Enabling Tableau Pulse | New in Tableau 2024.1

0:00Tableau Pulse is out. 24.1 is also out so I

0:02'm going to start making my way through all

0:04these

0:05videos this week. Today we're going to show

0:07you how to enable Tableau Pulse on Tableau

0:09Cloud and

0:10for those of you wondering Tableau Pulse

0:12will not be coming to Tableau Server. I'll

0:14cover that in

0:14the end of this video. As ever let's get

0:16stuck in. Okay so we're here inside of

0:19Tableau Cloud.

0:20You can see that I've got a brand new

0:22vanilla user admin here that's logged into

0:24Tableau Cloud for

0:25the first time. I'm sort of simulating this

0:27because I think there might be some server

0:29admins,

0:29who are now coming to Tableau Cloud and

0:31doing this for the first time. So I'm going

0:34to sort of

0:34create a similar experience to try and give

0:37some parity to that journey. So to enable

0:40Tableau

0:40Pulse there's actually a couple of steps

0:42that you have to go through. I will say

0:44that Tableau

0:44have some pretty good documentation on this

0:46. That's essentially what I followed but let

0:48me

0:48just walk you through the basic steps here

0:50and then I'll show you where the

0:51documentation is.

0:52It will also be in the comments and the

0:53description below. So let's go ahead and

0:55start

0:56by going to the settings option over here

0:58on the left hand side. If we go ahead and

1:00click on that

1:01we go to this page and this page has had a

1:03lot of settings added to it over time. So

1:06if we scroll

1:07down you'll see there's a couple of options

1:09and the two things you need to bear in mind

1:11here are

1:11actually these specific two items. Now I'm

1:14going to break these down in a separate

1:16video because

1:17I do think they need their own video but in

1:20essence over the last six months Tableau

1:22have

1:22been talking about two core technologies

1:25Tableau Pulse and something they've sort of

1:27rebranded a

1:28couple of times mainly to do with AI. What

1:30they're calling it this time around is

1:32Tableau AI. So

1:33Tableau AI think of this as the underlying

1:36technology that's powering all the AI based

1:38experiences on the Tableau platform. So

1:41Tableau Pulse is one part of that. It's

1:43going to be using

1:44Tableau AI and some of its capabilities.

1:46There'll also be other AI based features

1:48coming out in the

1:49future that will also lean on Tableau AI.

1:52So in order for all of those AI

1:53capabilities to work

1:55Tableau have a separate toggle here to

1:57enable this to happen. So you can see here

2:00that we have

2:01a setting and it's mostly sort of geared

2:02towards Tableau Pulse but you can see here

2:04the specific

2:05setting it's actually asking about it's

2:07enabling Tableau Pulse insight summaries to

2:10use generative

2:10AI to summarize key metric insights using

2:14natural language. And this is a very

2:17specific permission

2:18because what this is actually saying is

2:20that AI is not generating the insights. The

2:22insights are

2:23actually coming out of your raw data. What

2:25is actually happening is that insight is

2:27being fed

2:28to an AI system. I think it's actually Chat

2:31GPT in the background and that system is

2:34taking those

2:35summaries and trying to synthesize that

2:37into a sentence very much like you might go

2:39to ChatGPT,

2:39give it a bunch of sentences and ask it to

2:41summarize that into a brief and more

2:43succinct

2:44sentence that still reflects the truth and

2:46is still sort of well curated. So that's

2:47what's

2:48actually going on here and this checkbox is

2:50enabling that capability to happen.

2:52Once you've done that you can then go ahead

2:55and enable the core Tableau Pulse

2:57experience. So

2:58up here you'll see there's a separate check

3:00box for Tableau Pulse and notice I don't

3:02have Tableau

3:03Pulse on my left hand side banner. When you

3:05have it it will appear in this red space

3:07that I'm

3:08highlighting right now. Once you go ahead

3:10and hit turn on Tableau Pulse you'll see

3:12you get a couple

3:13of other options. You can actually enable

3:15it for specific users or for a specific

3:17group and this

3:17is actually quite useful because you could

3:20do this for let's say your developers who

3:22are coming on

3:23for the first time to build this metrics in

3:25case you're sort of doing a phased rollout.

3:27This is

3:27really handy for that so you can create

3:29your sort of test group and then everyone

3:31else and then once

3:31you're ready you can enable it for everyone

3:33once those metrics have been curated. And

3:35so what will

3:36happen here is it's just about disabling

3:37and enabling an option on the left hand

3:39side. I'll

3:40come to this shortly but once we go ahead

3:42and we go ahead and say for all users on

3:45this site because

3:45it's just me essentially on this Tableau

3:47Cloud test environment we can go ahead hit

3:49that option

3:50and as soon as we hit save you'll see that

3:53Tableau Pulse appears over here on the left

3:56hand side. You can see it right there at

3:58the very bottom so Tableau Pulse is now

4:00enabled.

