Data Prep recipes continue to get better with every release! With recipes, you can quickly blend, enrich, and export your data with an easy-to-use visual editor and real-time data preview so you can see the impact of your transformations on the data as you build. Another key benefit of the Data Prep recipes? The learning-powered ...
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 ...
In Winter ’22, we introduced Direct Data for recipes, a new way to pull Salesforce object data into data prep recipes. The first thing to do when building a recipe is to bring in data. Before Winter ’22, you could either use a connected object or an existing dataset as an input data source. A ...
Insights, immediate value, and more insights! In Summer ’21 we introduced the all-new reimagined Einstein Discovery for Reports. This product allows you to enhance and augment your experience with Salesforce Reports. With Einstein Discovery for Report [EDR], you can very easily unravel data insights with a couple of clicks within moments. But you might have ...
Like any other tool out there, Tableau CRM is bound by limits and limitations. The license type you purchase will introduce you to an ocean of possibilities and resources when you’re just starting with TCRM. However, if you’re not careful enough you may end up with a dirty TCRM closet, one where you have a lot of assets you are ...
The Tableau CRM Data Prep team has been vigorously working on a new Pilot feature for generating the best product recommendations for your customers in an easy-to-use declarative manner. This feature is, appropriately named the Product Recommender (Pilot) node; which will be surfaced alongside the other Machine Learning transformations in the Data Platform’s Recipe builder. ...
At Tableau, we know that data, and insights from data, can help answer questions that ultimately drive business growth. But in order for this to happen, all business users need to be able to access the insights in a simple way, right within their workflows. We have witnessed this with embedded Tableau CRM dashboards and ...
