Metrics are business KPIs used to track, compare, and assess performance or business processes over time. In Tableau Next, you can explore metrics, create goals, download, copy, and follow metrics to get insights in your flow of your work. You can also access and share metrics in Tableau Next for Slack.
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- Explore Metrics and Insights
Every metric includes one or more insights that you can explore to learn more about your data. When more insights have been detected for a metric, you can click suggested questions in the Discover Insights panel to open those insights. - Filter a Metric in Tableau Next
By adding filters to a metric in Tableau Next, you’re able to focus on the data that is most important to you. - Use Metric Forecasting in Tableau Next
When you follow a metric, you can see the data that’s most important to you at a glance. And when you turn on forecasting, you can also see the metric’s predicted performance. When forecasting is turned on, Tableau Next uses historical data to anticipate future trends. The forecast extends only as far into the future as Tableau Next can maintain 95% confidence. For example, if there isn’t data for the previous year, Tableau Next won’t provide a forecast for the entire period because it doesn’t have enough historical data to forecast with high accuracy. When forecasting is turned on, the metric’s historic value is a solid line, the forecasted value appears in a dashed line, and the confidence range appears as a shaded band around the line. - Download a Metric Snapshot
Download a snapshot image of a metric to a .png file. The snapshot is taken while running the item with your filters and the latest data. - Copy a Tableau Next Metric Image to Your Clipboard
Copy a snapshot image of a metric to your clipboard. From your clipboard, you can then paste the image for quick sharing in presentations, documents, or wherever you need it. The snapshot is taken while running the item with your filters and the latest data. - About Metric Insight Summaries
Tableau Next displays a summary of the insights related to those metrics. Tableau Next creates the insight summary differently, depending on whether Tableau Agent with conversational analytics is enabled or not. When the agent isn't enabled, insight summaries are created based on the metrics you follow (two or more required). When the agent is enabled, Tableau Next creates insight summaries using Agentforce (no followed metrics needed). - About Following Metrics in Tableau Next
After you follow a metric, the metric appears on the Following page in Tableau Next. While analysts can find Following in the left panel, users with consumer permissions see the Following tab as their home page web experience in the Tableau Next app. - Create Goals and Set Thresholds with Tableau Next
With Tableau Next, you can track important metrics and receive updates right where you’re working in Salesforce or in Slack. When you set a goal in Tableau Next, you can also track a metric’s progress toward that goal. And you can set thresholds to add context to your metrics. For example, if you have a metric that tracks sales over time, you can set a goal and turn on forecasting to monitor your progress toward that goal. And you can add labels for ranges such as “at risk,” “healthy,” for more context. Or set thresholds independently of goals, which is particularly valuable for noncumulative metrics. For example, you could set a threshold that indicates that it’s time to investigate when a metric is less than a specified value. - Change the Time Range for Tableau Next Metrics You Follow
You can set a default time range for individual Tableau Next metrics, and you can set a dynamic time range for all metrics that you follow. - Use Proactive Intelligence in Tableau Next to Monitor Data and Take Action
Turn hindsight into foresight with proactive intelligence features in Tableau Next. With data alerting, you stay on top of changes to your data, whether it’s progress to a goal, month-over-month changes, or any change in your dataset. Data alerts help you monitor what you know and care about while autonomous insights help you anticipate important events you might not have been looking for—all while spending less time asking questions and searching dashboards for answers.