2022: Week 23 - PD x WOW Salesforce Opportunities
Challenge by: Lorna Brown It's that time of year again when we team up with the Workout Wednesday crew! This year we wanted to work with Salesforce data as sometimes it needs a little bit of prep before you can create the charts that you want. For example, if we want to create a gantt chart to see how long each opportunity spent in each stage of the pipeline, we may want to reshape our data and bring 2 tables together. Remember, although we design these challenges in Tableau Prep, you're more than welcome to tackle them in whatever data prep tool you have at your disposal! Be that PowerBI, CRM analytics, Alteryx, Python, R - we see solutions from each of these tools and encourage you to give it a try and give us a shout on Twitter if you get stuck at all. Inputs Opportunity Table (45 fields) Opportunity History Table Requirements Input the data For the Opportunity table: Pivot the CreatedDate & CloseDate fields so that we have a row for when each opportunity Opened and ...