Tableau Metric Insight Summaries give users a personalized overview of the most
important insights from the metrics that they care about. The Metric Insight Summaries feature is
built natively into Tableau Next and is independent of the Agentforce platform. The summary is
generated based on the metrics that a user follows and is displayed on the Following page in
Tableau Next. Only users with permission can access the metric summaries.
Required Editions
| User Permissions Needed |
| To enable Metric Insight Summaries: |
Tableau Unmetered Admin or Tableau Next Admin permission set |
| To assign permission sets: |
Assign Permission Sets |
Enable Metric Insight Summaries
-
In Tableau Next, click Administration, and then click
Settings.
-
Under General Settings, click Tableau Next Features.
-
Turn on Metric Insight Summary.
When this setting is turned off, users still see descriptive and predictive insights
associated with individual metrics. Insights that don't require generative AI or LLM are
enabled by default and aren't affected by this setting.
Assign the Follow Tableau Next Metrics permission set
-
From Setup, in the Quick Find box, enter Users, and then select
Users.
- Select a user.
-
In the Permission Set Assignments related list, click Edit
Assignments.
-
Select Follow Tablea Next Metrics under Available Permission Sets
and click Add.
- Click Save.
