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#Tableau Pulse18 diskutieren mit

some of the rep wantes to see their territory data on Pulse metrics. 

Is it possible to do this on Tableau Pulse ? 

or is their any capability of pulse we can achieve. 

can you share a scenario or solution if I can achieve this? 

 

#Tableau Desktop & Web Authoring  #Tableau Pulse

2 Antworten
  1. 18. Aug., 15:13

    @Himshikha Purohit

     

    Hi, starting november, you may use an advanced pulse definition to add your user filters: 

    https://help.tableau.com/current/online/en-us/pulse_intro.htm#added-november-6-2025Hi, starting november, you may use an advanced pulse definition to add your user filters: To create an advanced metric definition: Thus, you can create a simple expression like:[Territory Owner] = USE

    To create an advanced metric definition: 

    https://help.tableau.com/current/online/en-us/pulse_create_metrics.htm#advanced

     

     

    Thus, you can create a simple expression like:

    [Territory Owner] = USERNAME()

    Or you may create more intrincated logic where you have an all access group, and the other people will be applied the RLS

    IF ISMEMBEROF('Managers') THEN TRUE

    ELSE [Territory Owner] = USERNAME()

    END

    After you have created the filter (as a calculated field) in the advanced definion dialog, drag it into the filter shelf, drag a date to the time dimension shelf and a measure to measure shelf. Then select apply. 

     

    If this post resolves the question, would you be so kind to "Accept this Answer"?. This will help other users find the same answer/resolution and help community keep track of answered questions. Thank you. 

     

    Regards, 

     

    Diego Martinez 

    Tableau Visionary and Tableau Ambassador 

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Hello, 

 

Our company uses a reporting calendar which starts on different dates each year (although always on a Monday); also, although most years have 52 weeks / 364 days, there are occasionally 53 weeks / 371 days in a year. 

 

In our database, we have two date-related tables, the first one maps each calendar date to a reporting period (day, week, month, quarter, year): 

Custom Calendar with varying start dates, and mixture of 52 and 53 week years

 

The second one maps each calendar date to the corresponding reporting period's start and end date, including the dates for the year-on-year comparisons: 

image.png

 

Combining both tables into one shouldn't be a problem, but once done, I am not sure how to configure the custom calendar in Pulse so that data can be displayed correctly. 

 

The above date logic has already been incorporated into a view for the sales data, however in the Tableau dashboards, I have created custom calculations with parameters in order to show the sales - the problem is this just sets values outside of the reporting period to zero, meaning when I do the same in Pulse, the graph will start from the 1st of January, but the first of January until the start of the reporting year will just be a line with zero data, and then the last 3 or so months of the reporting year will get missed (since they are in the next calendar year). 

 

The main questions are: 

 

1. Does Tableau Pulse support a reporting calendar of varying lengths? When CY is 52 weeks, and LY was 53 weeks, the YoY comparison would be CY 1-52 vs LY 2-53; when CY is 53 weeks, and LY was 52 weeks, the YoY comparison would be CY 1-53 vs LY 1-52 + CY 1 (so week 1 gets double counted). So, it's not always just a simple comparison of Week 1 with Week 1 of prior year. 

 

2. Does Tableau Pulse support reporting calendars which start on different dates each year, e.g. 2026-03-30 vs 2025-03-31? 

 

If yes to both, how do I configure it so Tableau Pulse knows which date ranges to use? The key is that there is always a 364 day difference between CY and LY comparisons. 

 

 

#Tableau Pulse

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Hello, our time series adjustment's minimum time granularity settings for our pulse metrics are currently configured to "Month". However, the day of the month displayed in the dates leads to confusion for our users since we don't actually follow calendar days and only track our data monthly. (For example, FYTD is from Oct 4 to Jul 31, last month is May 30 to June 3

). Is there a way to remove the day in the dates displayed both in the metric cards and filters, as highlighted below? Or any alternative techniques for the dates to reflect properly?  

