The Tableau Release Navigator - Easily Compare Tableau Features and releases.
If you look after Tableau in your organisation, the Release Navigator is the one tool you'll want bookmarked for comparing features across every version.
- The Release Navigator consolidates every Tableau feature, release and update by product and version in a single browsable tool.
- The Upgrade view lets you pick a 'from' and 'to' version to see exactly which features you'll gain, with the option to filter out Data Management and Server Management add-on capabilities.
- Each feature includes a Learn More link to documentation, though those links always point to the most current version, which can be misleading for historic features.
- You can download the workbook to deploy in your own organisation, or export the data to CSV to tag features as enabled/disabled, feed an API, or update training materials.
- Tableau now documents 'changed in' items separately in the What's New pages, and these changes also surface in the Navigator's status column as a maintained change log.
0:00Have you ever wanted a tool that tells you
0:01all the releases and updates to Tableau in
0:04one place,
0:04but more importantly shows you all the
0:06features you're going to get when you
0:08upgrade from one
0:08version of Tableau to another across all
0:11the products? In this video I'm going to
0:13show you
0:13a tool that does exactly that. Let's get
0:16stuck in. So the tool that does that is
0:17called the
0:18Tableau Release Navigator. Now I actually
0:21covered this way back in 22.1 when it came
0:24out. I did a
0:25little video touching on this and at the
0:26time it wasn't completely filled out and I
0:28actually
0:28slept on this myself. I've just been
0:30looking through the 22.2 updates and
0:32realized that this
0:33tool exists so I actually went through the
0:35release version and I have to say this is
0:37probably one of
0:38the most valuable tools that anyone who
0:39looks after Tableau and the organization
0:42could probably
0:42make sure they bookmark and have. I'll also
0:44show you something I really appreciate from
0:47this as
0:47well but here it is this is the Tableau
0:49Release Navigator. As you can see it's
0:51broken down by
0:52product and version so you can go ahead
0:54choose a particular product Tableau Prep,
0:56Tableau Desktop
0:57or Tableau Server. I'd love to see this add
1:00other parts of the Tableau ecosystem but
1:02those three
1:03broadly cover most of what you're going to
1:05want to know about. If I just go ahead and
1:07deselect all,
1:08let's just select Tableau Desktop, you'll
1:10see that it just shows me all the updates
1:11to Tableau
1:12Desktop. Now the other thing I can do is I
1:14can go ahead and tick what is enabled by
1:17add-ons and what
1:18isn't and so I can obviously go through and
1:20filter that but I'll just keep everything
1:22selected.
1:22And the great thing here is I can actually
1:24pick versions that I'm interested in
1:26understanding.
1:26Let's say that I'm on 2019, sorry let's
1:30start again, let's say I'm on 2020.4 and I
1:34want to
1:35know what's going to be new in every other
1:37Subsequent Version. What I can do is I can
1:39select
1:39all the versions after 2020.4 and I'll get
1:43a nice list of all the things that I've
1:46updated and this
1:46is really really nice to see. Now I've got
1:48a little bug here where I can't select
1:50inside of
1:50this little cursor. I think I have to click
1:53on inside of the chart and then it will
1:54actually
1:55work but it sort of scrolls the whole page
1:57as well. But you get everything in one
1:59place, this is a
1:59really nice useful set of features. Now the
2:02nice thing here is that you can obviously
2:04enhance this
2:05as well because here we're just searching
2:07by features, you can filter by product, by
2:09version,
2:09all of that stuff is going to be great but
2:11the real power comes when it comes to
2:13upgrading.
2:13Let's go to Upgrade Desktop just over here
2:16and have a look at that. You see here you
2:19get an
2:19interface that allows you to pick the
2:20version you're coming from and the version
2:22you're going
2:22to. So I can actually go ahead and do the
2:24exact same thing I just did but I can
2:26select 2020.4
2:28and I can say I'm going to 2020.1 and you
2:30'll see that it just covers all those same
2:33features here
2:33in a really really nice nice and clear way.
