Ask data for Viewers & new guided search interface. New in 2021.2

0:00Hey, it's Tim here. In 2021.2 Tableau have

0:02made the Ask Data experience available for

0:05all viewers.

0:06Now in the previous videos I actually

0:08already done a video showing creators how

0:10to create a lens

0:11and I've also shown a video of how to set

0:13up ask data inside of a dashboard so

0:15viewers can

0:16experience it inside of a desktop. This

0:18video is for viewers and so in this video I

0:20'm actually

0:20logged into my Tableau Online instance as a

0:23viewer so you can see what it's like to use

0:25Tableau

0:26if you're just an everyday consumer on

0:28Tableau Online or Tableau server. Let's get

0:30stuck in.

0:31As a viewer you don't have much oversight

0:33as to what's actually going on in the

0:35background,

0:35you don't know where the creators have

0:37given you the right permissions, you don't

0:38know what's going

0:39on. So I'm going to try and give you a few

0:40pointers as we go through this as to you

0:42know

0:42where to look and who to ask for help if

0:44there's ever a problem. Okay, so in here I

0:47'm in here as a

0:48viewer obviously you can see that I'm

0:50signed into Tableau Online I have far less

0:52sort of going on on

0:53my left hand side and I have access just to

0:54one visualization that's this overview

0:56dashboard. Okay

0:58now if I go into it you'll see that I have

1:00just you know just normal access. Now one

1:03thing I do

1:03have is as a viewer on this particular work

1:05book I have access to all of the controls

1:07that you have

1:08across here at the top and that's important

1:10because in some instances you don't always

1:12have

1:12that so if you can't see an option up here

1:14at the top don't worry it's probably just

1:16the permissions

1:16or setting that a creator or an author on

1:19your Tableau server hasn't enabled for you.

1:21If you

1:21want to know who the author is and if you

1:23just go to the workbook you can always see

1:25who the owner

1:26of the workbook is here and sometimes they

1:28even put a description so you can get in

1:29touch with a

1:30specific team that's responsible for

1:32developing that particular workbook. Now if

1:35I go back to my

1:36explore tab you'll obviously see that in

1:382021.2 Tableau have added the capability

1:42for viewers to

1:43use our status so what I'm going to do is

1:45show you sort of the two ways of doing that

1:47and the first

1:48way is actually an old way it's actually

1:50been possible for creators to do this for

1:51some time

1:52but it's essentially to just go to a data

1:54source and just start working with it. If

1:57there's a

1:57published data source that you have access

1:58to and you have the rights to see

2:00everything in the data

2:01source you can essentially arrive at this

2:03view this is essentially a data source in

2:05Tableau server or

2:06Tableau online and you can see that all the

2:09fields are on the left hand side. Now

2:11someone in a you

2:12know authoritative position who is an

2:15editor of this content has the ability to

2:17go in and change

2:18things like synonyms and controls but

2:20essentially the key thing to be aware of is

2:23that in 21.2

2:24they've essentially added a new feature

2:26called lenses. Now lenses are a way for the

2:28authors who

2:29build your content to give you a more

2:31focused view on a specific question so you

2:33can see here

2:33that I actually have two lenses one's

2:35called shipping and one's called

2:37profitability.