4:00As soon as we've done that it's enabled it

4:02literally happens in screen. I didn't need

4:05to

4:05refresh the page. If I go ahead and click

4:07on that it actually goes to a separate

4:10experience. So

4:10that's sort of the first thing to bear in

4:12mind. As soon as you enable Tableau Pulse

4:14you're not

4:15going to be staying in the existing Tableau

4:16environment. You're actually going to end

4:18up

4:18going to a net new environment. This is a

4:21sort of interesting decision by Tableau and

4:24I can kind of

4:24see how they've arrived at this but at the

4:26same time it's still not the best. So what

4:28we'd want

4:28in the future is for this to stay part of

4:30the same Chrome so you're not having to

4:31switch between

4:32Tableau Cloud and Tableau Pulse. I'll just

4:34double check that's still the case because

4:35I think

4:36previously when I clicked on this logo yeah

4:37it stayed here in Tableau Pulse. When I

4:39click on

4:40Tableau Pulse it stays here and on the

4:41right hand side here there's still no

4:43option to go back to

4:44Tableau Cloud. So that's something to

4:46remember and it's not opening up a new tab

4:48it's actually just

4:49going to a new window. So if I just show

4:50you my side menu I'm actually still in the

4:53same page and

4:53if I go back you'll see that it actually

4:55goes to Tableau Cloud there. So that's sort

4:57of my

4:58side menu there showing you that experience

5:00. So just make sure you explain that to

5:02users that

5:02if you're enabling this for the first time

5:04it will go to Tableau Pulse but they'll

5:06need to have a

5:07bookmark to Tableau Cloud available so they

5:09can go back. Such an important thing

5:11because I think

5:12people will get lost and they'll want to go

5:13back to something familiar and they won't

5:15be able to

5:16use it. So that's how to enable Tableau

5:17Pulse. It's super simple now there's a

5:19couple of things

5:20that I'm sure you're going to all want to

5:22know about which is if we go to Tableau

5:24Pulse how do

5:25the permissions work. Now I've done a video

5:27on permissions here on YouTube I'll put a

5:29sort of

5:29screenshot to that and I'll put a link to

5:31the descriptions that goes into permissions

5:33in

5:33incredible levels of detail. What actually

5:35specifically happens with Tableau Pulse is

5:37a slightly interesting decision and Tableau

5:40sort of broken this down into sort of key

5:42areas. So if

5:42I go down to this documentation here that I

5:45've already got open they break it down into

5:47the

5:47three key areas and again I'll put this

5:50into the description below but essentially

5:52there's two

5:52things you need to understand permissions

5:55for creating metrics and permissions for

5:57viewing

5:57metrics and fundamentally they follow the

6:00same sort of dynamic as you'd have relative

6:03to the

6:03data source. So as a simple example to

6:06create a metric you need to have connect

6:08permissions to

6:09that data source so you can't create a

6:12metric unless you have connect permissions

6:14to that data

6:15source. The other thing is the role that

6:17you have the actual license stack that you

6:19have needs to be

6:20specifically the creator or site admin

6:23explorer or explorer can publish setting it

6:26's a bit of a

6:27weird one I know but those are the specific

6:29roles you need to be able to create metrics

6:32and then once you've sort of gotten over

6:34that hurdle of creating metrics the next

6:36thing you

6:36need to bear in mind is who can see those

6:38metrics and so those metrics are

6:39essentially pinned to

6:41four criteria you can see them here the

6:43credentials for a data source are embedded

6:45so essentially in this particular case the

6:48credentials are so sit with inside the data

6:50source so everyone can essentially see the

6:52metric if they've got permission to see

6:54that data source

6:55essentially the next one is the user's

6:57credentials are passed to the data source

6:59with single sign-on

7:00so essentially it's impersonating the user

7:02and it's passing that on to the relevant

7:04data source

7:05the user's credentials are saved for the

7:07data source for more information cmanage

7:09credentials

7:10for data connections and it kind of sends

7:12you off to another page and the last one is

7:14the data

7:14source doesn't require the user to authent

7:16icate access data so you've got some sort of

7:19big data

7:19or it's coming from a flat file and

7:21therefore there's no real authentication

7:23required and so

7:24everything here is super super important

7:26now if we just sort of step back a minute

7:28we just look at

7:29this whole paragraph and you'll see here

7:31that this this top paragraph is super

7:33important the ability

7:34to see the data for a metric depends on

7:36access to the data in the data source the

7:39metric is connected

7:40to so the published data source the actual

7:42data source itself the permissions for that

7:44drive this

7:45whole experience okay tableau pulse doesn't

7:48prompt users to sign into the database or

7:50data connection

7:51for that data source instead one of the

7:53following must be true for the user to see

7:55the metric data

7:56and so that's why i went through it in that

7:58order because you kind of you kind of do

8:00need to know

8:00about this and then you need to sort of

8:03understand the overarching principle that

8:06kind of drives this

8:07behavior so this is super important to

8:09understand once you've enabled tableau

8:11pulse just to know

8:12what's going to be happening the other

8:14reason this is important is because you don

8:15't have it in the

8:16same place now if you're wondering what do

