Problem Solved: short stories about helping our customers solve their IT challenges. A wireless telecommunications provider uses Salesforce as their CRM platform and requires a high degree of sophistication in order to meet their reporting needs. Out-of-the-box reporting capabilities in Salesforce were not able to combine Salesforce and financial data in a way that executives needed on a regular basis. Our implementation of Tableau is able to integrate the data their leadership needed out of both systems, enabling robust reporting with simplified views that are exported to Microsoft PowerPoint and delivered to executives on a weekly basis. As a result, … Read More
Dimension Filters in Tableau
Being able to toggle between dimensions or measures in Tableau is a nice feature to have when building a story for users or just on the dashboard. Being able to give the user the ability to do this is easy and can be done in a couple of steps. The first step to creating a toggle is to “Create Parameter…” in Tableau by right clicking on the left side of the program: To create the parameter here you have to change the data type to String and allowable values to list. Once you’re done with that you can type in … Read More
Hosting a Shiny App in Tableau
Graphics in both Tableau and Shiny have their pluses and minuses. Tableau is good for drag and drop graphics that is easy to change the types of graphs given the situation with little to no coding. R/Shiny graphics are completely customizable from 3D graphics to violin plots, which is a boxplot that incorporates a probability density function. Also, with Shiny you can get summaries of the data and perform many other advanced statistical methods; beware of running analyses in Shiny without checking the proper diagnostic tests related to the data at hand (this is my statistics background speaking). Where Tableau … Read More