Tableau Pulse Digests | New in Tableau 2024.1

0:00Hey, it's Tim here. A large part of the

0:01Tableau Pulse experience is the mobile

0:04experience alongside the Tableau Pulse dig

0:07ests.

0:07In this video, I'm going to cover both of

0:09those all in one video. We're going to walk

0:10through everything.

0:11As you can see here on screen, I've got my

0:12phone, I've got Tableau Pulse, and I have

0:14Slack. I've even

0:15got my emails open so I can show you what

0:17all of those look like when they're

0:19engaging with Tableau Pulse.

0:21As ever, let's get started. So there's

0:23actually a lot to sort of go through here.

0:25I couldn't really

0:26think of an organized way of doing it, so I

0:28just put everything on screen and I was

0:30hoping that by

0:31the time I hit record, I'd have a logical

0:33way to start this video. But I think there

0:35is a logical

0:36place. First of all, where are these

0:38settings engaged? So when you go to Tableau

0:41Pulse,

0:42there have been some improvements. I've got

0:43another video after this one which goes

0:45through some of the

0:46new updates of Tableau Pulse for this month

0:48. By this month, I mean March, not April,

0:51because I'm

0:51recording this in April. But nonetheless,

0:53there's some new updates with the interface

0:54that improve

0:55a few things that I think have been bugb

0:56ears. There's still a few big things to tick

0:58off the list,

0:59but in my previous videos, what I haven't

1:02covered is where exactly to set your Table

1:04au Pulse

1:05digest. So if you head to the top right

1:07hand side here, click on the little icon on

1:10the top right

1:10hand side, select preferences, you'll see

1:13that you get these two options for Slack

1:15and email. Now when

1:16you enable these, that switches those on,

1:18but then there's a second setting here that

1:20gives you the

1:20frequency for those. And I think by default

1:23, this is set to monthly, I set it to daily

1:25just so I

1:25could have something to show for this video

1:27over the last few weeks. It does give you

1:29the specific

1:30time that these are sent. So they are

1:32generated and sent at a specific time. This

1:34is not editable.

1:35This maybe speaks to the fact that Tableau

1:38Pulse is being built separately from Table

1:40au Cloud.

1:41In Tableau Cloud, the setting that would

1:43control this would be something like your

1:45subscription

1:45settings, but that's not the case here.

1:47This is being centrally managed by Tableau.

1:50Okay, so once

1:51you hit save, once you set those options,

1:53two things are going to happen. If you have

1:55Tableau

1:55connected to your Slack environment, your

1:58Pulse digest will find its way to the Table

2:01au app inside

2:02of Slack. I'll show you what that looks

2:03like in a second. And then secondly, you'll

2:05get an email as

2:06well. Now I do know there's a lot of talk

2:07about Microsoft Teams and Teams is always

2:09the sort of

2:10forgotten soul here, but we have to

2:11remember that Slack is the Salesforce

2:13product here. So of course

2:15it's going to get the sort of first-party

2:17experience inside of this particular

2:20application. But I'm assuming that Teams

2:24will find its way onto this specific list,

2:27but I don't think it will be a native

2:28connection. I think it will be something

2:30like

2:30an API that allows you to push to Tableau.

2:33Sorry, an API that allows you to push to

2:37Teams and you

2:37can go from there. Anyway, once you hit

2:39save, those settings are saved and then you

2:41start to

2:42get those digests. What do they look like?

2:44Well, if I switch over to Slack, I can

2:46bring it up on

2:46screen. So what I've done here is I've just

2:49searched my specific, let's call it the TN

2:51Media

2:52Slack app. I have a few people in here, so

2:54I'm just going to keep it constrained to

2:56this search,

2:56so nothing else comes up on screen while I

2:58'm in here. But nonetheless, this is an

3:00example of one

3:01I received today. It came this morning and

3:03you can see the three key metrics that I'm

3:05seeing now.

3:06I had thought we'd get a sort of a visual

3:08experience in here. I thought we'd get the

3:10pulse digest images that we'd normally see

3:13elsewhere in here, but for some reason the

3:15images aren't loading. I don't know if that

3:17's just sort of part of this specific tool,

3:20but it's

3:21pretty easy to go ahead and set up the

3:23Tableau app inside of Slack. It's a pretty

3:25straightforward

3:26connection. It uses the connected apps

3:28interface and you're just then able to set

3:29it up.