2:38Essentially these might be perspectives

2:39that you might look at if you are shipping

2:41products and you

2:42want to look at how that's performing or if

2:43you're only interested in profitability you

2:45might go to

2:46the profitability lens. These are like subs

2:49ets of this data source so if I go into this

2:51shipping

2:52lens I expect to see everything that I see

2:54here on the left hand side essentially it's

2:56exactly the

2:56same data source it's just removing all the

2:59things I don't need it allows me to focus

3:01in on the

3:02question I'm trying to ask and so what I

3:04can do now with this is I can just go ahead

3:06and start

3:07using this and with our status so now you

3:09'll see that I've arrived at this and I've

3:11got two lenses

3:12and it's essentially asking me look where

3:13do I want to start which lens do I want to

3:15start with

3:16so I can go ahead and select the shipping

3:18lens and once I've done that the shipping

3:20lens allows

3:21me to ask a series of questions and you'll

3:23actually get this really nice pop-up here

3:25showing you how our status works it's

3:27actually really nice I encourage you to

3:28take the tour if

3:29you haven't already done so it's really

3:31well curated and well looked after if I

3:33close that

3:33box and then I go here you can see I get

3:35more teal tips so it tells me exactly where

3:37to go and

3:38I can essentially start typing questions so

3:41I can say what was the average days to ship

3:44and you can

3:46see that it notices what's going on inside

3:48of the view so this is actually an enhanced

3:50feature it's

3:51called guided set as you work with this so

3:54as I start to type things in here and if I

3:56say by city

3:57you'll see that it it gives me some sort of

4:00indication of what I can ask I can do it by

4:02weekday by month by month whatever I can do

4:05it by pretty much anything but it's also

4:07able to go into

4:08the individual fields you'll see here that

4:11it even has context of what's in the

4:12product name in case

4:14that's what I'm actually trying to sort of

4:15talk about but that's not actually what I'm

4:17interested

4:17in I'm just going to group by and I'm just

4:20going to type in city here and that's I

4:22type s-c-i-t

4:24sorry you can see that it looks at all the

4:26different cities in my fields but actually

4:28the

4:29top one is the contextual field name so you

4:31can see here this is city this is

4:32essentially if I

4:34just bring out an arrow this is essentially

4:36this field and all these items here all

4:39these items

4:40here in blue are essentially coming from

4:43this city field so if I go into the list of

4:46cities

4:46or everything in blue is what I'd expect to

4:49see if I was just filtering that with

4:51things that say

4:52city hence New York City, Oklahoma City are

4:54all in there now when I find a selection

4:57that I like I can

4:58just go ahead and click it and it auto

5:00completes that and so what you get is sort

5:02of two views

5:02you've got you know what you typed here in

5:05this little blue section and then above it

5:07you've got

5:07like essentially the the analytical

5:10question this is sort of computer speak so

5:12it's going to go and

5:13do an average and it's going to go use the

5:15days to ship calculation which has been

5:18done for me by

5:18my creator and author and it's going to

5:20break that down by city so this is a nice

5:22way of sort of

5:23looking at this and really working with

5:25this so if I go ahead and hit enter now

5:27this is the one

5:28bit I've never really liked it sends you

5:29somewhere else it doesn't sort of just keep

5:31you in the same

5:32window I'd love that to stay the same but

5:34now you can see here that we have a map and

5:37it's chosen

5:38this map because actually in a previous

5:40video I myself chose a map as a different

5:42user so it's

5:43assuming that is a map that someone else is

5:45going to like now it's not necessarily the

5:47best way to

5:48show this because geography has no real

5:50correlation here with the time it takes to

5:52ship there's

5:53probably more of a correlation with the

5:55size of the order or whether it's in stock

5:57or not so

5:58if I go in here and I break this down as a

6:00bar chart I can actually do like a league

6:02table which

6:03makes more sense so I can see here that

6:05some of these cities here at the top on

6:07average take a

6:08long time seven days to ship their items

6:11which is sort of interesting if I scroll

6:13all the way down

6:14you can see the average I know the average

6:16is actually 3.98 I'll tell you how I know

6:18that in

6:19a second but this is a much much easier way

6:21to work with now as I did there what I did

6:24is I

6:24simply changed the visualization type so if

6:26I want this as a table I can go ahead and

6:28just select text

6:29table and it just gives me a list if I go

6:31in here again and I do a stacked bar chart

6:33that doesn't

6:34really make sense in this context because

6:37if I'm stacking these cities on top of each

6:38other it

6:39doesn't doesn't make much sense a heat map

6:41doesn't make too much sense either because

6:43the size of

6:44each square represents the average days to

6:47ship and to be honest it's the legend doesn

6:49't really

6:50help me sort of figure out the difference

