Who is Tableau Pulse for? | New in tableau 2024.1

0:00Hey, it's him here in today's video. We're

0:01answering the question who is Tableau Pulse

0:03for?

0:04Whatever, let's get stuck in now to answer

0:06this question

0:07I actually don't need any sort of screen

0:09recording going on

0:10But I'll have Tableau Pulse in front of me

0:11just in case we need to go to it because I

0:13think it might be useful

0:14context

0:16To answer this question

0:17I think it's super important to go back a

0:19few months because I think the

0:21Writing has been on the wall that this was

0:23always going to be the direction that Sales

0:25force took in one way or another

0:27but at the same time I don't think anyone

0:29could have predicted the you know

0:31resurgence of AI in

0:33Every single piece of technology on the

0:35planet this year if your tool or piece of

0:37software doesn't have AI in it

0:39You're basically behind the curve to the

0:41point where even big companies like Apple

0:44are struggling to get this kind of

0:45capability

0:46into their devices because of the way they

0:48build products and so AI has

0:51completely changed the game in terms of

0:53what

0:54Companies are talking about and the

0:56features that they're putting into their

0:57products

0:57primarily because I think they're trying to

1:00please the market they're trying to please

1:02the

1:03investors and the

1:04expectations of their customers because

1:06their customers are hearing about AI and

1:08all the great things that can do and so

1:10people are looking to

1:11Have these features in their products now

1:13If we go back a bit more there was already

1:16some change happening in the background in

1:19terms of Salesforce

1:20Turning Tableau into the product it wants

1:22it to be and this change is actually a lot

1:24broader and it goes right back to

1:26What I would say changes in terms of the

1:28way the leadership is working changes in

1:30terms of the way

1:31Tableau is run and then finally the product

1:35placement of Tableau

1:36It's sort of a finesse and you have to be

1:37really paying attention to the long story

1:40I'll try and make a video of this, you know

1:42to try and cover the nearly four years now

1:44that Salesforce is own Tableau

1:46but it's a very careful managed journey and

1:48Salesforce is quite good at this Salesforce

1:50is very good at acquiring companies and

1:52Getting what it wants out of them and

1:55changing the sort of course

1:57I think it's it's it's something that a lot

1:59of people who worked under companies that

2:00have been acquired by Salesforce have said

2:02and

2:02I think we have to be clear that when Sales

2:05force bought Tableau

2:07They definitely had a vision and that

2:09vision maybe wasn't necessarily the one

2:11that Tableau was on

2:12When it was acquired and the journey the

2:14Tableau is on when it was acquired was

2:16essentially a journey to the cloud

2:18We had Adam Solipski

2:20He was previously at Amazon

2:21Came to be the CEO of Tableau then went

2:24back to Amazon and Andy Jesse took the role

2:26of Jeff Bezos when Jay

2:28Faisal stepped down

2:29Adam Solipski then took Andy Jesse's role

2:32at back at Amazon

2:33So Adam's lips he went back

2:35But the journey the Tableau was on was

2:37always about going to the cloud and moving

2:40its capabilities towards the cloud and to

2:41be fair

2:42That makes sense. It is one of the biggest

2:44criticism of Tableau

2:45especially in the general analytics fear a

2:48lot of a lot of people will critique the

2:50fact that Tableau isn't crowd cloud ready

2:53and

2:53Yet at the same time Tableau will get a ton

2:55of stick for not having certain

2:57capabilities inside a Tableau server the

2:59non cloud version and so

3:01It's a pretty hard shifter to manage but

3:04nonetheless

3:04I think Salesforce were always going to

3:06push Tableau's products towards the cloud

3:09Because in essence if you look at Sales

3:12force, it's a SaaS platform

3:13Everything runs in the browser everything

3:15runs on the platform

3:16It just makes it much easier for Salesforce

3:18to control the way it manages the whole

3:20Setup having this product that kind of goes

3:22against that was definitely going to be

3:24something they were going to change over

3:26time

3:26Does it mean they're gonna get rid of

3:27desktop? Not really

3:29I don't think that's ever the case

