Tableau Visionary Tries Tableau Pulse for the first time.
No prep, no hot take prepared in advance - just me opening Tableau Pulse for the very first time and reacting to everything as I find it.
- Tableau Pulse is a beta, not a pre-release or a fully launched product, and at present it is Tableau Cloud only with no realistic plans for Tableau Server because the AI needs scalable cloud resources
- Pulse lives in a separate experience with its own URL and search, so navigation and old metrics/subscriptions are not carried over - you cannot reuse legacy metrics to seed Pulse
- The model splits into a broad metric definition (measure, time dimension, filters) and precise related metrics that viewers create by adjusting filters and time context, all governed by data source permissions and row level security rather than the project hierarchy
- You need a single published data source (extract or live, no blending or embedded sources), and an advanced editor lets you write calculated fields - useful for shifting Superstore order dates forward so metrics aren't null
- The AI insight suggestions are fast and genuinely useful, but there is no smart filter linking, so a lay user can build impossible metrics, and running totals threw bad-request errors
- Raw first-impressions setup0:00
- Signing up and beta versus pre-release0:56
- Cloud only, no server support4:55
- Navigating into Pulse and its separate search6:43
- Tableau AI disclaimer9:51
- Losing the old metrics10:56
- Turning on Tableau AI and the missing setting15:32
- Permissions for metrics19:16
- Metrics and definitions explained25:27
- Creating a metric definition29:12
- Exploring metrics and AI insights35:20
- Asking the AI follow-up questions43:46
0:00Hey it's Tim here, in today's video we
0:01finally have access to Tableau Pulse, so I
0:03'm going to check it out.
0:04I have not looked at anything before this
0:06video, this is genuinely my first time
0:09looking at Pulse.
0:10I think this is a unique opportunity to a)
0:12understand how I look at features when they
0:14come out as new features, but more
0:16importantly you'll kind of just see my
0:18honest first impressions
0:19of this. Normally I look at the feature
0:21ahead of time and then when I record the
0:23video I have a bit
0:24of a hot take on it. This one is just a raw
0:26experience so this will be a long video. I
0:29will
0:29cut snippets from this of course, I'll post
0:31them separately so if you want to wait for
0:33those do
0:33that. But yeah we're just going to go
0:34through right from the beginning, I have
0:36some documentation from
0:37Tableau that I'm going to follow but I have
0:39not prepared anything. I've not come to
0:41this with a
0:41data source that's cooked and ready. I
0:44haven't changed my Tableau environment at
0:46all, it was
0:47enabled earlier this week so I'm just going
0:49to my Tableau Tim Tableau Cloud instance
0:52and we're going
0:52to start from there. Let's get stuck in.
0:56Okay Tableau Pulse has been enabled on my
0:58site, in order
0:59to do this you have to go and sign up for
1:00the beta. If you don't know how to do that,
1:03if you just simply
1:04go and search, let's go over here on the
1:06bottom left and search Tableau Pulse. What
1:08you should get
1:09actually, that's not going to work because
1:11I need to go to google.com. I'm on a
1:13separate profile here
1:15so everything is essentially logged out so
1:17I don't have any sort of login to anything,
1:19it's just going
1:20to be completely vanilla. But if you search
1:22Tableau Pulse, actually quite interesting
1:24what comes up,
1:24there's a bunch of sponsored links from B
1:27istri and Tableau themselves but Tableau
1:29Pulse's page is
1:30their third one here. So let's go ahead and
1:32accept all cookies and this is the page you
1:35have. If you
1:35hit get started and you go down here, you
1:37sign in with your Tableau setup, you can
1:39essentially sign
1:40up for the beta. There's a little form you
1:42got to fill in and there was some hoop
1:44jumping to do.
1:45The reason I got access to this just now is
1:47because I had to jump through some hoops
1:48because I fell
1:49through some sort of cracks that legal
1:51people hadn't covered. Once I've worked
1:53with Salesforce
1:53to sort that out, I've now got access and I
1:55think all that's happening here is they're
1:57just trying
1:57to make sure that you don't use the feature
1:59for something that's production ready and
2:00then go and
2:01blame Tableau for that specific issue. They
2:03kind of want to be able to say "hey we told
2:06you not to
2:06do this". It's available to test. Now the
2:08other thing to really emphasize and I think
2:10it's gone
2:11unnoticed is that there's a big difference
2:13between a beta and a pre-release. What's
2:16the difference?
2:16A pre-release in Tableau's terms in the
2:19past has been a feature that is more or
2:21less ready to go
2:22out of the gate, has been tested internally
2:24but essentially they're trying to get more
2:26telemetry
2:26from everyday users to test in certain
2:28scenarios where they think there might be
2:30issues or they
2:31just want to make sure that what they've
2:33implemented works in a more sustainable way
2:35. So often in the
2:35pre-release, you've maybe seen me cover
2:38these in videos before, you'll see them
2:40asking you to test
2:41specific things to kind of go through
2:42certain steps so you can actually test the
2:44feature properly.
2:45However a beta is slightly different
2:48because a beta to me is essentially
2:51something that Tableau
2:52is still building and I actually think
2:53there's an issue with the way that it's
2:55been marketed.
2:56Tableau have marketed Tableau Pulse like it
2:58's a feature that's been released and in
3:00actual fact
3:01this feature Tableau Pulse itself broke the
3:04cadence of releases as well so it's kind of
3:07come
3:07out away from the quarterly, no longer
3:10quarterly, the tri-annual releases. That
3:12never sounds as good
3:13to say. It's come out in a slightly
3:15different cadence to have its own space so
3:17it can have its
3:18own marketing and if you go to the Tableau
3:20homepage, if I literally go to Tableau.com,
3:23if I go to that page you'll see Tableau
3:25Pulse is right there on the landing page.
