Tableau For Salesforce

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Tableau for Salesforce

Author : Damiana Spadafora
Publisher : BPB Publications
ISBN 13 : 9355519249
Total Pages : 369 pages
Book Rating : 4.3/5 (555 download)

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Book Synopsis Tableau for Salesforce by : Damiana Spadafora

Download or read book Tableau for Salesforce written by Damiana Spadafora and published by BPB Publications. This book was released on 2024-03-29 with total page 369 pages. Available in PDF, EPUB and Kindle. Book excerpt: Connect, analyze, decide: Seamless integration of Tableau and Salesforce KEY FEATURES ● Successfully connect Tableau with Salesforce CRM. ● Use Tableau and Salesforce to analyze data and create dynamic visualizations. ● Translate analytical findings into tangible business strategies and actions. DESCRIPTION Tableau is a powerful data visualization tool, and Salesforce CRM is the most successful customer relationship management software. Companies often use these two tools to analyze data and create visualizations. The book starts with an introduction to both Tableau and Salesforce CRM. It then goes on to show how you can connect Tableau with Salesforce CRM and link the two tools. Then, it walks through some of the key features of this connection that allow for seamless data analysis and visualization. It then moves on to advanced use cases, combining Salesforce and Tableau for advanced analytics and decision-making. After reading this book, the reader will have the knowledge to start using both tools to analyze real-world CRM data and create CRM analytical dashboards that generate value for their companies. WHAT YOU WILL LEARN ● Successfully connect Tableau with Salesforce CRM, and overcome common challenges faced during integration. ● Effectively use Tableau and Salesforce together to analyze data and create dynamic visualizations that are actionable and insightful. ● Combine the power of Salesforce and Tableau to create more complex analyses, aiding in strategic decision-making. ● Design and implement CRM-specific dashboards using Tableau, catering to the unique needs of CRM data analytics. ● Translate analytical findings into tangible business strategies and actions, thereby driving value and growth for your company. WHO THIS BOOK IS FOR This book is targeted at people who are interested in Tableau and Salesforce. This includes Tableau Desktop users in organizations with Salesforce CRM and Salesforce consultants or administrators. TABLE OF CONTENTS 1. Introducing Salesforce and Tableau 2. Setting Up Salesforce with Tableau 3. Building and Integrating Data Pipelines 4. Exploring Charts, Graphs, and Dashboards 5. Extracting Deeper Insights with Funnels, Maps, and Hybrid Visualizations 6. Dealing with Complex Visualizations, Customizations, and APIs 7. Integration, Authentication, and Tableau Viz LWC 8. Blending Tableau with Traditional CRM Analytics 9. Exploring Einstein AI and Advanced Analytics 10. Troubleshooting, Tricks, and Best Practices

#MakeoverMonday

Author : Andy Kriebel
Publisher : John Wiley & Sons
ISBN 13 : 1119510791
Total Pages : 581 pages
Book Rating : 4.1/5 (195 download)

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Book Synopsis #MakeoverMonday by : Andy Kriebel

Download or read book #MakeoverMonday written by Andy Kriebel and published by John Wiley & Sons. This book was released on 2018-10-02 with total page 581 pages. Available in PDF, EPUB and Kindle. Book excerpt: Explore different perspectives and approaches to create more effective visualizations #MakeoverMonday offers inspiration and a giant dose of perspective for those who communicate data. Originally a small project in the data visualization community, #MakeoverMonday features a weekly chart or graph and a dataset that community members reimagine in order to make it more effective. The results have been astounding; hundreds of people have contributed thousands of makeovers, perfectly illustrating the highly variable nature of data visualization. Different takes on the same data showed a wide variation of theme, focus, content, and design, with side-by-side comparisons throwing more- and less-effective techniques into sharp relief. This book is an extension of that project, featuring a variety of makeovers that showcase various approaches to data communication and a focus on the analytical, design and storytelling skills that have been developed through #MakeoverMonday. Paging through the makeovers ignites immediate inspiration for your own work, provides insight into different perspectives, and highlights the techniques that truly make an impact. Explore the many approaches to visual data communication Think beyond the data and consider audience, stakeholders, and message Design your graphs to be intuitive and more communicative Assess the impact of layout, color, font, chart type, and other design choices Creating visual representation of complex datasets is tricky. There’s the mandate to include all relevant data in a clean, readable format that best illustrates what the data is saying—but there is also the designer’s impetus to showcase a command of the complexity and create multidimensional visualizations that “look cool.” #MakeoverMonday shows you the many ways to walk the line between simple reporting and design artistry to create exactly the visualization the situation requires.

