Configure Your Site and Permissions

Learning Objectives

After completing this unit, you’ll be able to:

• Configure your site for Tableau Pulse.
  
• Turn on Tableau AI for a site.
  
• Manage permissions for metrics in Tableau Pulse.
  

Configure Your Site for Tableau Pulse

Before you and your users can start using the Tableau Pulse, you or your admin must confirm and set up a few things.

• Verify that there are published data sources on your site and that users can access them to create and view metrics.
  
• Connect your Tableau site with Slack if you want your users to receive Tableau Pulse digests in Slack. For more information, see Integrate Tableau with a Slack Workspace.
  
• Turn on Tableau AI if you want your users to see personalized insight summaries.
  

Deploy Tableau Pulse for Your Site

When you deploy Tableau Pulse, you can turn it on for a single group of users or for all users on your site. You might want to turn on Tableau Pulse for a single group so that a subset of users can evaluate it before you make it available to your entire organization.

To deploy Tableau Pulse, visit the settings page for your site.

• From the main Tableau Cloud navigation menu, select Settings.
  
• Under Tableau Pulse Deployment, select Turn on Tableau Pulse.
  
• Choose whether to turn on Tableau Pulse for all users or for a specified group.
  
• If you choose to limit Tableau Pulse to a group, select the group.
  
• Select Save.
  

What Is Tableau AI?

Tableau Pulse uses Tableau AI to provide users with personalized summaries of insights for the metrics they follow. Tableau AI is used purely to improve the natural language of these summaries. The data insights that Tableau Pulse finds are grounded in the same types of statistical modeling that Tableau uses to analyze data in the traditional Tableau viz authoring experience.

Tableau Pulse doesn’t use your site’s data to train Tableau AI. As soon as Tableau AI processes a prompt to generate an insights summary, the prompt and the response are forgotten. Your data isn’t stored outside of Tableau, and the only data that Tableau AI collects is the voluntary feedback that users can submit about their insights summaries.

Turn on Tableau AI

Tableau AI is turned off for your Tableau site by default. Turn on Tableau AI so your users can see their personalized insights summaries and get a quick overview of important changes to their metrics.

1. From the main Tableau Cloud navigation menu, select Settings.
   
2. Under Availability of Tableau AI, selectTableau Pulse: Summarizes key metric insights.
   
3. Select Save.
   

Governance for Tableau Pulse

A combination of settings and permissions control access to Tableau Pulse and its features.

How Site Roles Impact Tableau Pulse Access

Users must have a site role of Creator, Site Administrator Explorer, or Explorer (can publish) to create, edit, or delete metric definitions in Tableau Pulse. There are no site role limitations for creating and viewing metrics, following and adding followers to metrics, or setting and editing goals for metrics.

Permissions for Viewing Metrics

Metrics in Tableau Pulse aren’t part of the project content hierarchy in Tableau Cloud or governed by content-based permissions, meaning you can’t deny a user the ability to see an individual metric. However, by adjusting permissions on a published data source, you can control whether users can view metrics based on that data source. Also, the data that users see when viewing a metric respects row-level security applied to the data source.

To view a metric, users must have:

• The Connect and View permission capabilities for the published data source that the metric is connected to. For more information about permissions, see Permission Capabilities and Templates.
  
• Access to the data in the data source that the metric is connected to.
  

Tableau Pulse doesn’t prompt users to sign in to the database or data connection for the data source. Instead, one of the following must be true for users to access the metric data:

• The credentials for the data source are embedded. For information about embedded credentials, see Set Credentials for Accessing Your Published Data.
  
• The user's credentials are passed to the data source with single sign-on.
  
• The user’s credentials are saved for the data source. For more information, see Manage Saved Credentials for Data Connections.
  
• The data source doesn't require the user to authenticate to access the data.
  

Permissions for Creating Metric Definitions and Metrics

There’s no setting to limit who can create metric definitions or metrics in Tableau Pulse. Any user with a site role of Creator, Site Administrator Explorer, or Explorer (can publish) can create metric definitions. However, to create a metric definition, users must have the same permission capabilities for the data source and access to the data that are required to view a metric.

A new metric is created any time users filter an existing metric, if one doesn’t already exist with that combination of filters. As long as users can view an existing metric, they can create new metrics by adjusting the filters. There are no site role limitations for creating metrics.

If you don’t want users to be able to create metric definitions or metrics from a data source, deny the View and Connect permission capabilities for that data source. For more information, see Permission Capabilities and Templates.

Permissions for Editing Metrics and Goals

You can adjust settings on a metric definition to control who can edit or delete the metric definition and who can set, edit, or delete goals for the metrics based on that definition. For more information, see Restrict definition and goal editing.

Resources

• Tableau Site: Tableau AI: Propel your data culture with generative AI
• Tableau Help: Set Up Your Site for Tableau Pulse