In this chapter, we explore the untapped potential of Tableau in conjunction with Salesforce CRM data, diving deep into advanced visualizations to unlock richer insights. From a comprehensive look at advanced capabilities, including Sankey charts and calendar-based visualizations, to mastering customized geographical data visualizations, we will take you through the endless customization possibilities that Tableau offers. We will cap it off with a look at third-party integrations, examining how they can enrich your visualizations and optimize decision-making. This chapter aims to inspire you to push boundaries, fostering an innovative and data-curious culture within your organization. Let us embark on this exciting journey together to unravel the full extent of Tableau’s power and transform your CRM data into meaningful, actionable information.
The chapter covers the following topics:
- Introducing the advanced capabilities of Tableau
- Using extensions in Tableau
Upon completing this chapter, readers will be able to understand the advanced capabilities of Tableau in visualizing CRM data by learning to create and interpret advanced charts such as Sankey diagrams and calendar visualizations and exploring ways to customize visualizations using geographical data. They will also discover how to utilize third-party integrations to augment data visualization capabilities and develop the necessary skills to uncover deeper insights and patterns from your CRM data. Finally, they will gain proficiency in transforming raw CRM data into meaningful, actionable visual insights and learn to use Tableau features and tools effectively to support data-driven decision-making processes.
Introducing advanced visualizations
At this point, we should feel quite comfortable with creating charts in Tableau, so we will now take it a bit further by looking at creating charts that require to make use of the full range of customization options in Tableau. We will use calculated fields and table calculations and finally bring together several datasets to showcase the possibilities of spatial analysis in Tableau’s maps.