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.
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!