3:30Anyone could really do this. It's nothing

3:32sort of complex. You do need your Sales

3:35force Slack admin

3:37and your Tableau cloud admin to sort of be

3:39working together to do this. If they're the

3:41same person,

3:41great. That's sort of what happens for me

3:43here. I can just set up both in one go.

3:45But nonetheless, this is it. So this is

3:48what you get. All the key metrics that are

3:50changing,

3:50the things you need to know about land in

3:52your inbox. Now, the other thing to bear in

3:55mind is

3:55that these three that I'm getting at the

3:57moment are just the three that I've got

3:59here. So there's

3:59nothing sort of complex. What I'm curious

4:01to know if you've had many more metrics set

4:03up, I did

4:04previously have something like 40 metrics

4:06set up, then I had to clear them all in the

4:08previous

4:09instance of Tableau Pulse. But nonetheless,

4:11if you do set up more, let's say than 10, I

4:14'd be curious

4:14to know how it prioritized them. I don't

4:16know if it's just in order of the date that

4:18you followed

4:18them or if there's any sort of peculiar

4:21ranking in terms of importance that's

4:23coming from behind

4:24the scenes that might be going on. If you

4:25know the answer to that, let me know in the

4:27comments. But

4:28there's not much to see here. What I will

4:29say is that look, when you click on any one

4:31of these

4:32metrics, it does sort of drill into the

4:33specific things. So sorry, what I did is

4:35that I clicked

4:36onto the message. Now I get it here on the

4:38right hand side. So if I actually hover

4:40over this,

4:41it's just a link deep into the Tableau

4:43Cloud or Tableau Pulse experience. If I go

4:46ahead and click

4:47on that, it opens it and because I'm

4:48already logged in, I go straight to the

4:50application

4:51deep into the analysis that's going on. We

4:53're in a new month. So this has been reset

4:56because of the

4:56month to date setting that we've just got

4:58up here. But nonetheless, that's a pretty

5:01sort of standard

5:01expectation. So if we go back from Slack,

5:04all these links, anything in blue, send you

5:06to the

5:07thing you need to follow. At the very

5:08bottom, there is another option to see the

5:10metrics that

5:10you follow. This just dumps you straight

5:12into Tableau Pulse, there's nothing sort of

5:14complex

5:14there. And the Manage Digest just dumps you

5:16straight into the Show Preferences. So you

5:18could

5:18do something really clever with this. Of

5:20course, if you know what these URLs are,

5:22you can just go

5:22ahead and grab them and send these in an

5:25email to your colleagues to set up Tableau

5:27Pulse in the

5:28correct way. So these are really nice links

5:29to sort of bear in mind, you can kind of

5:31grab this,

5:32it's nothing original, you could already

5:33get these from sort of up here, if you

5:34click on Preferences,

5:35and you go to this page, you can see it's

5:38actually, it's actually not that easy,

5:40actually, because

5:41these, this, this doesn't sort of generate

5:44a URL, if you look up here in the URL tab,

5:46it's actually

5:46not there. So just knowing that specific

5:50capability there from the Slack setup,

5:53giving you those URLs

5:54is a really nice way to sort of build

5:56something more useful for your end users.

5:58Okay, that's the

5:59Slack experience. Let's hop over to the

6:02mobile experience. So let me just make sure

6:05my mobile

6:06experience is running. So if we go over to

6:08the mobile experience, this is the Tableau

6:11mobile app,

6:11if I just go to the homepage, you can see,

6:13let me actually close some of these other

6:15windows just to

6:15make it a little bit easier to see. Let's

6:17do this. And then we can bring this back in

6:19here. Okay,

6:20so this is the this is a Tableau mobile

6:21experience, you can see I've got right in

6:23the middle of the

6:24screen. And it's just the standard thing.

6:26Now the one observation I had with the

6:27Tableau

6:28mobile experience is it doesn't feel like

6:30Tableau Pulse is a first party citizen.

6:33Because by default,

6:33you load on the homepage, you can see that

6:35just here on the bottom of my screen. And

6:38the side

6:39effect of that is that you don't really

6:40have anything to do with Tableau Pulse, you

6:42have to go

6:43to this tab here on the right hand side.

6:45And when you load that you get pretty much

6:47what you're

6:47seeing on the web experience. So it's

6:49almost identical. In fact, if I actually go

6:51to the

6:51Tableau past landing page, and then we

6:53bring that mobile page back up, you can see

6:55that look,

6:56it's basically the same thing, the exact

6:57same figures all being generated from the

6:59same source.

7:00Now the mobile experience is as interactive

7:02as you'd expect, when you click on a metric

7:03,

7:04you can of course go in, it loads it up, it

7:05's a little bit slow, I don't know why that

7:07is.

