Tableau Pulse Updates March 24 | New in Tableau 2024.1

0:00Hey, it's Tim here, it's March and Tableau

0:02have actually been updating Tableau Pulse

0:03behind the scenes.

0:04This is just a short video to show you what

0:06those updates are.

0:07As ever, let's get started.

0:09Okay, so I have to be honest, I'm going to

0:10stop covering Tableau Pulse for a short

0:12while because I think they're going to be

0:14updated very, very quickly.

0:15So I think over the next month, we might

0:18see some changes to the platform,

0:20but I wanted to make a brief video just to

0:22show people how to stay in touch with these

0:24changes

0:25because they're kind of happening behind

0:27the scenes and they're not in sequence with

0:29typical release cycles for Tableau.

0:32Don't forget that the release cycles have

0:33changed, so they're now going to be only

0:35three updates a year.

0:37We should see more in those updates as a

0:39result,

0:40but also we should see behavior like this,

0:42things coming out before the release

0:44because really they just need to come out

0:45and people need to start using them.

0:47So because Tableau Pulse is cloud only,

0:49these updates can be rolled out to users.

0:52Tableau Pulse is a browser-only experience.

0:54It doesn't really touch Tableau desktop.

0:56So if you head to the Tableau release navig

0:59ator, I've made a video on this before.

1:01This is probably the most up-to-date

1:03detailed list of changes within the Tableau

1:06product suite.

1:07It doesn't just cover Tableau Pulse, it

1:09covers all the products.

1:10You can see here that Tableau Cloud is the

1:12selected product here,

1:13but you can actually choose the specific

1:16version you want to look at.

1:18You can choose a specific offering, whether

1:20it's an add-on or not.

1:22But for this, I'm just going to go ahead

1:23and focus in on Tableau Pulse.

1:25Let's just go ahead and click those.

1:27And you'll see that straight away we get

1:29this sort of much narrow down list and

1:31everything in Tableau Pulse is near.

1:33There's no real changes here.

1:35So you can see the new updates.

1:37So some of the comments that I've had in

1:39response to my video showing people how it

1:42works,

1:42I've actually touched on some of these

1:44points and I didn't actually know there

1:45were sort of inadequacies with the

1:47capabilities and the features.

1:49Partly because I've used them and I didn't

1:51come across those issues.

1:52Or what happened was I used Tableau Pulse,

1:55did my video about how it works.

1:57I keep that deliberately simple. Didn't try

2:00advanced capabilities until what was

2:02essentially three weeks ago.

2:04And then in that release, because I'm using

2:08a cloud instance of Tableau Cloud,

2:10I was already on the latest version. So I

2:12wasn't seeing the issues that people were

2:14seeing.

2:14And I was thinking that we were all on the

2:16same version.

2:16So it actually turns out the instance of

2:19Tableau Cloud that I have is a little bit

2:22ahead of the release cadence.

2:24And so that's why when people are using

2:26Tableau Pulse, they're not seeing the same

2:28issues as I'm seeing necessarily.

2:30So this is probably the definitive way to

2:32sort of map those capabilities.

2:34That's not me giving an excuse for not

2:35covering stuff. It's just something that I

2:38just missed.

2:39I should really be aware of that, but it's

2:40just not something I thought of.

2:41And I didn't think to call it out because I

2:43didn't think it was a problem.

2:44So now I now I'll be sure to sort of try

2:46and make sure I differentiate between those

2:49two.

2:49Nonetheless, if you see this list, you can

2:52see here the March updates.

2:54We've got these specific updates and these

2:57were rolled out to Tableau Pulse very

2:59recently.

3:00There was a little bit of service

3:01maintenance Tableau Cloud that happened a

3:04few days ago now.

3:05But nonetheless, we can see what these

3:07updates are.

3:07So let's go from the top. Tableau Pulse ad

3:10hoc questions for insights in the guided

3:13insights experience.

3:14Click the ask button and enter your own

3:16questions related to the insight surface

3:18for a metric received semantically.

3:22What does this say? Matched suggestions for

3:23more insight.

3:24So what this is is essentially a capability

3:27where if you ask a question,

3:29you can actually go and ask and type a

3:31question

3:32and it will take what you've typed and try

3:33and match it to an existing insight that it

3:36already has.

3:36I'll try and put a screenshot of that up on

3:38screen now.

3:39And so that's kind of handy. I wish this

3:42was a little bit more powerful given we're

3:43all using AI.

3:45I wish it could sort of prompt Tableau to

3:47go off and do a bit of analysis for you.

3:49This is sort of what chat GPT was actually

3:51kind of good at.

3:52It was really good at saying, okay, this is

3:54a question.

3:55I don't know the information for but I have

3:56access to the data source.

3:57Let me go and do the math and figure out

3:59what's going on and come back with an

4:01answer.

4:02The reason that's probably not the case is

4:04because that actually came back with an

4:05accurate answer sometimes.

4:06Unless you did the due diligence and

4:08checked it, it wasn't always accurate.

4:10So maybe that kind of technology is still a

4:13bit early,

4:13but nonetheless, it's good to see that

4:15Tableau is starting to think along those

4:17lines.

4:17Okay, the next one is Tableau Pulse applied

4:20filters shown for metric.

