CRM Analytics

CRM Analytics enhancements include new and updated features for dashboards, lenses, analytics apps, and data integration.

  • Generate Semantic Models Using the CRM Analytics Metadata Bridge
    Use the CRM Analytics Metadata Bridge to create a semantic layer from your most-used CRM Analytics dashboards. The bridge analyzes your dashboards, creates the relevant objects in Data 360, and generates a valid semantic model from your CRM Analytics data in four steps: selection of source CRM Analytics dashboards, data lake object (DLO) creation, data model object (DMO) mapping, and semantic model generation. Use your semantic model in your Tableau Next workspace to build metrics, visualizations, based on the semantic layer and provide your users with conversational analytics.
  • Extend an Existing Semantic Model with CRM Analytics Dashboards (Beta)
    Use the CRM Analytics Metadata Bridge to add data from your CRM Analytics dashboards to an existing Customer 360 (C360) semantic model in Tableau Next, without changing the original model. The extend flow analyzes your most-used dashboards, compares them against a base semantic model, and generates a new semantic model that includes only the additional objects and fields you select.
  • Analytics Experience and Visualizations
    Get insights from Data 360 data more efficiently in more places. This release adds support for Experience Cloud embedding and live query reuse. You can also tailor your data views with selective totals in compare tables, utilize multi-text filters, perform advanced Semi and Anti joins, and print large dashboards completely.
  • Analytics Data Integration
    Inspect your Data Prep recipes for performance and troubleshooting. Export recipe schedules for your external calendar. Upload and download your recipes directly from Data Manager. Write to multiple Data 360 data lake objects in a single recipe.