Tableau For Dummies

Author : Molly Monsey
Publisher : John Wiley & Sons
ISBN 13 : 1119134838
Total Pages : 53 pages
Book Rating : 4.1/5 (191 download)

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Book Synopsis Tableau For Dummies by : Molly Monsey

Download or read book Tableau For Dummies written by Molly Monsey and published by John Wiley & Sons. This book was released on 2015-10-14 with total page 53 pages. Available in PDF, EPUB and Kindle. Book excerpt: Make your data work for you! Tableau For Dummies brings order to the chaotic world of data. Understanding your data and organizing it into formats and visualizations that make sense to you are crucial to making a real impact on your business with the information that's already at your fingertips. This easy-to-use reference explores the user interface, and guides you through the process of connecting your data sources to the software. Additionally, this approachable, yet comprehensive text shows you how to use graphs, charts, and other images to bring visual interest to your data, how to create dashboards from multiple data sources, and how to export the visualizations that you have developed into multiple formats that translate into positive change for your business. The mission of Tableau Software is to grant you access to data that, when put into action, will help you build your company. Learning to use the data available to you helps you make informed, grounded business decisions that can spell success for your company. Navigate the user interface to efficiently access the features you need Connect to various spreadsheets, databases, and other data sources to create a multi-dimensional snapshot of your business Develop visualizations with easy to use drag and drop features Start building your data with templates and sample workbooks to spark your creativity and help you organize your information Tableau For Dummies is a step-by-step resource that helps you make sense of the data landscape—and put your data to work in support of your business.

The Big Book of Dashboards

Author : Steve Wexler
Publisher : John Wiley & Sons
ISBN 13 : 1119282780
Total Pages : 451 pages
Book Rating : 4.1/5 (192 download)

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Book Synopsis The Big Book of Dashboards by : Steve Wexler

Download or read book The Big Book of Dashboards written by Steve Wexler and published by John Wiley & Sons. This book was released on 2017-04-24 with total page 451 pages. Available in PDF, EPUB and Kindle. Book excerpt: The definitive reference book with real-world solutions you won't find anywhere else The Big Book of Dashboards presents a comprehensive reference for those tasked with building or overseeing the development of business dashboards. Comprising dozens of examples that address different industries and departments (healthcare, transportation, finance, human resources, marketing, customer service, sports, etc.) and different platforms (print, desktop, tablet, smartphone, and conference room display) The Big Book of Dashboards is the only book that matches great dashboards with real-world business scenarios. By organizing the book based on these scenarios and offering practical and effective visualization examples, The Big Book of Dashboards will be the trusted resource that you open when you need to build an effective business dashboard. In addition to the scenarios there's an entire section of the book that is devoted to addressing many practical and psychological factors you will encounter in your work. It's great to have theory and evidenced-based research at your disposal, but what will you do when somebody asks you to make your dashboard 'cooler' by adding packed bubbles and donut charts? The expert authors have a combined 30-plus years of hands-on experience helping people in hundreds of organizations build effective visualizations. They have fought many 'best practices' battles and having endured bring an uncommon empathy to help you, the reader of this book, survive and thrive in the data visualization world. A well-designed dashboard can point out risks, opportunities, and more; but common challenges and misconceptions can make your dashboard useless at best, and misleading at worst. The Big Book of Dashboards gives you the tools, guidance, and models you need to produce great dashboards that inform, enlighten, and engage.