 

Filters:

Option to Remove the Day of the Month in Tableau Pulse Dates for Monthly Granularity

 

1 Year in Months Sample:

image.png

 

Note that in our use case, custom calendar doesn't work out because the data is already aggregated monthly and configured by monthly fiscal calendar in the data source level (retracking this back to daily calendar days isn't ideal). Setting it up again using the custom calendar feature will offset the dates every period and lead to invalid numbers. Hence, we only setup the fiscal start using Desktop and publish/use that as the data source. 

 

#Tableau Pulse

1 Antwort
  1. Gestern 02:04

    As far as I know, there is currently no option in Tableau Pulse to hide the day portion of the date range displayed in metric cards or time filters, even when the minimum time granularity is set to Month. Pulse appears to display the underlying date range for each period, and the date format is not currently configurable. 

    In your scenario, where the data is already aggregated monthly and aligned to a fiscal calendar at the data source level, using Pulse's Custom Calendar feature may not be a viable option because it could shift the reporting periods and result in inaccurate values.

    A few possible workarounds are:

    • Clarify in the metric name or description that the metric is based on monthly fiscal periods.
    • Provide additional context through a dashboard or documentation to explain how the displayed date ranges should be interpreted.
    • Submit a Tableau Idea/enhancement request for more flexible date formatting in Pulse.

    Based on my current understanding, there is no supported way to display only:

    Jun 2026

    Oct 2025 – Jul 2026

    instead of:

    Jun 1 – Jun 30, 2026

    Oct 1, 2025 – Jul 1, 2026

    Therefore, this appears to be a current limitation of Tableau Pulse rather than a configurable setting.

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Hi Team,

Requirement 1:   When the dashboard is opened, it should display Category-wise Sales for only the following two categories by default:

  • Furniture
  • Office Supplies

Requirement 2:   When the user selects the tick box (checkbox), the dashboard should switch to display Category-wise Profit for the following three categories:

  • Furniture
  • Office Supplies
  • Technology

Note: The above requirement can be achieved using a parameter; however, the business requirement is to use a tick box (checkbox) instead of a parameter.   

I have attached the Tableau workbook for reference.  Regards,  Venkat    

1 Antwort
  1. 31. Juli, 11:05

    Hi, 

    Are you looking for something like the attachment? Please take a look. 

     

    The idea is to create parameters with ON/OFF values and then set up corresponding fields that switch OFF/ON in response, allowing you to control visibility through parameter actions. A dedicated sheet is prepared for the checkbox, where ON and OFF are represented using shapes. Please see the details below. 

      

    This was implemented using only standard features. The display switching is handled by configuring a DZV. 

     

    <sample>Hi, Are you looking for something like the attachment? Please take a look.image.png

     

     <parameter>image.png

     

    <calc>image.pngimage.pngimage.png

     

    <dashboard action>image.png

     

     <check box sheet settings> 

    Using the “off‑on” field from the checkbox sheet, the display switching is achieved through a parameter action. 

     

    -Configuration for the checked state. Please pay attention to the shape and color.

     

    *Sorry if the square shape is a bit confusing, but the checkbox frame itself is represented using borders.”

    image.png

     

    -Configuration for the unchecked state. Please pay attention to the shape and color.

    image.png

     

    <Dashboard DZV settings>image.png

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Hi all,

I'm in the process of setting up a custom financial calendar for use in Tableau Pulse and running into a specific issue when trying to apply it to a metric.

I’ve built a calendar table that follows Tableau’s documented requirements for Pulse custom calendars. The financial year starts on 1 March, and the table includes all required fields: "Reference date", "Day of year", "Week of year", "Month of year", "Month name", "Quarter", and "Year". The calendar spans from March 2021 through February 2025, with every single day represented and no missing values. All fields are within the same table.

I’m using the Sample Superstore dataset to test this. I’ve created a relationship between "Reference date" in the calendar and "Order Date" in the Superstore data.