7:08I would think that these are pre generated

7:10in the background. So why they need to load

7:12,

7:12I'm not sure. But nonetheless, everything

7:14is here. Now, the nice thing with this

7:17mobile experience

7:17is that it's optimized for mobile. So you

7:19can go ahead, select show filters, and you

7:21'll see the

7:22filters that it's actually using. You can't

7:24adjust these filters here, you'd have to go

7:26and do that

7:27inside of the Tableau pulse experience. And

7:29you can see that I'm just clicking on these

7:31, and I'm

7:31just popping up with pop ups, there's

7:33nothing I can do to change them. So you can

7:35only show the

7:36filters that have been used, you can't

7:37change them. That said, you can interact

7:39with the rest

7:40of experiences normal. So if you want to go

7:41between the tabs, for example, the

7:43breakdown

7:43and the overview, you absolutely can. And

7:45you can obviously sort of tap on the charts

7:47, and they

7:48just as interactive as normal, but touch

7:50versus hovering us to slightly different

7:52experiences

7:53across desktop and app. So really, what I'd

7:55say is look Tableau pulse on the mobile

7:57experience is

7:58just a mobile optimized version of Tableau

8:00pulse in Tableau cloud. So if I go to let's

8:03say this

8:04metric, particularly here, and we go have a

8:06look at that, you'll see that it's more or

8:08less the

8:08exact same experience, nothing, nothing new

8:10there, the filters have only got one month

8:12to date. And

8:13again, if you go down, you can see the

8:14breakdowns are happening as expected. And

8:16this is actually a

8:17good one to show you what the ask the ass

8:19data experience. That's not the feature.

8:23The ask

8:23experiences like inside of Tableau pulse,

8:25of course, I can actually go ahead and type

8:27this

8:27and it's got the same capability as we

8:29would expect on Tableau pulse in my next

8:31video, I'll

8:32cover what this feature is because it's a

8:34new edition in March. So just go ahead and

8:37check out

8:37that video immediately after this one to

8:39sort of see that feature play out. But you

8:41can of course,

8:41select each of these sort of, let's say

8:44semantic questions that have been pre

8:47generated. And as you

8:48click on them, you can see them just

8:50appearing below here. So you can see if I

8:52tap you know,

8:52which segment had high profit, that's the

8:54section that comes up and everything you've

8:55clicked on

8:56before just appears here on the bottom. So

8:58more or less the exact same experiences we

9:00're seeing

9:01over on the let's say the the desktop

9:03experience, I want to say desktop, but

9:06really we're talking

9:08about the browser experience. So in fact,

9:10if I was to close this side menu here, and

9:13let's just let's

9:13just try and do this. Let's just shrink

9:16this right down and close that. And then we

9:19put this over

9:20here, you can see that the Tableau pulse

9:23mobile experience by if I actually go into

9:26I'm clicking

9:27on it on my screen thinking it's right

9:28there. But of course, it's not it's in my

9:30phone. If I

9:31go into it, and I put it side by side, let

9:32's do it this way. You can see that it's

9:36basically the same

9:38experience. Now this is set up slightly

9:40differently. It's obviously got the three

9:42different things. But if we go here, and

9:44you can see, okay, let's line them up

9:47almost as much as I

9:48didn't as much as we identified can, it's

9:50more or less the same experience. What I

9:52will do over here

9:53is I'll just make this larger, so that it

9:56feels roughly the same proportions. There

9:58we go. So here

9:59I am getting an exact match of the two just

10:03so you can see that they are really the

10:06same thing. There

10:07you go. So I've tried to do my best to

10:09match everything up. If I just maybe set

10:11this up,

10:12let's just keep going until we get March.

10:14There we go. So there we go. That's an

10:15exact, that is an

10:17exact match to just show you that really

10:19all that's happening is that the Tableau

10:21mobile app is just

10:22taking the browser experience and putting

10:24it inside of the mobile app, which is good

10:26on one

10:27side, but also shows you that really Table

10:29au Pass is not really fully integrated

10:30inside of the mobile

10:32app. And what I would expect is a little

10:33bit more of this to sort of start working.

10:35So as we sort of

10:37if I sort of log in, and scroll down here,

10:40you can see that look, it's almost

10:42identical, where

10:43whichever part you go to, it's exactly the

10:45same. I'm not sure if that's unrealistic of

10:47me to expect

10:48more. But hey, you know, I think there's

10:50more you could do to integrate these two.

