Tableau 2021.1 preview ahead of release
Honestly, this is shaping up to be the Salesforce release, but web authoring on Tableau Public is the feature people are sleeping on.
- Tableau 2021.1 leans heavily into Salesforce, bringing Einstein Discovery predictions into data sources, dashboards via extensions, and table calculations.
- Quick LODs let you create level-of-detail expressions by dragging a measure onto a dimension, a real boon for web authoring.
- Web authoring is coming to Tableau Public in beta, offloading work from your machine to the browser and connecting to CSVs, JSONs, PDFs, spatial and extract files.
- Tableau Prep can now write directly to Excel, including outputting different information to separate sheets in one file.
- Automated data quality warnings will be triggered by extract refresh and flow run failures, though unreliable Prep Conductor runs could mean false alarms.
- Why I'm doing a preview0:32
- Salesforce and Einstein integration1:37
- Quick LODs6:08
- Unified notification experience7:07
- Connectivity and Azure improvements8:13
- In-product extension gallery9:50
- Customer 360 Audiences connector11:36
- Ask Data onboarding improvements12:49
- Web authoring on Tableau Public13:34
- New dashboard extensions on Public15:51
- Spatial file support20:40
- Web authoring and device designer21:28
0:00Hey, it's Tim here. In today's video, I'm
0:02going to be doing a preview of what's
0:03coming
0:04in Tableau 2021.1. Now, I have to caveat
0:07this and say technically a preview would
0:09mean that
0:10all the features we're seeing here on this
0:11page are actually going to come through.
0:13That's
0:13not always the case. Tableau do sometimes
0:16take features out, delay some stuff, only
0:18implement parts of it. So we're going to go
0:20through what's on this page. This is what
0:22Tableau shared as coming in the next
0:24version, which is 2021.1. I'm also doing
0:27this for a
0:28slightly different reason. So I'll explain
0:30that first up in this video. But for now,
0:32let's get stuck in. Okay, so you're
0:33probably wondering, hey, Tim, why are you
0:35doing a preview?
0:36Why don't you just wait until it's out and
0:37then you can do what you usually do, which
0:39is tell us all about the features. Well,
0:41this time around Tableau have changed the
0:42process
0:43so they haven't actually released a version
0:46or a beta of the release before the release
0:48.
0:49So we're going to be coming into this
0:50really, really cold. And I don't want to
0:52just launch
0:52videos on day one and just say, hey, look,
0:54these are how the features work, because it
0:56takes time to discover what's going on. So
0:58probably going to have to wait a couple of
1:00days after it's been released just to make
1:02sure everything is working as expected.
1:05There
1:05are no quirks, no new bugs, no new sort of
1:08nightmares. And part of getting access to
1:10the software early is that you actually
1:12know what's good and what's not. But I'm
1:15going
1:15to take my time to sort of understand this,
1:17what's worth showing, what's not worth
1:19showing.
1:19I really try not to show hacks. If you look
1:22at 2020.4 map layers, I didn't show people
1:26how to hack map layers, because I just
1:28think Tableau is going to do that properly
1:30anyway.
1:31So it's not really worth sort of hacking.
1:33So anyway, let's get into this. Let's get
1:35stuck into the preview and find out what's
1:37coming up in Tableau. Okay, so the first
1:39trend
1:39I can tell you straight away is that the
1:41Salesforce integration is really picking up
1:44speed. In
1:44the Gartner Magic quadrant, actually, Table
1:47au got criticized for not integrating Sales
1:49force
1:49features fast enough into the product,
1:51especially for Salesforce customers. I
1:53personally took
1:54that away. And I actually had a different
1:56critique, which was, you know, I'm a Table
1:58au
1:58user, I don't use Salesforce that much, all
2:00these features for Salesforce, they're not
2:02value added features for me. So maybe there
2:05's a bigger pool of Salesforce customers.
2:07And
2:07therefore for the bigger community, this is
2:09a great sort of value add. But for me,
2:11someone
2:11who's been using Tableau a long while, and
2:13doesn't have sort of big intentions to use
2:15Salesforce. And these features don't really
2:17sort of add much to my experience. So what
2:20I'd love to see is these features coming,
2:22and not just to users who use Salesforce,
2:24but to see some of this intelligence, make
2:27it into non Salesforce centric features.
2:30But
2:30nevermind, we're here. And the first three
2:32features on this page are about Einstein
2:34discovery
2:35and Einstein analytics. So what is Einstein
2:37? Let me click on this first one. Einstein
2:40discovery
2:40is essentially a capability that exists
2:42inside of the Salesforce platform. It looks
2:45at your
2:45data and looks at trends and patterns and
2:47tries to surface insights that it thinks
2:49might
2:50be useful for you. And it tries to use it,
2:52you know, the hot word at the moment
2:54machine
2:54learning, but it also tries to sort of do
2:56that in context. So what they're doing here
2:59in Tableau is actually bringing it into
3:01Tableau so that you can use it throughout
3:03the products.
