Tableau 2020.2: Metrics on Tableau Server, Tableau Online and Mobile

0:00Hey it's Tim here and in today's video I'm

0:01going to be showing you how to use the new

0:03feature

0:04in 2020.2 called metrics. In order to

0:07create a metric you first need to have a

0:10workbook

0:10published to the Tableau server. So let's

0:12go ahead and publish one of the sample work

0:14books

0:15here in front of us. I'm going to use Super

0:16store. This is a sample workbook that comes

0:19in every

0:20installation of Tableau so if you're

0:21following along that's the version you need

0:23to use.

0:23Now we're going to use this particular view

0:26here to create all our metrics. We don't

0:28need

0:29anything else in order to create this. I'm

0:31already logged into my Tableau server so I

0:33'm going to go

0:34ahead and publish the workbook to the

0:36server. I already have a project called

0:39metrics where

0:40I'm publishing all this work too so I'm

0:42just going to go ahead and publish it up

0:44without changing any

0:45of the default settings. Once this is

0:48published Tableau should open up a browser

0:50window showing

0:51me my published workbook. Now we have a

0:55published workbook we can actually go ahead

0:57and create our

0:58first metric. Now I'm going to show you

1:00this in the grid view by changing this

1:02option here to the

1:03left and you can see I have several views

1:05that I can use to create my metric. I'm

1:07going to go to

1:08the overview because that's what we saw

1:11initially and once this loads you'll notice

1:14that the toolbar

1:15at the top has this new option here. If I

1:17just zoom into that you'll see that the

1:18metrics option

1:19there is enabled but when you initially

1:21click on that for the first time you'll see

1:23here that

1:24you're prompted to select a mark on the

1:26visualization. So let's go ahead and do

1:28that.

1:29I'm going to go here to furniture and I'm

1:31going to select the profitable

1:32orders in the furniture category in August

1:35of 2017 and when I do that you'll notice

1:38that this metrics

1:39pane here on the right hand side changes to

1:41show me a preview of what the chart will

1:42look like.

1:44Now notice it's picked up two fundamental

1:46things. It's picked up the metric which is

1:49the sales value

1:50and it's also pranked up the month order

1:52date because that's what we have along the

1:55bottom

1:55here on the axis and you can see those here

1:57in the definition. This actually describes

1:59how the

1:59metric is built. The sum of sales and the

2:02month order date. Now I can change this

2:04metric if I

2:05select profit you'll see that this profit

2:07item name here changes and you'll also see

2:09that this

2:10line chart changes. If I change back to

2:12sales you'll see those two change again.

2:14Now I'm also

2:16prompted to choose where to save this. You

2:18've got to remember that all content is

2:20saved in the

2:20project hierarchy in Tableau server or

2:22Tableau online so I'm going to leave this

2:24in the metrics

2:25folder because that's where I want all my

2:27metrics to go. I can also give it a

2:29description. I'll just

2:30give it a basic description now. And now my

2:36metric is ready to be created. When I hit

2:43create I won't

2:44see anything happen here in the view

2:46because I'm essentially still using the

2:48view as some sort of

2:49analysis I don't exactly see anything here.

2:52But let me open up a new tab and show you

2:54where that

2:55goes. If I go to the metrics folder where I

2:58saved this to you'll see the metric is

3:00created much like

3:01a workbook. So this metric is actually

3:04linked to this workbook. If I hover over it

3:06you get some

3:07basic information about the metric. If I

3:09click onto it you get this nice little

3:10chart that shows you

3:12that particular value over time. It uses

3:14everything that it found from the workbook

3:17and even has the

3:18connected view in order to show this metric

3:21. Now if I was to delete that connected view

3:23that

3:24workbook in particular then this metric

3:25would also stop functioning and this would

3:27also disappear.

3:28I can favorite my metrics if I want them to

3:31appear in my favorites. This is great for

3:33mobile devices

3:34so I'm going to go ahead and do that. And

3:36what I'm also going to do is maybe I want

3:38to share

3:39this metric. So if I go here and I share

3:41this metric you'll see how this is annot

3:43ated. You

3:43essentially get the same name that we gave

3:45it earlier on. I can choose who I share it

3:48with,

3:48so I can share it here with myself. And

3:50what I can do here is then I can just add a

3:52message

3:53and this will send an email to someone to

3:57go check out the email. Now I just want to

4:02highlight one

4:02more thing. We're going to go ahead and

4:04create several metrics here. I'm going to

4:06very quickly

4:07start creating them. So I'm going to click

4:09on office supplies, click on metrics. I'm

4:11not going

4:11to change any of the defaults. I'm just

4:13going to hit create and you can see it's a

4:15very very fast

4:16process. I can just pretty much click on a

4:18mark. Tableau picks up the information it

4:21needs to

4:22and it creates the metric. Now every single

4:24time I've chosen something on the line

4:26chart

4:27and it's picked up the summer sales and

4:30then the access here but this time around I

4:33'm going to

4:33choose this value here in the UK. Now when

4:35I click on that and then I go to metrics,

4:38you'll see that

4:39it picks the latitude and that's not what I

4:40'm interested in. So this is an example

4:42where you

4:43do need to check what it's creating and

4:45then change it to the appropriate metric.

