Ask data updates in Tableau Server & Tableau Online: New in 2021.3

0:00Hey, Sam here. In today's video, we're

0:01going to be looking at all the new

0:02improvements in ask data in

0:04Tablo 2021.3. There's quite a bit to get

0:07through here. So let's get stuck in

0:08straight away. Now the

0:09first one is the nofas just me but in the

0:12previous version of Tablo, let me go to my

0:15sample Superstore

0:16data set. Maybe I didn't realize it, but it

0:19seems that in 21.3, you have to have a lens

0:23for ask data

0:24to work. By default, when you come to a

0:26data source, the first thing you see here

0:28is a lens. So

0:29that got me thinking what happens when you

0:31don't have a lens there. So what I did was

0:33I went to

0:33another data source, let me just open this

0:35in a new tab. So we don't lose our place.

0:37And I went to

0:38the Explore tab, I found another data

0:39source where I didn't have a lens. And I

0:42found out that actually

0:43Tablo just stopped indexing that data

0:45source for our status. So essentially, if I

0:48just go to this

0:49file here, you'll see that when I get there

0:52, I don't have a lens. And there is no ask

0:54data

0:55interface, the first thing I have to do is

0:56to create a lens. And there is actually a

0:58very small

0:59notice here on the left hand side that says

1:01, you know, please create a lens so that we

1:04can re index

1:05this data source. So that's really

1:07interesting to see that change. And maybe

1:09it's a hint that

1:10essentially Tablo is going to stop indexing

1:12everything on your server, which is good

1:14for server

1:15admins running Tablo server, if they have

1:16this feature, this is going to be a nice

1:18way to sort of

1:19manage that. But nevertheless, we're here.

1:21And you can actually see that I've actually

1:23got a test

1:24lens here just to test this capability out

1:26because I wasn't sure about it. And so here

1:28we are. Now,

1:29first thing I'm going to cover is actually

1:31this feature that allows you to identify

1:33whether as

1:34data is using a field or using something

1:36you've typed or not. And there's no sort of

1:38nice way to

1:39say it. So I'll just show you if I go into

1:41my shipping lens, this is something I've

1:43created

1:43before. So I created this in 2021.2. Check

1:46out that video if you get a chance. And I'm

1:49going to

1:49click on this analysis here at the top sum

1:51of days to ship, this will take me into a

1:53number that I

1:54know is right and have used before. So we

1:56get to this point. And now this is where

1:58the feature

1:59kicks in. Let's say that I start using

2:01excessive amounts of language. So let's

2:03just say please

2:05order this by region. Okay. And so you'll

2:08actually see this sort of panel at the top

2:11light up. Okay.

2:13So the first thing to notice here says the

2:15please is grayed out order is interpreting

2:18this

2:18as some sort of dimension. So you can see

2:21order date this year order. So it's sort of

2:24interpreting

2:25that order as order date, which is not

2:27correct here. But it is actually also

2:29interpreting this

2:30by region and bringing in the region level

2:33there. So if I just get rid of this, that's

2:35not actually

2:36what I want to do, I don't want anything to

2:38do with the order date. So let's say,

2:41arrange by

2:42region, let's say let's try that arrange by

2:44region. And you can see that it figures out

2:47what

2:47it needs to. And if I go by region, and we

2:49just select it, you can see that it's not

2:52happy with

2:52that analysis. And you can see that again,

2:54arranges grayed out. So this is actually

2:56what the feature

2:57is doing. It's telling you that you typed a

2:59bit of English in there, but I'm not using

3:01it for this

3:02analysis. But it did help me get to sort of

3:04where I need to. And then it's bringing in

3:06that item in

3:06like a dotted box here, that's a really

3:08important key. And what that dotted box

3:10means is that it

3:11hasn't actually done this analysis yet,

3:14what you have to do is you have to hit

3:16enter, or on your

3:17keyboard or hit this little blue button, I

3:18hit the blue button. So you can see me

3:20there, let's hit

3:21Submit, and then it draws the chart. So

3:23here we are, we get the chart, and we can

3:25be happy with

3:25it, we can obviously switch to another

3:27chart type, let's use a chart bar chart,

3:30because that's a

3:31better way of sharing this. And then you

3:32have your chart is essentially the new

3:34feature in a nutshell.