Getting Started with Salesforce Einstein Analytics

Author : Johan Yu
Publisher : Apress
ISBN 13 : 1484252004
Total Pages : 193 pages
Book Rating : 4.4/5 (842 download)

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Book Synopsis Getting Started with Salesforce Einstein Analytics by : Johan Yu

Download or read book Getting Started with Salesforce Einstein Analytics written by Johan Yu and published by Apress. This book was released on 2019-09-11 with total page 193 pages. Available in PDF, EPUB and Kindle. Book excerpt: Build interactive dashboards using Salesforce Einstein analytics. Explore all of your data quickly and easily by providing AI-powered advanced analytics, right in Salesforce. You will manage datasets, query data with Salesforce Analytics Query Language (SAQL), and customize dashboards. Because Einstein Analytics is new, the curve to learn this technology can be difficult. This book guides you step-by-step in simple, easy-to-understand terms to get data from the Salesforce platform to the Einstein Analytics platform and also shows you how to import external data (e.g., CSV files). Core chapters focus on understanding data sources, dataflow, dataset, and lens leading up to building dashboards from scratch. Advanced features such as data transformation using computeExpression and computeRelative as well as dataflow with a multi-value lookup are explored. What You Will Learn Use data from Salesforce and external sources Create a dataflow to build a flexible datasetBuild dashboards using Einstein Analytics Explore and analyze data using Einstein Analytics Utilize SAQL and binding to create advance dashboards Who This Book Is For IT users getting started with Einstein Analytics, Salesforce consultants starting new Einstein Analytics projects, and power users familiar with Salesforce reporting and dashboards who want to get up to speed on new analytics features

Creating Actionable Insights Using CRM Analytics

Author : Mark Tossell
Publisher : Packt Publishing Ltd
ISBN 13 : 1801070245
Total Pages : 368 pages
Book Rating : 4.8/5 (1 download)

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Book Synopsis Creating Actionable Insights Using CRM Analytics by : Mark Tossell

Download or read book Creating Actionable Insights Using CRM Analytics written by Mark Tossell and published by Packt Publishing Ltd. This book was released on 2021-12-29 with total page 368 pages. Available in PDF, EPUB and Kindle. Book excerpt: Leverage CRM Analytics to generate valuable business insights and solve business problems efficiently Key FeaturesExtract, combine, transform, and visualize your data to derive business insights using CRM AnalyticsGain hands-on experience as you walk through practical dashboard use cases in CRM AnalyticsLearn how to build best-in-class dashboards from a CRM Analytics thought leaderBook Description CRM Analytics, formerly known as Tableau CRM and 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. Creating Actionable Insights Using CRM Analytics provides a hands-on approach to CRM Analytics 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 CRM Analytics platform for data extraction, combination, transformation, visualization, and action. As you make progress, you'll understand what CRM Analytics is and where it provides business value. You'll also learn how to bring your data together in CRM Analytics, 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 book, you'll be able to solve business problems using CRM Analytics and design, build, test, and deploy analytics dashboards efficiently. What you will learnImplement and configure CRM Analytics from scratchBuild your first CRM Analytics app and embed your CRM Analytics dashboards in Salesforce to enhance user adoptionConnect Salesforce and external data with CRM Analytics and create datasetsCreate a data recipe and get familiar with the recipe UIBuild a custom dashboard in CRM Analytics using the dashboard editorUse lenses to create a CRM Analytics dashboardConfigure and implement data security and governanceBuild configured record actions to automate data directly in SalesforceWho this book is for This book is for data analysts, business analysts, BI professionals, and Salesforce users who want to explore CRM Analytics' capabilities and features. Basic knowledge of Salesforce and data analytics is assumed to get the most out of this book.

Tableau Prep: Up & Running

Author : Carl Allchin
Publisher : O'Reilly Media
ISBN 13 : 1492079596
Total Pages : 444 pages
Book Rating : 4.4/5 (92 download)

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Book Synopsis Tableau Prep: Up & Running by : Carl Allchin

Download or read book Tableau Prep: Up & Running written by Carl Allchin and published by O'Reilly Media. This book was released on 2020-08-03 with total page 444 pages. Available in PDF, EPUB and Kindle. Book excerpt: For self-service data preparation, Tableau Prep is relatively easy to use—as long as you know how to clean and organize your datasets. Carl Allchin, from The Information Lab in London, gets you up to speed on Tableau Prep through a series of practical lessons that include methods for preparing, cleaning, automating, organizing, and outputting your datasets. Based on Allchin’s popular blog, Preppin’ Data, this practical guide takes you step-by-step through Tableau Prep’s fundamentals. Self-service data preparation reduces the time it takes to complete data projects and improves the quality of your analyses. Discover how Tableau Prep helps you access your data and turn it into valuable information. Know what to look for when you prepare data Learn which Tableau Prep functions to use when working with data fields Analyze the shape and profile of your dataset Output data for analysis and learn how Tableau Prep automates your workflow Learn how to clean your dataset using Tableau Prep functions Explore ways to use Tableau Prep techniques in real-world scenarios Make your data available to others by managing and documenting the output

