Video |

Tableau | Data visualisation | Analytics

See related metrics: New inTableau 2021.1

You can now easily see all metrics related to a visualisation.

Tim Ngwena •27 March 2021 •3 min watch •1.3K

Part ofWhat's new in Tableau 2021.1

Watch on YouTube

The metrics pane now automatically shows all metrics already created from a given visualisation
To create a metric, select a metric on the left, click create, and Tableau builds a value from the time series trend in the view
Each metric creation triggers a 'toast' notification confirming success
Any site role can now see connected metrics in this view, where previously only creators and explorers could access metrics

0:00Hey it's Tim here, in today's video I'm

0:01showing you a new feature in 2020.1 which

0:04shows you related

0:05metrics for visualization. Okay let me show

0:07you how that works. Again the first thing

0:09we're going

0:09to do is just go to this first

0:10visualization here, it's already set up for

0:13this example,

0:13and we're going to go to this forecast tab

0:15here on the bottom. Okay once this loads up

0:18you can see

0:19that this is our visualization and what you

0:21need to be able to see is this option here

0:23that says

0:24metrics. If I just grab my annotation here

0:26you can see there's this option for metrics

0:28and when

0:28you click on that you actually get the

0:30metrics pane appear on the right hand side

0:32and the new

0:33feature in 2020.1 is that it now

0:36automatically shows you metrics that have

0:38already been created

0:39for from this visualization. Okay so let's

0:42create a couple more one for each one for

0:44corporate and

0:44one for home office then you'll see them

0:46appear here on the list on the right hand

0:48side. We're

0:48actually also in the right place to create

0:50one so what I need to do is to click on a

0:51metric here on

0:52the left hand side and then once I've done

0:54that click create and what it will do is it

0:56'll look at

0:56that metric and it will look at the sort of

0:58time series information that's available

1:00here and it

1:01will create a value so 46,970 here is

1:04actually this number here at the very end

1:07so 46,975

1:08is basically just watching this line over

1:10time and this line here in the

1:12visualization

1:13matches essentially this trend over here. I

1:15can give it a name but I'm just going to

1:16leave it as

1:17is and then the create button is just

1:19behind my face here so if I just hit create

1:22you'll see that

1:23this metric gets created and I'll leave my

1:24face here in the middle of the screen

1:26whilst we create

1:27a couple more metrics so let's go ahead

1:29back to metrics click on this bottom line

1:32here now you'll

1:32see we have to go ahead create once more

1:35create another one hit create and every

1:37time you create

1:38one you get this sort of notification here

1:40on the top of the screen this is called a

1:42toast in

1:42web design and it essentially tells you

1:44that this has been successful and

1:46everything's been created

1:47and obviously once you're done you can now

1:49can I move myself back to where I normally

1:51am

1:52and I can just close these if I want to now

1:54just disregard them as notifications

1:56essentially

1:57now if we click metrics you'll see now we

1:59've got three things that are related to

2:01this

2:02so this is nice because if you're in a

2:03visualization that's used by a lot of

2:05people

2:06and people are starting to create metrics

2:07from them then you can obviously go in here

2:09and start

2:09to see how that works it's a really really

2:11nice quality of life improvement to have in

2:14the product

2:14now there is one small detail worth

2:16covering up here and that is to do with the

2:18license type now

2:19previously only users that were creators

2:21and explorers who can publish actually had

2:23the

2:23ability to see metrics at all but in this

2:25particular view anyone who has any site

2:28role

2:28can actually see these metrics so it's a

2:30small sort of detail let me just go ahead

2:32to the tablet

2:33documentation and show you where it says

2:35this if you go on here to see where it says

2:36see connected

2:37metrics in the view you'll see here that it

2:39says when you open metrics pane you will

2:40see the metrics

2:41blah blah blah users with any site role can

2:44see connected metrics that's a really nice

2:46thing which

2:47means viewers now have the ability to get a

2:49look into some of the benefits that

2:51previously only

2:52creators and explorers had access to okay

2:54so that's pretty much it for this feature

2:56there's

2:56not much more to it um if you've enjoyed

2:58this video thanks for watching and i'll

3:00catch you in

3:01the next one be sure to check out the

3:02playlist on 2020.1 on my channel along with

3:06all the other

3:06videos i've been releasing in the last few

3:14weeks and months take care

Rollup

Tableau 2021.1 adds a metrics pane that shows all the metrics already created from a visualisation, and lets any site role (not just creators/explorers) see them, making it easier to spot what people are already tracking from a shared view.

Uses a forecast-style visualisation with a time series trend. The goal is to see and create metrics tied to that view, and to understand who can now view them.

The Breakdown

Open the metrics pane on a view 0:21

On any visualisation, look for the metrics option; clicking it opens a pane on the right that now automatically lists any metrics already created from that view.
Select a field and create a metric 0:42

Click a metric candidate on the left-hand side, then hit create. Tableau reads the time series trend in the view and builds a metric value from the most recent point in that trend.
Repeat for other fields as needed 1:22

You can create multiple metrics from the same visualisation one after another; each new one appears in the metrics pane's list once created.
Watch for the toast confirmation 1:41

Each time you create a metric, a toast notification appears at the top of the screen confirming success — you can dismiss these once you've noted they've worked.
Review all related metrics in one place 1:58

Reopening the metrics pane shows every metric connected to that visualisation, which is useful on views shared widely where multiple people have created their own metrics from it.
Note the licensing change 2:15

Previously only creators and explorers with publish rights could see metrics at all. Now, any site role can see connected metrics in this pane, so viewers get visibility they didn't have before.

Worth Knowing

Viewers can now see connected metrics in this pane even though metric creation itself still depends on your role's publish rights.
The created metric value is essentially just the latest point on the time series trend in the view, not a separately configured calculation.

Use It When

Use this when you're working with a visualisation that's shared across a team and want to quickly check what metrics others have already built from it, or to add your own without hunting through separate metric definitions.

How this Rollup was made provenance & method

A Rollup is drafted by AI from the video's transcript, then reviewed and edited by Tim. Everything used to produce this one is listed below — the model, the exact prompt, and the source video — so the process is transparent and reproducible.

Transcription: On-device — NVIDIA Parakeet v3 for recent videos, OpenAI Whisper large-v3 for earlier ones. The transcript never leaves the machine or gets published.
Drafting: Claude Sonnet 5 in the cloud, from that transcript.
Prompt: The exact Rollup prompt (v2) — the full system prompt, unedited.
Source video: Watch on YouTube
Drafted: 5 July 2026 at 09:38
Reviewed & edited: 5 July 2026 at 09:41 · by Tim Ngwena

Model + prompt + video is everything you'd need to recreate a Rollup like this yourself. The one thing we don't share is the transcript.

Rights. The video and its transcript are the property of TN Media Ltd. Unauthorised use or download is prohibited. © TN Media Ltd.