3:27So if you
3:27approach this from a product marketing
3:29perspective you would be mistaken to think
3:32that this is already
3:32available and it's production ready yet
3:34when you go and try everything and you
3:36drill into it it's
3:37technically no don't do that we're just
3:38rolling this out it's in beta whatever it's
3:40a juxtapose
3:41right on one hand it's a beta on the other
3:44hand it's not a pre-release and on the
3:46third hand it's
3:47like not a launched product so take that
3:49for what you will I'm not going to
3:51speculate on why or what
3:53I'm not an insider so I don't know what's
3:54going on but I think it's an important
3:56distinction to make
3:57when looking at the product and therefore
3:59it's going to frame how I approach this I'm
4:01not going
4:01to approach this like it's something that's
4:03been released officially I'm going to
4:05approach it like
4:05something that I can feed back on and I can
4:07still influence where it goes that's sort
4:09of the point
4:09of a beta right that said I know it's
4:12pretty common in tech to leave the beta tag
4:14on things
4:15for a really long time so I don't know how
4:17long we're going to be in beta for so I'm
4:19just going
4:19to assume we're going to be in beta
4:20probably most of this year that's my guess
4:22there's only
4:22three releases this year so it's not going
4:25to come out in 24.1 I don't think that that
4:28wouldn't make
4:28sense given they're already plugging it
4:31like it is now so I think it maybe comes
4:33out out of beta at
4:34conference San Diego, Salesforce that's
4:36actually right here at the top that's in
4:39April that's when
4:39I think Tableau goes this is available for
4:42everyone here you go and by the way Carat
4:44and Stick it's
4:45only available on Tableau Cloud yeah we'll
4:47get to that so we've covered the difference
4:50between a
4:50beta and a pre-release we've covered a
4:52little bit about the sort of the launch cad
4:54ence of this
4:54let's just get stuck into this and let's
4:57just do this let's just try Tableau parts
4:59for the first
5:00time what I have up is some documentation I
5:02was sent this documentation as part of the
5:04community
5:05program essentially I was lazy so someone's
5:07gone and grabbed links and said hey look
5:09over here and
5:10look over there and they've put together
5:12three links that I think are pretty useful
5:14setting up
5:14your site for Tableau Pulse creating
5:16metrics for Tableau Pulse and exploring
5:18metrics with Tableau
5:19Pulse these are three meaningfully
5:21different things you will notice that these
5:23are all peppered
5:24inside of the general Tableau help
5:26documentation and I'm going to say it again
5:28Tableau Pulse as it
5:29stands today is only available on Tableau
5:32Cloud and if you ask Tableau whether they
5:34're going to
5:35make it available on Tableau server they
5:38all get a pretty 95% no and the the
5:42reasoning for this is
5:43that they're running AI on this and so they
5:45can do that in a reliable scalable way on
5:48the cloud
5:48but long story short if you've looked at
5:50Tableau servers in the past IT teams always
5:53try and run
5:53Tableau servers on the least resources
5:55possible and so I think from a product
5:57experience
5:58perspective they're just going to argue
6:00that look that AI really needs to run on a
6:02platform where
6:03you control especially where they're trying
6:05to do things like train it and enhance it
6:07doesn't mean
6:08there aren't ways to do that on the server
6:10that's just you could create some sort of
6:12link between a
6:13Tableau server and Tableau's sort of cloud
6:15instance to do the hard work that could be
6:17a way to go but
6:19for now no server support for this if you
6:21want to try this you're gonna have to be on
6:24Tableau
6:24Cloud and watch the space lots of companies
6:27are going to be moving to Tableau Cloud for
6:30this lots
6:30of companies are already on Tableau Cloud
6:34so again just expect that transition to be
6:37something to
6:38expect and some of them might not be as
6:40smooth as it looks let's go over to the
6:42home page I've logged
6:43in to my Tableau Tim instance I haven't
6:45logged into this in a long while I've
6:47messed around doing
6:48silly things with this I have no clue what
6:50state anything is in so what I normally do
6:53is go to the
6:54explore tab and this kind of this is
6:55actually where I spend most of my time I
6:56don't spend much
6:57time on the home page especially as a
6:59consultant because there's nothing ever
7:00useful for me there
7:01I'll go to the explore tab and I quickly
7:03find what I need and I get to it okay now
7:06you'll notice
7:06Tableau Pulse sits right here on the left
7:09hand side so when it was enabled this pulse
7:12section
7:12switched on now because I'm an admin on my
7:15site I think everything just got enabled as
7:18a matter of
7:19sort of stance but here's the interesting
7:21thing when we click on it let's go ahead
7:23and click on
7:23it for the first time waiting you go to a
7:26page that doesn't feel like it's part of
7:29Tableau Server
7:30and this is the first observation and I've
7:33seen this before in demos which is why I
7:35need I know
7:35to expect this but you can see I haven't
7:37set anything up if I look at the URL I
7:39always like
7:40to snoop on the URL it has a sort of
7:43interesting sub URL so it feels like there
7:46is a separate
7:47pulse instance that then relates to the
7:50site Tableau Tim rather than the usual sort
7:54of Tableau
7:54URL structure this is really pernickety
7:56stuff normally you just have the site then
7:59Tableau Tim
8:00we had pulse then site then Tableau Tim
8:03from a URL perspective what this means to
8:05me is that
8:06they're actually running pulse on a
8:08separate sort of bunch of machines and when
8:10you click on pulse
8:11you're just being pointed to that and that
8:13pulse machine has access to all your data
8:16sources and
8:16all the stuff that's going on it's you can
8:18't read that much more into URLs the URLs
8:20could mean
8:21nothing they could just be redirections
8:23they could just be prettified to make
8:25things work but I think
8:26it's meaningful because here when you do go
8:28to pulse it's not like you're in the Table
8:31au
8:31server or Tableau cloud experience sorry
8:33and so when I go here to search what am I
8:35searching am
8:36I searching all of Tableau or am I using om
8:38ni search from Tableau cloud so that's
8:40feedback
8:41number one like coming out of that familiar
8:43experience to this new one that sort of
8:45makes
8:46a lot of people have to train people on how
8:47to access this especially viewers and
8:49explorers you
8:50have to train them how to navigate all this
8:51that's a little bit of that okay so there's
8:53now two
8:54separate places to search if I just search
8:56this let's say sales let's just search
8:58sales it doesn't
8:59find anything that's on my Tableau cloud
9:02instance so I know for a fact that's not
9:04working on Tableau
9:06search is now bifurcated into two separate
9:08experiences it's not like a global Tableau
9:11cloud
9:11search okay so that's already um the first
9:14thing and again this is really being per
9:17nickety here but
9:18this you know I've been using Tableau for
9:19such a long time that these are just the
9:21first things that
9:22come to mind and also as a consultant as
9:24someone who has to train people on Tableau
9:27as someone who
9:28teaches my tagline on LinkedIn is teaching
9:30the world Tableau like these are the
9:31questions that
9:32live in comments that people ask that just
9:34aren't straightforward they're
9:36straightforward to you and
9:37me if you're a pro user a heavy user
9:38advanced user but they're not
9:39straightforward to people who've
9:41just joined the platform let's immerse
9:43ourselves a little bit let's stop talking
9:45and let's go full
9:46screen a bit we'll put the documentation
9:47away for a bit let's just see what we find
9:49you're about to
9:50use Tableau AI generative AI can produce
9:53inaccurate or harmful responses review
9:56output for accuracy and
9:56safety you assume responsibility for how
9:59the outcomes of Tableau AI are applied to
10:02your
10:02organization so I think that's a fair
10:05statement to come out with it's not a great
10:07endorsement
10:08we're in the space of analytics so inacc
10:11uracy and harmful responses in the space of
10:15analytics is a
10:16very sort of interesting thing and I think
10:18AI has generally lowers lowered people's
10:20tolerance for
10:21inaccuracy if that makes sense inaccuracy
10:23suddenly more plausible because the upside
10:26of it is just
10:27incredible if you get what you need out of
