0:00Hey, it's Tim here. And in today's video, I
0:01'm going to be showing you some of the web
0:03altering improvements in Tableau 2020.4.
0:05If you went to Tableau conference virtually
0:08this year, you will have noticed a theme
0:10appearing.
0:11Literally everything is moving to the
0:13browser.
0:13Literally, I can't count how many times
0:15they said the browser.
0:16And so here we are with some of the first
0:19set of improvements coming to the browser.
0:22Now, I'm actually in Tableau online here.
0:23And my previous video actually built this
0:25map to showcase some of the offline maps
0:29that are now available.
0:29If you're using Tableau server in
0:31restricted Internet setups, what I'm going
0:34to do is I'm going to go ahead and actually
0:35open this and edit this map.
0:37I'm actually going to use this as the basis
0:39for showing you some of these improvements.
0:41OK, let's start with the first one.
0:43OK, so we're here now.
0:45And one of the first improvements is the
0:47ability to add highlight actions in the
0:49browser.
0:49So let's go ahead and see how we do that
0:51now.
0:52In previous versions, what you typically do
0:55is you'd actually go to the state option
0:57here, for example, which is colored on the
1:00map.
1:00And you wouldn't actually have this option
1:02to show the highlighter.
1:03You can see here that it's now there.
1:05If I click show highlighter, it actually
1:07appears here on the bottom.
1:08Let me move it up to the top.
1:09I actually can't move it to the top here
1:11because it's underneath all my labels.
1:12So it's a little bit of a quality of life
1:15sort of bug there.
1:16It's right underneath my face here as well.
1:18So that's not out for there.
1:19Let me move my face out the way there.
1:21And you can see here that it's, you know, I
1:23can't move it up.
1:24So when you add these things, you just have
1:26to be careful that you're not sort of obsc
1:28uring sort of what you're trying to do.
1:30I would also go here and try and see if I
1:32could disable the labels here.
1:34I could probably go to worksheets and see
1:37if I can disable the labels.
1:40No, I don't think I can.
1:41I can't disable the labels so I can't show
1:43or hide the labels.
1:45That's a real bummer.
1:45I can hide the caption.
1:47I can enable loads of other things, but I
1:49can't hide the labels.
1:51So unfortunately, the highlight state
1:52option is going to be stuck there.
1:53When we work with a dashboard, though, I
1:55think we can actually move that.
1:56So let's go ahead to the next feature that
1:58has been improved in 2020.4 and see what
2:01that's like.
2:01The next thing is mark labels.
2:03Let me go ahead and actually just move the
2:06map here a bit to the left and let's just
2:08see how that works.
2:09OK, so if I actually hold command on the
2:12Mac or control on a PC and drag state to
2:14labels, you'll see that it actually works
2:16exactly the same as on desktop.
2:18I'm actually able to put the state on
2:20labels.
2:21Now, what you can do is you can actually
2:23now control what is labeled.
2:24So before, what I couldn't do is go down
2:27here and essentially change how this
2:29particular pill behaves.
2:30To do that, you go to the label option.
2:32And when I click on that, you get this
2:34little pop up which shows you the controls
2:36that you actually have.
2:37And I can actually choose what gets labeled
2:40.
2:40So in this case, I'll just choose
2:41highlighted.
2:42And what that will do is it'll only show
2:44the label when something is highlighted.
2:46So now if I click out of that, you'll see
2:48that it updates.
2:49Now, this is a little bit slower in the
2:50browser than on desktop.
2:52I have to be honest with you guys.
2:53And when I click on Wyoming here, you see
2:55it takes a little while and then the label
2:58eventually shows up.
2:59This is not ideal.
3:00I was hoping this would be a little bit
3:02faster and a little bit zippier.
3:03Maybe there's something in early days of
3:05development, but it does take a little bit
3:07of time.
3:07If I do select that, you see it takes a
3:09while to go away.
3:10What you can actually see there faded out
3:12is actually the underlying states coming
3:15through from the map.
3:16So that's why you can see that faded out
3:18there.
3:18But I'll click on South Dakota here.
3:20And again, that will come up a little later
3:22on.
3:22Now, if I click on Wyoming again, it should
3:24be faster because it's cached.
3:26But unfortunately, it's not.
3:27It's still a little bit slower.
3:28So that's just something to be aware of.
3:30It's not a like for like sort of speed
3:32comparison.
3:33But bearing in mind, you're getting the
3:35full power of Tableau in the browser.
3:37This isn't so bad.
3:38It's not so much of a compromise.
3:40OK, the next thing is the ability to create
3:43extracts.
3:43Let me show you how that works.
3:45OK, so let's go ahead and add an Excel file
3:47.
3:47I actually have to add an Excel file here
3:49because the data source I'm connected to
3:51came from Tableau prep.