3:03And they're doing that in lots of different
3:05ways. The first one here is bringing
3:07Einstein
3:08discovery into Tableau. Essentially, what
3:10this means is that you get some of the
3:12prediction
3:12capabilities inside of Tableau built into
3:15data sources, so you can use them. But also
3:18you can start to use some of the sort of
3:20smarts of Einstein inside of your
3:22visualization.
3:23So you're not just having this sort of
3:25wonderful set of data that lives inside of
3:26Salesforce
3:27that you then can't easily integrate into
3:29Tableau that is also fresh and dynamic. So
3:32this is a really sort of nice sort of
3:33quality of life improvement for Salesforce
3:36customers.
3:37It's just going to make it easy to bring
3:39that sort of augmented insight into the
3:41into into
3:42the dashboards. And if I go to the next one
3:44, Einstein dashboard extension, this is an
3:46extension.
3:47So this is not a feature built into the
3:49product. It's something that you can choose
3:51as a developer
3:52or an author to put into a dashboard. But
3:54what it will do is it'll essentially
3:56surface
3:56those insights. So you can see here on the
3:59sort of tooltip that's coming up here, they
4:01've
4:01got some sort of predictions and some
4:03insights from this data source that's being
4:05powered
4:06by something called an extension. If you
4:07don't know what an extension is, let me
4:09just go
4:09here onto a new tab and just do Tableau
4:12extensions, go check out the Tableau
4:14extension gallery.
4:16It's really great new resource that keeps
4:18getting sort of innovating and updated. I
4:20say new because it's just been updated
4:22recently to have this sort of marketplace
4:24vibe. So
4:25you can see a whole bunch of extension
4:27built mostly by partners, but also built by
4:30companies
4:31like Salesforce. So you can see there's
4:33lots of integrations here. And actually,
4:35the Einstein
4:36discovery extension is already here. So you
4:39can go to the page down and download the
4:41little
4:41T-Rex file, whatever it is you need to put
4:44inside a tablet and start using it and
4:46start
4:46playing with it. So that's a really, really
4:48cool thing. This is going to be coming into
4:50the product. I'm looking forward to see how
4:53this works. Okay, the next one is Einstein
4:56and Tableclax. So to me, this feels a bit
4:58like Einstein discovery. Einstein discovery
5:02is bringing the sort of, you know, computed
5:05insights into your data source. Einstein
5:09and
5:09Tableclax is letting you work with those
5:11things inside a table calculation. So feed
5:14Tableau
5:14analytics with dynamic predictive
5:16intelligence and connect Einstein
5:18predictions directly
5:19into Tableau into Tableau calculated fields
5:21. So essentially, this is allowing you to
5:23use
5:24that insight inside of your calculation. So
5:26you can do your own sort of augmentation of
5:29the augmented analytics, if that makes
5:31sense. And this is really, really cool
5:33because it
5:33brings a dynamic element to your data
5:35sources if you use Salesforce, right, so it
5:38makes
5:38it nice and easy for you to maybe change
5:41the way things are presented, maybe take a
5:43little
5:44bit of an insight and split it up in sort
5:45of lots of different ways or apply it
5:47differently
5:48to different groups of customers based on
5:50their sort of how they've been segmented or
5:53so on and so forth. So again, a nice little
5:55quality of life improvement. But for me,
5:57these
5:57top three are just, you know, one big
5:59headline Einstein discovery and Einstein
6:02analytics
6:02are coming to the product in a much, much
6:05more meaningful way. Okay, this next one
6:08quick
6:08LEDs, this is actually a nice thing. This
6:10is a quality of life improvement, okay, you
6:12're
6:12going to be able to very quickly create
6:15LEDs, just by right clicking a field and
6:17essentially
6:18choosing an LED. This is actually more
6:20important for web altering users, because
6:22of course,
6:23all these features here are going to be
6:25working on the web, pretty much all the new
6:26features
6:27that tablet are announcing work on the web
6:29as well. So they don't get implemented on
6:31just desktop, they get implemented in the
6:33browser. And when you're writing LEDs, the
6:36most commonly used LED is actually just,
6:39you know, fixed LED. So you can see here on
6:42the
6:42screenshot, what someone is doing is they
6:44're dragging a metric, dropping it on our
6:46dimension,
6:47and then that creates an LED that they can
6:49then work with, and it's already written
6:50for
6:51them. So that's a really nice, intuitive
6:53way. This is going to be one of those
6:54things in
6:54the future, where it becomes a hack that no
6:56one knows about, right? There's always
6:58these
6:58small things that people don't know about,
7:00this is going to be one of them. So quick
7:02LEDs, really nice quality of life
7:04improvement, be sure to check it out. Okay,
7:06and this next
7:07one, they're talking about unified
7:08notification experience. So what this feels
7:11like is they've
7:11updated the notification center. So that's
7:14actually a little bit more meaningful,
7:16actually,
7:17notifications and commentary, and all that
7:19sort of social stuff has always been in
7:20need
7:21of a big update inside the tablet, I've
7:22always felt that this is always stuff that
7:24could
7:24be really, really good if they just
7:26persisted with the updates throughout time,
7:28it's really
7:28good to see it get a little bit of
7:30attention in this particular update.