10:29it so I'm not sure where I sit on the fence
10:31with that
10:32I think I'm probably on the side of I'd
10:33rather these things were more accurate and
10:36they were
10:36dialed back to be more accurate and maybe
10:38didn't get as much value because that then
10:41encourages
10:41confidence and trust and it kind of builds
10:44momentum into the tools whereas if you if
10:46you get
10:46something that's inaccurate or harmful that
10:48's a bad first experience and therefore it
10:50leads to
10:50especially with data leads to lack of
10:52confidence in what you're actually seeing
10:53so let's hit got it
10:55let's go back to the very first page I
10:57landed on which was the following page
10:59immediately we've got
11:00the following page in the browse metrics I
11:02have neither those are the first two things
11:05I could do
11:06on the right hand side I have this option
11:08to set up a new metric definition and if I
11:11go view all
11:12metrics you'll see I have nothing again so
11:15out of the gate a little bit frustrating
11:18let me explain
11:19why if I go back to actually this is a
11:21really good question how do I go back to my
11:23tableau cloud
11:24instance can I go back to my tableau cloud
11:27instance I cannot go to back to my tableau
11:29cloud
11:30instance okay okay yeah to me that's just
11:33fundamental stuff right so let's let's go
11:35to
11:36online dot tableau that one that's the one
11:40we want so when you go to pulse let's just
11:44click that
11:45in my opinion it keeps you in the same
11:48browser tab in my opinion if it's not going
11:51to give me
11:51a way of going back to the page I was just
11:54on that is a pretty jarring experience if
11:58the only
11:58way I can go is back to get to that once I
12:01'm three or four clicks in then this is
12:03taking people out
12:04of the sort of cloud experience so that's a
12:07small again these are small details I'm
12:09just discovering
12:09things as I go but nonetheless that to me
12:13is pretty if I went to let's just do this
12:16let's go
12:17to the explore tab let's go to top level
12:20and let's say I want to look at let's look
12:23at
12:26what am I going to use here oh all the
12:28metrics have disappeared so I can't create
12:33oh that's it
12:34that is really annoying ah all my metrics
12:37have gone because of course they're no
12:40longer supported
12:41now that pulse is out uh our data and pulse
12:45is just oh man that's not even a big deal
12:48but come on
12:51really oh I'm just gonna check I can't
12:55create the metrics the reason I'll tell you
13:00why that really
13:00I'll tell you why this really pissed me off
13:03in a second hold on if I uh watch
13:07subscriptions and
13:08alerts I am really clutching at straws here
13:12aren't I yeah we're not gonna be able to do
13:15this stuff
13:16are we it used to be here yep the reason I
13:22'm annoyed about that is I lost something I
13:28lost
13:28something without even I hadn't logged in
13:32let's say a month to be honest I actually
13:34had logged
13:35in within a month because I checked it last
13:38week to see if I had access or not but this
13:40has thrown
13:41me because what I was hoping is that I
13:46could use the old metrics to convert them
13:50into something in
13:52Tableau Pulse because those metrics were
13:54already based on a chart they were tracking
13:56something
13:57so I was hoping I could just use one of
13:59those things to get what I needed out of
14:01this but no
14:02so I need to leave this there okay so we're
14:05going to leave this data sources here so
14:08let's do this let's go to our data sources
14:10let's see what we have let's go to list
14:12view
14:13and let's sort this by the number of work
14:16books number of views sales commission okay
14:20cool
14:20prepping the browser top salesperson so
14:22some of these are pretty good data sources
14:24I think
14:25if I go to top salesperson this is I think
14:29a pretty
14:32straightforward one so it comes from the
14:35flow we've only got a few I've only got a
14:38few items
14:39in this that's not so great I've got a
14:41virtual connection that connects to my snow
14:43flake instance
14:44that could be a good one to set up but I
14:49don't want that let's go back
14:53this is a bit of a I hate to say it I'm
14:57gonna have to use superstore I'm gonna have
15:01to use
15:01superstore and then what I'm probably gonna
15:03do is over the next week I'm gonna set up
15:05some really
15:05good sort of data sources maybe get into my
15:08youtube a youtube channel metrics from snow
15:10flake
15:11because I have them in there and I think
15:12that will make for a more interesting way
15:14of testing pulse
15:15in real time as things change so this is
15:19weird so I have to open I'm really stuck I
15:23don't know
15:27yeah okay let's go out to the instructions
15:32and say okay see what it says set up your
15:34site for
15:35tableau paths if this gives me guidance on
15:37what to do first create metrics time pass
15:39for information
15:39how views interactive metrics see explore
15:43metrics okay cool set up your site verify
15:46that you publish
15:46data source connect your site with slack
15:49turn on tablet ai turn on tablet ai let's
15:51go have a look
15:52at that and see what that is about tablet
15:56tablet uses tablet ai which is blah blah
16:00blah blah blah
16:00tablet ai is used to generate tablet post
16:02doesn't use the site's data to train tablet
16:05ai as tablet
16:06ai jesus how many times tabla ai that's a
16:09lot of tablet ai on one page okay turn on
16:13tabla if you
16:13want users to see personalized information
16:16from motion term on tabla okay takes you
16:18further down
16:18the page from the main tableau cloud go to
16:20settings under availability of tablet ai
16:23select
16:23enable tablet pulse insight summaries to
16:26use generative ai to summarize key select
16:28save so
16:29settings and so here we are we go to our
16:32site which is not in tableau pulse if i'd
16:35gone to
16:35tableau pass you'd think you'd go here to
16:38do this and you go to preferences and oh it
16:40'll be
16:40it's just completely different yeah oh god
16:43is there anything in here no can i find it
16:46no okay
16:47so we're in settings i think i have to
16:49scroll down here so this is my content i'm
16:53in settings
16:54am i in the right place though no i need to
16:56go to settings over here sorry i went to my
16:59personal
17:00settings on the top right hand side what i
17:02actually need to do is go to the site
17:03settings and in here
17:05can i search for tablet ai it's not there
17:09okay
17:12data driven alerts tagging uh flow
17:16parameters run now link tasks flow
17:20subscriptions personal spaces
17:22view acceleration
17:24am i missing something under select
17:29settings under availability of tabla ai
17:34from the main
17:35tableau cloud navigation menu select
17:39settings under availability of tablet ai
17:41okay what am i
17:42missing here where am i seeing where should
17:46it go come on availability of data stories
17:49okay on
17:50availability to explain data on
17:53availability of data guide on availability
17:58of external actions
18:00enabled can't find it is it not on here
18:06okay
18:08let's see if i can see this availability of
18:14tablet ai is not there okay let's just go
18:19back there's
18:20four mentions of availability of and those
18:24are the four they're all on i'm not having
18:28a dyslexic
18:28moment am i nope let's go to some of these
18:32other ones slack is on it's connected to my
18:36tn media
18:37slack that's fine connected apps mobile's
18:40not really got anything here um extensions
18:45nope
18:46integrations don't make sense nope
18:49extensions nope bridge nope wouldn't be
18:53here um you need to do some
18:55new videos on bridge authentication in
18:58general so yeah someone from tablo is
19:00watching this is
19:02the version i'm on 24.1 doesn't have the
19:05setting uh that's in the documentation and
19:08let me close
19:08this tab so i don't get confused yeah i
19:10just have to assume it's on i have to
19:12assume it's on i can't
19:14go to settings so it's not a good start but
19:16hey set up your site okay permission for
19:17metrics there
19:18are no permissions for you to use tablet to
19:20set in power tablet pass users access
19:22tablet from
19:22tablo cloud navigation menu but the metrics
19:24and tablet pass aren't part of the project
19:26content
19:26hierarchy in tablet cloud whoa oh my god
19:29okay all governed by project-based
19:32permissions that is it
19:34oh geez that's a big change the ability to
19:37create or see metrics is based on
19:39permission to connect
19:41to and access data in a data source the
19:44data users see when viewing a metric
