Ask Data and Slack integration: New in Tableau 2021.4

0:00Hey, Tim here. In 21.4, one of the headline

0:02features was the ability to send

0:04notifications

0:05to Slack from AskData. So in this video, I

0:07'm going to show you how that works.

0:09Now, I'm actually logged into two profiles

0:11here. I'm logged in as the user who's going

0:13to receive

0:14the notification in Slack. That's this

0:16particular profile. And over here, I'm

0:18logged in as an admin,

0:19someone who can send notifications to

0:21everyone on Slack. So I'm basically going

0:23to do this here.

0:24The reason I've got this setup is because I

0:25've got a beta instance of Tableau Online,

0:27so I can only really test using those two

0:28people. Nevertheless, if you head to Ask

0:30Data,

0:31in this particular case, I'm going to go to

0:33the Explore tab. And I'm going to look for

0:35an AskData

0:36lens. In a previous release, they changed

0:38the behavior of AskData so that it requires

0:40a lens

0:41in order to create an AskData question. So

0:43I've actually got one here set up for 21.4,

0:46which I've

0:46called 21.4 lens. Now, once we're here, we

0:49can actually go ahead and type the question

0:51we want

0:51to answer. In this particular case, I'm

0:54just going to type "busiest day in 2018."

0:59Now, what you'll see

1:00here is that Tableau passes this question.

1:02So it says "Count of orders by order dates

1:05day,

1:05order date in 2018." So if we go ahead and

1:08hit Enter for that, that should hopefully

1:11give us a

1:12chart in response. It might get this

1:13slightly wrong, but you can see here that

1:15it's given us

1:15an order date for 2018. And we can get the

1:18answer right here and say, "Look, it's

1:20September the 8th,

1:222018." And there's 27 orders on that

1:23particular day. Now, once we're here, and

1:26we've got this,

1:26let's say we want to share this with a

1:28colleague to Slack. It's actually going to

1:30send it to

1:30multiple places, so email notifications in

1:33Tableau and Slack as well, if you've

1:35enabled

1:35the notifications. But if I go to the top

1:37right here and I hit Share, you'll see that

1:39you get

1:40this ability to share a message. I'll just

1:42go ahead and type in my name. You'll see I

1:43have

1:44multiple profiles here. So I'll send it to

1:45this particular user because this is the

1:47user I actually

1:48have set up on Slack. And I'll just say, "

1:51Hey, check this out. You might be interested

1:55to know

1:55we had 27 orders on the 27th of..." No, we

2:00had it on, I think it was the 8th of

2:03September,

2:03actually, September. I can't type. Ap

2:06ologies for any typos that's in there. But

2:09let's go ahead and

2:09hit Share. And once we hit Share, you'll

2:11see that that goes off. And now what we

2:13should do is we

2:14should get a notification in Slack. Now, I

2:16know I've got the notification because my

2:17watch just

2:18pinged me. So if I head over to Slack, let

2:19's just open that up, you'll see that over

2:21here,

2:21I have this notification here from 906 p.m.

2:24And it says to me that, "Look, hey, check

2:27this out.

2:27You might be interested to know we had 27

2:29orders on the 8th of September." When I go

2:31ahead and click

2:32on this link, it actually opens up. And the

2:34reason I'm logged in as my other user is

2:35when I click on

2:36that link, I need to be logged in as that

2:38user to see the notification. So here it is

2:41. This is the

2:41Ask Data View that was built by the other

2:43user. And now I can go and see it. And I

2:45can actually

2:46carry on asking my own questions. So I can

2:48actually carry on the analysis that someone

2:50else started

2:51if they share that with me. Now, that

2:53notification comes to me via email and from

2:55Tableau itself.

2:56If I hop out of this from this particular

2:58user, let's just actually go back to the

3:00homepage.

3:01Let's just completely reset everything. If

3:03I go to the notifications here, you'll see

3:05that that

3:06same notification is also here at the top.

3:08So if I go ahead and click on that, that

3:10also takes me

3:11back to that notification. And it actually

3:13has an ID number that then disappears. I

3:15don't know if

3:16anyone saw that up here in the URL. If you

3:19didn't notice that, I'll put it up on

3:21screen in slow

3:22motion so you can see it. But nonetheless,

3:24it actually has an ID that's hidden and

3:25then gets

3:26removed so you can't actually figure out

3:28where it is. I think that's maybe a

3:30deliberate thing. So

3:31these don't sort of spawn a life of their

3:33own and just keep getting shared around.

3:35But nonetheless,

3:36this is pretty cool. This is a new feature

3:37in 21.4 and I just wanted to show you how

3:39it works. Check

3:40out more of the videos I've done on 21.4

3:42and there's a whole bunch of them out there

3:43to see.

3:44But if they don't quite work for you, let

3:46me know what you'd like to see instead in

3:47the comments

3:48below and I'll try and make a video of that

3:50kind at some point in the future. Check out

3:52the

3:52description for links on various other

3:53things related to the video as well. I'll

3:55catch you in

3:56the next video. Thanks for watching. Your

3:57viewership is much appreciated.