Embedded CRM Analytics Dashboard on Account Page

2023 Week 14 | Embedding CRM Analytics Dashboards in Salesforce

CRM Analytics, Workout Wednesday /

Introduction This week we are going to explore embedding dashboards within a Salesforce record page and apply a filter to make the insights contextual to the account you are viewing.  Requirements Create a simple recipe: Bring in the Account Object – ensure the Account ID Field is included Bring in the Case Object – ensure […]

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CRM Analytics, Workout Wednesday

2023 Week 14: How short are baseball games in 2023?

Tableau, Workout Wednesday /

Introduction Welcome to community month for 2023. Each year since 2018 we’ve hosted a community month–where we invite different people from the Tableau Community. This year I wanted to invite someone who has been a prolific supporter of the data visualization community but hasn’t been recognized by Tableau as an Ambassador or Visionary for his

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Tableau, Workout Wednesday

2023 Week 13 | Power BI: Create a connected scatterplot with image markers

Power BI /

Introduction This week we are getting a bit artistic and taking inspiration from a visual that was recently published by Robin Rohwer on Twitter. She created a connected scatterplot that uses a flower emoji to represent each point. I thought her visual was wonderful, so I set out to create something like it in Power

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Power BI

2023 Week 12 | Data Syncs & Scheduling

CRM Analytics, Workout Wednesday /

Introduction Hello and welcome to WoW week 12! This weeks challenge will be short & sweet from a requirements perspective but will hopefully provide valuable insights to help you optimize your data sync cycle. Tip… check out the Tips section! Requirements Navigate to the dataset created in a previous exercise, or create a new one

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CRM Analytics, Workout Wednesday

#WOW2023 | Week 12 | Can you build a dashboard using containers?

Tableau, Workout Wednesday /

Introduction A few weeks ago I saw this Twitter poll (and the ensuing discussion) about Team Tiled vs Team Floating and I noted that I am neither. Rather, I am Team Container. Using Containers in dashboards makes positioning and sizing everything in your dashboard a piece of cake, once you have mastered how they work.

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Tableau, Workout Wednesday
Image of Power BI report.

2023 Week 12 | Power BI: Are your reports accessible?

1 Comment / Power BI, Workout Wednesday /

Introduction Welcome back to Workout Wednesday! This week we’re taking a note out of Meagan’s book and looking at existing reports to ensure they’re accessible to our end-users.  Creating accessible Power BI reports isn’t just a nice-to-have feature, but a crucial aspect for ensuring all users can access and understand your data. Don’t let accessibility

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Power BI, Workout Wednesday