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.

Getting Started with Tableau Pulse

First, let’s talk about how to enable Tableau Pulse. If you encounter any issues with access, remember to check the email provided in my YouTube description and the comment section.

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.

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

  1. Get Tableau Cloud: Visit the Tableau Cloud site and start a free trial.
  2. 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.
  3. 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.
  4. 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

1st in the world to hold Tableau Ambassador and Power BI Super User Titles.

My Linkedin Profile