Explain data controls in Tableau Server & Tableau Online: New in Tableau 2021.3

0:00Hey, it's Tim here. Tableau have added some

0:02additional capabilities to control exactly

0:05who can use explain data.

0:06For authors they've added a workbook level

0:08setting and for admins they've added a site

0:10level setting.

0:11Let's take a look at both of those now.

0:13First I'll go to a desktop setting.

0:15So I'll go over here to 2021.3 that I've

0:17got running on Windows.

0:19And essentially if you go to the data area

0:22up here, if I actually just show you this,

0:24you can go into two places to do this.

0:26If you go to the data up here and go to the

0:27data source that you're talking about and

0:30then you go to the explain data settings,

0:33you'll see that you get this little pop up,

0:35hopefully, that pops up on screen.

0:38And there you go, you've got this allow

0:39explain data setting there that can be

0:41configured.

0:42Now you can tick that or deselect that and

0:44you're pretty much off to the races.

0:46So that's also a nice way to do this. I'm

0:48not sure if this was in the previous

0:49release, but I think this has been added in

0:51this release.

0:52The simple ability to go up here to the

0:54data settings to the data source and then

0:56go to the explain data setting there.

0:58The other thing you could do is you could

0:59actually go to a data point.

1:01So if you click on a data point here and

1:03get explained data to load, click on that.

1:06When explain data loads up, what you

1:07actually have the ability to do is you can

1:10go down to this little cog over here on the

1:12bottom right hand side.

1:13And when you clicked on that cog, you can

1:14essentially open this up and you get the

1:16same control there.

1:18So there's slightly different ways of

1:19getting there, but this isn't new. This was

1:22always there and available.

1:23So now what happens when we go over to

1:25server? Well, first, I'll start with what

1:27server admins have the ability to do now.

1:30They can actually go to their settings. If

1:32you go to settings, then go to general and

1:34scroll down a bit, you'll see the

1:36availability of two features, ask data and

1:38explain data.

1:39And here you can essentially disable

1:41explain data.

1:42Now I'm on Tableau Online, so when I do

1:44this, I'm disabling it for my whole entire

1:46Tableau Online instance.

1:48Of course, each Tableau Online instance is

1:50essentially one site.

1:52So on Tableau Server, you actually have

1:54this setting for each available site on

1:56your setup.

1:57And when you've done that, you tick that

1:58box, you can go over here, click save and

2:00you're pretty much done.

2:02So let's go ahead and hit save.

2:04And now that setting has been saved and we

2:07're pretty much good to go.

2:09Now one other place you could obviously go

2:11is if we go over to a dashboard.

2:14This is sort of really interesting because

2:16you can kind of have permission control of

2:18explain data.

2:19So let's go ahead to any dashboard. I'm

2:21going to this 2020.2 release.

2:23I'll go to my Barcelona marathon vis, sorry

2:27.

2:27And I'll go into the permissions control

2:28setting just here.

2:30And of course, if we go into those three

2:32dots and open up the permissions, you'll

2:35also find a new icon just here for explain

2:38data.

2:39So you can see here that I can set this up

2:41to essentially disable certain groups of

2:43users or certain people from running

2:45explain data on my visualization.

2:48This is super handy because essentially

2:50server admins can create some sort of level

2:52of control at the site level.

2:54And authors can actually give specific

2:56people, maybe managers, maybe salespeople,

3:00maybe specific people who have sort of been

3:01trusted as champions,

3:03have gone through a training course or

3:04something like that to have access to

3:06explain data.

3:07So you know that they're using it in a good

3:08way.

3:09That's probably the most common use case

3:11for this.

3:12Get people through a training course, add

3:13them to a group.

3:14Once they've been through the training

3:15course, they get into the group and now

3:17they can run this permission.

3:19That's probably going to be, I think, the

3:20most common use case initially as we start

3:22to use this.

3:23So that's pretty much it.

3:25You can now control explain data in so many

3:27different ways.

3:29You can do it in the workbook, you can do

3:30it in the permissions and you can do it at

3:32a site level or on the Tableau Online

3:34instance if you're using Tableau Online.

3:37That's pretty much it for this.

3:38Thanks for watching.

3:39I'll catch you in the next video.

3:40Be sure to check out TableauTim.com as well

3:42for all the other videos on this release

3:44and past releases as well.

3:46I'm sure you're going to like what you see

3:47there.

3:48Get stuck in.

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