Course Description
This 1-day Building Lenses, Dashboards and Apps in Tableau CRM training, gets you ready to start building in CRM Analytics. In this course, you’ll find out how to design and create an effective dashboard layout to help viewers quickly find their way around. You’ll learn how to build lenses and add them into your dashboards using the CRM Analytics Dashboard Designer. Once you’ve created a dashboard, you’ll also learn how to optimize the dashboard for mobile. Finally you’ll also learn how to organize your lenses and dashboards using apps and ensure that only the right users have access to them
Our trainers are certified and enthusiastic about Tableau and Salesforce! For larger teams, the training is offered onsite at your office. Otherwise, online Tableau training is offered via live instructor-led virtual classroom. All delegates receive course materials and access to our licensed environment for hands-on labs.
Course Outcomes
At the end of the course, learners will be able to:
- Build and manage apps in CRM Analytics
- Design a dashboard based on requirements, and create a dashboard template
- Create and add lenses to build a dashboard
- Optimize a dashboard for mobile use
Course Summary
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Course Modules
- Managing Apps, Lenses, Dashboards, and Datasets
- Overview of building and managing apps
- Building an app
- Manage apps, lenses, dashboards, and datasets
- Designing a Dashboard and Creating a Template
- Dashboard Building Overview
- Designing a Dashboard
- Create a dashboard template
- Building a Dashboard
- Building a Dashboard
- Adding Charts, Tables, and KPIs to a Dashboard
- Adding Filters to a Dashboard
- Modify a Dashboard for Mobile
- Translating Desktop Dashboards to a Mobile Device
- Creating/Updating Mobile Dashboard Layouts
Testimonials
Absolutely loved the enthusiasm and appreciate the knowledge he brought to class!!!
- Shelly Fruits, KPERS
Thoroughly enjoyed the training. The trainer was fantastic! It is rare but always an awesome experience when a trainer is also an experienced practioner with a breadth of knowledge and hands on experience… even well beyond the subject matter at hand. I had the feeling that the trainer could have answered in detail any question we might have had related to not only BDM but Hadoop and other relevant big data topics as well. Time well spent and I hope to encounter Tomi again.
- Rick Kirk, CTO, Alliant Energy / Ernst & Young
The trainer was INCREDIBLE. He was extremely passionate, made sure to consistently ask if anybody needed help, logged on early to answer any questions, and was an overall great human being.
- Salvatore, Hilton Grand Vacations