10:51So anyway,

10:52where I think this is broken is, of course,

10:53it's really a second citizen inside of the

10:55Tableau

10:56mobile app. I can't favorite these and have

10:58them appear on my homepage. You can clearly

11:01see here

11:01that Tableau Cloud favorites are separate

11:03from the Tableau Pass favorites, and so on

11:05and so forth.

11:06So we're still a way away from what I think

11:08is a blended experience inside of Tableau

11:10Cloud.

11:11I think that's coming in the future, maybe

11:12that sort of integration task is slightly

11:14bigger.

11:15Maybe that's something for next year. But

11:17nonetheless, I would love to see all of

11:18these

11:19being sort of integrated into one

11:20experience, potentially even letting us use

11:23Tableau Pass

11:23metrics inside of dashboards, you know, sem

11:26antically pulling from what's inside of

11:28the dashboard to create the metrics that is

11:29actually a feature that's supposed to be

11:31available

11:31soon. So be sure to check out that when it

11:34drops. Now, the last thing I want to show

11:36you today is

11:38the email experience. If I look past my mic

11:41and my other item here, we can see I've

11:44done a Google

11:44search inside of Tableau Pass, I did this

11:46because I wanted to sort of refine the

11:48scope of my Tableau

11:49Pass digests a little bit. And if we go

11:51ahead and click on this particular one here

11:53, you'll see

11:54that I've actually got one that I generated

11:56a while back now the metrics that I've got

11:58here

11:58were in a previous instance of Tableau Puls

12:00ar, I don't actually have these. So I won't

12:02click on

12:02any of these to show you what that's like.

12:04But just to give you a sense of if you've

12:06got a lot

12:06of them, this is how they come pre

12:08organized. I didn't really see any sort of

12:10logic to how these

12:11are organized other than the order in which

12:13I followed them. But if there is some sort

12:15of other

12:16smart sort of sorting mechanisms that

12:18sorting these by priority in the future, I

12:21'll be sure to

12:21let you know. And the other thing to bear

12:23in mind is if I go to one that is sort of

12:25set up to work,

12:26I it's actually live today, I got this

12:28Tableau pulse digest seven hours ago. So it

12:31was generated

12:32at that time that Tableau was talking about

12:34any one of these, if I go ahead and click

12:36Show details,

12:37it throws me straight into the Tableau

12:38cloud experience, because I'm already

12:40logged in,

12:41I should just go straight to the pulse

12:42metric. Oh, no, I'm not logged in. That's

12:45really frustrating.

12:46Let me go ahead and log in, go on, let's

12:47let's just make sure this works properly.

12:49Let me just

12:50go ahead and sign in. I'm on a different

12:52profile. And in this particular demo window

12:54compared to the

12:55other one. But you can see here, it does

12:56actually send you directly to the

12:57experience. And that's

12:58what you'd expect. So that's really nice to

13:00see that happening. And yeah, it's good to

13:03know it's

13:03working. So not really, you know,

13:05groundbreaking stuff here. It's really good

13:07that they've thought

13:08about this across, you know, all the

13:10different interfaces. But what I'll say is

13:13that this is not

13:14the integrated experience. This feels to me

13:15like just taking what they've done with

13:17emails,

13:18taking what they've done with pulse and

13:19putting them in browser windows in

13:20different places,

13:21whether it's slack as images and text, or

13:23whether it's the mobile app as just the

13:25browser window

13:26with a mobile optimized version. And that's

13:28pretty much it. That's all I wanted to show

13:30you.

13:30Very scattershot video, I know, but I

13:32couldn't think of a nicer cohesive way to

13:35tie all these

13:36up. And it wasn't really worth a full demo.

13:38I just wanted to show you this to make sure

13:41you're not

13:41missing out. So that's pretty much it for

13:43the pulse digest capabilities and also the

13:46experience

13:47inside of slack and the tableau mobile app.

13:49Be sure to check out the next video after

13:51this one

13:51where I'll actually cover what's changed in

13:54March. In terms of updates, they have

13:56updated a few

13:57things, one little bugbear that I'll call

13:59out right now they've updated just to give

14:00you a sneak

14:01peek is they've given you an escape hatch

14:03over to tableau cloud that's just so useful

14:05and another

14:06escape hatch to show you all your followed

14:08metrics in one place, wherever you are

14:10across the whole

14:11application. So that is good to know. Okay,

14:14so that's pretty much it. Thanks for

14:17watching,

14:17and I'll see you in the next video.

14:18Transcribed by https://otter.ai

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