19:46respects row level
19:48security applied to the data source okay
19:50let me decipher this so what this is saying
19:52is that
19:53tablo pulse or tablo pulses well i don't
19:57know what the approvals of a pulse metric
20:01let's say that
20:02isn't part of the project content hierarchy
20:05instead it observes the permissions on the
20:08data source i think this is what it's
20:10saying the ability to create or see metrics
20:12is based on
20:13permission to connect to and access data in
20:15a data source so that's what you have to go
20:17to
20:17to kind of get this to work okay the data
20:20users see when viewing a metric respects
20:23row level
20:23security applied to the data source metrics
20:26also respects row level security we should
20:30probably do
20:31a video on row level security that's fun
20:33permissions for creating metric definitions
20:35any user
20:36with a site role of creator so i'm an
20:37explorer or explorer can publish can create
20:41metric definitions
20:42in tablet pass to create a metric so you
20:44can't create a pulse metric definition as a
20:47viewer but
20:47anyone who's an explorer can publish admin
20:50explorer or creator can do so to create a
20:52metric definition from a published data
20:54source the user must have the connect
20:56permission capability
20:57for the data source okay so pulse is linked
21:00to the existing permissions hierarchy but
21:04it's not
21:04directly linked i get why i kind of wonder
21:08if tableau is trying to break away from the
21:11project
21:12hierarchy by putting pulse elsewhere
21:13because they don't want pulses to live
21:15inside of folders that
21:16people never see and therefore they never
21:18see the metric instead they've taken it out
21:20and they want
21:21the interface to push things to you and you
21:23just to have a feed a wall of metrics and
21:25they'll show
21:26you what's important i get that i get that
21:28sort of philosophical push but if it's not
21:30part of the
21:31permissions setup then how do you see how
21:34do you troubleshoot these past metrics i
21:36think we have to
21:37create one to understand let me put a note
21:39i have this wonderful like blank canvas on
21:42the left-hand
21:42side right on the right-hand side where i'm
21:44taking notes i'm typing them all in so the
21:46first thing i
21:47want to do is check permissions what's that
21:51check permissions visibility once metric
21:55created so does
21:56the metric give me a way of seeing who i
21:59can and can't share it with and can i see
22:01the perceived
22:02permissions as you can do inside of the
22:04project hierarchy on a pulse metric that's
22:07essentially
22:08what i'm asking permissions for viewing
22:10metrics okay the ability to see data for a
22:13metric depends
22:14on the access to the data okay tableau ai
22:18and pass tableau on ai turn on top of ai
22:22this didn't work
22:24troubleshoot metrics so that's the end so
22:25let's look at the viewing metrics
22:26permission this is the
22:28last thing i'll read in detail and then we
22:30'll move on the ability to see the data for
22:32a metric depends
22:32on access to data in the data source the
22:35metric is connected to tabla pass doesn't
22:37prompt users
22:38to sign in to see the data instead one of
22:40the following must be true for the users to
22:42see the
22:42metric the credential with the data source
22:45are embedded fine the user's credentials
22:47are past the
22:47data source for single sign-on the user's
22:49credentials are saved for the data source
22:51the data source doesn't require the user to
22:53authenticate to access data
22:58that is that sounds different please table
23:00au doesn't prompt users to sign in to see
23:02the data
23:03what what if okay i don't know why i don't
23:08understand the significance of this
23:11i think i guess i'm just confused about
23:13this tableau pass doesn't prompt users to
23:16sign in
23:17to see data if you go into tableau pulse
23:19from the navigation pane you'd already be
23:22logged in
23:25it does just use the credential from the
23:27data source whether it's published or not
23:29so i guess
23:29this is it's talking about the database
23:31credentials like the data source
23:33credentials
23:34rather than like the credentials of the
23:36tableau instance so maybe that would be
23:38something specific
23:39to add to this so let's just read this
23:41again and add that in to see if it works
23:43the ability to see
23:44the data for metric depends on access to
23:47the data in the data source the metric is
23:49connected to
23:51access to the data in the data source table
23:53au pass doesn't prompt users to sign in to
23:55see the data
23:56instead one of the following must be true
23:58for the user to see the metric data the
24:00credentials for
24:01the data source are embedded so if you're
24:03connected to sql server the credentials for
24:06that are
24:06embedded in the data source therefore the
24:08user doesn't need to be prompted to see
24:09that the user's
24:11credentials are passed to the data source
24:13with single sign-on i'm logged into tableau
24:15server
24:15signed on with my windows id when i go to
24:18see the metric it passes my windows
24:20credentials to that
24:22data source that is source yes this is tim
24:24it goes through the user's credentials are
24:26saved for the
24:27data source for more information saved for
24:30the data source saved credentials for data
24:34source
24:34connections okay so these ah there is
24:38somewhere here if i go to my account
24:42settings here we go
24:46i think when you log into certain data
24:47sources so these are the saved credentials
24:50it's talking about
24:51if you log into any one of these a saved
24:53credential would appear in here so you can
24:55see here
24:55i'm logged into my tn media salesforce
24:58instance and you can see that's a saved
25:01credential so this
25:02is what it's talking about there i'm glad i
25:04figured that out the data source doesn't
25:06require
25:06the user to authenticate to access the data
25:09so a google sheet or um something like that
25:12's public
25:12and therefore doesn't have a credential
25:15therefore you just go in and connect to it
25:17okay so in terms
25:18of setting up your site for tableau pulse
25:20that's pretty much everything we found out
25:22about the data
25:22source we found out about permissions that
25:24's good okay create metrics with tableau
25:26pulse this is the
25:27next step so tableau pass provides insights
25:30blah blah blah blah blah blah blah blah
25:32blah okay
25:33show me the money metrics and definitions
25:35oh hello there's a little bit of hierarchy
25:37here so behind
25:37every metric in tableau pulse is a metric
25:40definition viewers interact with metrics
25:43metric
25:43definitions specify the core metadata for
25:45these metrics that makes sense so you've
25:48got measure
25:48time dimension blah blah blah that creates
25:51this metric and that metric okay cool makes
25:53sense
25:54that's a really good definition in fact i
25:56always think of metrics in this way when i
25:57'm building
25:58dashboards it's just that it's nice to see
26:00it here and it's actually the way they
26:01thought about it in
26:02the products so pretty cool so you have
26:04definition field metric name measuring
26:07aggregation okay so it
26:08looks like these are the context of a
26:11metric if that makes sense and they set the
26:13tone of what
26:14pulse is going to show you so these are the
26:17things these are in this case are the
26:19variables that
26:20would go into that or example values and
26:22then that basically gives you what you need
26:24now that's the
26:25metric definition metric let's see what the
26:28metric is the interactive objects that sit
26:31in front of a
26:31definition created when users adjust
26:34filters or time context options which means
26:37that there are
26:38there can be many metrics related to a
26:40definition so let me get this straight so a
26:42metric definition
26:44is just saying hey i want this number over
26:46this period of time from this data source
26:49done okay a metric is specifically you then
26:54dialing those in right so a metric
26:57definition
26:58is broad a metric is precise if that makes
27:01sense is users follow and explore metrics
27:03to get insights
27:04the following tables provide an example of
27:07the options configured for related metrics
27:09these options are applied on top of the
27:11core value that is specified by the metric
27:13definition okay
27:14so related metric for superstore sales
27:17technology you have the quarter compared to
27:19previous year
27:20specifically technology another metric is
27:23year to date compared to previous year for
