Introduction The November 2023 release of Power BI Desktop includes the new button slicer visual. This visual can currently be used as a replacement for the original slicer visual when using tiles. There are more enhancements to come, but we already have a lot more control over the formatting of the slicer. We can add …
2023 Week 47 | Power BI: Use the New Button Slicer Read More
Introduction This week for Workout Wednesday we are performing RFM (recency, frequency and monetary value) analysis. RFM Analysis is a marketing technique used to quantitatively rank and group customers based on the recency, frequency and monetary total of their recent transactions. A score of 1 to 5 is assigned for each of the three main factors. …
Introduction For this week’s challenge, we will be creating dynamic text boxes to introduce our visuals and tell a story around our data. This is differentiated from the “smart narrative” visual in that we will customize the text and measures that we display to create our own narrative. In the example below, you’ll notice that …
Introduction This week we are exploring a feature – Action Menu – which allows your users as they gain insights into your business from your dashboard, to perform actions on underlying Salesforce records. Allowing them to invoke a Salesforce action on the record directly from CRM Analytics. Requirements Create a new dataset or use an …
2023 Week 42 | Take Control of Your Experience with Actions Menus Read More
Introduction Hello and welcome to week 38 of our CRM Analytics WoW challenges! This week we are exploring Single-Click Interactions through Dashboard Widgets! This feature allows you to create a curated journey for your users turning a static dashboard into a dynamic navigation experience that progressively reveals more details. The teams at Salesforce CRM Analytics …
Introduction Welcome back to Workout Wednesday! This week we’re building some basic visuals and use dynamic titles to visualize gas prices in the Rocky Mountain Region of the US (where I live!) over the past 3 years from the U.S. Energy Information Administration. Be sure you’re using the June 2023 version of Power BI desktop or later …
2023 Week 34 | Power BI: Use core visuals with dynamic titles Read More
Introduction This week we are exploring user experience and design for CRM Analytics dashboards. Design foundations are the key visual elements to create a consistent interface. This includes guidance on color, type scale and fundamental navigation patterns. Using the Design Style Guide template app gives you a starting point for consistent and best practice design …
2023 Week 34 | User Experience, Design & Templates Read More
Introduction This is week 28 of 2023 and week 2 of #RE-VIZ-IT and I’m bringing back my VERY FIRST #WOW challenge from WAY BACK in the summer of 2018! I chose this challenge because “back in my day” this use case required additional sheets, a “custom” chart and a lot of sheet swapping. If you …
Introduction Hello and welcome to WoW week 28! This weeks topic takes it back to a fundamental lesson in CRM Analytics. I often get questions about data accuracy from users when they are comparing rows of data to the row count of a grouped chart or table. Have you ever experienced a case of “missing …
Introduction Welcome back to Workout Wednesday! This week we’re exploring the new card visual that was released in preview this month. Key metrics are frequently displayed in reports, and in the past it took a combination of cards, images, and other visuals. Thanks to the new card visual, we now have more flexibility, options for …
2023 Week 26 | Power BI: Display metrics with the new card visual Read More
