Leverage CRM Analytics Parameters to Filter Tableau Views
Several months ago, Salesforce released the “Publish to Salesforce” capability on Tableau. This allowed users to publish their Tableau dashboards
Alex Hellenberg is a Senior Analytics Consultant at Atrium, where she delivers innovative analytics solutions and helps customers gain effective business insights. She has led traditional analytics implementations for both the Tableau and CRM Analytics platforms, as well as Tableau server troubleshooting, cloud migration readiness and execution, cloud site administration, and data source design and implementation. Alex has over 10 certifications, including Tableau Certified Consultant and SnowPro Core, and has a BS in Computer Engineering and an MS in Innovation and Management from Montana State University.
Several months ago, Salesforce released the “Publish to Salesforce” capability on Tableau. This allowed users to publish their Tableau dashboards
Manual data manipulation in Excel is common. However, collecting data from disparate sources and cleaning, filtering, sorting, pivoting, and doing
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