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Trailblazer 仲間と繋がりましょう。質問したり、質問に答えたりして、スキルを磨き、ネットワークを構築しましょう。

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

10 件の回答
  1. 8月20日 7:23

    Hi Himshikha - good news that it works for you and your colleagues; that tells us the RLS logic itself is sound and it is now down to just that one user. When a single follower sees blank/error while everyone else is fine, it is almost always one of two things - and the blank-vs-error distinction tells you which: 

     

    1) An ERROR (red banner / cannot load the metric) is usually a data source PERMISSION issue, not RLS at all. This is the number-one gotcha: adding someone as a Pulse follower does NOT grant them access to the published data source the metric is built on. That one rep needs at least View (and typically Connect) permission on the underlying published data source, plus a site role that allows it (a licensed Viewer/Explorer, not Unlicensed). Grant her access to the data source and the error should clear. 

     

    2) A truly BLANK metric (loads fine, just no numbers) is an RLS entitlement MISMATCH - her Tableau identity does not exactly match the value your user filter compares against. USERNAME() returns her Tableau Cloud sign-in identity (usually the full email), and the match is exact and case-sensitive. So if your Territory Owner / entitlement value is her display name, an old email, a different domain, or has a stray space or different capitalization, the filter returns zero rows for her - blank. Her name showing in Tableau is not enough; the value in the DATA has to equal her USERNAME() character-for-character. 

     

    Fast way to tell them apart and pinpoint it: open the published data source (or the workbook) as the owner, drop USERNAME() and your Territory Owner field side by side on a sheet, then use the 'View As / filter as user' option to impersonate her. You will immediately see whether her USERNAME() finds a matching row (a data/mapping problem = blank) or whether it throws a permission error (an access problem). That one check usually settles which of the two it is. 

     

    Diego's advanced-definition idea is good as well, but that is a newer Pulse capability still rolling out - your data-source user-filter approach is the right one to get working now. 

     

    If this helps, please mark it as the Best Answer so it helps the next person - thanks :)

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Wylie Goodman が「#Tableau Public」で質問

I have created a bunch of timeline Vizzes in Tableau Public, but the links in the Tooltips aren't opening correctly, even though I've created ACTIONS and changed them to Hover. Can anyone take a look under the hood and advise?  They are all formatted the same. The only one that is working the way I want, although the way the link itself looks isn't exactly as I want it, is the one titled Berkshires Forward Timeline. I can't see what's different about that one versus the others in terms of formatting. Thank you! LINK: https://public.tableau.com/app/profile/wylie.goodman/vizzes

.  

 

#Tableau Public

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The summary of my problem is that I am using Measure Names as a filter on multiple sheets and I would like to apply the same filter across the multiple sheets. 

 

As it is known, this option is unavailable for Measure Values. 

 

I do not see pivoting the data as an option, as my measures have varying formats. I also cannot implement a parameter, as I want to be able to select many measures at once. Also, I would like the solution to be adaptable to data and workbook updates if new measures are added. 

 

I am open to additional suggestions and solutions. 

 

I am using Tableau version 2025.3. 

 

#Tableau Desktop & Web Authoring

1 件の回答
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Harald Egner が「#Tableau Server」で質問

How can we repair one index data entry in the database? 

We get "An unexpected error occured" trying to delete a user or even saving workbooks. the log analytics via CoPilot leads us to an corrupted index entry.

 Is there any way to fix this issue directly without restore the whole database?

#Tableau Server

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Creating a new workbook with a datasource with connection to MS SQL using the Tableau server GUI works fine but when clicking the "Data Source" tab the page initially loads ok but then there is a delay followed by "Unexpected Error" 

 

The error message is: 

Session ID: 71705F88A636490B90F1B1EF0D85F7C4-1:1 

Uncaught Error: Minified React error #185; visit

https://reactjs.org/docs/error-decoder.html?invariant=185

for the full message or use the non-minified dev environment for full errors and additional helpful warnings. 

 

The additional information when following the link is: 

Upon opening the above URL, here is the message ---

"Maximum update depth exceeded. This can happen when a component repeatedly calls setState inside componentWillUpdate or componentDidUpdate. React limits the number of nested updates to prevent infinite loops." 

 

I have restarted the browser, restarted tableau server, and started from scratch with a new workbook and datasource. 

 

We have many workbooks and datasources connecting to this sql server and they worked fine yesterday. 

 

All datasources to this MS SQL server are affected. 

 

 

 

Tableau Server Version: 2025.3.3 (20253.26.0206.0336) 64-bit Windows 

 

#Tableau Server

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Can Tableau Pulse be self-service at a granular level, with filters such as Rep level?

The client is expecting a filter directly on the metric page. My understanding is that we can't create a customized homepage in Pulse with such filters; rather, users can open/follow a metric and apply the respective filters configured for that metric.

