0:00Hey, in today's video, we're going to be
0:02checking out an exciting new feature in
0:03Tableau Online and
0:04Tableau Server called personal spaces. Now,
0:07this is super interesting, because this
0:09actually went
0:10live on Tableau Online just a few days ago.
0:12And you might have missed it. Because if
0:14you've used
0:14the Explore button, it would have thrown
0:17you off by about one zone here, which is on
0:19the left here,
0:20personal spaces. So what it did for me is
0:22it moved everything down and actually
0:23clicks on it by
0:24mistake. And I arrived at the page and I
0:26was like, Hey, what is this? So if we go
0:27ahead and click on
0:28personal spaces, and you'll get to this
0:30space in the moment, I have nothing here.
0:32Now what's really
0:33interesting about personal spaces is Table
0:36au is sort of recognizing this desire for
0:38explorers
0:39specifically to create content, and also
0:42authors to create content. And there's also
0:44this other
0:45problem they have, which is when you're
0:47doing web authoring, you need to be able to
0:49save your
0:49content somewhere. And having it go to a
0:51project is not necessarily the best thing
0:53because obviously,
0:54in a project, other people can see it. So
0:56essentially, think of your personal space
0:58as a
0:58place to start to make content, maybe it's
1:00flows, maybe it's workbooks. And that
1:02should be where it
1:03goes. Now there is a couple of catches here
1:05. Of course, there's always a catch with
1:06these things.
1:07And we can only create workbooks at the
1:09present. So you can't put a draft flow into
1:12this space just
1:13yet. It's only just workbooks, you can see
1:15here, it says straight away, create a work
1:17book. And
1:18that's where it's going to be. So first
1:20thing I'm going to do is I'm going to hit
1:21the Create button
1:22just to show you that hey, whatever you
1:24build can actually go directly into the
1:26spaces. So I'll
1:27actually go use sample superstore sales
1:29very, very quickly, I'll build the most
1:31basic chart I can.
1:32And one thing I've been saying to a lot of
1:34people in this release is that look, web
1:36editor is
1:36actually super zippy. And, you know, it's,
1:40it's, it's noticeably faster as well. It's
1:43not just
1:43sort of zippy, it's fast, and it's smooth.
1:46So that's something to be really sort of
1:48happy about.
1:49And so I'm just going to save this. And you
1:51'll notice that when I go to save it, I have
1:53this
1:54ability to save it in a private space,
1:56rather than saving it into a project, I can
1:58save it into
1:59a private space. So let's go ahead and call
2:02this my, let's put the cursor in there, my
2:05first viz
2:06in my space. And let's just hit that there.
2:09Now the thing is, is when it's in a space,
2:12I don't have to think about permissions or
2:13anything else, because it's just like
2:15putting it
2:15in like a folder on your desktop or
2:17something like that. But it's published on
2:19Tableau online
2:20or Tableau server. Now, if you're an admin,
2:22you're probably wondering, well, oh, God,
2:24this is going
2:24to cause me a nightmare. Well, not
2:26necessarily. Let's just refresh the space
2:28so we can see that
2:29viz. Admins. What this means is that you'll
2:32finally get the ability to connect up all
2:36the work that
2:37people are creating on their machines, if
2:38they start doing it in web authoring, they
2:40start
2:40creating it in the web, you'll actually get
2:42some metadata about what they're doing with
2:44that. So
2:45fields, the Tableau catalog, all of that
2:47works with these with this content. So
2:50whilst it's
2:50a personal space, and you can't explicitly
2:52see what's in the workbook as an admin, you
2:55can
2:55actually get the benefit of understanding
2:58what people are using, how they're using it
3:00and what
3:00they're interested in. And if you have
3:02changes or something that impacts a
3:04particular field,
3:05you can actually start to see what's going
3:07on. So if I actually go to this viz, you
3:09can see that
3:10the Tableau catalog works throughout this
3:12particular viz. And if I go to lineage,
3:15and I actually go look at this breakdown,
3:17you'll see that the counts come up in this
3:21view. So
3:22essentially, this workbook, this data
3:23source, everything is counted, it's
3:25included in our
3:26sort of count of items on the right hand
