Tableau Pulse Vs Tableau Agent (Co-Pilot) in 2024
Hello everyone! I’m Ritesh, and you’re watching “Dancing with Data.” This year, 2024, is all about artificial intelligence, focusing on Tableau Pulse, Tableau Co-Pilot which is now Tableau Agent (also known as Einstein Co-Pilot), and similar innovations from Power BI. I am not sure if it’s a very smart move from Tableau to change the brand name so frequently but let’s dive into the world of Tableau AI Tableau Pulse Vs Tableau Co-pilot Understanding Tableau Pulse A common misconception is that Tableau Pulse provides predictive or prescriptive analysis. However, it’s primarily descriptive, as stated in their official documentation. Powered by Tableau, Pulse is a reimagined data experience for business users. It helps business users get answers to some of the analytical questions they previously had to rely on data analysts for. Tableau Pulse is designed to provide a better experience for business users, enabling them to track key metrics efficiently. AI-Generated Insights: At the top of the Pulse homepage, you get an AI-generated summary of key changes in your metrics. You can see all the metrics you follow, how they’re trending, and any anomalies. https://youtu.be/Ukc13rqMbr0 Real-Time Insights: This feature is tailored for business users to make data-driven decisions, putting AI insights and personalized metrics right at their fingertips, whether they’re at their desk or on the go. Why Business Users Love Tableau Pulse Tableau Pulse is not in beta; it’s available for production use. Teams, including those in my company, have already started using it. It’s included with Tableau Viewer, Tableau Explorer, and Tableau Creator licenses. However, as of now, you won’t find the Co-Pilot or Einstein Co-Pilot features within Tableau Pulse. Introducing Einstein Co-Pilot Now, let’s talk about Einstein Co-Pilot and how it differs from Tableau Pulse. According to the definition, Co-Pilot for Tableau guides you through data exploration, helps uncover trends and patterns across data, and provides best practices for content creation within Tableau. This feature is more aligned with data analysts who create insightful visualizations for end-users. Data Exploration: Einstein Co-Pilot assists you in exploring data fast, surfacing recommended questions and chart types. Interactive Assistant: Ask Einstein Co-Pilot questions in natural language, and it returns results with recommended chart types applied. The more you explore, the more you learn how Tableau works, building lasting data skills. Data Preparation: Co-Pilot helps with data preparation, offering smart calculation assistance, making it easier even for beginners. Summary Einstein Co-Pilot: Focuses on more complex pieces of data analysis, right from data preparation to data data visualization Tableau Pulse: Geared towards business users for easy, direct access to data insights without needing a deep understanding of data analysis. Both features serve distinct personas and use cases, helping users make the most of their data. Try It Out Interested in trying Einstein Co-Pilot for yourself? Sign up for the beta at tableau.com/copilot. All relevant links, including how to register, will be in the description. For a detailed walkthrough, check out our video above, where I show you how to explore the difference Ritesh Bisht Founder of Dance & Sing with Data “Ritesh is 2 times Tableau Ambassador & 1 time Power BI Super User from India and has been featured in the Top 15 Tableau & Power BI World Communities” Found me on: Linkedin Twitter Youtube Whatsapp
Explore Metrics with Tableau
Exploring Metrics with Tableau Pulse: A Comprehensive Guide Hello everyone! I’m Ritesh, and you’re watching “Dancing with Data.” This is the third and final video in our introductory series on Tableau Pulse. If you haven’t seen the first two videos, I highly recommend watching those before diving into this one. You can find the links to those videos in the description and the comment section. Series Recap Day 1 Video: We covered how to enable Tableau Pulse from scratch, even if you don’t have a license. We walked through obtaining the Tableau free trial version. Day 2 Video: We discussed how to create metrics with Tableau Pulse. If you’re new to Tableau Pulse and just joining us, be sure to start with these foundational videos to get the most out of today’s session. Today’s Focus: Exploring Metrics with Tableau Pulse Now, let’s dive into how you can explore metrics with Tableau Pulse. https://youtu.be/0CDk4odgewY Homepage Overview Once you’ve enabled and created Tableau Pulse, you’ll find that Tableau allows you to make data-driven decisions and provides insights about the metrics you follow. There is an option for users to follow metrics. Only certain roles such as Creator, Site Administrator Explorer, or Explorer (can publish) can