I hope I'm understanding this correctly. If there is any other solution or workaround that can meet the client's requirement, that would be really helpful.  

 

  1. Pulse to be used as a self-service tool if Reps want to utilize it for any modifications on that page 

2. Can we make it easier/gives insights faster (less clicks)? Since the reps usually use this on Field and on iPad.  

 

#Tableau Desktop & Web Authoring  #Tableau Pulse

6 件の回答
  1. 8月31日 13:42

    @Himshikha Purohit

     

    Hi, the best idea could be to use the Tableau Pulse object in a Tableau Workbook Dashboard. 

     

    I exactly don't remember if it was 2025.3 or 2026.1 when Tableau introduced the capability of Dashboard filter controls (not Filter Actions) can affect Pulse Metrics. 

     

    Thus: 

    a. Create a workbook in Tableau Cloud (Explore -> New Workbook) 

    b. Connect to the published datasource your metrics use. 

    c. Create a simple sheet and drag filters to the filter shelf. Show filters. 

    d. Create a Dashboard, and drag your sheet. 

    e. Drag Tableau Pulse objects to bring your metrics into the Dashboard.  Don't forget to  toggle on "Respond to filter selection"  

    f. Publish your workbook. Your metrics will respond to the filter selections. 

     

    For more info, you may take a look of: 

    https://help.tableau.com/current/online/en-us/pulse_dashboard.htm#how-dashboard-filters-affect-pulse-metrics

     

     

    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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Hey 🛑 Tableau #datafam#datafam and Salesforce  #Tableau_next#Tableau_next

 users -  

 Want to level-up your mapping game or not certain which chat type to use with your data? Help is on the way at our September 2nd virtual meeting - you just need to save a spot at 

https://lnkd.in/gkb5kNXS

 and we'll see you there -- 

All are welcome 

#Tableau Cloud #Tableau Server #Tableau Public 

 

Hey 🛑 Tableau and Salesforce users - Want to level-up your mapping game or not certain which chat type to use with your data?

1 件のコメント
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My company security team audited the Tableau and found, that specific password policy is not possible to be configured: 

 

New passwords checked against the history of the last 5 passwords and rejected if there is a match

 

Can we request to add such password history check feature in Tableau Server Cloud?  

Extend password policy with history

 

 

 

#Tableau Server

2 件の回答
  1. 昨日、13:24

    @Krzysztof Wascinski

     

    Hi, unfortunatelly not possible with local auth, you will need to use an external Idp (SAML). 

     

    I suggest you to create an idea for this: 

    https://help.salesforce.com/s/cases

     

     

    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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I have a dashboard with 3 separate crosstabs stacked vertically. I have the same columns in all, only some filtering differs so I want to keep the columns aligned.  

One of these crosstabs can be very long and a scroll bar appears. How can I keep the columns fixed and have the scrollbar appear to the right of the fixed space. 

I am on cloud, and desktop is also 26.2. This used to work in previous releases using standard fit and fixing the columns, but in 26.2 the viz resized with the scrollbar instead of drawing the scrollbar outside of the columns 

 

#Tableau Desktop & Web Authoring

5 件の回答
  1. 今日、5:37

    Hi @Hideaki Shiihara

     

    I created asn example workbook using desktop 2026.2.2 that I attached. It mimics my logic with 3 crosstabs, and a filter that changes the number of rows, and I was able to find something quite interesting: 

     

    In the workbook I have created a box in the upper right corner so it is easier to see where the right edge of the crosstab should be. There is plenty of room for a scroll bar to open to the right of this. 

    Filtering is on discount just to get some way to change the number of rows. 

    If I set the lower limit to 11, everything shows OK with scrollbars appearing to the right, and the crosstab keeping its position 

    If I set the lower limit to 82, the scrollbar is removed and the right border of the crosstab moves to the right => this is the issue I have in my workbook 

    If I set the lower limit to 128, the crosstabs are again in their correct position??? 

     

    I have also opened a case with Tableau for this as this seems to be a regression bug

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Hi, it seems we cant adjust the filter of exisiting following metrics on tableau pulse while accessing it by mobile. Is it a bug ? Or the function is absolutely not available when we access by mobile ?

Thanks

1 件の回答
  1. 2024年6月3日 22:27

    Hi Monika,

     

    Sometimes when you convert from normal view to mobile view the filters will only operate on the original normal view - I've never done enough research into the specific reason why this happens but you can confirm this by using the filter and switching back to the normal view - it should have applied on that screen, but doesn't on the mobile view.

     

    To get around this, just delete the filter, then in the mobile view re-expose the filter which you know will apply to that sheet, and it will work just like the original should have. Technically this is 2 separate filters, but I doubt your usecase will have users that dynamically switch between mobile and desktop views (its a very rare event and F5 refresh will fix it).

     

    HTH

     

    Peter

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