When I was working on a Tableau workbook, I wanted a feature that would allow us to toggle between two different charts on the same dashboard. For example, sometimes I wanted to see a bar chart of sales by region, and other times I wanted to switch to a line chart showing sales trend over … Read more >>>
Recently, I created a sales Dashboard in Tableau to display the charts showing overall sales, profit, and categories. Later, I customized the dashboard and added filters so that users can filter and view the specific data in the worksheets directly in the dashboard. By adding filters in Tableau dashboards, we can avoid the need to … Read more >>>
When I was creating a text table in Tableau, I noticed an “Abc” placeholder column appearing at the end of the table. At first, I thought it was a label I had added, but later I came to know that it’s Tableau’s default placeholder text that appears when no measure is assigned for a dimension. … Read more >>>
I was given a task while employed by an organization to determine whether a date exceeds a certain date. It enables us to streamline workflows and processes depending on particular dates, as well as better manage and organize our data in Salesforce. In this article, we will learn how to check if a date is greater … Read more >>>
While working as a Salesforce Administrator, you may need to assist the sales team in tracking inactive opportunities. For example, if an opportunity has no activity for more than 30 days, you can create a formula that compares the Last Activity Date with the TODAY() function. This will flag opportunities that need follow-up. In this … Read more >>>
When I was building a sales report in Tableau, I wanted to highlight the top-performing products in green and the low-performing ones in red. At first, I thought I had to create a calculation, but then I got the expected output using the conditional formatting in Tableau. In Tableau, conditional formatting allows us to highlight … Read more >>>
When we create an Account from a Lead, it is saved in Salesforce. But after that, some Accounts don’t get any sales calls, meetings, or follow-up activities. These Accounts remain inactive because no activities are added. The Sales Manager wants to review these accounts so the team can plan proper follow-up and not miss any … Read more >>>
When I was creating a sales dashboard for Tableau, the sales team told me the charts looked plain and were difficult to read. The numbers and sales figures were there on the chart, but it was difficult to figure out the different measures. As a solution, I added colors to the bar charts. By adding … Read more >>>
While working as a Salesforce Admin, we sometimes need to quickly identify records that meet specific conditions without creating any automation, such as a Flow or Process Builder. For example, the sales team wants to know if an opportunity’s Close Date is before TODAY() and the Stage is not “Closed Won” or “Closed Lost“. Instead of asking users to … Read more >>>
While analyzing sales performance across the country, our management team wanted to identify the Top 10 states contributing the highest sales. Instead of reviewing data for all 50 states in the USA, they only needed to focus on the states that generated the most revenue in sales. By creating a chart in Tableau that shows … Read more >>>
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