In the Pulse metric builder, the custom calendar fields appear correctly, and I’m able to select them when setting the calendar for the metric. However, when I click "Apply", I get a 400 Bad Request error. The configuration fails at that point and the calendar isn’t applied.

Despite this failure, I can still proceed to build the metric — but only by continuing without the custom calendar. This highlights that the calendar itself is the issue, not the metric logic or data structure. Pulse allows the metric to be built, but not with the custom calendar attached.

I’ve double-checked that:

  • All required fields are present and properly typed
  • Every day is included across all years, with no gaps or duplicates
  • No filters are applied to the calendar table
  • The relationship between calendar and fact data is recognised and working in Tableau Desktop

If anyone has successfully applied a custom calendar in Tableau Pulse without encountering this issue, I’d really appreciate hearing how that was achieved.

10 Antworten
  1. 29. Juli, 23:00

    I got our custom fiscal calendar to work with several metrics.  However, I noticed that Tableau Pulse is glitchy because I will get an incorrect error message that the fiscal calendar is missing a day which it is not. It is the same fiscal calendar that worked for other metrics but somehow does not work for other metrics.   I would use Tableau Pulse more regularly in our organization but many times have to recommend an alternative solution due to this glitch. It is unfortunate because Tableau Pulse fits many use cases where people want proactive monitoring. 

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I have created a metric and somwhere dates are are missing so trend is broken on Pulse but i want a continues line even if value is 0 it should continues on 0 not like broken. 

 

#Tableau Desktop & Web Authoring  #Tableau Pulse

6 Antworten
  1. 23. Juli, 15:08

    This latest response is unfortunately a ChatGPT post. Based on the number of responses overnight and through today, the effort might even be automated. We have a BAN on any A.I. posts due to the high error rate.  So, we're considering these posts as spam. Apologies for any inconvenience this may have caused.

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I am creating some of the metrics in Tableau Pulse and saw that trend is breaking in between and kind of continuous but in some point where the data is not available for dates in database the line just get breaks and starts again from wherever the data comes 

What I want is a  non breaking line like even if the data is not present it should show 0 but a continuous line. 

 

How can I achieve this ? 

 

Attaching screenshot for the reference: 

 

Is there a way to show a non breaking line and have data as 0 for non existing dates present in the data in tableau Pulse ?

 

Please suggest the solution or guide if it's doable or how to achieve ? 

Really in need of this solution. 

 

#Tableau Desktop & Web Authoring  #Tableau Pulse

6 Antworten
  1. 2. Juli, 17:47

    @Himshikha Purohit

     

    I don't think that would be possible. My best suggestion would be for you to create an idea (

    https://ideas.salesforce.com/s/post

    )  

     

    Something like a check box -> "null values to zero when missing values" 

     

    If this post resolves the question, would you be so kind to "Accept this Answer"?. This will help other users find the same answer/resolution and help community keep track of answered questions. Thank you. 

     

    Regards, 

     

    Diego Martinez 

    Tableau Visionary and Tableau Ambassador 

0/9000

In tableau Pulse I have created 4 metric but now i want to reorder them according to 1,2,3,4 shown in the image  

can we do this or is there any option to do so without recreating the metrics? 

 

Can we change sequence or reorder the Pulse Metrics?

 

 

 

#Tableau Desktop & Web Authoring  #Tableau Pulse

4 Antworten
  1. 23. Juli, 15:06

    This latest response is unfortunately a ChatGPT post. Based on the number of responses overnight and through today, the effort might even be automated. We have a BAN on any A.I. posts due to the high error rate.  So, we're considering these posts as spam. Apologies for any inconvenience this may have caused.

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I have used fields from Tableau Prep Output in Tableau Pulse to configure Custom Calendar.  

Since 'Day of Year', 'Week of Year', 'Month of Year', 'Quarter', 'Year' must be of INT data type for pulse custom calendar, I have kept these fields as INT in prep flow. But I guess these f

ields are treated as Measures in flow because it is in INT format. And Pulse can't detect these fields as Dimensions

, hence I am not able to set-up custom calendar. How can I resolve this issue ? 