6:51between these because there's a whole range

6:53of sizes in

6:54between zero and seven and again a tree map

6:57kind of works the largest items here being

7:00here on the

7:00top left the smallest being on the bottom

7:02right but again the better thing to do here

7:04is actually

7:05a bar chart and sort it from largest to

7:07smallest or smallest to largest depending

7:10on what you're

7:10looking at if you want to know the slowest

7:12you do this if I wanted to actually change

7:14this so it was

7:15the fastest to the slowest I just go down

7:17here to the bottom and I can just click on

7:20this little

7:21icon and that will change the the way it's

7:23sorted and now that I can see Billings, C

7:26airnham, Montem,

7:27Port Harwich and Rockhill I think are

7:29shipping on the same day essentially

7:30something gets ordered

7:32and they all ship the same day some of

7:33these other ones take a bit longer maybe

7:35half a day or

7:36and longer so you can see this is a really

7:38really nice feature now if I want to clear

7:41this out I can

7:41just go here to clear all and select clear

7:44all and what it will do is it clear the

7:46questions so each

7:47time I ask these questions they're sort of

7:49just there for me to you know ask questions

7:52the key

7:52thing you want to be aware of here is that

7:54a lot of these perspectives you can't save

7:56them so let's

7:57just say the average and notice as I type

8:00average I did a misspell there I do that

8:03deliberately and

8:04you can see here that it's actually able to

8:06sort of compensate for that as well and it

8:08knows it's

8:08an aggregation so let's go click average

8:11days to ship and I'm just going to select

8:14the auto

8:14completed version and this time I'm not

8:16going to break it down by anything and hit

8:17enter what we

8:18should get here is the number 3.958 that's

8:21how I knew what the average days to ship

8:22because I was

8:23actually able to ask it now the key thing

8:26that makes this work really really well is

8:28if the

8:29terminology that you typically use in your

8:31business has been baked into the data set

8:33sometimes when you store data you don't

8:35actually store it with the same field names

8:36that you use

8:37when you're analyzing the item in other

8:39industries you might have a field that says

8:41profit but

8:42depending on which part of the business you

8:44're from you might calculate profit in

8:45different ways

8:46so it's really really important that when

8:48you're using this feature you connect with

8:50the people

8:50who are building these data sets for you

8:52and you make sure that you understand what

8:53's going on

8:54behind the scenes because essentially if if

8:56there are calculations here that you know

8:58you don't

8:59understand you need to get to know how that

9:01works a nice tip if you want to know what's

9:03a calculated

9:04field and what's come from the database you

9:06sometimes see this little equal sign if I

9:08show

9:08you here days to ship size of order and I

9:11think profit ratio which is not in this

9:13perspective

9:14because it's a shipping one these two are

9:15calculated filled because they have the

9:17equal

9:18signs and excellence that essentially shows

9:19you that's something that someone has

9:21created

9:21using existing fields in this data source

9:24okay so that's a really really sort of

9:26quick overview of

9:27our Stata be sure to check out my channel I

9:29've actually been doing videos on our Stata

9:31for a

9:31long long while so there's a whole wealth

9:33of content from the past and but the really

9:35cool

9:35thing is that viewers now have access to

9:37this today and in terms of the guided

9:40experience I

9:41think this is a much much much improved

9:42experience before when you typed in here

9:44you didn't get much

9:46assistance and now if I just you know if I

9:48just to some it knows what some is is it an

9:51aggregation

9:52am I talking about the city or am I talking

9:54about the customer it really has the

9:56context of the

9:57whole entire data set and this makes it

9:58easier to sort of click your way through to

10:00the right answer

10:01and you can start to break things down I'm

10:03not gonna lie it's gonna take a little bit

10:05of getting

10:05used to and this stuff is never perfect

10:07when it's launched it's always going to be

10:08trying to learn

10:09from you but the more people that use this

10:11in your business two things are gonna

10:13happen these

10:14recommended visualizations are going to

10:16become much much better and it's also

10:18possible for your

10:19admins to see what questions people are

10:21asking and all these filters and all these

10:23sort of really

10:24nice contexts you can have over time and is

10:27going to really really help people work

10:29with this in a

10:30lot better way so I'm really happy for this

10:32I'm happy that this is available and I'll

10:34do another

10:34sort of bigger deep dive into our state at

10:36some point in the future but I just wanted

10:38to touch on

10:38those two things our state if a viewers and

10:41the new improved guided search experience

10:43in our state

10:44Alright, thanks for watching and I'll catch

10:45you in the next video.

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