3:30But I do think the way Tableau desktop is

3:32built will

3:33Fundamentally change and it'll work very

3:35similar to the way Tableau prep work

3:36You might think that Tableau prep has a

3:38desktop version but in actual fact, it's

3:41running web code on your desktop

3:43It's not running sort of native

3:45Desktop C sharp or whatever C++ code on the

3:49laptop

3:50It's running something called electron in

3:51the background to actually run the

3:53interface and give you that desktop like

3:55experience

3:56But it's actually just in the browser,

3:57which is why you get feature parity with

3:59the browser version

4:00It's the same code just doing different

4:02things in different places

4:03now the

4:06Next question to answer is the tea leaves

4:08that were at previous

4:09Conferences at the last conferences the

4:12last two conferences Tableau been very bold

4:14to say that look

4:15We've had a strong legacy 20 years serving

4:18this particular audience, but the job is

4:21not done

4:22There are this massive wave of people

4:25across this chasm. I'll put the graphic up

4:27on screen that are not being served and

4:29So what Tableau had think has been saying

4:31for the last eight years very clearly at

4:33conferences that they're moving on

4:35they're moving on from serving what we

4:37would call their traditional user base the

4:40dashboard builders and the moving on to

4:42address the

4:43consumers of those dashboards

4:45They want to build a product that the

4:46consumers of those dashboards

4:47Can use and that is in essence what Tableau

4:50pulse is for Tableau pulse is trying to

4:52address that need

4:53Well, there's a huge problem. And this

4:56problem is essentially this

4:57Tableau has spent 20 years marketing to

5:01this legacy user base and this legacy user

5:04base is

5:05the desktop audience the server audience

5:07and

5:07With Tableau pulse, they have a product

5:11that is sort of spread across these two

5:13user bases on one hand

5:15It requires the creators who have that

5:18license to build these metrics explorers to

5:21build all these metrics metric definitions

5:23Get the data in shape to make it work

5:25and by the way

5:26they have to do that inside of the tablet

5:28platform using publish data sources and a

5:30couple of other factors and

5:32You know in some places those features are

5:34still lacking those features are still

5:36things that people want to see more of and

5:38I know I'll

5:38Say that and people ask on what features

5:40but really you just have to use Tableau

5:43every single day and I'll be upfront and I

5:45'll say

5:45There is a large body of Salesforce product

5:48managers who've not lived with the products

5:50for longer than five years

5:52And if you have lived with the product for

5:54that long, you just know where those edges

5:56are

5:56You don't need to ask that question

5:58And so a real sort of thing we're gonna see

6:00over time is this Tableau develops Tableau

6:03pulse

6:03Are they going to bring some of those?

6:06product knowledge items that you should

6:08know things you should know about the 20

6:11years of Tableau into Tableau pulse and are

6:13they gonna

6:14Make that work, but nevertheless that's

6:16getting sidetracked going back to this

6:17point about who tableau pulses for

6:19Tableau now has to market to the consumers

6:23of dashboards

6:24And yet they've never really had a channel

6:26or a mechanism to market to those people

6:29and so Tableau pulse fundamentally

6:31I think is for everyone who's been

6:34consuming dashboards once the ability to

6:37Control the metrics that they get they want

6:39to be able to choose the cuts choose the

6:42levels and they really don't care about

6:45Dashboards, in fact all dashboards are is

6:48they present them with a way to basically

6:50extract their data

6:51And that's I like let's be honest here if

6:53you built the dashboards the like

6:5590% of the time people are just right-cl

6:58icking

6:58Exporting the data. I know people lock that

7:01down, you know, you try and build better

7:03features, but in real terms

7:04I think there's a large body of people who

7:06just haven't warmed up to dashboards

7:08because of that exact fact

7:09It doesn't give them what they want and in

7:11essence. I think Tableau pulse is trying to

7:13address that now

7:14Is Tableau pulse original?