2:35So I get a list of everything that's going
2:37to be coming
2:38on and I can also enable and disable things
2:40that are going to be part of add-ons. Let's
2:42say I don't
2:43have the Server Management or Data
2:44Management add-on, I can actually switch
2:46these off and it
2:47will filter those features out. So you can
2:50see now this list is a lot more sort of
2:51concise. What I
2:52can also do is I can also say okay remove
2:54everything that isn't part of an add-on and
2:57just show me the
2:57add-ons capabilities, what's been added
3:00specifically for the Data Management add-on
3:02and I can see that
3:03here they're mostly Tableau catalog updates
3:05and if I go to the Server Management add-on
3:07I shouldn't
3:07see anything for Desktop because of course
3:09that's for Survey, I shouldn't see anything
3:11for Server
3:11Management in the Desktop SKU. So this is
3:13actually a really really nice way of
3:15looking at this. The
3:16other thing is when you select a particular
3:18feature you do get a little bit of a
3:19breakdown of what it's
3:20about and when you click on it if you just
3:23look at this here you do get a Learn More
3:25link and the
3:26Learn More link takes you to the
3:27documentation for that feature. So if you
3:29want to learn a little bit
3:30more about that particular feature you can
3:32just hop right into the documentation and
3:34the nice thing
3:35is that these documentation links always
3:37link to the most current version of the
3:39documentation.
3:40Now that can be a double-edged sword
3:42because if a feature changes in the future
3:44and you're looking
3:45at something historic you might go to the
3:47latest version of the documentation that is
3:49actually
3:50and sometimes incorrect for your version so
3:52that's just something to bear in mind but
3:54nonetheless I
3:55think this is an all-round amazing feature.
3:57It's something I was actually thinking of
3:59doing for
3:59TableauTim.com. I was hoping to go through
4:02grab all my videos and attach them to a
4:03specific
4:04item or release and then have a browser
4:07that sort of takes you through that
4:09experience. So this
4:09might be something I still do in the future
4:11but I think it's better as a sort of
4:13dedicated web
4:13experience that's a little bit more bespoke
4:15so we'll have a think about how we do that
4:17but
4:17nonetheless this is an amazing data set.
4:20Now the other thing I really like about
4:22this is that it's
4:22of course a workbook that's downloadable so
4:24you can go down here to the very bottom
4:26click download
4:27and you can get the Tableau workbook itself
4:29. I've actually gone ahead and done that
4:31already you can
4:31see that I've got the workbook here and the
4:33reason I got the workbook because I just
4:34wanted to play
4:35around with the workbook and see what it's
4:37like. This is also great if you want to
4:39deploy in your
4:39own organization maybe publish this up onto
4:41the server so other people in your
4:43organization maybe
4:44in the center of excellence have access to
4:46this you can just wholesale take the work
4:48book put it
4:49in your organization embed it and then
4:50every time the new one comes out just make
4:52sure you update it.