7:33Another nice thing
7:33is you can also control where you get these
7:35notifications. So I like this here, you can
7:37actually choose to have them emailed to you
7:40inside of tablet only. And I hope maybe
7:42mobile
7:42is in that story as well. If I've got a
7:44mobile device, I'd love to be able to
7:46choose whether
7:46or not I get notifications on my mobile
7:49device about these things or not. So I can
7:51sort of,
7:52you know, create some sort of triage system
7:54where really important notifications all
7:56come
7:56to everything, including my phone and just,
7:59you know, simple alerts go through to just
8:02my email. And you know, basic stuff like
8:04people tagging me only comes up in tablet
8:07where I
8:07can actually act on it. That would be
8:09something I'd love to see. But we don't
8:10know what that
8:11looks like yet. We'll have to wait and see.
8:13The next one is connectivity improvement.
8:15Now one thing that is staple with pretty
8:17much every release is that some sort of
8:18database
8:19driver or some sort of data element is
8:21improved, and it's common continuously
8:23being improved
8:24all the time. So now you can now connect to
8:26your data in Azure SQL database with Azure
8:29Active Directory and Azure data lake Gen
8:31two. So this feels like something that was
8:34really
8:34possible but wasn't possible on the latest
8:37and greatest setup inside of Microsoft
8:39Azure.
8:40And this is coming through. So I'm not an
8:42Azure expert. So I have no idea what this
8:44is about. So I'm not going to pretend I'm
8:46not going to even just read this because
8:47you
8:48can go read this yourself. I'll put a link
8:50in the description below and read the white
8:52paper. Actually, they've got this nice link
8:54here, whenever Tableau have something
8:55useful,
8:56they always link to it. And that white
8:58paper typically talks about that thing. So
9:01here
9:02you can go to this white paper, next
9:03generation cloud BI Tableau server hosted
9:06on Microsoft
9:06Azure. And this is something that's quite
9:08common because a lot of organizations have
9:10as all right. So what you can do go to this
9:13page, put your details in always want your
9:16details, you don't get these things for
9:18free, they always get something from you.
9:20Let me
9:20hit sign in here. Okay, so I've just logged
9:22in, you can see I'm logged in here on the
9:25top right hand side, it says Tim.wotnagwena
9:27. If I click on read white paper, it loads
9:29up
9:29the PDF, I'm not going to sort of link to
9:31this PDF, go to the page, sign up to it.
9:34And
9:34they have this white paper here, which is
9:35quite cool. I should probably read this. I
9:37'll
9:38read this and maybe make a video about what
9:39's changed on here. But again, I'm not an
9:41Azure
9:41expert. So this is going to be a little bit
9:44hard for me to understand because these are
9:46the kind of things where you really need
9:48experience. Let's go back to the next
9:49feature. Let's go
9:50back. So this is Azure. The next one is in
9:53product extension gallery. So this is kind
9:55of cool. Earlier on, I just showed you the
9:57extension gallery that you could use to
10:00implement
10:00Einstein dashboard extensions. This is
10:02going to be great because what it's going
10:04to essentially
10:05do if I just go to Tableau extensions here.
10:10I can't spell so let's hope this takes me
10:12to the right place. Here we go. We're
10:14actually going to be able to access these
10:16extensions
10:17inside of the product. And that's exactly
10:19what this sort of image is showing us. This
10:22is great because what you've had to do
10:24before is do this really janky process
10:26where you
10:26open up the product, you have an idea, you
10:28Google it, and you find an extension that
10:30works. And then you come over here to the
10:32extension gallery. Let's say you like this
10:34one and you want to use it, you download
10:37this, it downloads a file, you then put it
10:39in the
10:40right place, you put it somewhere. And
10:42before you know it, let me just log through
10:44this.
10:45So we download it, it makes a call, sends
10:47us to the desktop. Then once it's on the
10:50desktop,
10:51you got to go put it in the right place,
10:52this little T-Rex file, you're going to go
10:54put
10:54it in the right place. And so what I'm
10:56really hoping this feature does is it
10:58streamlines
10:58that process and lets you basically find
11:01connectors, specifically if you're in a web
11:04browser. I
11:05think this should be great because I'm
11:06hoping what it's going to do for things
11:08like Tableau
11:09Online and Tableau Server is automatically
11:11go through a process of putting these
11:14extensions
11:15so that they can be used on server as well.
11:18But this will be interesting to see. I
11:19think
11:19this extension gallery is specifically for
11:22extensions that have been blessed to work
11:24on Tableau Online. So that's something just
11:27to be aware of. It's going to be an
11:28interesting
11:29sort of little dynamic to sort of see. But
11:32let's wait and find out and see what
11:34happens.
