Tableau · Tableau Next

Build Analytics Dashboard Sample Data

Fill an org with source data so analytics dashboards show believable metrics and trends instead of zeros. This is usually for a demo or a trial org.

32 tasks
Method

How MeshMesh does it

  1. Assigns permissions and writes a phased plan for loading the demo data.
  2. Deploys an External Credential, a Named Credential and a permission set for the data connection.
  3. When a dashboard shows zeros, traces the root cause and maps which objects need data.
  4. Fixes the data with bulk updates, semantic model formula changes and data syncs, often through Bulk API 2.0.
  5. Builds Tableau Next visualizations and dashboards through the API against a semantic model, and repairs CRM Analytics dashboards so KPI boxes show values.
  6. Adjusts KPI widget width, row height and filters.

Next step: Build Analytics Dashboards.

Products

Products and features it works with

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