3:52So of course, that's already an extract if
3:54you think about that sort of workflow.
3:56So what I have to do is go to connect to
3:58data, click on files, then upload from the
4:00computer.
4:01Now, what I thought was going on here is
4:03that when you actually upload a static file
4:05to the browser, I thought it was already
4:07creating an extract.
4:09But it turns out that's not what's
4:10happening.
4:10It's literally uploading the Excel file and
4:13it's connecting to the Excel file locally,
4:15which I didn't I didn't expect that to
4:16happen.
4:17It's almost keeping the original format of
4:19the file.
4:19I just thought it converted everything to
4:22an extra an extract.
4:23So you see, you get here the same interface
4:25as you got before with desktop.
4:26And now if I drag the orders in there and I
4:29'm just going to drag the orders and I'm not
4:31going to make this sort of complicated.
4:33Just click update now so I can see some
4:35sample rows.
4:35That looks good.
4:37Now, the ability to extract if I go to
4:39sheet one, you'll see that my connection is
4:41there and you can see that it's just got
4:43the normal cylinder.
4:44And this is not yet a sort of an extract.
4:48And another thing, I'm a little bit of a
4:49picky person.
4:50I've got a high definition screen here, so
4:52everything is nice and crisp.
4:54But these icons aren't high def yet.
4:56You can see these are visibly much lower
4:58quality than even the text.
5:00So little note to tableau.
5:02Let's update these nice images here to be
5:04vector files or SVG so that they can be
5:06just as sharp as the rest of the interface.
5:09But never mind.
5:10If I right click on this file, you'll see
5:12there's no option here to extract the data
5:14source.
5:15So you've got to be sort of savvy with how
5:17the features are set up in the browser.
5:19The place you actually go to set up the
5:21extract is actually in the connection
5:23window.
5:23So if you go back to the edit data source,
5:25go over to the top right hand side, you can
5:27see that in the top right is an option to
5:29extract the data source.
5:30Now, when you click that extract option,
5:33there's an option here that says create
5:34extract.
5:35And actually, if you go ahead and do that,
5:36it's going to give you a warning.
5:38Essentially, data extracts have to be que
5:40ued when you're creating them in the browser
5:42so you can create the extract.
5:44And then basically, if you go ahead and do
5:46that, there's an elapsed timer, but this
5:48goes into a queue.
5:49So you could be waiting here for some time.
5:50Hence, you get this option to notify you
5:52when it's complete.
5:54If you tick that, you can set the save
5:56location as well for the extract, and then
5:59you can close the editor.
6:01And now what this is going to do is it's
6:03going to let you know when everything is
6:05ready to go.
6:06And what will actually happen is your work
6:08book will go back to sort of the finished
6:10state.
6:10So it kind of assumes that you're done,
6:12which isn't exactly what I had in mind.
6:14I actually thought he'd go back into the
6:16edit window and you'd be able to carry on.
6:18But if you see, I go back in there now,
6:20that job has finished.
6:21And now you can see I'm actually working
6:23with an extract in the browser.
6:24So a little bit of a strange workflow.
6:27In all honesty, I think what I would have
6:29preferred here is if you tick the extract
6:31option and you don't click the create
6:33extract option,
6:34you can then just go into sheet one and it
6:35triggers the extract in the background.
6:37So because I've already done this, I can't
6:39show you this flow, but that's the better
6:41thing to do.
6:42Tick the extract option, carry on working
6:44as you are.
6:44And eventually the extract gets queued in
6:46the background and it will automatically
6:48come through when it's ready to go.
6:50But if I go into sheet one, you can see
6:51here that now I'm back to an extract and
6:53everything is great.
6:55If I right click on this file, you'll see
6:57that I obviously don't have the option to
6:59remove the extract.
7:00If I want to do that, I have to go back to
7:02edit source and go back to the live
7:03connection.
7:04OK, so it even gives you the last time the
7:07extract was updated.
7:08So this is kind of handy to have.
7:11And it's good to be aware that this exists.
7:13Now, if I go back into sheet one, I'm going
7:15to be able to show you the next flow,
7:16which is the ability to apply filters to
7:18worksheets from a dashboard.
7:20OK, in order to show you this, I have to
7:22build another view.
7:23So let's go ahead and build a very basic
7:25bar chart.
7:26I'm just going to take subcategory into
7:28rows and then sales into columns.
7:31I always build this the wrong way.
7:32You're not supposed to build and have ABC
7:34showing in the view Tim.
7:36Come on. But nevertheless, I'll sort this
7:39in order of sales and then we'll go ahead
7:41to the dashboard.
7:42So here we are in the dashboard sheet one
7:44and two.
7:45I'm so lazy with naming.
7:46I'm not going to bother with that.