11:35The next one is the Customer 360 Audiences
11:38connector with Tableau. Now, this I believe
11:42is actually a Salesforce related feature.
11:45Let me just clarify this. "Natively
11:48connected
11:49Tableau to Customer 360 Audiences to
11:51discover insights from your detailed
11:54customer data."
11:55I don't know what the Customer 360 Aud
11:57iences is, but let's just grab that and let
12:00's have
12:00a Google. Yeah, it's a Salesforce feature
12:04again. This is really turning into the
12:06Salesforce
12:07release, isn't it? I guess you should have
12:09expected it. So yeah, Customer 360 I think
12:12is like an audience profiling tool inside
12:17of Salesforce then. I think so basically
12:21you're
12:21now able to connect to that data directly.
12:23And I'm not sure this is the kind of
12:25dashboard
12:26you want to be building, but nevertheless
12:28you can connect to the data and sort of
12:30build
12:30some dashboards, drill down, do all the
12:32things you'd want to do. And it's all being
12:35sort
12:35of natively connected. So now you can start
12:37to see why maybe Salesforce is really
12:39interested
12:40in Tableau, really help improve the quality
12:42of some of those visualizations that they
12:45have inside of their platform. So the next
12:48feature is about Ask Data. Now, Ask Data is
12:51a very interesting feature. It runs on
12:54Tableau Server or Tableau Online and allows
12:56you to
12:57basically type a question and get an answer
12:58. I've done lots of videos on the channel,
13:00so
13:01check out some of those. I'll put a little
13:03pop-up here on the screen for that. What
13:05they've
13:05done is they've essentially improved it.
13:07Essentially, they've created an onboarding
13:09experience for
13:11people who are admins and they've also made
13:13it easier for people who are users to
13:14figure
13:15out how to use this, including some
13:16training information, what kind of
13:18questions to ask.
13:20So they've essentially created this sort of
13:22safe place where both sides of the parties,
13:25admins and users, can have a better
13:27experience. So this will be interesting to
13:29see what that
13:29actually means. And I'm sure there'll be
13:31small things that we can test that will be
13:33allowing
13:33us to sort of validate that. Web authoring
13:37on Tableau Public. This is huge. This is a
13:40huge, huge deal. The main reason this is a
13:44huge deal is lots of people use Tableau
13:45Public
13:46as a learning tool. And another reason why
13:49it's really, really, really big deal is
13:53that
13:53software is really, really hard to do and
13:55lots of people have lots of different
13:57machines.
13:58And one of the biggest hindrances you can
14:00actually have to great software is when the
14:02laptop itself or the machine itself isn't
14:05optimized for doing that particular task.
14:08What Tableau is essentially doing here is
14:10they're taking that load off your laptop.
14:12They're going to let it run in the browser
14:14and anything, everything has a browser. So
14:17when it comes into the browser and you have
14:18all the same features as what you have on
14:20desktop, it's just such a compelling
14:22offering, especially given the fact that it
14:25's a free
14:26offering and it's a great way for people to
14:28learn and understand how web authoring
14:30works.
14:31So honest to God, I really challenge you to
14:34really try and give Web Edit a chance. You
14:37'd
14:37be amazed how much you can do with it now
14:39compared to before. And Tableau Public, the
14:42beta is going to be a really, really good
14:44way to find that out.
14:46I'm actually definitely going to do a video
14:48on web authoring. I think a lot of people
14:50are sleeping on this feature. They don't
14:52realize they have access to it. They don't
14:54use it
14:54at all. Server admins obviously don't
14:56really understand how it impacts their
14:59users because
14:59there's not enough real data out there to
15:02say, "Hey, if I have 100 people doing Web
15:04Edit sessions, what impact does it have on
15:06my server?" That question, I'm sure the
15:09answers
15:09are out there. People have tried it, but we
15:11haven't really seen that answer in earnest
15:13in every single business. So it'd be
15:16interesting to see how that works.
15:18The cool thing is it connects to most of
15:20the common data sources you'd actually get
15:22in
15:22the world in terms of the public sphere. So
15:25you can connect to CSVs, Jsons, PDFs,
15:28spatial
15:29files, statistical files, TDEs, Tableau
15:31Data Extracts, and Hyper Extracts. So this
15:34is really
15:34cool. If you get a data source clean for
15:37you, you can put it in here, work on it.
15:39And Tableau
15:40Public has been improving over the years as
15:42it is anyway. So this is a great sort of
15:44add-on
15:44to all of those features. I can't wait to
15:46see this. I can't wait to share this. I'm
15:48going to talk a lot about this when it
15:50comes out.
