For example, user wants to see the list of opportunity stages by opportunity count. Hence, to show all the opportunity stages even if the count is zero, we need to use a static csv file containing opportunities stages data. The static csv file we are using here contains following data related to opportunity stages. Create …
Tableau CRM: Bar Chart to show static bars even when the values are zero Read More »
INTRODUCTION Tableau CRM with spring 22’ recent release provides a link widget which supports relative URL destinations that start with a slash and dynamic URLs created via bindings. We can use relative links to connect other pages, like a list of recently viewed opportunities, inside the Salesforce experience. Create a Dashboard Add Relative Link Add …
TABLEAU CRM: Add Relative and Dynamic URLs in Link Widgets Read More »
Tableau CRM provides a default option to sort Chart Legends by Ascending or Descending. But what if a user wants to see the category types on legend, sorted based on the revenue. Follow the simple steps to control the Legend view. We will be able to sort the Legends based on measure values and also …
Introduction Tableau CRM is one of the best analytical tools for analyzing data and gaining useful insights which further helps in achieving growth in business. Salesforce improvises these features and adds new features too for each release. Check out some new interesting and exciting features in this Summer 21 release. Tableau CRM data integration and …
Adding actions to a row in Tableau CRM (formerly Einstein Analytics) table is the coolest feature of Winter ’21 release. In this blog we will create a table with action buttons as shown in the below image without editing the dataset XMD file. Create an image URL Upload the image you wanted show in the …
Tableau CRM: Add action buttons on Table without XMD Read More »
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