7:47It's going to drag in sheet two to the
7:49bottom here.
7:50So now we have two sheets.
7:52Now, if I go back into sheet two, what I
7:54want to do is actually add in a filter.
7:56In this case, I'm going to add in a segment
7:58filter because I'm actually going to call
8:00up this filter on the dashboard.
8:01For now, I'll just click all click.
8:03OK, go to the dashboard.
8:05And now that we're in the dashboard,
8:06remember earlier on, I was complaining
8:08about this legend.
8:09I can actually get rid of it here because I
8:11'm actually using a dashboard so I can
8:13actually control what's in the dashboard.
8:16Now you can see my highlight action here
8:17works.
8:18I can highlight different things.
8:19And this is great.
8:20I can highlight the map that's doing
8:22exactly what I wanted to do.
8:23But now if I bring in the filter from this
8:25sheet, if I just go to this dropdown and I
8:28hover over filters, you'll see that the
8:30segment filter is now there.
8:31So if I bring that in, you can see that
8:33that now shows.
8:34Now, if I deselect items, you'll see that
8:36the bottom chart changes.
8:38But what I'd like to do is apply it to the
8:40top one.
8:40So let's hit all here.
8:42Let's go to the dropdown filter and check
8:43this out.
8:44This is actually something great to see.
8:46This whole menu looks familiar.
8:48It's exactly the same as Tableau Desktop.
8:50And you've even got the ability to apply it
8:52to selected worksheets.
8:53This actually makes dashboarding a real
8:56prospect in the browser because I can now
8:58choose exactly which sheet I want to target
9:00with my filter.
9:01Click OK.
9:02And now this filter is controlling both of
9:04them.
9:04So before you'd have to use the sheet as
9:06the filter, you'd have to sort of think
9:08creatively.
9:09But now you can do that all in the browser
9:10and everything works really, really well.
9:13I think it's a really great improvement to
9:15have in the browser.
9:17The last one to show you is actually the
9:18ability to create fixed sets.
9:20Now, if I just go into this map here, what
9:23you couldn't do before is essentially
9:25create a bunch of circle, a bunch of items
9:27here.
9:27So if I just go to the circle tool here, I
9:31'm just going to draw a circle and I'm going
9:33to select a bunch of states.
9:34You can see there that they're selected.
9:36And when I do that, if I hover over any one
9:38of them, I get that pop up window, the
9:40context menu that I'm familiar with in
9:42Tableau.
9:42And one of the options there now is to
9:45create a set.
9:46Now, when you do this, it creates a set,
9:48but there's no sort of big signal other
9:50than the fact that on the left hand side,
9:52you can see that it's now highlighting the
9:54state set.
9:55So it's actually creating the set and it's
9:57right there.
9:58But you can't edit the set.
10:00So if you've got an issue, you've got to
10:02delete the set and recreate it.
10:04The other thing you can do is you can, of
10:06course, select another group of states and
10:09do the same thing again.
10:10All it's doing isn't naming them, it's
10:12going to start naming them in sequential
10:14order.
10:14But I can also add it to the set if I can
10:17also add it to the previous set that I
10:20created.
10:21So this is a really sort of nice little
10:23hack.
10:23There's probably no obvious way that when
10:25you when you look at the item here, you
10:27probably want to edit it here.
10:28But actually, the hack is to just go back
10:30into the view, select what you're trying to
10:32select.
10:33In this case, I think I'm actually somehow
10:35selecting the whole map here.
10:36And if I do that and I go click on the
10:38option, I can now remove from set or add to
10:41the set that I'd already created or even
10:43create a new set.
10:45If I create a set, it names it state set
10:47two.
10:48And of course, I can actually now start ren
10:51aming those to make more sense if it's
10:53necessary.
10:54So there we have it.
10:55It's a really sort of nice quality of life
10:57improvement.
10:58These are big hitters.
10:59I mean, these sounds like small features,
11:00but these are some of the big features that
11:03stop power users from actually using the
11:05browser.
11:05And in some cases, even fixing workbooks in
11:08the browser, essentially, I've used WebEdit
11:11to fix workbooks on the fly.
11:12And now actually with some of these
11:14features, I can go in and fix some of those
11:16pesky filtering issues where maybe a filter
11:18has been mistakenly applied to something.
11:20I can actually go into browser and actually
11:23fix those on the go, which is great, even
11:25on an iPad, which which is might be what I
11:27have while I'm while I'm mobile.
11:29So that's pretty much it.
11:30That's the those are all the features in a
11:32nutshell.
11:33And if you enjoyed this video, you know
11:34what to do and hit the like button,
11:36subscribe, share the video with other
11:37people that might find it useful.
11:39If you haven't done, hit the dislike button
11:41twice and I'll catch you in the next video.
11:43[BLANK_AUDIO]
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