Trailblazer

Author : Marc Benioff
Publisher : Currency
ISBN 13 : 1984825208
Total Pages : 272 pages
Book Rating : 4.9/5 (848 download)

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Book Synopsis Trailblazer by : Marc Benioff

Download or read book Trailblazer written by Marc Benioff and published by Currency. This book was released on 2019-10-15 with total page 272 pages. Available in PDF, EPUB and Kindle. Book excerpt: NEW YORK TIMES BESTSELLER • The founder and co-CEO of Salesforce delivers an inspiring vision for successful companies of the future—in which changing the world is everyone’s business. “The gold standard on how to use business as a platform for change at this urgent time.”—Ray Dalio, founder of Bridgewater Associates and author of Principles: Life and Work What’s the secret to business growth and innovation and a purpose-driven career in a world that is becoming vastly more complicated by the day? According to Marc Benioff, the answer is embracing a culture in which your values permeate everything you do. In Trailblazer, Benioff gives readers a rare behind-the-scenes look at the inner workings of one of the world’s most admired companies. He reveals how Salesforce’s core values—trust, customer success, innovation, and equality—and commitment to giving back have become the company’s greatest competitive advantage and the most powerful engine of its success. Because no matter what business you’re in, Benioff says, values are the bedrock of a resilient company culture that inspires all employees, at every level, to do the best work of their lives. Along the way, he shares insights and best practices for anyone who wants to cultivate a company culture positioned to thrive in the face of the inevitable disruption ahead. None of us in the business world can afford to sit on the sidelines and ignore what’s going on outside the walls of our workplaces. In the future, profits and progress will no longer be sustainable unless they serve the greater good. Whether you run a company, lead a small team, or have just draped an ID badge around your neck for the first time, Trailblazer reveals how anyone can become an agent of change. Praise for Trailblazer “A guide for what every business and organization must do to thrive in this period of profound political and economic change.”—Jamie Dimon, chairman and CEO of JPMorgan Chase “In Trailblazer, Benioff explores how companies can nurture a values-based culture to become powerful platforms for change.”—Susan Wojcicki, CEO of YouTube

Learning Tableau

Author : Joshua N. Milligan
Publisher : Packt Publishing Ltd
ISBN 13 : 1784394343
Total Pages : 340 pages
Book Rating : 4.7/5 (843 download)

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Book Synopsis Learning Tableau by : Joshua N. Milligan

Download or read book Learning Tableau written by Joshua N. Milligan and published by Packt Publishing Ltd. This book was released on 2015-04-27 with total page 340 pages. Available in PDF, EPUB and Kindle. Book excerpt: If you want to understand your data using data visualization and don't know where to start, then this is the book for you. Whether you are a beginner or have years of experience, this book will help you to quickly acquire the skills and techniques used to discover, analyze, and communicate data visually. Some familiarity with databases and data structures is helpful, but not required.

Artificial Intelligence Basics

Author : Tom Taulli
Publisher : Apress
ISBN 13 : 1484250281
Total Pages : 195 pages
Book Rating : 4.4/5 (842 download)

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Book Synopsis Artificial Intelligence Basics by : Tom Taulli

