Salesforce Building Lenses, Dashboards, and Apps in Tableau CRM (ANC201)

1 Days

6 CPD hours

This course is aimed at users with the Tableau CRM license who need to build effective lenses and dashboards for their business users to explore their data. It may also be of interest to users who are connecting and integrating this data, to understand how it is used in the lens and dashboard building process.

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

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.

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