customer expectations, accelerated digitization, and new technology like 5G and IoT. We’re at a time where connectivity is becoming a commodity, and communication service providers (CSPs) are investing in technologies that will help them provide differentiated experiences, which historically has been a challenge ...
