Improved view data pane: New in Tableau 2022.1

0:00In previous versions of Tableau, if you

0:02wanted to view the data, you'd go to the

0:03data point you wanted to look at,

0:05select it, and then hit the View Data

0:07button and this is what you'd get.

0:09You'd get a table, which was actually

0:11pretty okay.

0:12You could see the detail, you had a summary

0:13view, and you had a more detailed view

0:16which showed you the underlying data point.

0:18However, in 22.1, Tableau have taken this

0:21to 11. Let's take a look.

0:23So if I click on Furniture and I go to the

0:25exact same point,

0:27this time when I click on View Data, I get

0:29the new improved View Data view.

0:32I don't know if that's the right term. View

0:34Data Interface, let's call it that instead.

0:36But nonetheless, you can see this is

0:38immediately so, so much better.

0:40The first thing I'll tell you though,

0:40rather than just looking nicer and looking

0:43more presentable,

0:44there's a couple of customizations you can

0:45make to this. You can actually change this

0:48so that when other users click on this,

0:49they see what you basically changed.

0:52So if I wanted to change the order in which

0:54these dimensions are appearing,

0:56I could select Category here and move it to

0:58the right hand side.

1:00And when the user downloads this data, as

1:02they can do as a CSV or as any other file

1:04type,

1:05it actually presents it in that same order.

1:08The other thing I can do is I can add

1:09detail to this. So if I'm missing a field,

1:12maybe I want to add another field to this.

1:13I can absolutely go in here, select Show

1:15Fields, and I can obviously select the

1:17field that's relevant.

1:18Because this view has everything in the

1:20data source, everything is available.

1:22But I can go ahead and actually remove

1:23things if I just want to make it super

1:25simple for the end user.

1:26I can just keep the fields that I want and

1:28that is going to be there.

1:30Now the other thing I can do is I can do

1:31some sorting.

1:32So let's say I want this to be sorted by a

1:34particular category or by a particular sub

1:36category.

1:37I can obviously just go to this little drop

1:39down here and I can move things left and

1:42right.

1:42But I can also sort this ascending or

1:44descending and you'll see that it sorts the

1:46entire data source

1:47using this particular order, which is a

1:48really, really, really nice touch.

1:51Now there is a little cog here at the

1:53bottom.

1:54And if we go and select that, you'll see

1:55that it also shows you the ability to show

1:57aliases.

1:58In some cases, if you're using aliases

2:00really heavily in your data source, that's

2:02actually going to be useful.

2:04So you'll be able to see those there. But

2:05in my particular case, I'm not seeing any

2:07aliases.

2:08So there's no problem here. I'm just using

2:09the default workbook inside of Tableau

2:12itself.

2:13Now the last thing I'll mention about this

2:14is this little area on the left hand side.

2:17What we're looking at here is the summary

2:19view.

2:20Now, if you've built a table with a data

2:21model, what you'll get as well as a summary

2:24view are the individual tables that have

2:27built that summary.

2:28So in this case, we're not using a data

2:29model view. We're just using the standard

2:31orders table.

2:32And you can see that it actually at a row

2:33level, this is the detailed version that we

2:35used to get in the previous version.

2:37But if you're using the data model, this

2:39would also show you any additional tables

2:42that have been brought together to form the

2:43summary.

2:44So you don't just get the summary, get the

2:46additional tables underneath it that have

2:48provided that capability.

2:50And just to show you that the CSV will

2:52observe the sorting, let's move the product

2:54name all the way to the right hand side.

2:56This time around, I use this little jump

2:58button that brings it all the way to the

3:00front.

3:01You can also do the same at the end. And

3:03let's go ahead and download that to my

3:04desktop.

3:05We'll call this version 2 because I've

3:07actually already downloaded this.

3:09Now that's on my desktop. Let me just open

3:10up the file on my desktop.

3:12You'll see that it's right there. I'll open

3:14this with Excel. Let's go ahead and do that

3:15quickly.

3:16Excel is not my default CSV opener here.

3:19And you can see the product name was indeed

3:21put to the very left hand side.

3:23So those Excel sheets, instead of having to

3:25get an extension to customize them, you can

3:27just do that straightaway in the view.

3:29So when you publish this up, the user will

3:31get a slightly limited view of this.

3:33It will be slightly different, but it will

3:34work really, really well.

3:36I've been told that this also supports

3:37accessibility requirements.

3:39So I'm not sure entirely what that means. I

3:42'll have to do a little bit of testing

3:43myself to validate that.

3:44But I believe screen readers should be able

3:45to navigate this view once it's up on the

3:48server and it's being viewed in an

3:50efficient way.

3:51Let me show you what that looks like. OK,

3:53we're here in the browser. I'm here in the

3:54view.

3:55I'm not actually looking at it as an editor

3:56. I'm just looking at it as an end user.

3:59If I go to furniture and I wait for that

4:01pop up to come up and I hit the table, you

4:03see that it actually pops up this new.

4:05It calls it like a hybrid window. But

4:06nonetheless, it's exactly the same.

4:09Essentially, they've both been built off

4:10the WebView. So no surprises here.

4:13I can, of course, customize this here and

4:14move this around as well, which is really,

4:16really nice to see.

4:17But notice I'm doing this as an end user. I

4:19'm not doing this as the author.

4:21So this is really, really nice. People are

4:23going to be able to customize this now.

4:25I believe that in terms of security, if you

4:27've got the ability to see summarized data,

4:29you'll only get the summary fees.

4:31And if you've got the ability to see the

4:33granular data, you'll obviously get the

4:35full data showing up here.

4:36So this should observe all the usual

4:37security requirements of Tableau Server.

4:40So just be sure to check that. Make sure

4:41you test that as a viewer, as an explorer

4:44and make sure everything sort of meets your

4:46requirements.

4:46But that's pretty much it. That's it for

4:47this new feature. Now, this is a small

4:49thing.

4:50It's a very sort of small thing, but it's

4:52amazing. It's actually a much, much, much

4:54nicer experience, especially as we move

4:57into the WebEdit world.

4:58And I expect this to improve over time. I'm

5:00aware that there might be some additional

5:02features added to this in the future.

5:04So that will be really, really interesting

5:05to see what Tableau comes up with.

5:07Everything that comes out with Tableau

5:08nowadays, it doesn't all come out in the

5:10first release.

5:11It always sort of takes two or three

5:12releases to sort of pan out. But here we

5:14are. This is it.

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5:31In the next one.