3:35Now the next feature is actually the

3:37ability to pin this to the recommended

3:39visualizations right

3:41from this place. So if I go to this little

3:44pin here at the top, I can actually go

3:46ahead and click on

3:47that. And you can see here pin to

3:49recommended visualizations. Now, I can also

3:52replace the

3:53visualization that comes up with. So let's

3:54go ahead and pin this to recommended visual

3:56izations,

3:57some of data ship by region as a bar chart,

4:00basic data analysis and click Save. And so

4:03let's let's

4:04save that. And we'll save that there. What

4:08I'll do is I'll also color this by sub

4:11category. Okay,

4:13so I'm going to throw in a touch of color

4:15in there. And of course, what is

4:18interesting here is

4:19just ignore the phrase color, even though I

4:22think that is sort of important. So let's

4:25see what it

4:25does. Let's just see what it does. Even

4:28though I gave it like a, an explicit

4:30instruction, it kind

4:31of didn't do what I wanted it to do. So

4:33that's fine. And we'll just go with this as

4:36it were. And

4:37what we'll do is we'll leave this here. And

4:39we'll actually go back to my shipping lens

4:41and go and

4:43see the recommended visualization. We'll

4:45click on that and come back in replace it

4:46then go back

4:47again to see this working. So let's go back

4:49to my shipping lens. And you'll see the

4:52recommended

4:52vis that I added should be here. So I guess

4:55added to the bottom of the list. And so

4:57that's cool, we

4:58can see that it's there. And you can sort

5:00of add and change these groups. If you don

5:02't like these

5:03groups, you can of course change them. You

5:05can also go in here and sort of change the

5:06naming of

5:07this. But that's fine. We'll leave that as

5:09is. And you can see that that's this now we

5:10're going to go

5:11in. And when we click on it, what should

5:13happen is two things, it should just load

5:15the vis straight

5:16away, because it remembers it from last

5:18time, it knows exactly what I chose. So

5:20what I can do now

5:21is I can say, by sub, let's do let's do it

5:24by something different by segment, that's

5:27going to be

5:28easier to see on the screen. So let's do by

5:31segment hit enter. I'm doing it with the

5:33mouse. So you can

5:34see me sort of go through the motions, but

5:35you can just hit enter on your keyboard.

5:37And there you go.

5:38And then what I'd like to do is I'd like to

5:40replace the recommendation. So now it asked

5:43me to

5:44replace one. And so it's going to give me a

5:45list, and it's going to show me those

5:47groups. And then I

5:48can go in and actually replace the original

5:50one that I made. So if I click on this now,

5:52and hit

5:53replace, then you'll get that sort of going

5:55back into the sort of database. And it

5:57remembers this

5:58as the visualization. So now let's go back

6:01again to the shipping lens, and click on

6:03the

6:04recommendation to see this working. And we

6:06should see this sort of working in true.

6:08And I say, what

6:10we did is we replaced this one. So now what

6:12I should see is when I go into this as a

6:14bar chart, I

6:15should see a bar chart broken down by

6:17segment. So let's go ahead and click on

6:19that. And fingers

6:20crossed, this has actually worked. And

6:23there we go, the recommendation has

6:25actually been pinned,

6:27and it has worked, and it's replaced what

6:28was there. So that's a really nice addition

6:30there.

6:30And I'm really impressed with the amount of

6:32sort of small nuggets that add into our

6:34data. Just just

6:36this contextual sort of color, and basis

6:38for dimensions and measures is really,

6:41really cool.

6:42When you start typing in terms, and it sort

6:44of uses the same contextual color here to

6:47show you

6:48sort of what's going on groupings,

6:50different dimensions. And this is this is

6:52getting some

6:53really sort of, you know, this is some next

6:55level stuff. I really wish some of this

6:58interface made

6:58it into tablet, you know, when you're

7:00writing a calculation, it would be really

7:02nice to have some

7:03of this sort of contextual information

7:05popping up to give you some assistance. And

7:07yeah, it's just

7:08it's just a shame. It's not going in that

7:09direction at the moment desktop needs some

7:11more love the

7:11calculation window needs more love. But

7:13nevertheless, let's troop on with some more

7:15features here. The very last thing is when

7:18you're creating a lens, as data is going to

7:20be showing

7:21you tips. Now, I don't know if this is like

7:23a cosmetic thing, or if it's actually a

7:24feature. To

7:25me, it's just a little hint, essentially.

7:28So the feature is essentially this, you've

7:30got this

7:31little, little sort of exclamation mark,

7:33then if you actually click on that, it's

7:35called ask data

7:36tips. And it gives you some tips on how to

7:37set up a data source a little bit better.

7:40When you're

7:40creating a lens, this also pops up. So if I

7:42was to go back to my data set, let's go to

7:45sample data

7:46store sales. And let's just create a brand

7:48new lens. The way I actually do this is

7:51select new

7:52lens, call it test 2013 lens, and hit

7:57publish lens, put it into the same folder

8:01as 2021.2. And

8:04there you go, we've got our lens. And now

8:07what we can start to do is to customize

8:09this lens. So you

8:10see the R stated tips still there, I

8:12thought this would actually appear here

8:14somewhere. So this is

8:15this to me is where I thought this would

8:16appear according to the documentation.

8:19According to the

8:19documentation that appears when you're

8:21creating a lens. And so here I am creating

8:23a lens, removing a

8:24bunch of stuff, hit submit. And this is

8:26sort of not popping up and showing me

8:28anything. But this

8:29is what's in the documentation as the new

8:30feature. So that's what it is, you've got a

8:32little hint

8:33there to show you how to create better data

8:35sources. So I'm just looking at my list of

8:37features here for our state. So that's

8:39pretty much it, there's no more to talk

8:41about today. It

8:42really feels like tablets putting a lot

8:45more effort into helping not authors build

8:47dashboards, but you

8:48know, everyday users, because of course,

8:50our state is now available for viewers and

8:52explorers. And it

8:54feels like this whole push on the R stage

8:55or interface has been to enable them. And

8:57that's

8:58really important. It's really nice to see,

9:00sort of Tableau try and bring on board the

9:02next sort of

9:03big group of users that sort of engage in

9:05analytics. So nevertheless, let me know

9:07your

9:08thoughts in the description below. Be sure

9:09to check out Tableau Tim calm. I've got a

9:11whole

9:12bunch of videos there from the whole 2021.3

9:14release and other releases as well. If you

9:16've

9:16never seen them before, I guarantee you,

9:19you'll love what you see. I'll catch you in

9:21the next

9:21video.

9:22Transcribed by https://otter.ai

9:29(upbeat music)

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