3:28side when it's aggregating across sort of
3:30different data
3:31sets. So if I go to this data source,
3:33because we did connect to this workbook, if
3:36I go to this data
3:37source, and go to the page of that data
3:39source, and then go to lineage, you'll see
3:41here that I
3:42actually get the three workbooks that have
3:44been referenced, if I go and click on those
3:46three
3:46workbooks, I'm an admin here. So I can
3:48obviously see everything you can see that
3:50the location here
3:51is actually a personal space. So for admins
3:53, this is great, because you also have
3:55visibility now of
3:56what people are creating in drafts and just
3:58chucking around. And they're not saving on
3:59their
4:00desktop, which is potentially a bad place
4:02for this stuff to be. And so this is a nice
4:04, really nice,
4:05nice way of implementing this. Now, you can
4:07also move content into a personal space. So
4:09let's go
4:10back to the homepage. And we've got back
4:12here. And you can see here, I have a work
4:14book called
4:14Superstore version two, it's inside the
4:172021.2 folder. So what I'm going to do is I
4:20'm going to
4:20click on this three dots. And I can
4:23essentially move it into my personal space,
4:25you see that
4:26our personal space is right at the top
4:28again. So let's go ahead and select that
4:30move the content.
4:32And when we go there, it's actually going
4:33to tell us, hey, listen, moving this to
4:35your personal
4:36space, and makes it private and not visible
4:38to others. So because I'm going from a
4:40project to
4:40a personal space, it's telling me upfront
4:42that hey, there's going to be a problem
4:44here, make sure
4:45you're sort of willing and ready for this.
4:47Collaborative collaboration features will
4:49be
4:49disabled alerts and subscription to the
4:51other users will fail if triggered. So
4:53essentially,
4:54if you've got this in a project, and you're
4:56moving it out, it's telling you, hey, if
4:58other people
4:58have built some sort of workflow around
5:00this, those workflows are suddenly going to
5:02fail. So be
5:03careful about that. I sort of wish admins
5:06could semi prevent this because you might
5:08see people
5:09moving content and not thinking about the
5:11implications. But then also you could build
5:13some smart features. So when someone does
5:15do this, those alerts and subscriptions
5:17become paused. And
5:18it lets those users who are getting them
5:20Hey, this has been paused because the
5:22author has moved the
5:22content into a private space, something
5:25like that. So that would be really nice to
5:27do. But anyway,
5:28I'm going to hit move content, and it's
5:30going to move it over. And you can see that
5:31it's gone to
5:32my personal space and actually get a nice
5:34link here at the top. Let me click on that
5:36and go there.
5:37And you can see that the workbook has
5:38indeed moved there. So that's something
5:40really nice to see here.
5:42Now, what I'm going to do is I'm actually
5:44going to pull up the documentation for this
5:46because the
5:46obvious thing is, what does private
5:48actually mean? What is a you know, what is
5:50a private place? What,
5:51what is a personal space even? And there's
5:54there's any privacy implications, I need to
5:56be aware of.
5:56And so I think Tableau have done some nice
5:58thinking around this. So let's go through
6:00this
6:01in more detail. Content safety personal
6:03space is only visible to you and site
6:04administrators. So
6:06what they mean there is only you and the
6:08site admin can actually see that the work
6:10book exists,
6:11okay. Site administrators can't directly
6:15access any user's personal space or edit
6:18content in
6:19someone else's personal space. So whilst
6:21they can see the content exists, they can't
6:24go in and look
6:25at it and edit it. So that's really
6:26important, because you want some sort of
6:28trust that anything
6:30in your personal space, whether you're
6:31messing about or looking at something just
6:33for innovation
6:34purposes, and you don't want that to sort
6:36of become public conversation, you need
6:38some confidence
6:39that they're not going to be able to see
6:41that, okay. But they can view and manage
6:43personal space
6:44workbooks. What this essentially means is
6:46if they see a personal space workbook taken
6:48up to
6:49space, too much space, they can go and
6:50delete it and move it around and set it up.
