Here are several tips to guide you in effectively using Tableau Pulse:

  • Heads-Up: Metrics Spawn Related Metrics
    • When you define a metric initially, it evolves into numerous related metrics based on various combinations.
    • Pulse keeps track of unique combinations as you modify date ranges or add filters, creating related metrics.
    • A metric acts as a parent, and related metrics are expressions with specific filters.
    • Manage clutter by choosing which related metrics to follow, adding them to your homepage, and subscribing to email or Slack digests.
  • Slack and Email Digests Have Limited Options in the Beta Release
    • Subscribe to daily, weekly, or monthly metric digests, but note that the same schedule applies to all metrics.
    • Consider the frequency based on your engagement; daily may lead to inbox noise.
    • Access metrics on demand in Tableau Cloud and choose a schedule that balances timely reminders without overwhelming notifications.
  • Customize the Type of Insights Pulse Generates
    • Customize insights based on your preferences and needs.
    • Turn off insights that are less relevant, focusing on actionable and meaningful information.
  • You May Still Need Dashboards for Advanced Metrics
    • Pulse offers advanced metric definitions, akin to Tableau Desktop.
    • Building complex metrics directly in Pulse may have limitations, such as errors with certain calculations.
    • Consider using dashboards and subscriptions for more advanced metrics until certain capabilities are enhanced.
  • No Governance Layer Yet, Rely on Data Source Permissions
    • In the beta release, governance options are limited.
    • Anyone with creator or explorer licenses can define metrics, and all users can view metrics from accessible data sources.
    • Leverage data source permissions to control access; users need access to the data source to view related metrics.
    • Collections, folders, and project areas for organizing metrics are planned for a future release.

Begin with essential metrics, allowing users to adapt to Pulse gradually before introducing more features.

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