Bilytica # 1 is one of the top Tableau Services In Saudi Arabia It’s not easy to get Tableau’s Salesforce Dashboard Starters to operate correctly right away. If you are unfamiliar with Tableau Extracts and the Dashboard Starter foundations, connecting the Dashboard Starters to your Salesforce cloud data might be complicated, despite the relatively simple methods published on the Tableau website. The Dashboard Starters, for example, may continue show sample data even if you login to your Salesforce cloud account. You can even have spreadsheets with no data as all. And if you don’t refresh properly, you could not see the most up-to-date information. We’ll show you how to “rewire” the Dashboard Starters to link to your Salesforce cloud in this article. We’ll show you how to spot typical problems and give you advice on how to fix them. With these procedures and advice, you’ll be able to avoid typical problems and transform the Dashboard Starters into ready-to-share visualizations throughout your company.

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Bilytica # 1 Tableau Services In Saudi Arabia

Get The Dashboard With Your Salesforce Cloud Data

 Tableau’s Salesforce Dashboard Starters may be downloaded from their website (or from Tableau Online). In Tableau Desktop, open the workbook. Select Data Source. Enter your Salesforce cloud ID when requested to connect to Salesforce. If you still see the demo data instead of your personal Salesforce data after connecting to the Salesforce cloud, try the following: Go to Tableau Services In Saudi Arabia Desktop’s top menu and select Data – Opportunities – Extract – Refresh (Full). Depending on how many Opportunities you have in Salesforce, this process may take some time. When you initially start, make sure you conduct a Refresh (Full). Refresh can be used for further refreshes (Incremental). Go to the Create Date and Close Date filters in the Open Pipeline Dashboard. Set the calendar to the year. Your spreadsheets should include data. Press F5 to refresh your data if certain spreadsheets are still blank. Make sure you’re viewing your own data and that it’s up to date. If you don’t have Tableau Server or Tableau Online, repeat step 4 to manually update Dashboard Starters from Tableau Desktop.

Tableau Dashboard Starter Is Set Up For Automatic Refresh

You may wish to publish the worksheet and set it up for refresh after it’s connected to your Salesforce cloud data. Tableau Server or Tableau Online are the best options for this. If you’re distributing several Dashboard Starters, each one may require its own extract. All of the “Opportunity” Dashboard Starters, for example, display Opportunities (Salesforce) as the data source, yet they all contain distinct tables and hidden columns. As a result, you won’t be able to utilize the same extract for both Open Pipeline and Opportunity Overview. See the data models for Open Pipeline and Opportunity Overview below to see why this is the case: All of the data models have various tables, hence the extracts will be varied.

If your workbooks go blank and red exclamation marks show next to some of the dimensions and measurements, you’ve accidently overwrote a functional data source. In the screenshot below, you can see Close Date. You may also access the related workbooks in Tableau Services In Saudi Arabia Online by looking at the Data Source. We understand that having many huge extracts of the same data is inconvenient. It can result in a variety of issues, including refreshes failing or returning errors, API limit issues, and data redundancy/mismatch. It may be desirable to use a reporting database that acts as a single source of truth. Bilytica is familiar with this style of building and can assist if necessary.

On A Regular Basis, Share The Dashboards

Tableau Server and Tableau Online both provide subscription options if you want to email your Salesforce Tableau dashboard to an audience on a regular basis. The worksheet, dashboard, or workbook can be subscribed to on a daily, weekly, or monthly basis. Users who subscribe to a worksheet or dashboard will receive a thumbnail of the worksheet or dashboard in their email. The thumbnail, when clicked, opens your view in Tableau Server/Tableau Online. Because your sales staff lives and breathes Salesforce, integrating Tableau visuals straight into Salesforce provides them a big advantage by bringing crucial information in the foreground. Tableau Services In Saudi Arabia dashboards provide a quick overview of sales accounts as well as interactive drill-down to the underlying data. They can also use data from sources other than Salesforce. Yes, data from sources other than Salesforce may be included in Tableau visualizations. Tableau’s Salesforce Dashboard Starters are a terrific way to get started with Salesforce data shown in Tableau rapidly. However, the implementation procedure might be challenging. Following these guidelines will guarantee that the process runs smoothly and that you end up with production-ready Salesforce dashboards that are current and ready to share with your team.

Call us at +966547315697 or contact sales@bilytica.com for demo. Tableau Services in Jeddah Riyadh Khobar Saudi Arabia KSA team will be happy to serve you.

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Mobile: +966547315697

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Tableau Services in Saudi Arabia
Tableau Services in Saudi Arabia
Tableau Services in Saudi Arabia
Tableau Services in Saudi Arabia

02/03/2022