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1. Re: Salesforce Opportunity History Report in Tableau
Brian Calvanese Oct 31, 2014 9:45 AM (in response to Dennis LeClair)I have built this type of reporting in the past... but, I had to work from a "snapshot universe" captured in our data warehouse from daily extracts and not from current data available in SFDC.
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2. Re: Salesforce Opportunity History Report in Tableau
Nathan Lindstrom Jun 26, 2015 4:06 PM (in response to Brian Calvanese)Hi Brian, I'm interested in how you built this. We've got our data warehouse of snapshots setup but I'm having trouble thinking through the stage duration calc. Any chance you can send me a sample workbook?Brian Calvanese
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3. Re: Salesforce Opportunity History Report in Tableau
Brian Calvanese Jun 27, 2015 5:45 AM (in response to Nathan Lindstrom)I don't have anything handy that might apply... can you post your data (anonymize if necessary).
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4. Re: Salesforce Opportunity History Report in Tableau
Nathan Lindstrom Jun 29, 2015 1:16 PM (in response to Brian Calvanese)Hi Brian. Can you send me your email address? I don't think there is a way for me to post my workbook so I'll invite you to a Box.com folder with it. If you want to email me you can also email me at nathan.lindstrom@firstsolar.com
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5. Re: Salesforce Opportunity History Report in Tableau
satish.parvathaneni Aug 20, 2015 11:18 AM (in response to Nathan Lindstrom)Nathan ,
Looks like you are using Salesforce with tableau is that correct ?? or you are extracting data from a warehouse for our reporting needs.
We are the process of building reports/dashboards from SDFC .. Any help or comments or workbooks that you might have done is greatly helpful.
Regards,
satish.p
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6. Re: Salesforce Opportunity History Report in Tableau
Tim Callahan Aug 26, 2015 6:51 AM (in response to Dennis LeClair)This may not directly answer the original question but it highlights how Citrix is using Tableau with SFDC
http://www.tableau.com/learn/webinars/citrix-enables-sales-interactive-metrics-salesforcecom
Tim Callahan