Feby ThankachanData Visualization Best PracticesData visualization is equal parts art and science. Before dumping data to canvas, you need to step back and ask yourself these three key…Aug 28Aug 28
Feby ThankachanOn Pace % calculation using Excel, this can be used in Salesforce CRM Analytics or any reporting…Pace % can be used to measure rate of performance or delivery. Example, It can be used to measure if a sales team is on pace to reach the…Jun 24Jun 24
Feby ThankachanasEquality Function in Salesforce CRM AnalyticsAs you know asEquality Function Returns an equality or “in” filter condition as a string for a SAQL query. The input data must be a scalar…Jun 5Jun 5
Feby ThankachanHow to create Custom Value Range filter in Salesforce CRM AnalyticsRequirement: Create a custom filter which consists of different values ranging from “Less than $30M”, “Less than $40M”,$50M-$70M etc. So…May 28May 28
Feby ThankachanTry this visualization next time for your Current/Prior period sales results using Salesforce CRM…Requirement: Create a table visualization to showcase Period Sales Vs Target, with the ability to switch between Current Period (FY23P1)…May 27May 27
Feby ThankachanFlip between Dollar ($) and Percentage (%) views in same chart using toggle in Salesforce CRM…Requirement: Add a toggle to the chart which allows the same chart to display with $ and % (sums to 100%)of column in data label. This will…Feb 28Feb 28
Feby ThankachanLet’s see how to create a Custom Date Filter in CRM Analytics?Step 1 — Create a chart where you want to apply custom filter. I use Superstore 2022 dataset and name the lens as ‘SalesByCity’.Sep 30, 2023Sep 30, 2023
Feby ThankachanHow to create KPI cards with dynamic Up Arrow (Green) and Down Arrow (Red) in Salesforce CRM…Here in this example I will show you how to create one KPI card, you can create multiple cards in the similar way.Jul 26, 2023Jul 26, 2023
Feby ThankachanMeasure Interaction (Dynamic Selection Binding) in Dashboard on Salesforce CRM Analytics/Tableau…Bindings in CRM Analytics can be achieved in different ways. Below is one of the method of doing it using “row” and “asProjection” to drive…May 12, 2023May 12, 2023
