Creating Actionable Insights Using Tableau CRM: Learn how to build insightful and actionable data analytics dashboards
暫譯: 使用 Tableau CRM 創建可行的洞察：學習如何構建有見地且可行的數據分析儀表板

Mark Tossell

Creating Actionable Insights Using Tableau CRM: Learn how to build insightful and actionable data analytics dashboards
  • 出版商: Packt Publishing
  • 出版日期: 2021-12-29
  • 售價: $1,930
  • 貴賓價: 9.5 折 $1,834
  • 語言: 英文
  • 頁數: 368
  • 裝訂: Quality Paper - also called trade paper
  • ISBN: 1801074399
  • ISBN-13: 9781801074391
  • 相關分類: Data-visualization、Data Science

    • 海外代購書籍(需單獨結帳)

相關主題

商品描述

Key Features

  • Extract, combine, transform, and visualize your data to derive business insights using Tableau CRM
  • Gain hands-on experience as you walk through practical dashboard use cases in Tableau CRM
  • Learn how to build best-in-class dashboards from a Tableau CRM thought leader

Book Description

Tableau CRM, formerly Einstein Analytics, is a powerful and versatile data analytics platform that enables organizations to extract, combine, transform, and visualize their data to create valuable business insights. Despite being a highly capable tool and in high demand in the industry, proficiency in Tableau CRM skills is hard to find.

Creating Actionable Insights Using Tableau CRM provides a hands-on approach to Tableau CRM implementation and associated methodologies that will have you up and running and productive in no time. The book provides you with detailed explanations of essential concepts to help you to gain confidence and become competent in using the Tableau CRM platform for data extraction, combination, transformation, visualization, and action. As you make progress, you'll understand what Tableau CRM is and where it provides business value. You'll also learn how to bring your data together in Tableau CRM, build datasets and lenses for data analysis, create effective analytics dashboards for visualization and consumption by end users, and build dashboard actions that take the user from data to insight to action with ease.

By the end of this Tableau book, you'll be able to solve business problems using Tableau CRM and design, build, test, and deploy Tableau CRM analytics dashboards efficiently.

What you will learn

  • Implement and configure Tableau CRM from scratch
  • Build your first Tableau CRM analytics app and embed your Tableau CRM dashboards in Salesforce to enhance user adoption
  • Connect Salesforce and external data with Tableau CRM and create datasets
  • Create a data recipe and get familiar with the recipe UI
  • Build a custom dashboard in Tableau CRM using the dashboard editor
  • Use lenses to create a Tableau CRM analytics dashboard
  • Configure and implement data security and governance
  • Build configured record actions to automate data directly in Salesforce

Who this book is for

This book is for data analysts, business analysts, BI professionals, and Salesforce users who want to explore Tableau CRM's capabilities and features. Basic knowledge of Salesforce and data analytics is assumed to get the most out of this book.

商品描述(中文翻譯)

#### 主要特點

- 使用 Tableau CRM 提取、結合、轉換和可視化您的數據，以獲得商業洞察
- 通過實際的 Tableau CRM 儀表板使用案例獲得實踐經驗
- 學習如何從 Tableau CRM 的思想領袖那裡構建一流的儀表板

#### 書籍描述

Tableau CRM，前身為 Einstein Analytics，是一個強大且多功能的數據分析平台，使組織能夠提取、結合、轉換和可視化其數據，以創造有價值的商業洞察。儘管這是一個功能強大的工具，並且在行業中需求量很高，但精通 Tableau CRM 的技能卻難以找到。

《使用 Tableau CRM 創建可行的洞察》提供了一種實踐的方法來實施 Tableau CRM 及其相關方法論，讓您能夠迅速上手並提高生產力。本書詳細解釋了基本概念，幫助您建立信心，並在使用 Tableau CRM 平台進行數據提取、結合、轉換、可視化和行動方面變得熟練。隨著您的進步，您將了解 Tableau CRM 是什麼以及它在哪裡提供商業價值。您還將學習如何在 Tableau CRM 中整合數據，構建數據集和視角以進行數據分析，創建有效的分析儀表板以供最終用戶可視化和使用，並構建儀表板操作，輕鬆地將用戶從數據轉化為洞察再到行動。

在這本 Tableau 書籍結束時，您將能夠使用 Tableau CRM 解決商業問題，並高效地設計、構建、測試和部署 Tableau CRM 分析儀表板。

#### 您將學到什麼

- 從零開始實施和配置 Tableau CRM
- 構建您的第一個 Tableau CRM 分析應用，並將 Tableau CRM 儀表板嵌入 Salesforce 以增強用戶採用
- 將 Salesforce 和外部數據與 Tableau CRM 連接並創建數據集
- 創建數據食譜並熟悉食譜用戶界面
- 使用儀表板編輯器在 Tableau CRM 中構建自定義儀表板
- 使用視角創建 Tableau CRM 分析儀表板
- 配置和實施數據安全性和治理
- 構建配置的記錄操作以直接在 Salesforce 中自動化數據

#### 本書適合誰

本書適合數據分析師、商業分析師、BI 專業人士和希望探索 Tableau CRM 功能和特性的 Salesforce 用戶。假設讀者具備基本的 Salesforce 和數據分析知識，以便充分利用本書。

作者簡介

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.

作者簡介(中文翻譯)

馬克·托塞爾（Mark Tossell）熱衷於利用數據解決問題和改善流程。他的專業工具是由人工智慧驅動的 Tableau CRM（Einstein Analytics）和 Tableau。他自豪地穿著 Salesforce 金色連帽衫，並獲得了首屆亞太地區優秀管理員獎（APAC Awesome Admin award）。他也是 Trailhead 學習的狂熱者，已獲得超過 420 個徽章。此外，他很榮幸成為 Tableau CRM 大使和 Salesforce 夥伴解決方案工程師。馬克與妻子克里斯蒂娜（Christina）和兒子亞當（Adam）一起住在澳大利亞悉尼。

目錄大綱

Table of Contents

  1. What Is TCRM and Where Can You Use It?
  2. Developing Your First OOTB Analytics App in TCRM
  3. Connecting Your Data Sources
  4. Building Data Recipes
  5. Advanced ETL Using TCRM Data Prep
  6. TCRM Lenses - Diving into Your Data, One Click at a Time
  7. Security in Tableau CRM
  8. Building Your First TCRM Dashboard
  9. Advanced Dashboard Design and Build
  10. To Code, or Not to Code?
  11. Best Practices in Dashboard Design Using TCRM
  12. Embedding and actioning your insights

目錄大綱(中文翻譯)

Table of Contents


  1. What Is TCRM and Where Can You Use It?

  2. Developing Your First OOTB Analytics App in TCRM

  3. Connecting Your Data Sources

  4. Building Data Recipes

  5. Advanced ETL Using TCRM Data Prep

  6. TCRM Lenses - Diving into Your Data, One Click at a Time

  7. Security in Tableau CRM

  8. Building Your First TCRM Dashboard

  9. Advanced Dashboard Design and Build

  10. To Code, or Not to Code?

  11. Best Practices in Dashboard Design Using TCRM

  12. Embedding and actioning your insights

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