Better search experience in Tableau Server & Tableau Online: New in Tableau 2022.1

0:00In 2021, the Tableau server and Tableau

0:02online search experience has been massively

0:04enhanced.

0:05Previously, when you use the search

0:06function, it was actually quite difficult

0:07to find what you're

0:08looking for. But now it's super easy. Just

0:10to show you how this works, I'll head over

0:12to the top right

0:12hand side, and I'll just enter the term "

0:14superstore". Let's just start with the

0:17generic workbook that

0:19everyone has. Now, if I go ahead and type

0:21that, what is really nice about this search

0:23is that

0:23there's a couple of changes to the way the

0:25results come back to you. The first one is,

0:28of course,

0:28the most obvious one, which is you get a

0:30nice filter pane here at the top. So you

0:31can filter

0:32down your search results based on what

0:34exactly you're looking for. You've got the

0:36content type

0:36available here. You've also got the owner,

0:38so you can filter it to yourself. And you

0:40can also now

0:41search based on when it was last modified.

0:43So if you want to see only things that have

0:44been modified

0:45in the last seven days, they immediately

0:47come up just like that. Really, really nice

0:49touch,

0:49sort of really get to what you need. The

0:51other thing is that the results are broken

0:53down in terms

0:54of content types. At the top here, you can

0:56see the views, but as I scroll down, you

0:57see workbooks,

0:58you see data sources, flows, tables,

1:00databases, and files. Now, in this

1:03particular search,

1:04I haven't got any metrics. So if I go ahead

1:06and just clear the search and I just hit

1:08enter,

1:08this will actually search all content and

1:10return everything back. So now you can

1:12actually see all

1:12the different types of content and the sort

1:14of assumed hierarchy that's working here.

1:17And again,

1:17this is just really nice. This is a really

1:19nice sort of improvement. Now, the thing to

1:21bear in

1:21mind is that search and explore are

1:23slightly different tools. Search is, you

1:25know, like a

1:26search engine, you go in and type something

1:28that you're looking for. And it's very

1:29specific.

1:30Explore is designed more for browsing. So

1:32don't confuse those two search and explore

1:34two very

1:35different things, you're still going to get

1:37the most I think out of searching for

1:38content,

1:38because then you'll find things that you're

1:40looking for a little bit quickly. Now, the

1:43other thing that's really nice about the

1:44search function, you just go ahead and

1:46search my surname

1:47here, I'm going to deliberately mistype my

1:49surname, and just see what happens. And

1:52what it does is it

1:53uses a system based on token matching,

1:55essentially, it assigns a score or a token

1:58to every single word.

1:59And then on top of that, it also does

2:01something else called fuzzy matching. So if

2:03you miss type

2:04a name, or you miss type a word, it's still

2:06generally going to try and find the closest

2:08possible match that particular phrase, even

2:10though I've typed in my name incorrectly,

2:12it's still savvy enough to bring back all

2:14my content. Now, it's brought down 239

2:17results

2:18compared to 460. I am the author of

2:20everything on this server. So it's

2:22obviously using some sort of

2:23criteria to filter down to this. And I

2:25believe this is based on views. So it's

2:27going to look

2:28at which workbooks have the most views, but

2:30also try and give preference to things that

2:32have been

2:32most recently modified. So that's another

2:35really nice touch. The fuzzy matching works

2:37both for

2:37terms and names. But if you wanted to, you

2:39could just search content, for example, if

2:42I just search

2:42Tim McGuinnah here, you can actually just

2:44go ahead and type an author straight into

2:45the top and it

2:46will find it on top of also being able to

2:48do something like this, which is just a

2:50standard

2:51sort of author filter. And you can go ahead

2:53and say, look, which of the workbooks that

2:55Tim has

2:56modified in the last seven days, you can

2:58see there's just one. And so this is a

3:00really nice way

3:01of just drilling down into different things

3:03. Now, something you might notice is if you

3:05filter down

3:06to one particular content type, it actually

3:08gives you this sorting criteria over on the

3:10right hand

3:10side. And once you're there, you can

3:12obviously sort by a particular thing in

3:13terms of instead

3:14of searching by relevance, you can sort it

3:16by popularity, just changing the weighting

3:18of the

3:18different values. That's it's a really nice

3:20touch. I really like this new interface. It

3:22's a little

3:23bit faster. There's a couple of other sort

3:24of touches you really can't see here

3:26because

3:26I've got such a very small data set. But

3:29maybe if I do this, if I just select all

3:31content and I

3:33just go back and I just clear the search

3:35here, just bring back everything. What you

3:37'll see is

3:38as I scroll down, it actually progressively

3:40loads more content. But because here I've

3:42got such

3:42little content, you actually can't see it

3:44all. Let's go back just to workbooks. And

3:46let's see

3:47if we can see this behavior as we scroll

3:48down, you can just see that last button bit

3:51here, scroll and

3:52add that's supposed to improve speed. So

3:54essentially, it's it's called lazy loading

3:56or

3:57progressive loading, depending on you know,

3:58which school of thought you come from. But

4:00that's again,

4:01going to speed up the capability of the web

4:03page to the initial results late fast. And

4:06as you

4:06scroll as you're telling it that you're not

4:08finding what you're looking for, it's

4:09loading

4:09more and more context based on the criteria

4:12that you've set. So this is going to be one

4:14of those

4:14things where you don't really notice the

4:16change until it returns exactly what you're

4:18looking for.

4:19And straight away, I hope this is something

4:21that people find useful. It's one of those

4:24things that

4:24everyone gets for free. So everyone who

4:26even doesn't realize it's a new feature

4:28will get this

4:29benefit immediately. So I think this is

4:30actually probably one of the nicest

4:32features in 22.1.

4:34Because yeah, it will just improve your

4:35quality of life, especially if you're a

4:37tablet online or

4:37tablet server. And yeah, thanks for

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4:59Transcribed by https://otter.ai