While in extract it is working perfectly as we can convert these fields to Dimensions! 

 

#Tableau Pulse  #Tableau Prep

5 Antworten
  1. 29. Juni, 07:12

     Edit the published datasource directly in tableau cloud server move the fields from Measures to Dimensions, and over write the existing datasource instead of creating a new one. Future Prep flow runs will refresh only the extract, preserving your metadata changes. 

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I am working with Tableau Pulse metrics and trying to understand how the Expected Range and Forecast Confidence Range are calculated behind the scenes. In my Pulse metric trend chart. 

 

As shown in the attached screenshot, on May 10, 2026, the metric value is 1.19M and Tableau Pulse mentions that it is within the expected range of 1.08M to 1.49M considering seasonal patterns. Similarly, the forecast for May 2026 is displayed along with a forecast confidence range. In this example, I have applied a Month-to-Date (MTD) filter as well 

 

When I hover over the information icon, it says: 

“The range that the metric value is expected to fall in, calculated based on the 200 data points…” 

  

 I would like to understand technically: 

·         How exactly is the Expected Range calculated in Tableau Pulse? 

·         What statistical or forecasting model is being used behind the scenes? 

·         Can this same logic be replicated in Tableau Desktop using calculated fields or forecasting features? 

 

I have attached a screenshot for reference. Any documentation or technical explanation would be very helpful. 

Thanks in advance!  

 

 

 

#Tableau Pulse

2 Antworten
  1. 22. Mai, 09:57

    Hi, I got the below response from the support team regarding my above-mentioned query on Tableau Pulse and how the expected range and forecasting work. 

     

    Sharing this here in case someone else has a similar query and finds this information helpful.  

     

    >>>What forecasting model does Tableau Pulse use? 

    Tableau Pulse does not use ARIMA, Prophet, ETS, LSTM, or other off-the-shelf forecasting libraries. 

    It uses a custom in-house statistical library built entirely on NumPy. 

    Forecasting and seasonality are handled using Ridge Regression with polynomial and Fourier (sine/cosine) basis encodings. 

    Trend detection uses Piecewise Linear Regression with a greedy AICc-based breakpoint search. 

    LOWESS is used for local smoothing. 

     

    >>>How is the Expected Range calculated? 

    The Expected Range is calculated as: 

    Trend ± 1.5 × Standard Deviation 

     

    This does not correspond to a traditional fixed confidence interval (such as 95%), since time-series data is not assumed to be normally distributed. 

     

    >>>How do date filters impact the forecast and expected range? 

    Tableau Pulse dynamically re-queries historical data relative to the selected date context. 

    The look-back window is: 

    Up to 200 periods for WTD, MTD, and QTD metrics 

    Up to 50 periods for YTD metrics 

    Depending on the selected time range, Pulse queries lower-grain historical data: 

    Monthly for YTD 

    Weekly for QTD 

    Daily for MTD/WTD 

     

    >>>What factors influence forecast confidence? 

    Forecast confidence is influenced by: 

    Data quality and completeness 

    Variance in the data 

    Recency of available data 

    Forecast horizon length 

     

    For example: 

    Forecasting near the end of a month generally results in higher confidence because fewer future periods remain. 

    Forecasting at the beginning of a month requires more historical data and may reduce confidence. 

     

    If Pulse determines confidence is too low, forecasts may be suppressed from the overview chart. However, they may still be accessible through the Ask experience on the insights exploration page. 

     

    >>>Why are historical expected ranges not displayed? 

    Expected ranges are computed dynamically at query time based on the current or selected date context. 

    Tableau Pulse does not store historical model snapshots, which is why historical expected ranges are not available. 

     

    Please note that the time-based forecasting feature is currently available only with Tableau+ licensing. 

     

    KB links- 

    https://help.tableau.com/current/pro/desktop/en-us/forecast_how_it_works.htm

     

    https://help.tableau.com/current/online/en-us/pulse_insights_platform_insight_types.htm

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