4:47So aggregate

4:48profit ratio for the United Kingdom, that's

4:51all coming through correctly 20.18 percent.

4:54Save that

4:55to the metrics folder and click create. Now

4:59if I go back to my metrics folder, you'll

5:02see that I now

5:03have four metrics available to me. All the

5:05line charts, everything and when they were

5:07last refreshed.

5:08It's essentially refreshing that from the

5:10workbook. Now this is a useful view but if

5:13you

5:13have a list view, you get a slightly

5:15different view where you get this value

5:17here in blue

5:18highlighted for you. So you can very

5:20quickly see the things that matter to you

5:22in a very sort of

5:23simple way. Now the last step is obviously

5:25the mobile devices. I'm going to show you

5:28what this

5:29looks like on an iPhone and an iPad. I'm

5:31going to switch over to those now. Okay, so

5:34I'm now on the

5:34iPhone and the iPad and I'm just going to

5:36swipe down to update all the views. So you

5:38can see that

5:39I now have metrics showing here. Now when

5:42you go into a project on the mobile version

5:44of Tableau,

5:44you'll notice that it breaks it down by the

5:46different content type. So I have the

5:48project,

5:49there's no project inside of this

5:50particular project, so I have zero. Then I

5:53have metrics,

5:53workbooks and views. Now my views are coinc

5:56identally in my workbook and my metrics

5:59are also linked to this one workbook. So

6:01this just gives you some sort of idea of

6:03how the hierarchy

6:04works. Now if I go into the metrics section

6:06and I just look at my metrics, you can see

6:09the newly

6:09created metrics here and there's some

6:11really powerful features that are available

6:13to us here.

6:14If I go into sales and technology and look

6:16at the profitable items there, you can see

6:18that I get

6:19this nice view that I can swipe across and

6:21swipe left to see changes over a given

6:24period and it

6:24actually shows you the comparison point

6:26here, October versus September 2019. If I

6:29go to adjust

6:31and compare, I actually get a bit more

6:33control of how much data I'm seeing and

6:35what comparison

6:36I want to make. So if I change this date

6:39range to last 60 months and go back, you'll

6:42see that

6:43this chart is now containing a much larger

6:46time range of data. The next thing I can do

6:49is obviously

6:50change the comparison. So at the moment it

6:51's to the previous month, but let's say I

6:53change this

6:53to the previous year, click okay and I go

6:56back. Now you can see that this line is

6:58comparing to

6:59the previous year, so I can more easily

7:01make comparisons to last year for this

7:03particular

7:04category and the profitability of that

7:07category. Now the last option I have here

7:11is the ability

7:11to show the comparison line. So if I go

7:13back again, you can see that it's basically

7:15the same line,

7:16but because I chose a year comparison, it's

7:18exactly the same line, but a year off.

7:20That allows me to see here that in this

7:22current month, I'm actually ahead of last

7:25year's numbers,

7:26which is a great sort of quick way of doing

7:28analysis. Bear in mind, I didn't need to

7:30create

7:31any charts in Tableau desktop in order to

7:32do this. This is just a simple feature

7:34available to all

7:35users on Tableau online and Tableau server.

7:38Now the last really powerful feature here,

7:41if I go

7:41back to the list of metrics, this number

7:43that I see here on the left hand side is

7:46available to me

7:46in three formats. The absolute number,

7:49which is what you're seeing here. If I

7:51click on the number

7:52again, I get the difference, the absolute

7:55difference compared to the last year. And

7:59if I

7:59click on again, I get the percentage value.

8:02And so this is a really nice little feature

8:05that you

8:06have available to you here. You can really

8:08see how you can create metrics for

8:09particular teams or

8:11particular parts of your business and just

8:13have a nice table of metrics here on your

8:15mobile device.

8:16Now the last thing I'm going to do is make

8:18some of these metrics my favorites.

8:20And by making them a favorite, you'll see

8:22that it adds a tick here on the right hand

8:24side. So I've

8:24got three metrics here that I'm part of my

8:27favorites. And so if I go back to my

8:29favorites,

8:29you'll see here that I have the true

8:32metrics right at the top of my view when I

8:34log into

8:35Tableau mobile. It's a really powerful and

8:38simple way to start giving more users quick

8:41ways of

8:41creating their own insights on the fly. If

8:44you've enjoyed this video, hit the like

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8:46subscribe below. Otherwise, drop a comment

8:48and tell me what kind of content you'd like

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