Download or read book Artificial Intelligence Basics written by Tom Taulli and published by Apress. This book was released on 2019-08-01 with total page 195 pages. Available in PDF, EPUB and Kindle. Book excerpt: Artificial intelligence touches nearly every part of your day. While you may initially assume that technology such as smart speakers and digital assistants are the extent of it, AI has in fact rapidly become a general-purpose technology, reverberating across industries including transportation, healthcare, financial services, and many more. In our modern era, an understanding of AI and its possibilities for your organization is essential for growth and success. Artificial Intelligence Basics has arrived to equip you with a fundamental, timely grasp of AI and its impact. Author Tom Taulli provides an engaging, non-technical introduction to important concepts such as machine learning, deep learning, natural language processing (NLP), robotics, and more. In addition to guiding you through real-world case studies and practical implementation steps, Taulli uses his expertise to expand on the bigger questions that surround AI. These include societal trends, ethics, and future impact AI will have on world governments, company structures, and daily life. Google, Amazon, Facebook, and similar tech giants are far from the only organizations on which artificial intelligence has had—and will continue to have—an incredibly significant result. AI is the present and the future of your business as well as your home life. Strengthening your prowess on the subject will prove invaluable to your preparation for the future of tech, and Artificial Intelligence Basics is the indispensable guide that you’ve been seeking. What You Will Learn Study the core principles for AI approaches such as machine learning, deep learning, and NLP (Natural Language Processing)Discover the best practices to successfully implement AI by examining case studies including Uber, Facebook, Waymo, UiPath, and Stitch FixUnderstand how AI capabilities for robots can improve businessDeploy chatbots and Robotic Processing Automation (RPA) to save costs and improve customer serviceAvoid costly gotchasRecognize ethical concerns and other risk factors of using artificial intelligenceExamine the secular trends and how they may impact your business Who This Book Is For Readers without a technical background, such as managers, looking to understand AI to evaluate solutions.

Maximizing Tableau Server

Author : Patrick Sarsfield
Publisher : Packt Publishing Ltd
ISBN 13 : 180107657X
Total Pages : 362 pages
Book Rating : 4.8/5 (1 download)

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Book Synopsis Maximizing Tableau Server by : Patrick Sarsfield

Download or read book Maximizing Tableau Server written by Patrick Sarsfield and published by Packt Publishing Ltd. This book was released on 2021-10-29 with total page 362 pages. Available in PDF, EPUB and Kindle. Book excerpt: Enhance the way you use Tableau Server's analytical tools by learning how to manage content to drive user engagement Key FeaturesUnderstand how to quickly get connected, start publishing workbooks, and adjust basic settingsNavigate the Tableau Server interface to filter and locate content, customize viewing options, and automate various tasksLearn best practices for improving the efficiency of workbooks and data sourcesBook Description Tableau Server is a business intelligence application that provides a centralized location to store, edit, share, and collaborate on content, such as dashboards and curated data sources. This book gets you up and running with Tableau Server to help you increase end-user engagement for your published work as well as reduce or eliminate redundant tasks. You'll explore Tableau Server's structure and how to get started by connecting, publishing content, and navigating the software interface. Next, you'll learn when and how to update the settings of your content at various levels to best utilize Tableau Server's features. You'll understand how to interact with the Tableau Server interface to locate, sort, filter, manage and customize content. Later, the book shows you how to leverage other valuable features that enable you and your audience to share, download, and interact with content on Tableau Server. As you progress, you'll cover principles to increase the performance of your published content. All along, the book shows you how to navigate, interact with, and use Tableau Server with the help of engaging examples and best practices shared by recognized Tableau professionals. By the end of this Tableau book, you'll have a solid understanding of how to use Tableau Server to manage content, automate tasks, and increase end-user engagement. What you will learnGet well-versed in Tableau Server's interface to quickly and easily access essential contentExplore the different types of content and navigate through the project hierarchy quicklyUnderstand how to connect, publish, manage, and modify content on Tableau ServerDiscover how to share content and collaborate with othersAutomate tedious tasks by creating custom views, alerts, subscriptions, and data refresh schedulesBuild data visualizations using Web EditUnderstand how to monitor disparate metrics on multiple dashboardsWho this book is for This Tableau software book is for BI developers, data analysts, and everyday users who have access to Tableau Server and possess basic web navigation skills. No prior experience with Tableau Server is required.