6:52So in many ways,
6:55this is interesting, because what I'd be
6:57interested to do, and maybe I need to try
6:59this a little bit
6:59more is if I go to my website, let's say I
7:02go create something as an explorer, and
7:05then I come
7:05back in as a site admin, what can I do to
7:07that content? That's definitely a video I
7:09should check
7:10out. I won't do in this video because we
7:12can get into the weeds just setting that up
7:14alone.
7:15But nevertheless, it's here in the
7:16documentation, you can see the Tableau sort
7:18of acknowledging that
7:19there's some mechanics here that you need
7:21to be aware of personal workbooks appear in
7:23administrative
7:24search results, and as workbook location on
7:27the explore page. In addition, the
7:29permissions menu
7:30is unavailable when a workbook is in a
7:32personal space because the workbook is
7:33private. So there
7:34are no permissions. You saw this a little
7:36earlier on as well. Okay, so this is really
7:38important. Now
7:39the Tableau catalog and personal spaces
7:42important Tableau catalog will continue to
7:44index
7:45content in personal space and the
7:47collaboration tools are disabled. Extract
7:50refreshes in personal
7:51space to limit resource consumption
7:53existing extract refreshes continue to run
7:56if they've
7:56been scheduled, but new extract refreshes
7:59can't be scheduled while the workbook is in
8:01a personal
8:02space. So in a personal space, you can't
8:04set up an extract refresh, but if you take
8:06something out,
8:07then you might be able to. So the hack here
8:10is create a project that you just have
8:11access to,
8:12publish something there, create an extract
8:15refresh, and put it in your personal space.
8:17So now that no one else can see it, if that
8:18makes sense. So that's that's sort of the
8:20workaround for
8:21that. Find content in a personal space.
8:23Obviously, you've just got this area over
8:25here on the left
8:25hand side, you can move content, save
8:28content, and more or less everything we've
8:30already covered. So
8:31I just wanted to touch on that privacy
8:34aspect there. So site admins can see your
8:36workbook,
8:36they can't open it and edit it, but they
8:39can manage it. I want to know what that
8:41manage
8:42actually means. Could I essentially get a
8:44workbook in a personal space, move it to a
8:46project, and
8:47then as an admin, open it up? If I can do
8:49that, then this sort of defeats the point.
8:51And so that's
8:52going to be interesting to sort of see.
8:54Okay. But nevertheless, that's pretty much
8:56it for this video,
8:57all I want to do is cover the new personal
8:59spaces. What is really interesting is that
9:01I think this
9:02opens up the question of whether explorers
9:04all have the ability to publish because
9:07essentially,
9:08they can all publish to a personal space.
9:10And all you really need to ask the question
9:12is whether
9:12they're publishing to personal space or a
9:14site, is there any real difference? Why not
9:16just give
9:17all explorers the ability to publish? So
9:19Tumblr haven't really communicated any
9:21licensing changes
9:22at the moment related to this. I'm
9:24anticipating this will probably change in
9:25the future because,
9:26of course, there's more that might happen
9:28around this. And these features never come
9:31in just sort
9:31of one batch. So look out for that and
9:33expect some more sort of news on that. But
9:35until then,
9:36thanks for watching. Be sure to check out
9:37tableau Tim calm for a full playlist of all
9:40these features in a nice presented way. But
9:43also check out some of the videos from
9:45other
9:45releases and discover the content that I've
9:47made on this channel about functions and
9:49quick tips and
9:50lots of conversations about tableau. It's a
9:52really sort of exciting time to be
9:54working with tableau. Thanks for watching.
9:56I'll catch you in the next one.
10:00Transcribed by https://otter.ai
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