create metric definitions. However, all users can follow and interact with metrics. These metrics use the core definition plus optional filters to scope the data for different audiences and purposes. Once you follow any metric, insights about your data are delivered directly to you via email or Slack, but you need to configure this first. Navigating the Homepage (check the above video for the demo) Here is how you can navigate through the Tableau Pulse homepage: Follow Metrics: By default, you’ll see all the metrics you’re following. To follow a new metric, go to the “Browse Metrics” section. You can also search for a specific metric by name and follow it. Add Followers: You have the option to add followers to any metric you are following. Exploring Metrics To explore a metric of interest: Instant Insights: From the top to bottom, you can view instant insights available to you.(check the above video for the demo) Breakdown by Dimensions: The breakdown is available with respect to different dimensions. You can switch dimensions on the fly from one to another, like from Brand to something else, and ask questions relevant to that dimension. Adjusting Metrics: To adjust your metrics, click on “Adjust” on the top left-hand side. This will help you change the metric’s time period or apply filters. For example, you can change from month-to-date to week-to-date, or select a specific brand you are interested in.(check the above video for the demo) Setting Preferences To set your preferences: Preferences: Click on the human icon at the top right-hand side, then click on preferences. Here, you can choose whether you want to receive notifications via Slack, email, or both. You can also set the frequency—weekly, daily, or monthly. Save your settings once done. Integrated Insights: Once you’ve set your preferences, you’ll receive messages and insights through your chosen channels. For example, you can see how beautifully it integrates with Slack, providing insights as per the schedule you set. Remember, email and Slack digests are sent to the email associated with your Tableau account. If your Tableau Pulse test wasn’t ready in time, you always have access to your default Tableau Pulse page to get insights from your homepage. If a metric you followed is no longer in your Slack digest or email, it means the metric was deleted. Final Thoughts Watch the Video For a detailed walkthrough on how to explore metrics, check out our video above. It provides step-by-step instructions to help you explore Tableau Pulse metrics effortlessly. Stay tuned for more tips and tricks on mastering Tableau Pulse! Keep dancing with data! Ritesh Bisht Founder of Dance & Sing with Data “Ritesh is 2 times Tableau Ambassador & 1 time Power BI Super User from India and has been featured in the Top 15 Tableau & Power BI World Communities” Found me on: Linkedin Twitter Youtube Whatsapp
Create Metrics with Tableau
Unlocking Insights with Tableau Pulse Metrics Welcome to another episode of Dancing with Data! If you missed Day 1, be sure to check out that video where we set up our Tableau site from scratch and installed the trial version of Tableau Cloud. Today, we’re diving deeper into the world of Tableau Pulse to show you how to create and manage metrics that will keep your data-driven decisions sharp and insightful. What is Tableau Pulse? Tableau Pulse provides insights about your data based on metrics you define. Once you’ve created a metric, you can add members of your organization as followers. They’ll receive regular email or Slack digests about their data. These digests surface trends, outliers, and other changes, keeping followers up to date on data relevant to their work. Users can investigate a metric on Tableau Cloud to see how different factors contribute to changes in the data, providing the information they need for data-driven decisions without needing to perform complex analyses in Tableau. https://youtu.be/SKqSiVCGWtI Pulse Home Page: Getting Started Behind every metric in Tableau Pulse is a metric definition. Metric definitions specify the core metadata for those metrics, and viewers interact with the metrics to get insights. Parent-Child Relationship Between Definitions and Metrics Metric Definition: The set of metadata that functions as the single source of truth for all metrics based on it. Defined by users with roles like Creator, Site Administrator Explorer, or Explorer (can publish). The following table provides an example of the metadata captured by a metric definition. Metric: The interactive objects that sit in front of a definition. Created when users adjust filters or time options. Users follow and explore metrics to get insights. The following tables provide examples of the options configured for metrics. These options are applied on top of the core value specified by the metric definition. Creating Metric