15:50Okay, the next one is new dashboard
15:52extensions on Tableau Public. This is
15:54interesting because
15:55they're essentially using extensions to do
15:58things that you would have thought you
16:01could
16:01just do. So parameter actions, this sort of
16:05confused me because I was like, "Well, why
16:07do you need an extension to do parameter
16:11actions on Tableau Public?" And again, I
16:15really want
16:16to see this in the flesh to really
16:18understand, okay, what's actually going on
16:20here? Because
16:20my assumption was the parameter actions
16:22were already available inside of Tableau
16:25Public.
16:26Essentially all versions of Tableau have
16:27the same thing. So maybe I've been sleeping
16:29on
16:29Tableau Public and I don't actually
16:31understand what features it has, or this is
16:33something
16:33different, especially calling an extension
16:37when it's not an extension. That's sort of
16:39weird when you actually have something
16:41about an extension gallery on the same page
16:43. So
16:43language and Tableau sometimes can get
16:45really odd. So we just have to see that to
16:47really
16:47understand what it is. The data updates,
16:50this is good. So you're not going to have
16:52to be
16:52manually setting parameters to do stuff.
16:54This extension allows you to refresh any
16:56date parameter
16:57whenever it workbook is open. So this is
16:59great for Tableau Public because if you've
17:01got it
17:01connected to like a Google Sheet or
17:03something and that updates every so often,
17:05this is going
17:06to be perfect. It's going to be really,
17:08really good. So that'd be cool. Data-driven
17:11parameters,
17:11this is nice. This is some of the best
17:13stuff we've had on desktop already, being
17:15able to
17:16essentially dynamically update a parameter
17:18based on date values when it's opened,
17:19rather
17:20than having to sort of manually refresh the
17:22workbook and then, or refresh it, then get
17:25new data sources. This will just keep an
17:27eye on a column, see what the updates are
17:29and
17:29update the parameters that are feeding off
17:31that column straight away, which is a
17:32really,
17:33really sort of nice quality of life
17:34improvement. The last one is an interesting
17:36addition because
17:37this actually I think is an extension. So
17:39semiotic hierarchy, drag and drop your way
17:41to dynamic trees, circle pack and network
17:45layout. So this semiotic, if we just go and
17:48Google this, just Google this semiotic, let
17:52's call this D3. I think this is the busiest
17:56way to find it. So if I go to GitHub and
17:58look at the semiotic library, you'll see
18:01that this
18:01is a D3 library to allow you to sort of
18:06create lots of different charts. If I just
18:10go to
18:11examples, I hope I'm on the right thing
18:12here and I haven't just found some random
18:15semiotic
18:15thing that's nothing to do with this
18:18whatsoever. So this is the semiotic library
18:20. You can see
18:21I've got something weird happening on my
18:23internet. I think it's probably about to
18:25die, but I
18:26can still record what's going on here.
18:28Essentially, these hierarchical diagrams
18:31here are essentially
18:33what Tableau is referring to. So if I go
18:35back to the announcement, drag and drop
18:36your way
18:37to dynamic trees, circle pack and network
18:40layout. So drag and drop dynamic trees,
18:43circle
18:44pack and network layout. Again, maybe you
18:46'll have the option to add it. If we go to
18:49the
18:49extension gallery, let's see if I can find
18:52it. Let's see if there's anything. You can
18:54already get extensions for 2021.1, which is
18:58interesting. Let's see if I can find sem
19:01iotic.
19:02Here we go, semiotic hierarchy. This is the
19:06extension itself. This name here actually
19:13refers to an extension, not the semiotic
19:15library over here. I guess they're the same
19:18thing,
19:19but this extension built by Star Schema is
19:22actually feeding off that library. Let me
19:25unpack this a little bit. Semiotic
19:27hierarchy is an extension in the Tableau
19:29extension gallery
19:31built by Star Schema, which uses the D3 sem
19:34iotic library on Tableau data sets.
19:38Hopefully that
19:39makes sense. In fact, I could just have
19:41gone to their developer website to find out
19:44and
19:44it probably says everything here. So Tamas,
19:47Abraham and Elijah Meeks, creative semiotic
19:50.
19:50Great, perfect. That's exactly what's going
19:54on. It's a really, really cool plugin. It
19:57lets you create chart types that just aren
19:59't your everyday in Tableau, which is great.
20:02I'd love to see this in desktop as well and
20:05natively and all nicely done so it's secure
20:08and safe to use in a business context.
20:09People always crying out for new chart
20:11types. This
20:12could be a way of doing that without having
20:14to ask Tableau to go off on the path and on
20:16a tangent with development and put
20:18something else on the back burner. That's
20:20going to be
20:21pretty cool. Very interesting bunch of
20:23extensions you see because this is an
20:25extension. I'm
20:26wondering why are these other ones
20:28extensions? Why are they so complex that
20:31they need extensions?
