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Tableau Pulse

Tableau Pulse: Get a Pulse on Your Data with Tableau’s AI-Powered Insights

Tableau Pulse is a new feature that takes data exploration to a new level. Tableau Pulse leverages generative AI-powered insights so you can delve even deeper into your data, uncovering hidden trends and patterns that might have previously gone unnoticed. 

Real-time tracking keeps you ahead of the curve with instant updates and alerts on business-critical data changes. Plus, seamless collaboration lets you share insights and work together within the familiar Tableau environment.

Learn how Tableau Pulse can create personalized and contextual insights into your workflow.

Presentation Video

Summarized Presentation

Tableau Pulse, launched on February 22nd for Tableau Cloud customers, provides a revolutionary data experience leveraging AI to make data insights accessible to users of all technical backgrounds. Exclusively available for Tableau Cloud, Tableau Pulse offers personalized, contextual, and intelligent data insights. It requires published data sources to create insights and metrics to function effectively, including a measure and a time dimension.

The demonstration began with enabling Tableau Pulse in Tableau Cloud settings, where Tim Arbuckle detailed the process of creating new metric definitions and applying filters. He also explained how to define measures and time dimensions, format data, and utilize the insights feature for trend analysis. This initial setup is crucial for users to start leveraging Tableau Pulse’s capabilities.

Tim also showcased an advanced method for building metrics using a canvas similar to Tableau Desktop, allowing for detailed customization. Once created, users can follow and view metrics from the Tableau Cloud home screen, where the metrics appear as overview tiles. The session highlighted the Ask feature, which uses natural language processing (NLP) to answer questions based on metrics, adding another layer of user-friendly functionality.

Another key aspect of the session was Embedding Tableau Pulse within other platforms, such as Salesforce. Tim demonstrated using the Lightning component to integrate Tableau Pulse, allowing users to view and interact with metrics within their Salesforce environment while maintaining full functionality. This integration exemplifies the versatility of Tableau Pulse in different operational contexts.

During the Q&A session, several important points were addressed. Only Explorers and Creators can create metrics in Tableau Pulse, while Viewers can follow but not create metrics. Tableau Pulse is designed to be mobile-friendly and can be accessed via the Tableau mobile app. It also respects row-level security set up in the published data source, ensuring that users only see data they can access. Currently, Tableau Pulse does not support visual branding customization, though this feature may be added in the future. Additionally, directly linking Pulse KPIs to Tableau dashboards is not yet available, but this functionality might be developed later.

In conclusion, Tableau Pulse simplifies and accelerates the delivery of AI-powered insights, offering versatile usage options, including mobile access and external platform embedding. Enabling Tableau Pulse in Tableau Cloud settings is essential to utilize its full potential, making it a valuable tool for organizations looking to enhance their data accessibility and analysis capabilities.

Presentation Outline

  • What is Tableau Pulse?
  • Enabling Tableau Pulse
  • Advanced Definition and Viewing Metrics
  • Embedding Tableau Pulse
  • Q&A
  • Conclusion

What is Tableau Pulse?

Tableau Pulse, released on February 22nd for Tableau Cloud customers, is a re-imagined data experience leveraging AI to make data more accessible to users of all technical levels. It is available exclusively for Tableau Cloud and aims to deliver personalized, contextual, and smart data insights.

Key points about Tableau Pulse:

  • Available exclusively for Tableau Cloud customers.
  • Requires published data sources to create insights and metrics.
  • Metrics must be defined by a measure and a time dimension.

Enabling Tableau Pulse

Tim began the demo by showing how to enable Tableau Pulse in the Tableau Cloud settings. He demonstrated the process of creating a new metric definition, selecting a published data source, and defining a measure (e.g., profit) and a time dimension (e.g., order date).

Tim illustrated how to apply filters and format the data and explained the insights feature, which allows users to adjust how Tableau handles trends (neutral, favorable, or unfavorable) and customize insight types.

Advanced Definition and Viewing Metrics

Tim showed an advanced method of building metrics using a canvas similar to Tableau Desktop, allowing for more detailed customization. Once a Pulse metric is created, users can follow and view it from the Tableau Cloud home screen, where it appears as tiles providing a top-level overview.

Tim also demonstrated the Ask feature, which uses natural language processing (NLP) to answer questions based on the metrics.

Embedding Tableau Pulse

Tim explained how the Lightning component embeds Tableau Pulse within other platforms, such as Salesforce communities. This lets users view and interact with Tableau Pulse metrics directly within their Salesforce environment, maintaining full functionality.

Q&A

  • Viewer vs. creator permissions: only Explorers and Creators can create metrics in Tableau Pulse. Viewers can follow but not create metrics.
  • Mobile compatibility: Tableau Pulse is designed to be mobile-friendly and can be accessed via the Tableau mobile app.
  • Data security: Tableau Pulse respects row-level security set up in the published data source, ensuring users only see data they can access.
  • Customization and branding: currently, Tableau Pulse does not support visual branding customization, but this feature may be added in the future.
  • Integration with dashboards: as of now, Pulse KPIs cannot be directly linked to preexisting Tableau dashboards, but this functionality may be developed later.

Conclusion

The simplicity and efficiency of Tableau Pulse help provide AI-powered insights quickly. It’s important to enable Pulse in Tableau Cloud settings and the various ways it can be utilized, from mobile access to embedding in external portals