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. 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