Metrics improvements - New in Tableau 2022.2

0:00In 2.2 Tableau continues to push forward

0:03with metrics.

0:03You can now edit the configuration of a

0:05metric without having to go back to the

0:07dashboard

0:08and change the configuration.

0:10Essentially metrics are becoming a little

0:12bit more portable.

0:13Let's get stuck.

0:14So we're here in the folder that I created

0:15back in 2020.2 where I have a bunch of

0:18metrics.

0:19So I wanted to specifically go back to

0:20something that I hadn't touched in a long,

0:22long while

0:23just to see if this feature really is that

0:25good.

0:26So let's go ahead and pick a metric.

0:28This one was refresh now.

0:29That doesn't really mean anything because

0:31the data sources behind these aren't

0:32getting

0:32refreshed that often at all.

0:34But the metrics get pinged every hour just

0:36to make sure they're absolutely fresh and

0:38so they always will be.

0:39Now that we're here, what I'm going to do

0:41is I'm going to move my face up here to the

0:42middle just so it's out of the way of the

0:44Chrome of the interface.

0:45So now what you can see is the old metrics

0:47interface that we're used to.

0:49But there's actually a couple of very, very

0:51subtle changes.

0:52Firstly, you've got this bit of context

0:54here.

0:55And if I escape this, I might just go over

0:56here to the right hand side.

0:58When I hover over this right hand space,

1:00just watch what happens when my mouse goes

1:02over

1:02this, you see that we get these two editing

1:05indicators.

1:06Essentially this means we can change this.

1:07So you can of course, change the

1:09description and add a test description.

1:12But when I save that, obviously, I haven't

1:14had to go back to the viz and do this from

1:15scratch.

1:16So this is good.

1:17But this is the key feature here, the

1:19configuration, when I click on that, I'm

1:21now able to edit

1:22the date range.

1:23So at the moment, it's the last 12 months,

1:25I can say last 60 months, and it will go

1:26back

1:26as far as that data source allows.

1:29And I can go to max, which is basically as

1:31much as the data set has.

1:33And then I can also even go to a custom

1:34range, let's say that you do a rolling 18

1:37month perspective

1:37on things, you can set this up too.

1:40But it doesn't stop there, because you can

1:42also add a historical comparison.

1:43So here you can see historical comparison

1:45type, compare to how many months prior and

1:47I can compare it to let's say, the previous

1:50three months, and also show a comparison

1:52line

1:52so that I can see that in the visualization

1:55.

1:55Now the other thing I can do is set a

1:57custom date, I can do a bunch of different

1:58things.

1:59But in essence, we've got full control of

2:01how this works and how it's all working.

2:03The comparison type is also really handy

2:05because as well as doing a historical

2:07comparison,

2:08you can just add a target line, for example

2:09.

2:09So here, if I want to set the target to 40,

2:11000, I could just go ahead and type that and

2:13it

2:13will draw a reference line across the

2:15visualization showing my target.

2:17And of course, this stays dynamic as it's

2:19supposed to.

2:20And you get this little label here at the

2:21bottom changing.

2:22When you're done, you can obviously change

2:24the context of the status when you're above

2:27the performance is good when you're at the

2:29value, it's neutral.

2:31And when you're below, it's bad.

2:32Let's hit save.

2:33And so you'll see that the indicator here

2:35goes red, when it's above, it goes green.

2:37These are really small touches, but they

2:39really do make for a better experience.

2:41But the key thing is when you have the

2:43metric functioning on server, this value up

2:46here

2:47will change color depending on the current

2:48sort of month that you're in over there as

2:50well.

2:51And the other thing that's new is this

2:53context over here.

2:54So I now can very quickly once I've set

2:55that sort of comparison, I can actually

2:57change

2:57that context anyway.

2:58So you can set it to default 18 months,

3:01which is exactly what you've typed in or

3:02what you

3:03set.

3:04But the 12 month, the 60 month and the max

3:06are just standard.

3:07So this is always going to be there and

3:09available to you to browse.

3:10So I think this is really nice because it

3:12brings some of the capability that we could

3:14kind of access in mobile just by swiping

3:16our finger left and right very easily back

3:18to

3:18desktop.

3:19But that's pretty much the change on

3:20metrics.

3:20Be sure to check out all my other videos on

3:22metrics at all on the channel.

3:23I could probably make a playlist for you

3:25just on metrics features that have been

3:27updated

3:27over time.

3:28But if you've enjoyed this video, check out

3:31some of the other videos on 2022.2 and I

3:34will

3:34catch you in the next video.

3:35Thanks for watching.

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