Definitions and Metrics To get started in Tableau Pulse, you create a metric definition that captures the core value you want to track. At its most basic level, this value is an aggregate measure tracked based on a time dimension. The definition also specifies options such as the dimensions that viewers can filter by, the way the value is formatted, and the types of insights displayed. When you create this definition, Tableau automatically creates an initial metric and sends you to that metric’s page. The initial metric created for a definition has no filters applied, but anytime you or another member of your organization adjusts the metric filters or time options in a new way, Tableau Pulse creates an additional metric. Managing Metrics for Your Organization People in your organization follow metrics, not metric definitions. By following individual metrics, they get insights specific to the dimensions that matter to them. The definition exists to let you manage the data for metrics from a single parent object. If a field in your data source changes, you can update the definition to reflect this change, and all metrics based on that definition will also reflect the change. Real-World Example Imagine you’re a member of a sales organization needing to track metrics across different territories and product lines. In Tableau Pulse, you would: Create a metric definition that includes the core value of the sum of daily sales with adjustable metric filters for region and product line. Create metrics for each region and product line. Add members of your organization as followers to the metrics relevant to their areas. Ritesh Bisht Founder of Dance & Sing with Data “Ritesh is 2 times Tableau Ambassador & 1 time Power BI Super User from India and has been featured in the Top 15 Tableau & Power BI World Communities” Found me on: Linkedin Twitter Youtube Whatsapp
How to Enable Tableau Pulse: A Step-by-Step Guide
Welcome to Dancing with Data. Today, I’m excited to share my experience with Tableau Pulse. In this video, I’ll Walk you through how to enable Tableau Pulse, get access to a free trial version, and the precautions you need to take. This is the introductory segment of the Tableau Pulse tutorial series. Getting Started with Tableau Pulse This video talks about how to download & enable/activate Tableau Pulse. Important Note Tableau Pulse applies to Tableau Cloud, not the on-premise Tableau Server. This could potentially encourage Tableau Server clients to switch to Tableau Cloud, aligning with Salesforce’s cloud-based goals. https://youtu.be/Gm_s1xzgQwA Tableau Pulse vs. Power BI If you’re curious about the equivalent feature in Power BI, make sure to watch the video till the end. I’ll cover that as well. What is Tableau Pulse? Tableau Pulse is an AI-backed feature that provides personalized data insights about the metrics you follow. These insights are sent directly to users via Slack and email digests. If you want to learn more about your data, you can visit the Metrics Insight Exploration. Step-by-Step Guide to Enable Tableau Pulse Get Tableau Cloud: Visit the Tableau Cloud site and start a free trial. Submit Your Information: Click on the submit button and check your email to activate your Tableau trial. You have 48 hours to activate your trial. Activate Your Tableau Cloud Site: After your purchase is completed, Tableau will email an invitation to activate your new Tableau Cloud site. Click the activation link within 48 hours. If the link expires, you can request a new one. Deploy Tableau Pulse: Go to the settings and turn on Tableau Pulse. You can choose to deploy it for all users or a specified group. Final Thoughts Tableau Pulse uses generative AI to provide insightful information. In my next video, I’ll cover a demo of this feature. Don’t forget to check my website for more free and useful content related to Tableau and Power BI. The link is in the description. Conclusion Tableau Pulse is a powerful tool for descriptive analytics, similar to how doctors used to check pulses to analyze bodily systems. It checks various KPIs to provide comprehensive insights. I’ll also bring some real datasets to make more sense of generative AI in future videos. Ritesh Bisht Founder of Dance & Sing with Data “Ritesh is 2 times Tableau Ambassador & 1 time Power BI Super User from India and has been featured in the Top 15 Tableau & Power BI World Communities” Found me on: Linkedin Twitter Youtube Whatsapp
Tableau vs Power BI in 2024: A Comprehensive Comparison
