Tableau Views in CRM Analytics

Gain insights on Tableau Cloud and Tableau Server data from the comfort of CRM Analytics Home. Easily publish Tableau Cloud and Tableau Server dashboards, sheets, and stories to a CRM Analytics app or Lightning page without first embedding Tableau views or installing additional software. You can seamlessly combine Tableau Cloud and Tableau Server views with CRM Analytics content in a single dashboard, apply Tableau filters to it, and share it with colleagues who need to stay on top of the same data. To access the published Tableau content more easily, favorite the dashboard in Analytics Home.

• Prerequisites for Tableau Views in CRM Analytics
  Publishing Tableau Cloud and Tableau Server content to CRM Analytics and viewing it requires the appropriate licenses, org and user account setup, and permissions assigned to user accounts and apps.
• Publish Tableau Content to CRM Analytics
  Easily publish Tableau Cloud and Tableau Server dashboards, sheets, and stories to a CRM Analytics app or Lightning page without first embedding Tableau views or installing additional software.
• Add Tableau View to a Dashboard
  Compare and review Tableau and CRM Analytics data side by side in a CRM Analytics dashboard. Embed a published Tableau Cloud or Tableau Server view in a CRM Analytics dashboard to analyze your data without switching between two accounts. For example, keep tabs on your shipment trends from Tableau in the same CRM Analytics dashboard that you track sales orders.
• Add Filters to Explore Tableau Views
  Add filters to explore Tableau content and unlock additional insights.
• Manage Tableau View Filters
  You can edit parameters to make minor adjustments, change for a different use, or delete them when they’re no longer needed.