Category Archives: SFDC

How to easily Document your Tableau Reports

Posted on 2015-11-03 by Frederic

Every shiny Tableau dashboard comes, or should come, with less glamorous strings attached: documentation… If you want to share the Tableau love, you ought to document how you drove from a data source to a new indicator, and ultimately to … Continue reading →

Posted in Alteryx, Excel, Qlik, SFDC, SQL, Tableau | Tagged , | 1 Comment

Sequence Analysis with Tableau and Alteryx

Posted on 2015-08-18 by Frederic

I’m introducing a different type of post this week: still a tips and tricks style of post, but it stands against additional business context than usual, to be more relevant and applicable. Sequence Analysis techniques and concepts originate from biology … Continue reading →

Posted in Alteryx, Marketing, SFDC, Tableau | Comments Off on Sequence Analysis with Tableau and Alteryx

Optimize Performance by Adjusting Automatically Fields Width

Posted on 2015-07-21 by Frederic

Field width is not a very sexy topic compared to Visualization or Spark R. That’s a very good reason to get that basic topic out of the way with an approach that will save you time to spend on much … Continue reading →

Posted in Alteryx, Performance, SFDC, Tableau | Tagged , | 1 Comment

Extracting Salesforce.com (SFDC) data to Tableau

Posted on 2015-07-07 by Frederic

For convenience, I will systematically refer to Salesforce.com as SFDC. As the largest CRM vendor according to Gartner, SFDC is pretty ubiquitous, and the odds are that most Tableau users dealing with sales figures have already run into this data … Continue reading →

Posted in Alteryx, SFDC, Tableau | Tagged , , | 1 Comment

Extreme Close Up: let Tableau Users drill down from Aggregates to Transactions to expose Audit Trail

Posted on 2015-06-11 by Frederic

When it comes to businesses, there are many ways that they can be successful. For example, some businesses like to use things like a microsoft dynamics implementation to help them when it comes to CRM (and also ERP). ERP and … Continue reading →

Posted in SFDC, Tableau, User Experience | Tagged , , , , | 2 Comments