4:22So when you visit the insights exploration

4:23page for a metric,

4:25the specific filters, let's try this again.

4:29The filters are applied to the metric are

4:31now listed above the chart.

4:32So when you make a change to the insights,

4:34you actually get a little breakdown showing

4:36you what those filters are so you can

4:39actually see them.

4:40This wasn't previously the case.

4:41It was just the metric and it was kind of

4:43defined in the text.

4:44But now being able to see the means you can

4:46be more certain about what's going on with

4:48your metric.

4:48Again, I've put an image of that on screen

4:50so you can kind of take a look at that.

4:52The next one is Tableau Pulse improved

4:54metric recommendations for dashboards.

4:56So when you explore recommended metrics for

4:59dashboards,

5:00Tableau now shows you more relevant and

5:01informative recommendations.

5:03Additionally, calculated fields from the

5:05data source now appear in recommendations.

5:08So I'm not sure what this is entirely,

5:12but this is my gut instinct based on a few

5:15bits of information that I've read from

5:17various sources.

5:18And what this is, is when you're looking at

5:21Tableau, Tableau desktop, Tableau dash

5:23boards,

5:24typically in the data guide, there is a

5:26little panel that pops up

5:28and in there are supposed to be what are

5:30called pulse recommendations.

5:32It essentially takes the necessary

5:33attributes for a pulse metric definition

5:36and it creates it from the dashboard you're

5:38looking at.

5:39So you can essentially look at a dashboard,

5:40go look at the recommendation and go,

5:42oh look, here's some possible metric

5:44definitions that I can go and track.

5:46And so you can click on those and it will

5:48take you to the Tableau Pulse editing

5:50experience

5:51and then you're able to just go ahead and

5:52use them.

5:52So that's supposed to be I think what this

5:54is.

5:55I haven't actually got it to work, but I

5:56have seen a demo of it

5:57and I think it's pretty cool because it

5:59could allow for these sort of semantically

6:01created metrics to come out of dashboards.

6:03And if they can push that technology far

6:05enough that it can be trusted for users to

6:08go and pull their own metrics from

6:10and creators can just simply sort of have

6:12oversight of these metrics.

6:13I think that would be super powerful.

6:15Okay, Tableau Pulse improved navigation

6:19options.

6:20So Tableau Pulse Sparkle, that's a great

6:22name,

6:23upper left corner for the Insights

6:24Exploration page now includes dropdown

6:26options

6:27for navigated to Tableau Cloud homepage and

6:29followed metrics.

6:30So one of the biggest things about Tableau

6:32Pulse, at least in my sort of demos that I

6:34've gone through,

6:35is that the back button doesn't do things

6:37consistently

6:37and there's no sort of escape hatch back to

6:40Tableau Cloud.

6:40They've basically fixed those and you can

6:42more easily get to the followed metrics.

6:44It's kind of weird with the followed

6:45metrics because it's kind of in front of

6:48you

6:48and it's not in front of you because there

6:50's sort of two ways of seeing it.

6:51So this just brings those options a little

6:53bit more forward and it makes it easier to

6:55use.

6:56So I think this is really good to see.

6:58Okay, the last one is one that I saw in my

6:59YouTube comments.

7:00A few people actually messaged me saying,

7:02"Hey, I'm having issues with pre-aggregated

7:04fields inside of metric definitions."

7:06I didn't know this was a bug and it might

7:08be because I was using again an advanced

7:10version of Tableau Pulse

7:12and therefore I didn't see the bug.

7:14But a lot of people were struggling with

7:15this.

7:15I saw it in the comments and I kind of didn

7:17't really know what to think of it,

7:19but it turns out that was actually a

7:20feature that was still in development

7:22and it's now been pushed and it's now

7:24available in Tableau Pulse.

7:26So go ahead and check that out.

7:27I think this is pretty cool.

7:29To me, it's the kind of basic thing that

7:31should have been there from the start.

7:32But hey, when you launch a new feature, you

7:34kind of have to start somewhere.

7:35So yeah, if this didn't make the list, it

7:37didn't make the list.

7:38Thankfully, we're not having to wait for a

7:39release to get this, which is kind of good.

7:41So it's good to see this.

7:42So that's pretty much it.

7:43That's all the changes to Tableau Pulse.

7:46I'll try and do these whenever they do big

7:47updates to Tableau Pulse.

7:48And of course, along with the new releases,

7:51I'll be doing these.

7:51But that said, that's pretty much it for

7:54Tableau Pulse for now.

7:55I think I've done enough Pulse content for

7:57a while.

7:59I need to get back on the track.

8:00So I've actually recorded several videos

8:01about embedding, several videos about other

8:03topic.

8:04I just haven't gotten around to editing

8:05them.

8:05So what I'm going to do is for the next

8:07week or so, I'm recording this on the 29th

8:10of March.

8:11You're probably going to see this video in

8:13April, but the next week or so, I'm

8:14actually going to start recording content

8:15and editing content ahead of time.

8:18So that as they come out, it's a little bit

8:20more of a better cadence as we build up to

8:22conference.

8:22And yeah, we start to get a little bit more

8:24momentum on the channel.

8:25All right, thanks for watching and I'll see

8:26you in the next one.

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