27:25office supplies
27:26same definition different metrics okay
27:29clear what makes tableau pulse different
27:32that's a bold
27:32paragraph let's just see if there's
27:34anything juicy up here first before we get
27:35stuck into that
27:36when you create the definition tablet
27:38automatic creates an issue blah blah blah
27:40people in your
27:40organization follow metrics i'm skim
27:42reading here that's why i'm going
27:44let you manage the data okay see that you
27:48remember yourselves okay these are just
27:51further examples
27:52digging in okay what makes tableau pulse
27:54different presents a simplified flow to
27:56create metro
27:57definitions with only a few selections you
27:59can make a definition that would normally
28:01require
28:02complex calculations okay cool i get that
28:04data source requirement for metric
28:07definition it's a
28:08single published data source this can be
28:10extract or live connection you can't
28:12connect to a data
28:13source that is embedded in a workbook and
28:15you can't connect to multiple data sources
28:18or use
28:18data blending unless you combine the data
28:21before publishing the data source okay so
28:24you can't use
28:24blended outputs you have the connect
28:26permission capability data source of course
28:28data source
28:29contains a measure basically contains
28:31enough stuff for it to work with for a
28:33metric so the key thing
28:34here has to be a single published data
28:37source and it can be an extract or a live
28:39connection
28:41you oh like why is that there i was
28:45wondering like why is that there yeah it's
28:49just yeah you
28:51can't connect it's in between two things
28:53the sandwich between two things which means
28:55you might
28:56miss it you can't connect to a data source
28:57that is so it can't be a virtual connection
29:00maybe what
29:00this is saying is this just saying it can't
29:02be a virtual connection this can be an
29:04extract or a
29:05live connection i wish it just says it can
29:07't be a virtual connection i'm i think that
29:09's what it's
29:09saying who knows creating a metric
29:12definition oh we've got a two-minute video
29:15um i could watch this
29:16or i could just give it a go so let's give
29:19it a go let's stop being let's stop messing
29:21around let's
29:22go to new metric definition okay so here we
29:24go when i do that i can obviously search
29:27this is
29:27pretty nice if i was to search superstore
29:30it's not oh yeah it is updating as i type
29:34so that's quite
29:35good and it's just an excel file let's just
29:37go ahead and create this i think my face is
29:39over the
29:39button so let's go ahead connect to that
29:42and then here we go we have the interface
29:44it loads up the
29:45interface which is kind of good so you
29:46remember we've got the definition and then
29:48we've got the
29:48metrics so what i'm going to do is i'm
29:51going to say i'm going to track cells okay
29:54sales metric
29:56measure is going to be cells i can go ahead
30:00and type that so pretty cool
30:04the aggregation is going to be sum okay so
30:07i should really go up here and say total
30:10that would be nice if when you chose an
30:12aggregation it changed the title as a
30:15suggestion
30:16so that that would be quite good because
30:18you say some you kind of want to make sure
30:19there's a little
30:20confusion and potentially as you choose
30:23things here this description gets auto-pop
30:25ulated with
30:26tags right that would be quite nice anyway
30:29show sparkline values to date as non-cum
30:31ulative or
30:32running total that's quite good if you want
30:34it to show you year year versus budget or
30:36something like
30:37that that's quite a nice way to have
30:38running total just show you how close you
30:40are to achieving that
30:42non-cumulative time dimension is going to
30:44be the order date you could do it by
30:46shipping date that
30:46would be weird and so that's a basic
30:49definition so can't compare data when the
30:52value is null okay so
30:54month to date is breaking this because of
30:56course there is no cells in this year and i
30:59'm using
31:00superstore cells and so the month to date
31:02is going to be pretty grim oops sorry
31:04clicked on my face
31:05so yeah unless you're using live data
31:09sources this is going to be not so great
31:13because you'll look at
31:13it and you'll think it's not working it is
31:15actually working i just don't have anything
31:16in this year
31:17inside of superstore we'll figure that out
31:20some other way if i say create advanced
31:23metric what i
31:24should have done is i've changed the order
31:27date like order date plus whatever so can i
31:29do that
31:29can i create oh i can oh okay order date
31:32let's do this let's see if we can solve
31:35this and say
31:37date add i'm gonna say if i just highlight
31:41this i'm gonna double click that and it's
31:45gonna
31:45that's a day okay grammily move out the way
31:50thank you no come on move out the way there
31:54you go over
31:54there date add year we're gonna say three
32:00years and then we just say order date boom
32:05okay i'm
32:07gonna say order date plus three hit apply
32:12okay so this is cool i have the calculation
32:17window that i
32:19can get in but it's kind of crazy i'm
32:20already in here to kind of solve the
32:22problem yeah where does
32:23this calculation live inside of the
32:25published data source or yeah it'd be
32:27interesting to kind of go to
32:28the published data source and see if it's
32:30created that in there the measured time
32:31dimension filters
32:32you add will replace those fields in the
32:33metric definition no other fields from this
32:35editor will
32:36be saved the measure time dimension and
32:39filters you add will replace those fields
32:43in the metric
32:44definition i have no idea what that means
32:46but yeah let's just keep going we'll
32:48probably figure out
32:50apply your before you apply your selections
32:52make sure that you've added one measure one
32:55time
32:56dimension any number of filters oh so i
32:59need to add my time dimension there you can
33:04see it's not
33:05actually caught up with us so let's say let
33:09's add ah this is very let's see this there
33:13you go
33:15that let's say six just so we have we're in
33:172024 aren't we yeah okay just one time
33:22dimension will
33:23do apply apply can't apply selections from
33:26the advanced analytics selector why oh do i
33:33need to
33:33do this do okay i need to do that fine so
33:36interestingly here you have to build
33:41you have to build this into this sort of
33:43pane so let's go ahead apply this is
33:45probably why
33:45it would have helped to read the
33:47instructions there you go that's what's
33:49worked and
33:50we can see that what we have done is we've
33:54gone and defined our order date in that
33:58place we had
33:59a filter a measure and the time dimensions
34:01essentially the three things it needs and
34:03we've gone and done it in the pane there
34:05and then it's just saved those and brought
34:07it out
34:07i think it saved them as part of the data
34:09source impulse but not actually in the
34:11actual thing and
34:12so we've set an advanced metric definition
34:14now the cool thing about that is you could
34:17go and write
34:17the calculation for that and drop it in and
34:19you'd be pretty much good to go so that's
34:21quite nice and
34:22now we have some data in here oops now we
34:24have some data in here that we can actually
34:26play with
34:26so that's quite good okay adjustable metric
34:30for filters so we can say country we can
34:33say oh so
34:34here you're choosing what you can filter by
34:36so you can say category we can say sub
34:39category that's a
34:41simple example so here you're adding your
34:44filters we'll add a shipping one how many
34:47of these can we
34:48add let's add manufacturer and let's go
34:51customer name okay so let's give our our
34:55users a ton of
34:56metric definitions okay number format we
35:00can say this is a currency value okay and
35:03as we do that
35:04it kind of processes everything now i don't
35:06know what currency is going to use it's
35:07going to use
35:07dollars i don't know how to change that i
35:10don't know what that's based on maybe it's
35:13in the data
35:13source it is the american data source saved
35:15that's fine so let's save the definition
35:17and here we go
35:20let's put our face over here so we have a
35:23metric so this is our first metric okay so
35:27if i go back
35:28oh no it wants to go to the data source
35:32page but if i go to browse metrics you can
35:36see we have
35:36one there total cells and can i if i go to
35:40the metric i can actually follow it so
