Introduction A jittered bar chart has been on my list to do as a challenge since we started this challenge; this week it’s finally time and I can actually leverage the work Lorna Brown has done for the Tableau WoW earlier this year. I ran into different constraints here so I created a new data […]
2023 Week 18 | Jittered Barcharts Read More »
CRM Analytics
Introduction This week we’re going to be building a recipe to create a dataset that we’ll use in a future dashboard. The focus is on IT tickets. We have a data set with information about open & closed tickets and some SLA data. We’re going to be combining these together in CRMA. Before we do
2023 Week 17 | Open IT Tickets Read More »
CRM Analytics
Introduction My turn again! I got a message from Ruy Aguilera recently, asking if there is a way to create a heat map with rectangles rather than squares in CRMA. While I don’t really mind squares, the way it is implemented leaves room for improvement! For starters, if the chart is dynamic and might show
2023 Week 15 | Marginal Histograms Read More »
CRM Analytics
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
2023 Week 14 | Embedding CRM Analytics Dashboards in Salesforce Read More »
CRM Analytics, Workout Wednesday
Introduction Something that we’re yet to explore in CRMA with Workout Wednesday is using Einstein Discovery to create predictive models and this week we’re going to be doing just that. Using a training dataset from a 2020 Kaggle challenge, we’re going to try and predict whether a customer will churn or not from a telecommunications
2023 Week 13 | Predicting Customer Churn Read More »
CRM Analytics
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
2023 Week 12 | Data Syncs & Scheduling Read More »
CRM Analytics, Workout Wednesday
Introduction This week we align ourselves with the DuBois challenge, which aims at celebrating the work of W.E.B. Du Bois. You can learn more about him, his visualisations, the data behind them and the challenge here: https://github.com/ajstarks/dubois-data-portraits Some of his charts are quite “out there” so I chose one that could be recreated in CRMA.
2023 Week 11 | Du Bois Challenge Read More »
CRM Analytics
Introduction This week we are exploring transforming tabular data with repeater widgets to display our top accounts and sales people based on total revenue. Use repeater widgets to show select fields from a query in a scrollable list in your dashboard. Create a customized layout of text, numbers, charts, and images in a repeater widget,
2023 Week 10 | Repeater Widget Read More »
CRM Analytics, Workout Wednesday
Introduction Not everyone wants to consume analytics through their desktop these days. We live in a busy world where people are often on the go, so we’re focussing on a mobile dashboard this week. The goal is to create a simple view that can be quickly glanced at to see our KPIs vs. last year’s
2023 Week 09 | Mobile KPI Scorecard Read More »
CRM Analytics, Workout Wednesday
Introduction Welcome to WoW week 8! Last week we looked at hidden/unused pages in within your dashboards. The exercise last week was to get familiar with how to create and navigate between hidden pages. This week we will attempt different variations of uses cases of this functionality. Requirements Edit the dashboard from week 07 or
2023 Week 08 | Hidden Pages Extended Read More »
CRM Analytics, Workout Wednesday