Mastering Salesforce CRM Administration

Author : Rakesh Gupta
Publisher : Packt Publishing Ltd
ISBN 13 : 1786460769
Total Pages : 405 pages
Book Rating : 4.7/5 (864 download)

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Book Synopsis Mastering Salesforce CRM Administration by : Rakesh Gupta

Download or read book Mastering Salesforce CRM Administration written by Rakesh Gupta and published by Packt Publishing Ltd. This book was released on 2017-03-27 with total page 405 pages. Available in PDF, EPUB and Kindle. Book excerpt: Learn about the Advanced Administration Certification Examination and build a successful career in Salesforce administration About This Book Build your skills and knowledge to crack the Advanced Admin Certification Examination Leverage the advanced administration capabilities of Salesforce and Salesforce1 Optimize and extend Sales Cloud and Service Cloud applications Who This Book Is For This book is written for Salesforce admins who are looking to gain an in-depth knowledge of the Salesforce platform and grow their value in their organization. It will teach them to implement and design advanced business process automation for the benefit of their organization. What You Will Learn Adopt Lightning Experience to improve the productivity of your organization's sales team Create and maintain service entitlements and entitlement processes Process Builder basic and advanced concepts Different ways to deploy applications between environments Best practices for improving and enriching data quality In Detail The book starts by refreshing your knowledge of common admin tasks. You will go over Lightning Experience and various security aspects. You will be shown how to implement territory management in your organization and make use of custom objects. From here, the book progresses to advanced configuration, data management, and data analytics before swiftly moving on to setting up advanced organization-wide features that affect the look and feel of the application. Extend the capabilities of your organization's Salesforce implementation by optimizing and extending Sales Cloud, Salesforce1, and Service Cloud applications. This guide will equip you with the tools you need to build a successful career in Salesforce. Style and approach The book takes a straightforward, no-nonsense approach to working with the Salesforce CRM platform. It is filled with examples, advanced use cases, and all the resources you need to be a Salesforce Jedi.

Mastering Salesforce Reports and Dashboards

Author : David Carnes
Publisher : "O'Reilly Media, Inc."
ISBN 13 : 1098127811
Total Pages : 344 pages
Book Rating : 4.0/5 (981 download)

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Book Synopsis Mastering Salesforce Reports and Dashboards by : David Carnes

Download or read book Mastering Salesforce Reports and Dashboards written by David Carnes and published by "O'Reilly Media, Inc.". This book was released on 2023-06-14 with total page 344 pages. Available in PDF, EPUB and Kindle. Book excerpt: Effective, repeatable, and insightful analytics are key to ROI in customer relationship management systems. Many organizations, however, lack the automated reporting tools they need to run their businesses and instead choose to massage the data in Excel. But there's a better way. Salesforce's standard reporting tools provide a rich set of features that, when combined, support a wide variety of analytics needs. This practical introduction covers all the aspects and features you need to be successful with Salesforce reports and dashboards. Author David Carnes, chairman and chief evangelist for OpFocus, shows executives, end users, and report and dashboard superusers what analytics are possible, which features report writers should ask to be enabled, and which settings and permissions system administrators need to activate. You'll learn: How to create reports using the four main report formats in Salesforce How to create and use dashboards Methods for storing and finding reports and dashboards How to leverage formulas and trending in Salesforce reporting Special reporting features only available in Salesforce Mobile and on the Analytics tab Ways to embed report charts and dashboards in Lightning page layouts Powerful combinations of reporting features to drive decisions

Developing Data Migrations and Integrations with Salesforce

Author : David Masri
Publisher : Apress
ISBN 13 : 1484242092
Total Pages : 359 pages
Book Rating : 4.4/5 (842 download)

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Book Synopsis Developing Data Migrations and Integrations with Salesforce by : David Masri