35:43total cells
35:44i have this related metrics one month today
35:47right so the metric definition is what's
35:49sitting at the
35:50top here remember and then the specific
35:52metric is what's sitting here so if i
35:54follow that that is
35:55great now that definition is always going
36:00to be those three things great yeah and
36:05everything else
36:06is just going to be like contextual so that
36:09's pretty cool so it's an interesting one
36:12because
36:14for example if i hit adjust and i say year
36:17to date okay it's going to go off and think
36:20about it
36:21and i had to hit apply there
36:25and these sort of little cubes at the top
36:28are giving us that sort of context this one
36:32gives
36:32us a slightly different chart i think
36:34because i think we're in january we've not
36:35really taken
36:36off yet but if i look at this and we look
36:38at by ship mode or let's look at this by a
36:41subcategory
36:41let's say that's quite good we can kind of
36:43see what's popping and what's not and as we
36:46scroll
36:46down you're starting to get insight so this
36:48is wow this is this has got complex real
36:50quick so
36:51this reminds me of altrix auto insights a
36:55lot some of this the way some of the orche
36:58stration
36:58and the order in which it's happening maybe
37:00there's some inspiration there but
37:01okay and so you've got tableau ai giving
37:05you these questions here that's what these
37:08are and then
37:09you've got insights top insight about this
37:11change which manufacturer increased the
37:13most gbc okay
37:15it's a shame that none of this is
37:17interactive i'd love to click on gbc and
37:18have the story get a bit
37:20more interesting but if i follow this one
37:23you'll see it's year to day compared to
37:26previous period
37:27right now if i adjust this and i go just
37:31show it to me for tech i can exclude tech
37:35that's great i
37:36have that have that sort of tableau include
37:39exclude terminology and hit apply i keep
37:42wanting to hit an
37:42apply page somewhere else yeah and then if
37:45i go back to the breakdown this is just
37:46tech now hit
37:47follow okay now if i go to my pulse you can
37:52see i created one definition but i now have
37:56three metrics
37:57from that one definition and they're
37:59tracking slightly different things one is
38:01year-to-day
38:02technology another is year-to-date for
38:04everything and another one is month to date
38:07for everything so
38:08this is actually quite powerful and
38:10immediately we're starting to get tableaus
38:13giving us some
38:13hints at the top and you can start to give
38:16it some sort of context now what is
38:18interesting is it's
38:19done this incredibly quickly i don't know
38:20if it's trained on superstore already so it
38:22's just like
38:22i've seen this data source before come on
38:24let me just help you out here and just give
38:26this to you
38:27straight away i'd love to know what this is
38:28like on people's own data sources and how
38:30fast that is
38:31because it was last updated five seconds
38:33ago i don't know if that's just to keep up
38:35and actually
38:36from a product perspective i imagine as
38:38soon as you set up pulse it's going to
38:40prioritize new
38:41pulse instances like right to the top of
38:43that analysis because as soon as you're
38:45using the
38:45product you want to have that first good
38:48impression right and then subsequent
38:50updates
38:51probably going to be more difficult to
38:52trigger probably based on data refreshes
38:54and stuff like
38:55that but really nice that you got this out
38:58of the gates super cool so first
39:00impressions i like this
39:02i like this a lot and let me tell you why
39:05if i go to this page here and i go to let's
39:08say one of
39:09these okay so often in everyday analytics
39:12users want to change what's in front of
39:16them and they
39:17have to go to the dashboard developer to do
39:19one of two things add a ton of filters or
39:22change the
39:22way the report works now these are basic
39:25reports but actually for 80 of use cases
39:28this is great
39:28this is fine now the second thing is that
39:31some of what's in here is actually just
39:33aesthetically
39:34easier and nicer to do that that sort of
39:36terminology we got with included next lead
39:39the fact that this is all running on the
39:40web this is definitely not rendering a
39:42tableau vis in the background this would be
39:45far slower if you look at this the speed of
39:47this right
39:48and the way it cuts through like this is
39:50definitely not running off visql right so
39:52let's just get that
39:53clear now and yeah it's easy for the users
39:55to come in and adjust this as long as these
39:57broad brush
39:59filters have been added to the metric
40:01definition someone can come in and just
40:03change what they want
40:04to see so someone maybe who cares about
40:07same day orders and wants to only track a
40:09specific
40:10manufacturer for a specific customer in a
40:13specific country this is great so if i yeah
40:16if i just go
40:16back and i say technology specifically
40:19interesting that when i've selected
40:22technology this list oh
40:25that's interesting this list is not self-
40:28filtered itself so i can let's see if it
40:30will let me do
40:31this let's say i select the binders okay
40:35and i hit enter yeah that shouldn't happen
40:39i mean that
40:40that is just that is that's that's not good
40:43um so i can't take a screenshot because i'm
40:46actually
40:46recording the video i tried to take a
40:49screenshot there so let me put that down um
40:51shouldn't be able
40:53to create uh metrics that can't happen so
40:56the reason this is a metric that can't
41:00happen is
41:00because if i adjust this the category is
41:03tech but the subcategory is not actually
41:06from tech so there
41:07doesn't seem to be any sort of smart
41:09linking between all of this so it's
41:11possible for me
41:12as a user a lay user to create a metric
41:15that can't work and that's hard to know and
41:19understand
41:20because you can't see the data source in
41:22the background and you're just generating
41:24noise
41:24and this is for the majority of users so
41:26you could very quickly get a ton of
41:28requests and support
41:29requests for things that are just 10 of the
41:31time just can't be done because that's not
41:34how the data
41:34source is set up so that is that's an
41:36interesting what i've seen that's a small
41:38one that tableau can
41:39fix it very easy this is inside of tableau
41:41itself tableau desktop and even tableau
41:43prep this is
41:44native so for that not to be here kind of
41:47interesting but yeah all of these
41:49selections
41:50should update for example here it just has
41:52united states instead of saying all it
41:54should just say
41:55united states because there's no other
41:57country it could possibly be if that makes
41:59sense here when i
42:00select technology subcategory should only
42:03show me the sub the sub categories that
42:05matter okay ship
42:06mode as you drill down into whatever your
42:08selection is these should just lock
42:10themselves into this the
42:12lowest state if that's the only state
42:14available but let's go ahead and select
42:17values to include
42:19also that subcategory so let's say select
42:21all i'll just select all just to keep
42:23things simple okay
42:24and we'll go ahead and follow and that's
42:27nice now when you click on followers you
42:30can add
42:31multiple people so you can search for
42:33people in groups i'm assuming let's search
42:36for let's search
42:38for there's only a few of us on this
42:41surface there's no point setting up groups
42:43so i won't
42:44do that at all but nonetheless yeah it's
42:47fine we'll just leave this as is i think
42:49that's pretty
42:49pretty straightforward interesting
42:51interesting first impressions interesting
42:54first impressions
42:55i've not yet i've not yet experienced this
42:56coming to my phone i think i'll do that in
42:58another video
42:59i'll go through and we'll kind of dig
43:01through that in a little bit more detail
43:03but as a first pass
43:05this is interesting now
43:07this also feels to me like a genuine
43:10experience right i created a null i created
43:14two that don't
43:15look great and i created one that should
43:17work but it's got gaps in it and the kind
43:19of thing you'll
43:20see people start to fight with is why has
43:22that got gaps what's going on that oh
43:24because you
43:24didn't have any cells in jam oh you didn't
43:27have cells in those periods okay cool so
43:29what people
43:30expect is you for you to draw a line but
43:31that then you get into this the cells weren
