Keyword Analysis & Research: tableau crm date

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Frequently Asked Questions

What data is tableau CRM open to?

Tableau CRM is open to any data, including structured CRM data in Salesforce, financial data in SAP, or inventory data in Oracle. And Tableau CRM works with the overwhelming amount of new data being created all the time, including semistructured data from machines, sensors, mobile apps, and websites.

Why tableau CRM (formerly Einstein analytics)?

Discover the story your data has to tell. Tableau CRM (formerly Einstein Analytics) empowers your Salesforce CRM users with actionable insights and AI-driven analytics right in their workflow. Work more efficiently, spot trends faster, predict outcomes, and get AI-based guidance on the best steps to take while you stay in the flow.

How to create a date calculation in tableau?

Create a date calculation 1 In Tableau Desktop, connect to the Sample-Superstore saved data source, which comes with Tableau. 2 Navigate to a worksheet. 3 From the Data pane, under Dimensions, drag Order Date to the Rows shelf. 4 On the Rows shelf, click the plus icon ( +) on the YEAR (Order Date) field. ... More items...

What is a dataflow in tableau?

The dataflow tool is used to extract and transform data from Salesforce or other connected data sources. Once processed, this data is registered (stored) in a new Tableau CRM dataset. The dataflow follows a set of instructions starting with the extraction of data.

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