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Consolidate Multi-Metric Overviews on Tableau Next Dashboards

The Summary widget enables you to merge Tableau Next metrics into a cohesive narrative on your dashboard. Instead of scanning individual metrics, the summary widget helps you pinpoint essential performance drivers quickly.

Required Editions

View supported editions.
User Permissions Needed
To edit Tableau Next dashboards: Tableau Unmetered Platform Analyst or Tableau Next Platform Analyst permission set
  1. Add the Summary widget Summary widget to your dashboard.
  2. Open the Widget panel and click Choose Metrics.
  3. Select a data model, then select a minimum of two metrics to include in the summary.
    Summary widget properties.
    Note
    Note The summary describes metrics only. It doesn't include data from visualizations or other widgets on the dashboard.
  4. Add a heading in the Insights Title section.
  5. Refine the data shown by applying constraints through the Date Field and Time Range options.
  6. Resize the widget as needed to make sure that all summary contents are in full view.