43:34't flat
43:34in that period there were just zero cells
43:36so really the line should go down to zero
43:38and then
43:38come back up okay so you could do it this
43:40way and you can kind of play around with
43:42that but that's
43:43fine now what i haven't done is asked
43:45subsequent questions so let's try that
43:47which manufacturer
43:48had very high total cells so you asked
43:50which manufacturer had test sales so this
43:52is what it
43:52gave you okay which subcategory decreased
43:55in cost oh so what it's doing is as you
43:57click on these
43:58it's let's just go crazy and just like when
44:03will it stop what it's doing is it's adding
44:07them to
44:07the list man this is a we run out we run
44:10out of all the questions so what is
44:13interesting is every
44:14time i was clicking it was adding to the
44:16list and i just thought hell let's just
44:17click this until it
44:18runs out of stuff to tell us so let's see
44:20the quality of everything it gave us so
44:22bottom
44:22contributors by manufacturer are poly so
44:25basically go get rid of these people which
44:28customer name had
44:29low total cells okay so there's the average
44:32of 32 others is a lot higher these are a
44:35lot smaller so
44:36that's kind of interesting because if you
44:37're looking at customers just being able to
44:39just
44:39bring that out it's just yeah which ship
44:42mode increased the most second class
44:46average for three
44:47others went down second class went up these
44:50are great insights compared to the last
44:52month total
44:53cells decreased by four percent andy rather
44:55blah blah blah increase in total cells okay
44:57so
44:58basically the average for 139 others was
45:00down but these customers their spending was
45:03up okay
45:03interesting you asked which subcategory had
45:06low total cells average of 11 others is
45:09this and these
45:10ones were well below that nice and compared
45:13to the last month total cells the amount of
45:16questions
45:16it's answered faster than i could build a
45:18dashboard again just speaks to the fact
45:20that
45:20man analytics is changing if this stuff can
45:23be correct and accurate then this is great
45:28now what
45:28i haven't done is gone and opened up a
45:30dashboard and then gone and checked all of
45:32this because
45:32again here's the thing with ai the pace at
45:34which it gives you answers is impossible to
45:38keep up with
45:38from a single developer perspective maybe
45:40that's one thing i should do i should do a
45:42video where i
45:43just go and fact check tablet miles and see
45:46how right or wrong some of these responses
45:49were on
45:49face value these are good insights that it
45:51's pulling out the kind of insights that a
45:53lot of
45:53people struggle to ask or even just think
45:55to ask it's great that it's just pulling
45:57them out it's
45:58giving people suggestions of where to go
46:00and where to look the great thing is these
46:02are disposable you
46:03can look at them and say no that's not
46:04important oh this is important wow this guy
46:06's down like by
46:07nine grand whoa what's going on there let's
46:09go give him a call there are lots of little
46:11hints
46:12and tips in this i really love it i really
46:14love it i think it's great and it's very
46:16easy to use
46:17um so if i then go up here and i search
46:20sales again now you can see that it gets a
46:24little
46:24bit more lively because i'm now searching
46:27based on the five or six metrics that i've
46:28created so
46:30i go to this category you'll see this is
46:33the one that's uh bland but hey if i go
46:36back it takes me
46:38back to this okay so here we are so yeah
46:41that's not bad that's not bad as a first
46:44experience just
46:45setting this up getting used to it
46:47understanding how it works very good let's
46:50go ahead and create
46:51one more metric definition let's just let's
46:54see yeah let's use this one okay let's hit
46:57connect
46:57okay so let's say this one is going to be
47:01let's what value should we go for here let
47:04's go for
47:05profit so profit is the definition profit
47:10and then we'll do some we'll do running
47:14total
47:15it's interesting yeah let's do running
47:19total fine time dimension order date
47:22running test will give
47:23us a nice line chart okay time dimension oh
47:25damn it order day i need to go do that
47:28thing again
47:31so annoying this is my data source this is
47:34not table but still annoying create
47:37calculated field
47:38uh this right i just need faster typing at
47:41date add year comma six comma order date
47:51and
47:54get rid of that date apply okay bring that
47:59in time dimension measure profit oh can i
48:04bring in
48:05two metrics no can only bring one at a time
48:07fine that's our metric nice this is almost
48:10the same
48:11sort of back end is creating a metric
48:13previously so here we go we'll let it go
48:17okay now i said
48:18running totals oh okay so in here do i yes
48:24that's a subtle thing if you want to make
48:28it running total
48:29here you have to know where the running
48:31total option is so you'll go in here create
48:33running
48:33total and now can't apply section from
48:36advanced analytics at a bad request for a
48:39bad request
48:40what was that about one measure one time
48:46dimension ah okay it doesn't like running
48:50totals
48:50that makes no sense
48:53here we go
48:55let's do it by month
49:00and then let's try again with profit and
49:06then all i wanted to do was a running total
49:08what's
49:09wrong with that okay hit apply apply again
49:14huh doesn't like that okay maybe that's a
49:21bug
49:21yeah it doesn't like running totals by the
49:24looks of things running totals not working
49:28okay so the calculation name is kind of
49:31weirded out i called it day and it's come
49:34back with the
49:34calculation name that's not cool but hey
49:37anyway that's fine we won't select anything
49:40we'll give
49:41it currency again and then we'll call it a
49:44day and save the definition select a field
49:47oh select
49:48filters sorry i forgot to add these so let
49:50's be a little bit more selective this time
49:52let's look
49:52at region and let's look at customer
49:54category region and customer yeah those are
49:57like the three
49:58most common sort of reason definition
50:00things you'd get so here we go okay nice so
50:02let's just go follow
50:03this metric out the gate now if i go to
50:06tableau pulse we have several metrics if i
50:10go browse the
50:11metrics we have two definitions oops with
50:13five six related metrics all together okay
50:17so this is the
50:18the the setup and yeah that's pretty much
50:21it the feature in a nutshell there's a lot
50:24more to this
50:25obviously and i've taken my time spent the
50:28full hour going into it and i think i'm
50:31starting to get
50:32who this is for primarily it's for viewers
50:35and explorers who are mostly consuming data
50:38it's for those people that want to take a
50:41little bit more control of these particular
50:44things now
50:45by extension i think viewers should be able
50:48to create these because it is actually easy
50:52enough
50:52that i think viewers would be able to
50:54understand this but it's going to be
50:55explorers who can
50:56publish explorers who are site creators and
50:59then creators who build these okay so you
51:04're going to
51:04need those licenses in order for this to
51:06work and i think it's carrot and stick to
51:08kind of not let
51:08you buy viewers and therefore not pay for
51:11pulse and try and shift the body of people
51:15up from viewer
51:15into explorer essentially if you can
51:18increase the explorer body count you can
51:20increase revenue
51:21because you've just essentially upsold a
51:23few viewers so maybe that's the mechanic in
51:25here
51:25i'm speculating i don't know if that's the
51:27case if you know that's the case let me
51:28know in the
51:29comments below but yes i think what's going
51:32on here my overall thoughts it's incredible
51:38tablo salesforce has moved heaven and earth
51:42to get this feature out in such little time
51:46it's responded
51:48it's gone hell for leather it's pulled
51:49resources it's pushed certain things out
51:52the way it's
51:52pulled a team together it's got all the
51:54stuff that it's gone big with the marketing
51:56it's
51:57if you've ever wanted to see tablo or sales
51:59force in this specifically case looking at
52:02tableau
52:03make something happen this is the perfect
52:06example to show you that and they've done
52:09it to a really
52:09high standard the interface is well
52:11polished yes there's bugs it's a beta they
52:13're going to improve
52:14those things and yes there's things that