Tableau vs Power BI in 2024: A Comprehensive Comparison Today, we’re diving into a hot topic: Tableau vs Power BI in 2024. As someone who holds the prestigious titles of Tableau Ambassador and Power BI Super User, I’m uniquely positioned to provide insights on this subject. Let’s explore these tools from a neutral perspective, using the latest Gartner Magic Quadrant report as our guide. The Gartner Magic Quadrant 2024 The Gartner Magic Quadrant provides a graphical representation of the positioning of various tools in the market. According to the 2024 report, Power BI is ahead of Tableau and other competitors. This shift is significant and worth exploring further. My Journey with Tableau and Power BI In 2024, we see more tools entering the leaders’ quadrant, which used to be dominated by Microsoft Power BI, Tableau, and Qlik. This increased competition is a challenge for Tableau. When it comes to job opportunities, a quick search reveals that there are 7,638 jobs for Microsoft Power BI in India, compared to 4,632 for Tableau. While not foolproof, this indicates a higher demand for Power BI skills in the current job market. https://youtu.be/ECyqr2WGLRY Choosing the Right Tool If you’re deciding between Tableau and Power BI, it’s essential to adopt a neutral perspective. Start by working with each tool for a week and see which one you enjoy more. Your preference will play a crucial role in your decision. However, if your company already uses a specific tool, your choice is made for you. Ease of Use For me, Tableau was easier to use, primarily due to concepts like addressing and partitioning, and the order of operations. These features allow you to perform complex calculations without writing extensive code. For example, calculating the percentage of total sales for different regions is straightforward in Tableau, thanks to its addressing and partitioning capabilities. In contrast, Power BI requires writing DAX for similar tasks. Innovation and Visualization Tableau offers more flexibility and innovation in visualizations. With its rows and columns shelves, you can create a wide range of visualizations, from area charts to Sankey diagrams. This flexibility is unmatched by Power BI, which tends to be more rigid in its visualization options. However, Power BI does offer unique visualizations like gauge charts, which require lengthy calculations in Tableau. Conclusion Both Tableau and Power BI have their strengths and weaknesses. Tableau excels in ease of use and flexibility, while Power BI offers unique visualizations and a higher demand in the job market. Ultimately, the best tool for you depends on your specific needs and preferences. Whether you choose Tableau or Power BI, mastering either tool will open up numerous job opportunities. Thank you for joining me on “Dancing with Data.” Stay tuned for more insights and comparisons in the world of data analytics! Ritesh Bisht Founder of Dance & Sing with Data “Ritesh is 2 times Tableau Ambassador & 1 time Power BI Super User from India and has been featured in the Top 15 Tableau & Power BI World Communities” Found me on: Linkedin Twitter Youtube Whatsapp
Exploring Tableau’s Vision and the Future of Analytics
Hello everyone, my name is Ritesh, and you’re watching “Dancing With Data.” Today, we’re diving into the Tableau keynote video from Reinforce 2024. This session is packed with insights about Tableau’s vision and the future of analytics, with over 60% of the time dedicated to AI. But that’s not all—they also showcased a very insightful demo, which I’ll walk you through, highlighting a unified solution that leverages Salesforce CRM. Celebrating Five Years of Innovation The keynote kicked off with a celebration of Tableau’s five-year anniversary—congratulations to the team! One of the standout announcements was the introduction of Tableau Pulse and Tableau Agent. Curious about what Tableau Agent is? Let’s delve into it. https://youtu.be/-Iwf62vK88Q The Need for Tableau Agent Have you ever been in a situation where you needed to make a quick decision, but couldn’t find the necessary data or dashboard? This is a common challenge many of us face. Often, insights are overlooked or ignored because users can’t trust the data or the insights derived from it. Additionally, the data landscape is becoming increasingly large and fragmented, making it harder to manage and utilize effectively. Addressing Common BI Challenges Tableau Agent aims to address these issues by providing a reliable and unified solution. It helps users find the right data quickly, ensuring that the insights are trustworthy. Moreover, it tackles the problem of reusability in the BI ecosystem. Whether it’s a prep flow or a visualization, Tableau Agent makes it easier to reuse and monetize what you build. Live Demonstration To give us a better understanding, let’s move on to the live demonstration. Please check the above video for detailed analysis Ritesh Bisht Founder of Dance & Sing with Data “Ritesh is 2 times Tableau Ambassador & 1 time Power BI Super User from India and has been featured in the Top 15 Tableau & Power BI World Communities” Found me on: Linkedin Twitter Youtube Whatsapp
How ChatGPT solved end to end Tableau Use case?