20:32A really interesting question to ask. Maybe
20:36it's just a terminology. The next two are
20:39spatial file support. So essentially Table
20:42au is adding more spatial files. A while
20:44back
20:44Tableau could only connect to very basic
20:46data sets and now they're adding so many
20:48different
20:49spatial files. They pretty much all just
20:51work. So KMZ spatial file support, Snow
20:54flake spatial
20:55file supports. If you've got spatial data
20:57in the Snowflake instance, you can connect
21:00that in 2020.1.1. Snowflake is actually
21:02interesting. It's becoming more and more
21:04popular, especially
21:06in businesses just because it's really
21:08cheap to run really nice big data sets
21:10really fast
21:10and it scales a bit more like cloud
21:12technology. So you don't pay for something
21:14that's not
21:14running. You have to have a hot database
21:17running all the time, burning your holes in
21:19your pocket
21:20when you don't need it. You can just spin
21:22it up when you need it and ramp it all the
21:24way up if you need a lot of it in one go.
21:28Web altering improvements. This is sort of
21:29the story of whole of last year. I don't
21:31remember a release that didn't have web
21:33altering improvements
21:34and here enjoy expanded formatting options
21:36while creating and editing dashboards on
21:39the
21:39web. You can now format filters, parameters
21:42and legends directly in the browser.
21:45Honestly,
21:46the browser is coming this year people and
21:48if you're not using it, start using it
21:49because
21:50I don't think we're far off from tablet
21:52just saying yeah, you know that desktop
21:54copy? Yeah,
21:55we're not shipping this year. Use the
21:57browser. Device designer for web altering.
22:00This is interesting
22:01again more web altering improvements. So
22:04you can now sort of work on device designer
22:07setups
22:07in the browser whilst you're building dash
22:09boards. That's going to be really good.
22:11Nothing new
22:11there. It's a quality of life improvement
22:13for web altering pretty much. JDBC for SAP
22:16HANA connection on Windows. So this is
22:18actually an interesting one because I think
22:21what this
22:21allows for is better connectivity with SAP
22:24HANA. SAP HANA is one of those things that
22:27you know, you can connect to in tableau and
22:30it's great, but it just allows for a little
22:34bit more flexibility here because you can
22:36use a JDBC driver by default instead of an
22:38ODBC driver. The ODBC driver is what most
22:40companies have been using today. So what I
22:43'm
22:43thinking is the JDBC driver is going to be
22:46a little bit more resilient for more
22:48complex
22:49sort of work using the SAP HANA pipelines
22:52and essentially also it's more consistent
22:55with what else is going on on other
22:58platforms. So the connector is already
23:00available for
23:01Mac, Linux, and systems. So I think it's
23:04already available on Mac and Linux and they
23:07're bringing
23:07the Windows driver to this sort of world.
23:10So it's just bringing everything into a
23:12more
23:13streamlined setup. Although to be honest, I
23:15don't really understand the difference.
23:17So yeah, I actually have a SAP HANA
23:19database that I sometimes connect to. So I
23:21'll be interested
23:21to see what impact that has on that if I
23:24actually notice any new sort of speed
23:26improvements
23:27or better connectivity as a result of that.
23:31Right to Excel in Tableau Prep. So in Table
23:33au
23:33Prep, you've always been able to write to a
23:36CSV, write to a hyperfile, write to a
23:39database,
23:40write to Tableau Server, and now Excel.
23:43This is nice. I always thought writing to a
23:45CSV
23:45was basically Excel. But essentially what
23:48this means is that you can now sort of
23:50natively
23:50just spit out Excel files which makes
23:52bursting Excel files from data sources a
23:55really nice
23:55thing you can do. While the Tableau Prep
23:58visual and direct interface, you can easily
24:00see what
24:01tables are available in the Excel file and
24:03determine how your flow field map to
24:05existing
24:06fields in Excel tables. Now I tell you what
24:09, this is going to be interesting because
24:11what
24:11I really want to do, yes, you're going to
24:14be able to create new sheets. So you know
24:16in Excel where you have different tabs, the
24:18cool thing here is I can actually output
24:20one
24:20file and put different information in each
24:22sheet. That is actually quite cool. I don't
24:24get often excited about Excel features.
24:27That's one thing I'm looking forward to in
24:30Prep.
24:30So let's go to the next one. Automated Data
24:33Quality Warning. So this is cool. Data
24:35Quality
24:36Warnings have been sort of running around
24:38Tableau for quite some while but they've
24:40always
24:40been manual. You've always had to sort of
24:42go in and put them in yourself. This sounds
24:44like you're going to get them automatically
24:46. So let's look at this. Data Quality Warn
24:48ings
24:49will be automatically created based upon
24:51Extract, Refresh and Tableau flow run
24:53failures. So
24:54data freshness or lack thereof is
24:56communicated without any manual effort. So
24:58this makes a
24:58lot of sense. If you've got the Prep Cond
25:00uctor which is part of the data management
25:02add-on,
25:03you're going to be automating flows
25:05automatically. So it's obvious when those
25:07flows fail, let's
25:08say for three or four or five days in a row
25:11and the data is no longer fresh anymore. So
25:14having Data Quality Warnings just being pl
25:16astered everywhere as a result of failures
25:19of flows
25:19is actually a good thing. The reason I
25:22think this is also a bad thing is because
25:24Prep flows
25:25actually at the moment, especially on Table
25:28au Online, do fail quite often. I get about,
25:30you know, if I run 15 flows on a daily
25:33basis that are scheduled and I think three
25:35of them
25:36will fail at least once every day. Now they
25:38don't keep on failing. It's just sort of an
25:40odd bug about the time it runs or something
25:42happens. The errors aren't that descriptive
25:44.