7:16Absolutely, not. Have you seen something

7:19like Autrix auto insights? You could almost

7:21argue that Tableau pulse is a very good

7:23clone of that

7:24There are also similar ideas outside in the

7:26analytics space

7:27people coming up with lots of different

7:29ways if you go to dribble and look at the

7:30way that

7:31UX designers are visualizing analytics dash

7:34boards a lot of the thought that it's not

7:36original but it's been applied to the Table

7:38au platform and it

7:38Comes with the benefits of the Tableau

7:40platform and that is absolutely original

7:42thinking that Tableau has

7:44It's a USP of Tableau the platform and the

7:46fact that they already uses using it

7:48And so if we try and tie all of this

7:51together into sort of one big narrative

7:53Tableau is in essence trying to stay

7:55relevant

7:56AI has caused this mega shift towards the

7:59space that no one really has any advantage

8:01in and

8:02You can't really sort of fall behind and so

8:04where AI is helping Tableau is it's able to

8:07sort of pull forward some of these insights

8:09That are really hard to get to and make it

8:11easier for people to access them

8:13The biggest beneficiaries of those are

8:15going to be the consumers of dashboards the

8:17previous consumers of dashboards the

8:19previous consumers of reports

8:21They are who Tableau pulse is really geared

8:24at but and this is the big but it needs

8:26creators and developers

8:28To build these metrics. Well, make sure

8:30that the data models behind them are

8:32working and functioning well and

8:34Big critique I've still had with Tableau

8:37pulses this are the tools that those people

8:40have good enough

8:42sufficient enough to actually allow them to

8:44do that job at scale because if I go back

8:46to Tableau pulse and

8:48I go in here to create a new metric

8:50definition

8:51The breadth of what you can create. In fact

8:54, let's not create a new metric definition.

8:57Let's go to an existing one

8:58Let me go to browse metrics and I'll just

9:00take one of these metrics. Okay, this is

9:02this is

9:02One data source a superstore you all know

9:06superstore. I've created two metrics

9:09Okay, and two metric definitions profits

9:11and sales and over here on the right-hand

9:14side. I have related metrics

9:15Now here's the kicker if I go into profit

9:19and I edit this definition

9:21It's one definition that easy but depending

9:24on the number of dimensions I have

9:27The number of possible outcomes is actually

9:31crazy

9:31If you just think about it for two seconds

9:33every category multiplied by every sub

9:35category

9:36Multiplied by every city by region by

9:38product by customer name

9:39the possibilities are endless and so people

9:42are going to create an absolute sea of

9:45metrics and

9:45One thing we've not really had is the

9:48ability to check the data at that scale

9:51And the only real tools that sit, you know,

9:54really capable of doing that are actually

9:56outside of the Tableau platform

9:57Yes, Tableau prep can go into that level of

9:59granularity and allow you to sort of do

10:01everything you need

10:03Yes, Tableau desktop has been the place

10:05where this has all been done and we've got

10:07the data model sort of being enhanced but

10:08There's still something missing

10:11There's still something

10:12Missing to allow us to be able to you know

10:14Track things like lineage from here all the

10:16way back into the source data systems

10:18Make sure that we're getting metadata from

10:20all of these metrics coming back to us and

10:22saying hey

10:23These are the most popular combinations of

10:25this metric definition along with these

10:27dimensions

10:28I want to make sure that all these aspects

10:30work and everything is going to work well,

10:32so

10:33Maybe I'll worry for no reason but in my

10:34experience

10:35I've worked with so many companies that

10:37think they have a handle on their data and

10:39Fundamentally actually they realize the

10:41scale of the challenge and their

10:42aspirations

10:43Well, they far exceed their capabilities

10:45and that's why I'm a consultant because we

10:47get brought in to help fix those problems

10:49and

10:50Tableau pulse it doesn't address that

10:52problem

10:53In fact, it only makes it more obvious and

10:50I was kind of hoping that Tableau pulse

10:44will not only help address the consumption

10:33problem

11:01but it will also help address the

11:03Let's call it the creation problem if that

11:06makes sense

11:07Maybe that's not the product Tableau was

11:08going for but hey, I think that's the

11:10product we need

11:11Thanks for watching and I'll catch you in

11:13the next video

11:13Thank you.

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