ChatGPT ChatGPT is an AI chatbot that can respond well to human questions. It has lately been all over the internet with examples of people pushing the limits, anticipating who it will fire, and marveling at its capacity to develop sophisticated solutions. ChatGPT creating a bar chart with a reference line also solved the scenario with the condition with the calculated field as well using Windows function or say fixed LOD functions as well and it gave me almost end to end and that includes the addressing and partitioning as well in some of the cases it won’t satisfy but almost end to end. So, how knowledgeable is ChatGPT when it comes to Tableau? Watch the video below https://youtu.be/pIVlJChzI-o let’s see how much it can solve right. Question: I’m using Tableau and I’ve created a bar chart to measure sales at the row shelf and dimension category and sub-category at the column shelf how can I create a reference line which can show average sales within each category and color the bars above this line with a different color? SoI just posed this question chatGPT and let us see what is outcome Wow! it was quick enough to give me the step-by-step instructions within seconds. Now we need to check the validity and correctness of the given steps. Let us try to just follow the steps: Step 1: Let’s open Tableau and do it from scratch.Drag the category and subcategory in the column shells and also drive the sales in a row. Step 2: Right-click on the “Sales” measure on the “Row” shelf and select “Add Reference Line”. The average option under the value and the scope is per pane. Step 3: A calculation (above average) with Windows function. Right-click anywhere in the “Data” pane and select “Create Calculated Field”. In the calculation editor, enter the following formula. SUM([Sales]) > WINDOW_AVG(SUM([Sales])) This formula compares each bar’s sales value to the average sales value within each category. Click “Apply” and then click “OK” to create the calculated field. Step 4: Click on the calculation (above average). Select the compute using and then click the pane(across). Everywhere crossing the average line its color is orange otherwise it’s blue. So, the final View with chatGPT By following these steps, you should now have a bar chart with a reference line showing the average sales within each category, and the bars above the average line will be colored differently, making them visually distinct. This visualization can help identify sub-categories with sales above or below the average more easily. Tableau Workbook https://public.tableau.com/app/profil… This is my website dancing with data.com where I talk about data analytics with power bi and Tableau. This post was helpful for you and will help you to know about chatGpt solved the Tableau problem end to end. Ritesh Bisht Founder of Dance & Sing with Data “Ritesh is 2 times Tableau Ambassador & 1 time Power BI Super User from India and has been featured in the Top 15 Tableau & Power BI World Communities” Found me on: Linkedin Twitter Youtube Whatsapp
Reset Button – Tableau Vs Power BI
Bookmarks as a Reset Button -Power BI A bookmark records the current state of a report page. It includes the settings you’ve made to the filters, slicers, and visuals on that page. Once you customize the report page to your liking, give it a friendly name. You can now easily return to that state of the report page. When you click a bookmark, Power BI returns you to that view. Please click on the below pic to explore the full blog. Custom Reset button with Tableau While working with numerous filters, a reset button comes in helpful to rapidly return to the initial position or set of filters. With Tableau, you have to create a separate sheet over there itself and then use action. Please click the link below to download the reset button, and you can follow along with me while I also give you the test workbook. Please click on the below pic to explore the full blog. Ritesh Bisht Founder of Dance & Sing with Data “Ritesh is 2 times Tableau Ambassador & 1 time Power BI Super User from India and has been featured in the Top 15 Tableau & Power BI World Communities” Found me on: Linkedin Twitter Youtube Whatsapp
Bookmarks as a Reset Button -Power BI
Bookmark With Power BI A bookmark records the current state of a report page. It includes the settings you’ve made to the filters, slicers, and visuals on that page. Once you customize the report page to your liking, give it a friendly name. You can now easily return to that state of the report page. When you click a bookmark, Power BI returns you to that view.https://youtu.be/0BgK3pBuvY4 Type of Bookmark: There are two sorts of bookmarks: Personal and Report To record the current state of a report page, you can add bookmarks when editing a report in Power BI Desktop and the Power BI service. The current filters, slicers, cross-highlighted visuals, sort order, etc. are saved in bookmarks. Personal and report bookmarks are the two different categories. Report bookmarks are created and used in this article. When you add bookmarks to a report, everyone who views the