4:53The other thing you could do is you could
4:55grab the data and standardize the data
4:57through a data
4:58pipeline let's say in Tableau prep or
4:59something else and then you can also tag
5:02that data set
5:02with specifics about your organization how
5:05you use it and best practice and in order
5:08to do that
5:08all you need to do is come to this workbook
5:10right click on the data set and then go
5:12ahead and export
5:13it to a csv that gives you essentially an
5:15excel file you can grab open that up and
5:18then you get
5:18something that looks like this all the
5:20features that have been released in the
5:21different versions
5:22nicely categorized and you can start to use
5:25this as a way of filling in context maybe
5:27your
5:27organization doesn't use certain features
5:30you can add a column here saying enabled or
5:32disabled so
5:33people can come onto the server and see a
5:35data set that shows them which features are
5:37working in your
5:38organization and which features have been
5:39disabled by admins and then maybe giving
5:41you a contact
5:42link so you can reach out to someone and
5:43talk to them another thing you might do is
5:45just take this
5:46data set put it into your own system and
5:48then create some sort of api that you then
5:50might use
5:51to query specific types of features how
5:53they're working maybe you want to put this
5:55in an lms
5:56learning management system as a way of
5:58listing the features and products that have
6:00come out maybe
6:01you're a training provider and you want to
6:02make sure you're providing the most up-to-
6:04date training
6:04about Tableau this is like a change log for
6:06how your training is going to have to
6:08change in the
6:09future so this data set is just so valuable
6:11in so many different ways it's unbelievable
6:14and i'm just
6:14glad that this exists because i'll be
6:16absolutely frank as someone who covers
6:18Tableau features that
6:19are new every single month every single
6:22quarter even it's impossible to get all the
6:25features in
6:25one place until this feature because
6:27essentially what happens is the product
6:29marketing blog
6:30doesn't actually list out all the features
6:33if you go to the documentation that also
6:35doesn't always
6:36list out all the features and then on top
6:38of that there are some changes that are
6:40just so small and
6:41so sort of nuanced they don't really get
6:43heavily documented anywhere other than the
6:46source
6:46documentation themselves and of course no
6:48one is checking the entire documentation
6:50for a change log
6:51and so it's also difficult to spot those
6:53changes so in more recent years they have
6:55started calling
6:56out changes if you go to the what's new in
6:59Tableau if i just search what's new Tableau
7:03more recently what they've started doing is
7:04they've started adding a section let me
7:08show
7:08you what that looks like so this is the
7:10what's new page for desktop and altering
7:12and if i go back and
7:13i go all the way down you'll see features
7:15introduced in previous versions of Tableau
7:17if i go ahead and
7:18click on that then you'll see this drop
7:20down list and in most cases it says added
7:23in version 2018.3
7:25and so on and so forth that's what we used
7:27to in in sort of the past but over if i go
7:30over here to
7:30server if i go to yeah server on windows
7:33let's go here what's new if i go to the
7:35very bottom page
7:37there what you'll see is they've started
7:39documenting the changes so you can see here
7:41changed
7:41in 2022.1 those are the things that have
7:44changed settings defaults all of those are
7:47now being
7:47documented separately here so of course if
7:50i go to this bottom link here then for each
7:52version i
7:52now have some sort of change log and these
7:55changes are also appearing in this
7:57particular data set if
7:58i actually go over here there's a column
8:00that says status let's make this a filtered
8:03data set let's
8:03just go in here and create a filter and we
8:06'll go ahead and just look at the changed
8:08items here
8:09and you can see there's actually quite a
8:11lot of changes and these changes are
8:12sometimes nuanced
8:14sometimes they're very important sometimes
8:16they're very small but it's really good to
8:19have a change
8:19log that's being sort of maintained and you
8:21can kind of have a look at that so that's
8:23it for this
8:24video i just wanted to cover this as i'm
8:26going through the 22.2 videos i can't say
8:29that phrase
8:30clearly this whole year 22 dot whatevers
8:32have just been such a pain in the neck to
8:34say out loud
8:35i just need to come up with a different
8:37release a bit like salesforce actually have
8:40the spring
8:40summer and autumn release i'd love that it
8:42's just so much easier to say but anyway
8:44here we are here
8:45are the features in one place you can
8:47download the workbook browse the workbook
8:50download the data set
8:51make use of it as much as you possibly can
8:53i personally will be making a lot of use of
8:55this
8:56throughout the channel so stay tuned for
8:58more content on that thanks for watching
9:00and i'll
9:00catch you in the next video
9:01you
9:04[ Silence ]
Tableau release Notes ------------------------------------ Looking to upgrade to the latest version of Tableau Server, Desktop, or Prep? Now you can explore and compare features by version. Download to customize.
Fill out the survey to help us improve this Tableau resource. https://docs.google.com/forms/d/e/1FAIpQLSd0JkCqpjgnOkI6isutOzj2ds\_181flo4bRvWmni8uFdjVIBw/viewform
#tableau #salesforce #analytics #data
Timestamps 00:00:00 INTRO 00:00:16 THE RELEASE NAVIGATOR 00:00:52 HOW IT WORKS 00:02:18 UPGRADE INTERFACE 00:04:24 GRAB THE WORKBOOK & Data