BA/BI Tableau CRM (Einstein Analytics)
Cloud & On-Premises Deployment Deploy in cloud or on-premise environments based on organizational infrastructure needs. Analytics Perform advanced analytics including statistical modeling, forecasting, and machine learning. Scripting & Customization Extend functionality through scripting languages like DAX, Python, R, or platform-specific tools. Natural Language Query (NLQ) Ask questions in natural language and get relevant visual responses using NLQ features. APIs Use APIs to automate tasks, embed content, and connect with external applications programmatically. Data Governance Maintain data accuracy and consistency with metadata, lineage tracking, and validation rules. Integration with Enterprise Applications Integrate seamlessly with ERP, CRM, and business systems for consolidated analytics. Reporting & Dashboards Design interactive dashboards and reports to visualize and track business metrics effectively. Real-Time Processing Ingest and visualize real-time streaming data for immediate decision making. Data Storage & Warehousing Integrate with cloud or on-premise data warehouses and optimize data storage strategies. Data Connectivity Connect to a wide range of data sources using built-in connectors, ODBC/JDBC drivers, and APIs. Collaboration Share insights with team members using dashboards, scheduled reports, and integrated tools like Teams or Slack. Data Preparation & ETL Prepare and transform raw data using ETL pipelines, scripting tools, and cleaning utilities. Performance Optimization Monitor and optimize report performance using diagnostic tools and best practices. Mobile Access Access analytics dashboards and reports via mobile applications on Android and iOS. Security & Access Control Implement robust data security using SSO, role-based access control, and audit trails. Self-Service Analytics Enable business users to build their own dashboards and reports with intuitive UI tools. Integration Type Support integration via APIs, native connectors, and third-party integration tools. Advanced Visualization Build sophisticated charts such as heatmaps, scatterplots, and Gantt charts. Monitoring & Management Administer analytics platform health and performance using built-in or external tools. Generic Topics Use this area for general Tableau CRM (Einstein Analytics) questions that span multiple technical areas or don’t fit into a specific category. Ideal for requirements, platform architecture, cross-functional use cases, tool comparison, POCs, solution design, onboarding, ROI, and best practices. For technical topics like Data Modeling, Dashboarding, Visualization, or ETL Processes, please post under the appropriate technical area.
