The Tableau packaged workbook file is a data file with .twbx extension.
Packaged workbooks contain a Tableau workbook along with supporting local file data sources, custom shapes, TDE files, text files, Microsoft Access or Excel files, or background images grouped together in one package. You can publish a packaged workbook from to Tableau. A workbook can either contain a worksheet or a dashboard.
When you extract data from the source into a TDE file, you can apply a predefined Tableau workbook (TWB) template to the extracted data to create a Tableau packaged workbook (TWBX) in . The TWB template file is custom made to perform specific analysis on the extracted source data and populates graphs and charts to represent the data. You can publish the TWBX file to Tableau and further modify the generated graphs according to your business needs.
You can apply the following predefined template files for to analyse the data extract from Salesforce sources:
•Salesforce_Opportunity_Analysis.twb
•Salesforce_Pipeline_Analysis.twb
•Salesforce_Rep_Performance_Analysis.twb
•Salesforce_Opportunity_Analysis.twb
•Salesforce_Sales_Analysis_by_Region.twb
•Salesforce_Sales_Summary.twb
Note: The current version of supports predefined TWB templates for Salesforce data. To use the predefined TWB files and publish the TWBX file, you must use the Salesforce Opportunity object as the source.
Workbook Templates
The templates provide pre-built dashboards for the Salesforce data and use standard Salesforce objects.
You can apply the following template files to a Tableau target to analyze the data extract from Salesforce sources.
Sales Summary
The sales summary is a dashboard that displays an overview of the sales key performance indicators (KPIs). Use the Salesforce_Sales_Summary.twb template to generate the sales summary.
The template uses the following entities to analyze and generate the graph:
- Salesforce Data Objects. Includes Opportunity, Opportunity Owner, Opportunity Creator, Opportunity Account, Account Owner, and Account Creator.
- Measures. Includes Opportunity Expected Revenue and Opportunity Amount.
- Dimensions. Includes Opportunity Owner Department and Account Industry.
- Filter by. Includes Opportunity Create Date.
The following image is a sales summary graph generated from the Salesforce data:
Sales Analysis by Region
Use the Salesforce_Sales_Analysis_by_Region.twb template to analyze and display the sales KPIs by region.
The template uses the following entities to analyze and generate the graph:
- Salesforce Data Objects. Includes Opportunity, Opportunity Owner, Opportunity Creator, Opportunity Account, Account Owner, and Account Creator.
- Measures. Includes Opportunity Expected Revenue, Opportunity Amount, and Opportunity Count.
- Dimensions. Includes Opportunity Owner Department.
- Filter by. Includes Opportunity Create Date.
The following image is a sales analysis summary graph generated from the Salesforce data:
Representative Performance Analysis
Use the Salesforce_Rep_Performance_Analysis.twb template to track the performance of the sales team.
The template uses the following entities to analyze and generate the graph:
- Salesforce Data Objects. Includes Opportunity, Opportunity Owner, Opportunity Creator, Opportunity Account, Account Owner, and Account Creator.
- Measures. Includes Opportunity Expected Revenue and Opportunity Amount.
- Dimensions. Includes Opportunity Owner Name.
- Filter by. Includes Opportunity Create Date.
The following image is a sales summary graph generated by region from the Salesforce data:
Pipeline Analysis
Use the Salesforce_Pipeline_Analysis.twb template to analyze the sales pipeline.
The template uses the following entities to analyze and generate the graph:
- Salesforce Data Objects. Includes Opportunity, Opportunity Owner, Opportunity Creator, Opportunity Account, Account Owner, and Account Creator.
- Measures. Includes Opportunity Expected Revenue.
- Dimensions. Includes Opportunity Owner Nam and Opportunity Stage Name.
- Filter by. Includes Opportunity Create Date.
The following image is a pipeline analysis graph generated from the Salesforce data:
Opportunity Summary
Use the Salesforce_Opportunity_Analysis.twb template to understand from where you get the sales opportunities.
The template uses the following entities to analyze and generate the graph:
- Salesforce Data Objects. Includes Opportunity, Opportunity Owner, Opportunity Creator, Opportunity Account, Account Owner, and Account Creator.
- Measures. Includes Opportunity Expected Revenue.
- Dimensions. Includes Opportunity Type and Account Industry..
- Filter by. Includes Opportunity Create Date and Account Billing Address Country.
The following image is a sales opportunity summary generated from the Salesforce data:
