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.

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* Actual course outline may vary depending on offering center. Contact your sales representative for more information.

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

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

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.

Language

English

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.

$600

Length: 1.0 day (8 hours)

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