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.

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Learning 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


    Course Details

    Course Outline

    1 - Managing Apps, Lenses, Dashboards, and Datasets
  • Overview of building and managing apps
  • Building an app
  • Manage apps, lenses, dashboards, and datasets
  • 2 - Designing a Dashboard and Creating a Template
  • Dashboard Building Overview
  • Designing a Dashboard
  • Create a dashboard template
  • 3 - Building a Dashboard
  • Building a Dashboard
  • Adding Charts, Tables, and KPIs to a Dashboard
  • Adding Filters to a Dashboard
  • 4 - Modify a Dashboard for Mobile
  • Translating Desktop Dashboards to a Mobile Device
  • Creating/Updating Mobile Dashboard Layouts
  • Actual course outline may vary depending on offering center. Contact your sales representative for more information.

    Who is it For?

    Target Audience

    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.

    Other Prerequisites

    There are no prerequisites for this course, however we do recommend attending Mobile and Desktop Exploration in Wave Analytics (ANC101) to get the most out of this course.

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

    Course Length : 1 Day

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