Download or read book Developing Data Migrations and Integrations with Salesforce written by David Masri and published by Apress. This book was released on 2018-12-18 with total page 359 pages. Available in PDF, EPUB and Kindle. Book excerpt: Migrate your data to Salesforce and build low-maintenance and high-performing data integrations to get the most out of Salesforce and make it a "go-to" place for all your organization's customer information. When companies choose to roll out Salesforce, users expect it to be the place to find any and all Information related to a customer—the coveted Client 360° view. On the day you go live, users expect to see all their accounts, contacts, and historical data in the system. They also expect that data entered in other systems will be exposed in Salesforce automatically and in a timely manner. This book shows you how to migrate all your legacy data to Salesforce and then design integrations to your organization's mission-critical systems. As the Salesforce platform grows more powerful, it also grows in complexity. Whether you are migrating data to Salesforce, or integrating with Salesforce, it is important to understand how these complexities need to be reflected in your design. Developing Data Migrations and Integrations with Salesforce covers everything you need to know to migrate your data to Salesforce the right way, and how to design low-maintenance, high-performing data integrations with Salesforce. This book is written by a practicing Salesforce integration architect with dozens of Salesforce projects under his belt. The patterns and practices covered in this book are the results of the lessons learned during those projects. What You’ll Learn Know how Salesforce’s data engine is architected and why Use the Salesforce Data APIs to load and extract data Plan and execute your data migration to Salesforce Design low-maintenance, high-performing data integrations with Salesforce Understand common data integration patterns and the pros and cons of each Know real-time integration options for Salesforce Be aware of common pitfalls Build reusable transformation code covering commonly needed Salesforce transformation patterns Who This Book Is For Those tasked with migrating data to Salesforce or building ongoing data integrations with Salesforce, regardless of the ETL tool or middleware chosen; project sponsors or managers nervous about data tracks putting their projects at risk; aspiring Salesforce integration and/or migration specialists; Salesforce developers or architects looking to expand their skills and take on new challenges

Learning Tableau 2022

Author : Joshua N. Milligan
Publisher : Packt Publishing Ltd
ISBN 13 : 1801079641
Total Pages : 569 pages
Book Rating : 4.8/5 (1 download)

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Book Synopsis Learning Tableau 2022 by : Joshua N. Milligan

Download or read book Learning Tableau 2022 written by Joshua N. Milligan and published by Packt Publishing Ltd. This book was released on 2022-08-26 with total page 569 pages. Available in PDF, EPUB and Kindle. Book excerpt: Now in color, this edition of Learning Tableau will empower you to bring data to life and make better business decisions. Purchase of the print or Kindle book includes a free eBook in PDF format. Key FeaturesLearn the basics of data analysis, from snappy visualizations to comprehensive dashboardsGain meaningful insights with geospatial analysis, scripting extensions, and other advanced methodsExplore the latest Tableau 2022 features, including Einstein Discovery and Explain DataBook Description Learning Tableau 2022 helps you get started with Tableau and data visualization, but it does more than just cover the basic principles. It helps you understand how to analyze and communicate data visually, and articulate data stories using advanced features. This new edition is updated with Tableau's latest features, such as dashboard extensions, Explain Data, and integration with CRM Analytics (Einstein Analytics), which will help you harness the full potential of artificial intelligence (AI) and predictive modeling in Tableau. After an exploration of the core principles, this book will teach you how to use table and level of detail calculations to extend and alter default visualizations, build interactive dashboards, and master the art of telling stories with data. You'll learn about visual statistical analytics and create different types of static and animated visualizations and dashboards for rich user experiences. We then move on to interlinking different data sources with Tableau's Data Model capabilities, along with maps and geospatial visualization. You will further use Tableau Prep Builder's ability to efficiently clean and structure data. By the end of this book, you will be proficient in implementing the powerful features of Tableau 2022 to improve the business intelligence insights you can extract from your data. What you will learnDevelop stunning visualizations to explain complex data with clarityBuild interactive dashboards to drive actionable user insightsExplore Data Model capabilities and interlink data from various sourcesCreate and use calculations to solve problems and enrich your analyticsEnable smart decision-making with data clustering, distribution, and forecastingExtend Tableau's native functionality with extensions, scripts, and AI through CRM Analytics (formerly Einstein Analytics)Leverage Tableau Prep Builder's amazing capabilities for data cleaning and structuringShare your data stories to build a culture of trust and actionWho this book is for This Tableau book is for aspiring BI developers and data analysts, data scientists, researchers, and anyone else who wants to gain a deeper understanding of data through Tableau. This book starts from the ground up, so you won't need any prior experience with Tableau before you dive in, but a full Tableau license (or 14-day demo license) is essential to be able to make use of all the exercises.

Tableau Your Data!

