Duration

1 day

OVERVIEW

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.

WHO SHOULD TAKE THIS COURSE?

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.

WHEN YOU COMPLETE THIS COURSE, YOU WILL BE ABLE TO:

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 AGENDA

Time

Day 1

9:00am - 10:30am

Managing Apps, Lenses, Dashboards, and Datasets

10:30am - 10:45am

Morning Break

10:45am - 12:30pm

Designing a Dashboard and Creating a Template

12:30pm - 1:30pm

Lunch Break

1:30pm - 3:30pm

Building a Dashboard

3:30pm - 3:45pm

Afternoon Break

3:45pm - 5:00pm

Modify a Dashboard for Mobile

MODULES & TOPICS