25:44So if I'm just going to constantly be
25:46seeing Data Quality Warnings on my data
25:49source because,
25:50you know, Prep, the Conductor bit isn't
25:52just working as well as it could be, that
25:54won't
25:54be great because it won't give my users a
25:56lot of confidence in the data source that
25:58I'm seeing. So I'd love a little bit of
26:00finesse with this. If we're going to get
26:02this, let's
26:02make sure that Prep Conductor runs those
26:04flows every single time and actually gives
26:06you meaningful
26:07errors so you can solve those problems if
26:10they don't. So that's going to be a great
26:12little thing. Tableau catalog search
26:14improvements. So again, more improvements.
26:17I guess it just
26:18improves the quality of search. So you're
26:20finding the most trustworthy and most
26:22reliable
26:23sort of bits of information in your catalog
26:25, which is a nice sort of thing to have.
26:27Yeah,
26:28it's essentially improved the algorithm
26:29behind this. So matches by name are now
26:31ranked higher
26:31than matches by columns. To ensure you're
26:33finding the most trustworthy content,
26:35certified
26:36tables and databases will be ranked at the
26:38top and assets from Data Quality Warnings
26:41will be ranked lower. So that's an
26:43interesting one. Metrics improvements. Met
26:46rics, again,
26:48this is almost a release of improvements. I
26:50reckon there's a couple of features they've
26:52just not put on here and they're going to
26:54announce on the day because there's a lot
26:56of improvements or they've just been busy.
26:58You never know. You never know. You can now
27:00easily see all the metrics and the vis by
27:02opening the metrics panel while viewing a
27:04dashboard. Having this visibility makes it
27:06easier to find and create metrics relevant
27:08to the data you care about. So this is just
27:10sort of like putting metrics in your face
27:13a little bit so that you open up the
27:14metrics thing, you see that three people
27:16have already
27:17created metrics about other things and so
27:19it sort of inspires you to start creating
27:21some. I'm not sure that will actually
27:23happen, but let's wait and see. And the
27:25quality of
27:26life improvement there will sort of be
27:29obvious if more people start creating them.
27:32License
27:32of improvements. So the two here, new
27:35product activation methods, opt-in to
27:38server authorization
27:39to run, ATR, product activation of Tableau
27:42server deployed in cloud or virtual
27:44environments,
27:45which abstracts licensing from underlying
27:47hardware changes. So whoa, whoa, whoa, this
27:50is obvious. I need to, I need to read this
27:53again. Opt-in to server authorization to
27:57run
27:57product activation of Tableau server
28:00deployed in cloud or virtual environments,
28:04server authorization,
28:06which abstracts licensing from underlying
28:08hardware changes. Right. So I think what
28:11this
28:12means is essentially you're going to be
28:16able to dynamically license Tableau, even
28:22if the
28:23underlying sort of machine information
28:25changes, which abstracts licensing from the
28:28underlying
28:28hardware changes. Opt-in to server
28:32authorization to run ATR activation of
28:36Tableau server. Okay.
28:38I actually don't know what this means. It's
28:41not really, not really clear to be honest.
28:43I don't actually know what it's saying.
28:46This sometimes happens with server to be
28:48fair.
28:48Like most of what happened in the server
28:50landscape is often gobbledygook to me. So
28:53again, on
28:53that one, wait till that comes out to find
28:55out exactly what it is. Maybe I'll just ask
28:57on Twitter and find out if someone already
29:00knows the answer. Zero downtime licensing
29:02admins can now apply term and capacity
29:04licenses to Tableau server without
29:07requiring results
29:08that disrupt business activities.
29:11Additionally, upon subscription renewal,
29:13Tableau desktop
29:14and Tableau server prep builder license
29:16will automatically be refreshed when they
29:18're nearing
29:18expiration. So this is great because
29:22previously to get this to work, you had to
29:25restart your
29:25Tableau server for the license to pick up
29:27essentially because you needed to trigger
29:29the check. So now this seems like you don't
29:32have to do that. What I wonder is, I wonder
29:35if this also means that the high
29:36availability challenge they used to have
29:39with license check
29:40happening once a day, but not really
29:42knowing when the last check was done
29:45impacts high
29:46availability. So to explain this,
29:48essentially with high availability of Table
29:50au server,
29:51there's a critical point where the Tableau
29:53server needs to check for a license. Now,
29:55if you have a high availability setup and
29:58you're trying to do some disaster recovery,
30:01you don't want that license check getting
30:03in the way of the disaster recovery. If the
30:05last time the license check was done was
30:08roughly 24 hours before the point at which
30:11you had
30:11a disaster recovery, because then the
30:13licensing is going to stop you from doing
30:15the kind of
30:15things you need to do. So that is a really
30:18sort of interesting quality of life
30:20improvement
30:21to see if that's actually what it also
30:22helps with secretly behind the scenes.