52:16could be better yes it's not part of the
52:18native tableau
52:19cloud instance and you have to kind of hop
52:21around yes it's maybe going to be land
52:23locked behind
52:24explorer licenses but no doubt this is an
52:28incredible push if you're power bi using
52:31you're
52:31like oh power bi i've had this forever yes
52:33okay great if you look at car industries
52:36they're
52:36features that start off in some cars and
52:38then they're in every car and no one cares
52:40it's just
52:40the way it is analytics has become a
52:42commodity space so features will make their
52:45way across
52:45multiple products the difference though is
52:48how does the feature work and how well is
52:50it integrated
52:50with everything else okay that actually
52:53brings me to this point this feels like an
52:56extremely high
52:57level of polish but i wonder how much of
52:59the rest of the platform is going to get in
53:02the way of this
53:03experience so we've not looked at the
53:05capability of building data sources for
53:08this yet there are
53:09a few tweaks and a few assumptions in there
53:11there are a few restrictions ultimately you
53:14're going to
53:15need to build good published data sources
53:17to make this work you'll probably want to
53:19do that in
53:20desktop because in desktop you can build
53:22data models that work in a sort of very
53:24well designed
53:25way and we kind of saw the data model
53:27working inside of the advanced window that
53:30we created
53:30right we can actually go in there and pull
53:32those metrics in and write those
53:34calculations
53:34now what was interesting as i wrote those
53:36calculations and you pull the stuff in you
53:38did
53:38get a chart to show you what was going on
53:40and so that's actually quite important
53:42because you need
53:44to be able to see what you're doing and
53:45then when you save those it goes off and
53:47takes a snapshot of
53:48that and turns it into a metric and then
53:50those metrics are split into two domains a
53:52definition
53:53and then the underlying metrics related to
53:56that definition the flip side to that is if
54:02tablet can
54:02do this in nine months there's stuff that's
54:05been on the table for years that i just
54:08haven't touched
54:09and so that's this sort of shows your hand
54:11that you're listening you just don't think
54:14those things
54:14are important and desktop got the same
54:17level of love in terms of chart design and
54:20polish and
54:21enhancement as this that's a signal to
54:24people right and yes look new chart types
54:27are coming
54:27soon to tableau desktop and all that stuff
54:30ai is coming to create a focus features
54:33tableau
54:33copilot is a good example so those things
54:35have to come and they have to come quickly
54:38to really
54:38sit alongside this and for people to see
54:41the platform move on but you know what like
54:44i think
54:44it was a really soft smooth experience i
54:46think there's lots of areas of like
54:48improvement it'd
54:49be nice to see more chart types than just
54:51line charts i think it's just because of
54:53what i built
54:54but i'd love to see these sort of domains
54:57broaden out gauges there i said someone's
55:00gonna ask for a
55:01gauge 100 progress bars we need some of
55:04those charts that fill this sort of card if
55:07you can
55:07get it on a playing card it should be on
55:09here right these are really nice cards and
55:11these aren't
55:12new i mean if i just do something and i
55:14just go to uh dribble is like a creative
55:17site right and
55:18if i just search analytics cards let's say
55:22and we see yeah you get i don't have to go
55:26far to find
55:27really good examples so you get obviously
55:29line charts you get here pie chart that's a
55:31good one
55:32you've got the line chart there bar charts
55:34all of these actually these are like great
55:36little
55:37hints and tips of where the product could
55:40go let's search chart types in here someone
55:45would have done
55:45a nice good graphic with lots of different
55:48chart types yeah these like some of these
55:50are far out
55:51they definitely don't necessarily belong in
55:52analytics strictly speaking because they're
55:54a bit like aesthetic over charts but let's
55:57take this right so rafael baran he doesn't
56:00know that
56:00i'm sitting on his website right now but
56:02look at this you've got lists that could be
56:05a card type
56:05you've got line charts we've already got
56:07that we've got bar charts over time that
56:09could be a
56:10chart type percentage progress bars as a
56:13pie chart that could be a chart type all of
56:16these could be
56:17wonderful chart types and i think that's
56:20the real potential with pulse you've got a
56:23an avenue to go
56:24in a really interesting way with these
56:26charts with things that people haven't seen
56:28before but have
56:29always wanted and you can do them quickly
56:31and easily because you're in the web
56:32interface you're
56:33no longer limited by visql so that to me is
56:36the opportunity that is where i see things
56:38being
56:39kind of kind of getting really exciting and
56:41i think it's it would be fantastic if tablo
56:44came
56:44out of the gate and prioritized those
56:46things the things that people ask for they
56:48're really difficult
56:49in desktop that developers waste a ton of
56:51time building no offense but yeah everyone
56:54wants them
56:55if i look at this our competitor analysis
56:57imagine building this as a metric right
57:00this would be
57:00fantastic just give people an interface to
57:03build exactly this and they can see this
57:05changing
57:05wowzers that would just be a game changer
57:08and i know i'm wish casting here but to me
57:11this is
57:11a creativity that tablo platform is really
57:14good at it's a creativity in tablo public
57:16you should be
57:17going to tablo public grabbing the most
57:19viewed chart types and visualizations and
57:22using those
57:23to drive how you build these awesome things
57:25in tablo pulse like really bring all that
57:28creativity
57:28into the platform and make pulse do
57:30something that is just hard to do if you're
57:33trying to do it
57:33manually because that will draw people in
57:36and it'll just make people enjoy defining
57:38metrics
57:38rather than having to build metrics and
57:40that's like a step change in the way people
57:42think about
57:42that focusing people on the definition
57:44which means the building is done for you
57:47and therefore all the
57:48ai and all the automation whatever can
57:50happen on top of that fantastic i realized
57:53my video froze
57:55i just see myself like completely static so
57:57i've stopped the video to come back so
58:00sorry i froze
58:00for a minute there it is what it is but
58:03yeah what i was saying is bring all that
58:05creativity into
58:07the platform and i think it'll be fantastic
58:09but there we have it that's tablo pulse
58:13this is my
58:13first gambit this was not some sort of
58:15video of how to do this how it works i will
58:18have to build
58:18some more interesting metrics here and i
58:20think it'll be really fun to kind of get
58:23that done
58:23but yeah that's it thanks for watching and
58:26i'll see you in the next one
58:28you
58:29you
58:29you
58:37[ Silence ]
In this detailed first walkthrough, I dive into the world of Tableau Pulse. I explore its features, user interface, and potential use cases for the first time, highlighting its capability to provide quick and easy-to-understand metrics. Drawing from my extensive experience with Tableau, I offer valuable insights, share my first impressions, and discuss the future possibilities of the tool. This unscripted exploration provides an authentic first experience with Tableau Pulse, its possibilities, and areas for improvement.
Timestamps 00:00 Intro 00:03 Introduction to Tableau Pulse 00:11 First Impressions and Expectations 02:09 Understanding Beta vs Pre-release 02:56 Tableau Pulse Marketing and Release Cadence 04:55 Setting Up Tableau Pulse 5:33 Tableau Server Support 07:28 Exploring Tableau Pulse Interface 09:12 Understanding Tableau Pulse Permissions 11:26 Creating Metrics in Tableau Pulse 12:37 Challenges and Frustrations with Tableau Pulse 14:10 Exploring Data Sources for Tableau Pulse 25:35 Understanding Metrics and Definitions in Tableau Pulse 27:33 What Makes Tableau Pulse Different? 29:12 Creating a Metric Definition 29:43 Exploring the Interface and Features 31:22 Creating Advanced Metrics 34:29 Adjusting Metrics and Filters 36:48 Exploring Insights and Questions 46:51 Creating More Metric Definitions 51:34 Final Thoughts and Future Opportunities
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