8:18i mean well if i go over to tableau cloud

8:21and i go to

8:21explore let me just close the sidebar and

8:24we go to a data source let's go to this

8:26data source here

8:28i'll just look at this as a list and just

8:29see which one which one makes the most

8:31sense

8:32let's go to uh sales commission as an

8:34example so if i go to sales commission you

8:36'll see that

8:36i see a basic sort of setting around the

8:39data source it's just a hyper file but if

8:41we go over

8:42to the permissions and i just go down here

8:44to permissions you'll see that i get this

8:46sort of

8:46matrix this matrix allows me to see what's

8:49going on with my data source and they

8:51follow specific

8:52templates and you see here that you have

8:54different permissions so view connect

8:56download data source

8:58save overwrite and so on and so forth these

9:00are very easy to understand and you can

9:02literally see

9:03what's going on if i wanted to see for

9:05example what access does tim get you can

9:07see i can type

9:08tim and it shows me a tick under the two

9:10sets of permissions i might have and this

9:12also works with

9:13um with groups if i type in tests and you

9:16'll see that um actually in this particular

9:18case that's

9:19not going to work because i don't have um

9:21the group set up for this data so never

9:23mind that but

9:24in my permissions video i do give an

9:26example of this you can actually test

9:27people's permissions

9:28and make sure that they work uh down here

9:31you're only ever searching for a user up

9:33here you can

9:34indeed add uh users or groups if that makes

9:36sense so i kind of got myself lost there

9:39but nonetheless

9:40that is a super important thing to

9:42understand you can't see this when you're

9:44in tableau pulse so you

9:45need to understand this for the data source

9:47here before you then go start planning what

9:50you're

9:50going to do with the metrics in tableau

9:52pulse i think that will cause a few issues

9:53between you

9:54know people sort of understanding what's

9:56going on or why they can't see things it

9:57might need you to

9:58switch between a few tabs to diagnose what

10:00's going on but that's essentially what you

10:02need to do so

10:03that's pretty much in a nutshell you enable

10:05tableau pulse once you enable tableau pulse

10:08you head over to the landing page it's now

10:10out of beta so it's now public it's now

10:12launched

10:13a couple of things to bear in mind uh i had

10:16pulse metrics in the beta and they've been

10:19wiped so

10:20if you've come from the beat and you've

10:22gone to the live experience um at least in

10:24my case

10:25they've been completely wiped so i have to

10:26start again i'll use a video opportunity to

10:28show you

10:29how to do that and then the second thing to

10:32bear in mind is metrics get deprecated so

10:35with the

10:35release of tableau pulse previously built

10:38metrics will essentially disappear from

10:40your cloud

10:41environment so you might get a few people

10:42reaching out to you saying hey i've lost

10:44some metrics that

10:45i used to have here in tableau where has it

10:47gone it's because tableau pulses deprecated

10:49those

10:50capabilities so um tableau pulse not being

10:52available in tableau server this is a

10:55decision

10:55by tableau they are trying to encourage

10:57customers to move over to tableau cloud

11:00that's where they

11:00think the best tableau experience is i'm

11:02not here to debate on that topic i'm just

11:04passing the

11:05message on that is sort of the official

11:07line about tableau server versus tableau

11:10cloud it's pretty

11:10clear and it has been for some time now

11:12that tableau really wants everyone to move

11:14over to

11:15tableau cloud and so you started to see a

11:17lot of capabilities and apis and features

11:20coming to

11:20tableau cloud to make it easier for

11:22customers to move now that said tableau

11:24pulse is probably going

11:25to be the first big feature to really

11:27create that pressure for customers so i'd

11:30be really

11:30interested to know if you're a tableau

11:32server customer if this is something that's

11:34going to

11:34start to make you think about moving i know

11:36some customers don't mind moving to the

11:38cloud but i

11:38know others just can't move to the cloud

11:40and so it's going to leave those customers

11:42a little bit

11:43in the dark and it's going to start

11:44creating a bit of a gap in terms of feature

11:47parity

11:47eventually tableau cloud will be the better

11:49product in my next video i'll go into the

11:51process of creating a pulse metric and a

11:54metric definition those two come in hand in

11:57hand and i

11:57think they need their own time if you can't

11:59wait go ahead and check out my one hour

12:01video where i

12:02went through this for the very first time a

12:04couple of weeks ago when the beta went out

12:06and i got my

12:07hands on it for the first time you can see

12:09my raw impressions and my hot takes on how

12:11i experienced

12:12it for the very first time so go ahead and

12:13check out that if you can't wait for the

12:15next video

12:16otherwise check back hopefully tomorrow

12:17where i'll have the next video on this

12:19topic

12:20thanks for watching and also thank you for

12:22helping me reach 100 000 subscribers it's

12:24super awesome

12:25but still still a large percentage of you

12:27do not subscribe to the channel so if you

12:29can hit that

12:30subscribe button we can get to that next

12:31goal maybe we can reach a million in the

12:33next few years

12:34thanks for watching i'll see you in the

12:36next one

12:36you

12:47[ Silence ]