30:25Otherwise,
30:25this is nice if it just allows you to
30:27change your licenses without restarting.
30:29That is,
30:29you know, a pretty nice thing. But I also
30:31don't think that was really impacting a lot
30:33of people. Maybe I don't know, maybe they
30:35've heard from customers who upgrade their
30:37servers
30:37quite often. You only really do your
30:39licenses one a year and you can probably
30:41synchronize
30:41your server downtimes for things like
30:44patches and maintenance to that license
30:46change anyway.
30:47So you know, if you're just a bit organized
30:49, you can get around this anyway. Okay, last
30:52feature Tableau server management
30:54improvements at TSM. This TSM is
30:56essentially the engine
30:58that runs the back end administration of
31:00Tableau server. So TSM has a web page also
31:03has a command
31:04line interface. The command line lets you
31:07run commands that do things like restart
31:09server
31:09server do backups, the front end interface
31:12as you do things like pretty much exactly
31:14the same, but you can even change things
31:16like resource allocation and so on and so
31:18forth.
31:18They now have support for a Z Azure Key
31:20Vault for Tableau server. So essentially,
31:22this is
31:22like a I think it's like an encryption.
31:25Yeah. So as part of Tableau server
31:28management integrate
31:29with Azure Key Vault for Tableau server
31:31data extract encryption at rest, to central
31:33ize
31:34key management and unlock more advanced
31:36security and compliance. So to explain this
31:39encryption
31:40at rest basically means when you have a
31:42data source on Tableau server, that file
31:45sits somewhere,
31:46okay. And where it sits on the hard drive,
31:48and you want it to be encrypted. That's
31:51basically
31:51what encryption at rest means means when
31:53the file is stored somewhere. Is it
31:55encrypted
31:56in that sense because I can encrypt the
31:58transfer, but not encrypt the final state
32:01of where it
32:01sits. So encryption at rest is about
32:03encrypting the file wherever it is on the
32:05hard drive,
32:06not the transfer between those things. That
32:09's where SSL comes in. Okay. So this is
32:11essentially
32:12saying you're going to be able to use Azure
32:13Key Vault. I see him that's like an
32:15encryption
32:15centralized encryption system that is used
32:18in Azure to you know, make everything
32:20secure.
32:21That's good. Again, for Azure customers.
32:24Resource monitoring tool, RMT search and
32:26filter. So
32:27search and filter Tableau resource
32:29monitoring tools to quickly find specific
32:31content, events
32:32and sessions. So again, a search feature
32:34here implemented into the resource
32:36monitoring,
32:37which is kind of really nice. So that's it.
32:38That's pretty much everything on this page.
32:41I just have a sneaky suspicion this isn't
32:43everything. And I also have a suspicion
32:45that
32:45not all of these will make it either. So
32:48that's pretty much it for this video. In
32:51terms of
32:512020 in terms of 2021.1, I'm not sure when
32:54this is going to drop. My hunch is we're in
32:57March. So at some point in the next couple
32:59of weeks, we're going to see it. And yeah,
33:01I'm going to be doing videos. Of course, as
33:03soon as it's out, I'll try and keep up and
33:05do as many as I can on day one, some of the
33:07big headline features. But otherwise, this
33:09video has been it pretty much. I hope you
33:11enjoyed the preview. If you like the
33:13preview,
33:13let me know. Maybe we'll do more of these
33:15in the future. So yeah, let me know. We'll
33:18get stuck in. I'll catch you in the next
33:19one.
33:19Thanks.
Future-proof your career https://n1d.io
| Tableau has changed the beta process this year so I’m switching things up by doing a preview ahead of the release. In this video I go through the “Coming Soon” features page updated a couple of weeks ago and touch on the key features with some narrative about what I think of them. Timestamps are key here.
#tableau #salesforce #analytics
0:00 Intro
0:33 Why do a preview
1:38 Einstein integration with Tableau
6:08 Quik LOD
7:06 Improved notifications
8:13 Azure connectivity Improvements
9:48 In product extension gallery
11:35 Salesforce Customer 360 Audiences
12:49 Ask Data
13:35 Web authoring on Tableau Public
15:50 Tableau Public Improvements
20:40 New spatial file support
21:27 Web authoring improvements
22:15 JDBC for SAP Hanna
23:31 Write to Excel for Tableau Prep
24:31 Automated data quality warnings
26:12 Tableau catalog search improvements
26:44 Metrics Improvements
27:31 Licencing Improvements
30:49 TSM Improvement Share feedback and Suggestions: https://tableautim.canny.io/suggestions -
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