Salesforce Building Lenses, Dashboards, and Apps in Tableau CRM (ANC201)
Ready to start building in Tableau CRM? 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 Tableau CRM 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. Looking for Tableau classes? Check out the Tableau catalog here.
Course Objectives
Build and manage apps in Tableau CRM 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
Agenda
- Overview of building and managing apps
- Building an app
- Manage apps, lenses, dashboards, and datasets
- Dashboard Building Overview
- Designing a Dashboard
- Create a dashboard template
- Building a Dashboard
- Adding Charts, Tables, and KPIs to a Dashboard
- Adding Filters to a Dashboard
- Translating Desktop Dashboards to a Mobile Device
- Creating/Updating Mobile Dashboard Layouts
FREE
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Course Type: Instructor Led