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Insights Pulse Dashboard

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The Insights Pulse sub-menu on the Insights menu is only visible if the Console is configured correctly and you have the correct permissions to access custom Dashboard settings.

You must also have set up some metrics to display. If these conditions are met, the Dashboard appears on the landing page after you log in.

Insights Pulse provides your most valuable metrics directly on the landing page after you log in. The landing page shows the metrics most relevant to your company, along with any other metrics you have developed and saved. To select and configure those metrics, navigate to the Insights Pulse (Today's Tableau Pulse) page.

The following tasks can be carried out on the Insights Pulse page:

Access settings for Insights Pulse​

Navigate to Insights > Insights Pulse or click the +Insights button on the landing page. The Today's Tableau Pulse page opens. See the sections below for carrying out specific tasks.

When you navigate to this page, a notification about the use of generative AI may appear. Read the notification, then click Got It to close it.

If you are already following metrics, AI-generated summary information appears at the top of the page below the title. If you have been following a metric for a while, trend information may also be included.

Click any link in this summary to go to the metric or view more information. This feature uses generative AI. Summaries refresh up to once every 24 hours and may not reflect the current metric status. For new summaries to appear, at least two valid metrics you follow must have changed.

On the left side of the page, two tabs are shown: Following and Browse Metrics.

View a list of metrics​

  1. Click the Following tab. The metrics currently being followed are listed below the tab by category.
  2. On the right side of the page, click the Sort by Data Source button to access sorting options for the metrics shown under the Following tab. Options include Data Source (the data source used by the metric), Recently Followed (metrics you have just begun to follow), Metric Definition (the same categories as under the Browse Metrics tab), and Time Range (for example, all Month to Date metrics grouped together). Set the order to Ascending or Descending. Click Set as Default Order to apply this order going forward — it applies everywhere these metrics are viewed.

View the list of available metrics​

  1. Click the Browse Metrics tab.
  2. Scroll down to view the list of available metrics.

View details for a metric​

  1. From the top menu bar, select Insights > Insights Pulse.
  2. On the Today's Tableau Pulse page, under the Following tab, click the menu button () for one of the metrics and select See Details.

Or, under the Browse Metrics tab, click a metric.

A new page opens showing a summary of that metric.

  1. To view the full details, click the menu button () and select See Details. The metric details page shows:

    • Any filter currently applied (for example, a time-based filter such as Month to Date or Year to Date).
    • An aggregated quantity for the metric.
    • Metric trends against comparable time periods.
    • The metric graph along with information about how it compares to norms or expectations.
    • A Discover Top Insights section for quickly slicing your data using various dimensions.
    • A default Top Insight at the bottom of the page.

To see a metric on the landing page when you log in, you must follow that metric.

Follow a metric​

  1. From the top menu bar, select Insights > Insights Pulse.
  2. Under the Browse Metrics tab, click a metric.

A new page opens showing a summary of that metric.

  1. Click Follow. The button changes to Following to indicate that you are now following the metric. It appears on your landing page when you log in.

Unfollow a metric​

  1. From the top menu bar, select Insights > Insights Pulse.
  2. On the Today's Tableau Pulse page, under the Following tab, click the menu button () for a metric and select Unfollow. You will no longer follow this metric and it won't appear on your home page when you log in.
  1. A message confirms that you are no longer following this metric. To undo this action, click Undo — you will once again be following the metric.

To view the breakdown for a metric (categorizing the metric by its elements):

  1. From the top menu bar, select Insights > Insights Pulse.
  2. On the Today's Tableau Pulse page, under the Following tab, click the menu button () for a metric and select See Details.
  3. In the metric, click the Breakdown button above the chart.
  4. Click one of the categories to view the data for that selection.

Manage the users following a metric​

  1. From the top menu bar, select Insights > Insights Pulse.
  2. On the Today's Tableau Pulse page, under the Following tab, click the menu button () for a metric and select Manage Followers.
  1. In the Manage Followers window, click Remove next to a follower's name to remove them, or enter a name in the search field, select the user, and click Add to add them. Removed users no longer see the metric on their landing page; added users see it on theirs.

Filter a metric​

  1. From the top menu bar, select Insights > Insights Pulse.
  2. On the Today's Tableau Pulse page, under the Following tab, click the menu button () for a metric and select See Details.
  3. On the metric page, any currently applied filters are listed next to the Filter button. To change or add filters, click Filter.
  1. The filter options for this metric appear. Select the filters you want to add or change, and configure each one using the dropdown list for that filter element. In some cases, you can choose to include (by selecting the checkbox) or exclude (selecting the checkbox and also selecting Exclude) specific elements.
  1. Once you've made your selections, click the blue checkmark to apply them and close the filter bar. The active filter elements are listed next to the Filter button and the metric updates accordingly.

Set a manual goal for a metric​

  1. From the top menu bar, select Insights > Insights Pulse.
  2. On the Today's Tableau Pulse page, under the Following tab, click the menu button () for a metric and select See Details.
  3. Click Set Goal.
  4. In the Set Manual Goal for All Followers window, enter a value (a number without commas) for the end goal of the period shown. For example, if the metric is a Month to Date metric, the goal applies to the end of the month.
  1. Click Save. The goal is saved and progress can be tracked against it in the aggregated metric.

Edit or delete a manual goal for a metric​

  1. From the top menu bar, select Insights > Insights Pulse.

  2. On the Today's Tableau Pulse page, under the Following tab, click the menu button () for a metric and select See Details.

  3. Click Edit Goal.

  4. To edit the goal, enter a new value in the field and click Save. Progress is then tracked against the new goal.

    Or, to delete the current goal, click Delete Manual Goal.

View details about a data point in a graph​

  1. From the top menu bar, select Insights > Insights Pulse.
  2. On the Today's Tableau Pulse page, under the Following tab, click the menu button () for a metric and select See Details.
  3. In the graphic display, hover over the data point you want more details about. The details appear in a popup.

View the breakdown for a metric​

  1. From the top menu bar, select Insights > Insights Pulse.
  2. On the Today's Tableau Pulse page, under the Following tab, click the menu button () for a metric and select See Details.
  3. Click Breakdown to view metrics that slice the data differently. Click one of the breakdown options to see how the metric fits into the related categories.

Display top insights for a metric​

  1. From the top menu bar, select Insights > Insights Pulse.
  2. On the Today's Tableau Pulse page, under the Following tab, click the menu button () for a metric and select See Details.
  3. Scroll down to the Discover Top Insights section. One Top Insight is already displayed below. Click other Top Insight buttons to view additional insights.
  1. Click Ask to enter a different question, then click the arrow or press Enter. The window displays the available Top Insights closest to your question. Click one to view that insight.
  1. Additional insights you add appear at the bottom of the page — scroll down to view them. These insights aren't saved or stored as part of the metric; they're only available while you're viewing the metric's detail page.

Search for metrics​

Enter a search term in the search field at the top of the page and press Enter. Metrics related to the search term are shown on the page.

Set preferences for digests​

  1. Click the preferences button at the top of the page and select Preferences.
  1. In the Preferences window, select how and how often you want to receive a regular digest of Tableau Pulse metrics. Note that not all channels may have been activated by your administrator.
  1. Click Save.

Show or hide existing metrics in the Insights Summary section​

  1. From the top menu bar, select Insights > Insights Pulse.
  2. On the Today's Tableau Pulse page, under the Following tab, click the menu button () for a metric and select either Mute from Insight Summary (to exclude a metric currently shown in the Insight Summary section) or Include in Insight Summary (to include a metric currently excluded).
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