report can return to exactly where they left off by choosing the saved report bookmark. Let’s do it from scratch so that in order to do a redo and so if I want to do it from the sketch let me just remove it. Steps to follow in Power BI : Step: 1- Process to add bookmark The first step would be to go to View and create the bookmark. I will add a bookmark, which means the present status of my report over there will be saved at this bookmark. By default, it will give it a name called ‘Bookmark 4’, change this to a meaningful name that also describes the filter context. I’ll call this one reset-2. How to rename the bookmark button: Firstly, go to the view after that add the bookmark and click the bookmark in order to change the name. With the help of the option called rename, change the name to whatever relevant. In essence, a bookmark records the status of a report page, including any filtering modifications you may have made to the slicer and graphics there. Step: 2-Process to add a reset button The Second Step would be to go to insert and insert the button, we have picked an already available reset button. Go to the format > Action > and then pick Bookmark as Type and select the Reset 2 as the destination bookmark. Power of reset button: Now that you want to return as quickly as possible to the default state—the state in which everything is as it should be—this reset button enables you to do so. Remember in this case we are not going to give particular filters because we are creating a reset button so there is no need for that although you can save individual status as well. In this case, we are making the default button that will take you to all, so we won’t make any specific changes to the filter. You can have a button that will have a data set that represents corporate and home office only so you can have one button over there saying that the consumer and corporate you do have multiple users. When to Use Navigator instead: Please go to insert and select the button there is something called Navigator bookmark. If we have several bookmarks over there, in this case, we can even remove this one and this will serve as a wonderful button over there that will enable you to navigate It. The navigator looks really classic, glad to have such a button at the top. Reset button with tableau: With tableau, you have to create a separate sheet over there itself and then make use of action. I hope this post was helpful for you and it will help you to know more about the bookmark and its uses through Bookmark with Power BI. Check out the video on Reset Button with Tableau. Ritesh Bisht Founder of Dance & Sing with Data “Ritesh is 2 times Tableau Ambassador & 1 time Power BI Super User from India and has been featured in the Top 15 Tableau & Power BI World Communities” Found me on: Linkedin Twitter Youtube Whatsapp
Custom Reset button with Tableau
While working with numerous filters, a reset button comes in helpful to rapidly return to the initial position or set of filters. With Tableau, you have to create a separate sheet over there itself and then use action.Please click the link below to download the reset button, and you can follow along with me while I also give you the test workbook. Please feel free to download the workbook & icon from here Let’s start from scratch. https://youtu.be/4F7RrM5LRuQ Step 1: Create a new sheet and name it “Reset”. The Next Step would be to hide this. Step 2: Click on the Shape card and select a shape you want to display for your Reset button. Select the reset icon for this example Adjust the size using the Size card. Step 3: Select and move the reset button Go back to my dashboard which is the emission environment and pull my reset button there. Make it float and pull to the right-hand side Step 4: Readjustment So, firstly hide the title because the icon is self-sufficient so I’m just hiding this header. Make it float and pull to the right-hand side To remove the row lines, click on format. Inside the format borders row, make none to row divider. Step 5: Now the final part is to create a dashboard Action to create the reset functionality. 1. From the menu, select Dashboard/Actions 2. Add Action of type filter with the following settings. In the Target Filters, select Add Filter and add the fields for which you want to reset the filters.(all the filters in the dashboard) You will get a warning “Missing fields on Reset”, you can ignore it. Using Actions on the dashboard will conclude all the steps. Now clicking on the reset button next to the filters will reset all the filters at the same time. This technique can be used to reset any number of filters. Step 6: Workbook publishes to the public So, firstly go to the server and click on this and go to the published workbook. I am publishing this to the public so that you can make full use of it. Here is the link Ritesh Bisht Founder of Dance & Sing with Data “Ritesh is 2 times Tableau Ambassador & 1 time Power BI Super User from India and has been featured in the Top 15 Tableau & Power BI World Communities” Found me on: Linkedin Twitter Youtube Whatsapp