Author : Daniel G. Murray
Publisher : John Wiley & Sons
ISBN 13 : 111900120X
Total Pages : 872 pages
Book Rating : 4.1/5 (19 download)

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Book Synopsis Tableau Your Data! by : Daniel G. Murray

Download or read book Tableau Your Data! written by Daniel G. Murray and published by John Wiley & Sons. This book was released on 2016-01-29 with total page 872 pages. Available in PDF, EPUB and Kindle. Book excerpt: Transform your organization's data into actionable insights with Tableau Tableau is designed specifically to provide fast and easy visual analytics. The intuitive drag-and-drop interface helps you create interactive reports, dashboards, and visualizations, all without any special or advanced training. This all new edition of Tableau Your Data! is your Tableau companion, helping you get the most out of this invaluable business toolset. Tableau Your Data! shows you how to build dynamic, best of breed visualizations using the Tableau Software toolset. This comprehensive guide covers the core feature set for data analytics, and provides clear step-by-step guidance toward best practices and advanced techniques that go way beyond the user manual. You'll learn how Tableau is different from traditional business information analysis tools, and how to navigate your way around the Tableau 9.0 desktop before delving into functions and calculations, as well as sharing with the Tableau Server. Analyze data more effectively with Tableau Desktop Customize Tableau's settings for your organization's needs with detailed real-world examples on data security, scaling, syntax, and more Deploy visualizations to consumers throughout the enterprise - from sales to marketing, operations to finance, and beyond Understand Tableau functions and calculations and leverage Tableau across every link in the value chain Learn from actual working models of the book's visualizations and other web-based resources via a companion website Tableau helps you unlock the stories within the numbers, and Tableau Your Data! puts the software's full functionality right at your fingertips.

Mastering Tableau 2021

Author : Marleen Meier
Publisher : Packt Publishing Ltd
ISBN 13 : 1800560745
Total Pages : 793 pages
Book Rating : 4.8/5 (5 download)

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Book Synopsis Mastering Tableau 2021 by : Marleen Meier

Download or read book Mastering Tableau 2021 written by Marleen Meier and published by Packt Publishing Ltd. This book was released on 2021-05-31 with total page 793 pages. Available in PDF, EPUB and Kindle. Book excerpt: Build, design, and improve advanced business intelligence solutions using Tableau's latest features, including Tableau Prep Builder, Tableau Hyper, and Tableau Server Key FeaturesMaster new features in Tableau 2021 to solve real-world analytics challengesPerform geo-spatial, time series, and self-service analytics using real-life examplesBuild and publish dashboards and explore storytelling using Python and R integration supportBook Description Tableau is one of the leading business intelligence (BI) tools that can help you solve data analysis challenges. With this book, you will master Tableau's features and offerings in various paradigms of the BI domain. Updated with fresh topics including Quick Level of Detail expressions, the newest Tableau Server features, Einstein Discovery, and more, this book covers essential Tableau concepts and advanced functionalities. Leveraging Tableau Hyper files and using Prep Builder, you'll be able to perform data preparation and handling easily. You'll gear up to perform complex joins, spatial joins, unions, and data blending tasks using practical examples. Next, you'll learn how to execute data densification and further explore expert-level examples to help you with calculations, mapping, and visual design using Tableau extensions. You'll also learn about improving dashboard performance, connecting to Tableau Server and understanding data visualization with examples. Finally, you'll cover advanced use cases such as self-service analysis, time series analysis, and geo-spatial analysis, and connect Tableau to Python and R to implement programming functionalities within it. By the end of this Tableau book, you'll have mastered the advanced offerings of Tableau 2021 and be able to tackle common and advanced challenges in the BI domain. What you will learnGet up to speed with various Tableau componentsMaster data preparation techniques using Tableau Prep BuilderDiscover how to use Tableau to create a PowerPoint-like presentationUnderstand different Tableau visualization techniques and dashboard designsInteract with the Tableau server to understand its architecture and functionalitiesStudy advanced visualizations and dashboard creation techniquesBrush up on powerful self-service analytics, time series analytics, and geo-spatial analyticsWho this book is for This book is designed for business analysts, business intelligence professionals and data analysts who want to master Tableau to solve a range of data science and business intelligence problems. The book is ideal if you have a good understanding of Tableau and want to take your skills to the next level.