Скачать или смотреть Tableau CRM Screens and How to create Reports and Dashboards

The specific screens and interfaces within Salesforce's Tableau CRM can evolve, and new features may have been introduced. However, I can provide a general overview of the major components and steps involved in creating reports and dashboards in Tableau CRM:

Major Screens and Components:
Home Screen:

The home screen typically provides an overview of recent dashboards, reports, and datasets.
It may include shortcuts to frequently accessed items and recent activities.
Explorer:

The Explorer is where users can explore and analyze datasets, build queries, and create lenses (individual visualizations).
Lens Editor:

In the Lens Editor, users can create and modify individual visualizations (charts, tables, etc.) by dragging and dropping fields onto the canvas.
Dashboard Builder:

The Dashboard Builder allows users to create interactive dashboards by combining multiple lenses and other components.
Dataset Builder:

The Dataset Builder is used to prepare and shape data before creating visualizations. Users can define relationships, create calculated fields, and clean data.
Data Monitor:

The Data Monitor provides insights into data quality and can be used to monitor data changes over time.
Apps:

Apps in Tableau CRM are collections of dashboards, lenses, and other components organized to address specific business needs or scenarios.
Data Manager:

The Data Manager helps users connect to and integrate various data sources, including Salesforce objects and external databases.
Security and Sharing:

This area allows administrators to manage security settings and control access to datasets, dashboards, and other components.
Settings and Administration:

The settings and administration section provides options for configuring Tableau CRM, managing users, and setting up permissions.
Creating Reports and Dashboards:
Connect to Data:

Use the Data Manager to connect to data sources, including Salesforce objects, external databases, and other data repositories.
Build Datasets:

Create datasets by defining relationships, adding calculated fields, and transforming data to meet analysis requirements.
Explore Data:

Utilize the Explorer to interactively explore and analyze datasets, creating lenses for individual visualizations.
Lens Editor:

In the Lens Editor, customize and fine-tune individual visualizations by adding filters, adjusting chart types, and setting display options.
Create Dashboards:

Use the Dashboard Builder to assemble lenses and other components into interactive dashboards. Arrange elements and configure dashboard properties.
Apply Filters and Interactivity:

Implement filters and interactivity to allow users to dynamically explore data within dashboards.
Save and Share:

Save your dashboards and share them with others. You can also embed dashboards within Salesforce or other applications.
Schedule and Monitor:

Set up schedules for data refreshes and use the Data Monitor to track changes and maintain data quality.
It's important to note that the actual steps and interfaces might vary based on the specific version of Tableau CRM and any updates made to the platform after my last knowledge update. Always refer to the latest official documentation for the most accurate and up-to-date information.