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