#Tableau Pulse5 discussing

Greetings, @Venkat M

Tableau Pulse can't replicate arbitrary Desktop worksheets 1:1 - it only supports predefined metric templates, not custom chart layouts, dual axes, or parameter-driven views. Create a metric on your published data source with the right aggregation and time grain, then configure it in Pulse with the same filters and breakdown dimensions. If you need the exact chart design, you'll need to publish the Desktop worksheet to Tableau Cloud/Server since Pulse focuses on automated insights rather than custom visualization. 

Best regards

@Bharath Kumar`

Hi, this gives important info, you may create an advanced definition: 

When the window opens, you need to create a calculated field similar to

SUM(IF {INCLUDE:MAX(DATETRUNC("month",[Date]))}=DATETRUNC("month",[Date]) 
    AND [AAUM] = "Nippon"
THEN [Sales] ELSE 0 END})/
SUM(IF {INCLUDE:MAX(DATETRUNC("month",[Date]))}=DATETRUNC("month",[Date])
THEN [Sales] ELSE 0 END})

For AUUM industry the calc is similar:

SUM(IF {INCLUDE:MAX(DATETRUNC("month",[Date]))}=DATETRUNC("month",[Date]) 
    AND [AAUM] = "Industry"
THEN [Sales] ELSE 0 END})/
SUM(IF {INCLUDE:MAX(DATETRUNC("month",[Date]))}=DATETRUNC("month",[Date])
THEN [Sales] ELSE 0 END})

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 

@Ciprian Hagau​ 

Hi, this is an issue for some time, where objects like web objects, dashboard extensions, viz extensions and it seems pulse object is also affected too.

I would recommend you two things to confirm:

a. Create a support case:

https://help.salesforce.com/s/articleView?id=001537695&type=1

https://www.tableau.com/support/case

b. You may create an idea for this on the Salesforce Idea Exchange: https://ideas.salesforce.com/s/post

A similar idea:

https://ideas.salesforce.com/s/idea/a0BHp000016KltTMAS/warning-on-exportssubscriptions-when-dashboard-uses-extension-or-image-role

If this post resolves the question, would you be so kind to "Select as Best"?. 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 Forums Ambassador

@Allison Jones​ 

Hi, you are missing a lot of parehthesis in your policy, so it can be evaluated correctly:

//Analytics and Global View
(ISMEMBEROF("Analytics") OR ISMEMBEROF("Global View") OR ISMEMBEROF("Sales Administration"))
 
//Area Access (mostly sales)
OR (ISMEMBEROF("Area - Americas") AND CONTAINS([Area],"America"))
OR (ISMEMBEROF("Area - Europe") AND CONTAINS([Area],"Europe"))
OR (ISMEMBEROF("Area - PacAsia") AND CONTAINS([Area],"Pac"))
 
//FSE Level
OR (ISMEMBEROF("FSE Users") AND FULLNAME() = [Primary Salesperson])
 
//Regional Access
OR (ISMEMBEROF("Regional - Americas East") AND (CONTAINS([Region],"East") OR CONTAINS([Region],"Cent")))
OR (ISMEMBEROF("Regional - Americas West") AND (CONTAINS([Region],"West") OR CONTAINS([Region],"Cent")))
OR (ISMEMBEROF("Regional - Europe UK") AND CONTAINS([Region],"UK"))
OR (ISMEMBEROF("Regional - Europe Germany") AND CONTAINS([Region],"Germany"))
OR (ISMEMBEROF("Regional - PacAsia - China") AND CONTAINS([Region],"China"))
OR (ISMEMBEROF("Regional - PacAsia - Taiwan") AND CONTAINS([Region],"Taiwan"))
OR (ISMEMBEROF("Regional - PacAsia - Taiwan") AND CONTAINS([Region],"Japan"))

If this post resolves the question, would you be so kind to "Select as Best"?. 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 Forums Ambassador

@Shaira Lapus​ 

Hi, after clicking on the check button, then click on the follow button. Only metrics with at least one follower are "saved". This way, Tableau avoids the metric proliferation. Imagine, each time a person modifies a filter, a metric were created. That would mean hundreds of thousands of metrics.

If this post resolves the question, would you be so kind to "Select as Best"?. 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 Forums Ambassador

@vaishnavi R​ 

Hi, currently Tableau Pulse can only show one measure per metric at a time.

This sounds like a great idea. I would recommend you to create one:

https://community.tableau.com/s/ideas

I recommend you to call it (or something similar)

Tableau Pulse: Side by Side Metrics

If this post resolves the question, would you be so kind to "Select as Best"?. 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 Forums Ambassador

@Billal Sohail​ 

Hi, currently there is not an object (like image, web page, etc) to include a Tableau Pulse object. This seems like a wonderful idea. You may create an idea for this:

https://community.tableau.com/s/ideas

I would recommend you to call it:

Tableau Pulse: Embed metrics in Dashboards.

Also, add the Tableau Pulse and Tableau Cloud topics to it.

If this post resolves the question, would you be so kind to "Select as Best"?. 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 Forums Ambassador

@Gaines Elmore​ 

Hi, currently it seems it is not possible to apply filter to an embedded Pulse. As described in the docs, it does not show a way to apply filters to the tableau pulse component:

https://help.tableau.com/current/api/embedding_api/en-us/docs/embedding_api_pulse.html

Also I tried to add filters using the URL, but I had no success:

https://prod-useast-b.online.tableau.com/pulse/site/demo/metrics/086f3-9c-4d-82-8e1?Pa%C3%ADs=Colombia

So, I would recommend you to create an idea for this:

https://community.tableau.com/s/ideas

If this post resolves the question, would you be so kind to "Select as Best"?. 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 Forums Ambassador

@Matthias Ronnau​ 

Hi, I just tested and it works. But, let me tell you what I did:

a. I edited the published data source generated from the flow directly in Tableau Cloud. Yes I clicked on the continue button when tableau warn me.

b. Then, I created a calculated field User filter (just a simple test)

IF USERNAME()="mygmail@gmail.com" THEN
 [País]="Colombia"
ELSE TRUE
END

c. Then I added the filter to the data source filters:

d. After that, I click on OK and published the data source.

e. Finally, I rerun the flow that generated the data source.

My unfiltered results from Pulse (from a user in the ELSE condition)

My filtered results fromm Pulse of mygmail@gmail.com user.

Now, what is going on? Since a year-two years, when you publish a data source from a Tableau Flow.

a. The first time, tableau publishes a tdsx which is compound by the tds (metadata file: hierarchies, calculated fields, number format, descriptions, etc. Basically in the initial run it only has the fields, the data type and if measure or dimension) and the extract (hyper file).

b. The second time and next refreshes, Tableau does not update the tds, only the extract file.

When you edit online a published data source that comes from a flow, you are only editing the metadata part, the tds. So this one, will survive when you overwrite the published data source.

If this post resolves the question, would you be so kind to "Select as Best"?. 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 Forums Ambassador

@Steve Albrecht​ 

Hi, in this case, you may create an advanced metric definition with a calculated field like:

{INCLUDE DATETRUNC("year",[Date]):SUM(
IF {INCLUDE DATETRUNC("year",[Date]):
MAX(DATETRUNC("day",[Date]))}=DATETRUNC("day",[Date])
THEN [Inflation] ELSE 0 END)
}

If this post resolves the question, would you be so kind to "Select as Best"?. 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 Forums Ambassador