Tableau Mobile Help

Using Tableau Mobile, you can interact with views and metrics that are published on Tableau Server and Tableau Cloud.

Stay up to date with your Tableau Pulse metrics

Note: Tableau Pulse is available exclusively for Tableau Cloud. If you don’t see Tableau Pulse, ask your administrator to turn it on for your site.

Access the Tableau Pulse metrics that you follow on Tableau Mobile and see insights about your data whenever you need them. Tableau Pulse is available for Tableau Cloud and combines a metrics layer, where members of your organisation define key numbers to track, with an insights platform that informs you about trends, outliers and other changes to those metrics. For information about using Tableau Pulse on Tableau Cloud, see Explore Metrics with Tableau Pulse and Create Metrics with Tableau Pulse.

To open Tableau Pulse, from the navigation bar, select Pulse. When you open Tableau Pulse, you see a summary of the top insights for your metrics, along with a feed of all the metrics that you follow. The insights and metrics presented on this screen are stored offline, so you can see the most recent values for your metrics even if you don’t have a connection. If you don't see an offline preview, your administrator might have turned off these previews.

You won’t see metrics if you don’t follow any. To find metrics to follow, sign in to Tableau Cloud with a web browser, and visit Tableau Pulse to browse all the metrics on your site. For more information, see Get started with Tableau Pulse. If you have a Creator, Site Administrator Explorer, or Explorer (can publish) site role, you can also create metric definitions on Tableau Cloud. For more information, see Create a metric definition.

Explore insights

Tap a metric to open its insights exploration screen. Any metrics that you select in a Slack or email digest automatically open to the insights exploration screen in Tableau Mobile as well. On the insights exploration screen, you can switch between the overview tab, which shows the value for the metric during the current period, and the breakdown tab, which shows how different dimensions are contributing to the value.

Below the overview and breakdown section, select from suggested questions to learn more about the factors driving changes in your data. If there are any unusual changes to your data, Tableau Pulse also presents them here.

Change the time period for metrics

Adjust the time filter on a metric to see data from different periods. When you change the filters on a metric, you create a new metric, if a metric doesn’t already exist with that combination of filters. In the case of creating a new metric, any followers from the pre-existing metric won’t carry over. You must follow the new metric to see it in your metric digest and on your Tableau Pulse homepage.

1. Open the metric that you want to filter.
2. Select Show Filters.
3. Select the time period that you want to see. If a metric with this time period doesn’t already exist, Tableau Pulse creates a new metric based on that period.
   
4. To keep track of this metric, select Follow.

Share metrics

To share a link to a metric, tap the share icon at the top of the screen. This button opens the sharing options for your mobile device. Tableau Pulse doesn’t currently support the share with people via Tableau option described under Share content.

Customise the Pulse tab

If your organisation has Tableau+, you can customise the Tableau Mobile Pulse tab by sorting and grouping metrics. Sort metrics based on how recently you followed the metric, or group metrics that share a metric definition or a data source.

1. From the Pulse tab, select the sort icon.
   
2. Select how you want your metrics to be sorted, for example, grouped by metric definition and ordered ascending.
3. Select Apply to use this sort order just on Tableau Mobile, or select Set Default Order to also apply this sort order to your Tableau Pulse web home page, Slack digest and email digest.

Interact with offline workbooks and views

Tableau Mobile stores interactive previews of workbooks and views that you can access when you’re offline. That way, if you’re travelling and have no connection, you can still see your data. These previews display the last time they synced, so you know how fresh they are.

Previews are generated for workbooks and views set as your start page, workbooks and views in your favourites, and workbooks and views that are in collections that you've added to your favourites.

Previews let you scroll, pan and zoom a viz, see data tooltips and highlight marks. However, the following features aren't available: filtering, combined tooltips for multiple selected marks, Viz-in-Tooltip and advanced analytics like trend and reference lines.

When you’re online, these previews display while the latest view loads. After it has finished loading, you’ll automatically transition from the preview to the latest view. If you interact with the preview, you won’t transition, so you don’t lose any analysis that you’ve done. When you're ready to see the latest view, select the arrow in the footer to transition.

If the view can’t load, an error message displays with the option to see error details. Make sure you have a connection and are on your corporate VPN, if necessary, to load the latest view.

You can turn interactive previews on or off in the app settings. Be aware that Tableau Server administrators sometimes disable interactive previews for entire organisations. Particularly complex views might render as images even if interactive previews are supported. Your administrator can change the complexity threshold. If you frequently see static images, ask your Tableau administrator to adjust client-side rendering settings.

Adjust and compare metrics (retired)

This section refers to the legacy metrics feature. For information about Tableau Pulse metrics on Tableau Mobile, see Stay up to date with your Tableau Pulse metrics.

Metrics help you track data for key numbers, like weekly sales. Optimised for mobile devices, metrics are easy to understand at a glance. For more about metrics, see Create and Troubleshoot Metrics.

Metrics have a feature available only on Tableau Mobile that allows you to adjust the date range displayed on the metric's timeline and change the comparison. These adjustments let you focus on the most important data.

1. Open a metric and select the Adjust and Compare button. This button appears only for metrics with a timeline.
2. Under Date Range, select the range you want to display on the timeline.
3. Under Compare Versus, select the date you want to compare the current value to, or select No comparison. This affects the change value shown below the metric value.
4. To display a comparison line on the metric timeline, toggle Show comparison line to on.
5. Select the back button to see your changes applied to the metric.

Metrics display data from their owner’s perspective

When you look at a metric, the numbers displayed for a measure might be different from the numbers you see on the connected view. This is because some views filter data based on the viewer's credentials. The owner's credentials are used when getting the data for a metric, so you see the data from the owner's perspective.

Share content

When you share content directly with other users via Tableau, they receive a notification with a link to that content, and the content is also added to Shared with Me, so they can easily find it later. Notifications can come by email, the in-app notifications centre and in the Tableau for Slack app if the site is connected to a Slack workspace.

To share directly via Tableau:

1. On the content you want to share, select the share icon.
2. Select With People via Tableau. Tableau Pulse metrics don't support the share with people via Tableau option.
   
3. Enter the name or username for the person you want to share with, then select the user from the list. This person must have an account on your Tableau site.
4. Select the send arrow.

The sharing options listed under Other Options allow you to copy the link to the content or send the link via other third-party apps you have installed, but they don't send a notification in the Tableau or Slack app, and the content won't appear in the recipient's Shared with Me.

Sharing in Tableau doesn't grant the recipient permission to view the shared content. Users can request access to content they don't have permission to view, if request access is turned on for your site. Permissions can't be configured in Tableau Mobile; instead, use Tableau Cloud or Tableau Server in a web browser. For more information, see Permissions.

Link from one view to another

Links from one Tableau view to another open directly in Tableau Mobile rather than in a browser, so you don't need to switch back to the app. You'll particularly appreciate this if your organisation uses groups of dashboard links that help you navigate to other Tableau content.

Open external links to views and metrics

If someone sends you a link to a view or metric, or if you receive a notification email with a link, you can open the link directly in Tableau Mobile. Simply select the link, and it will either open in the app or open in a web browser and automatically redirect to the app. If a prompt appears asking you for permission to open the link in Tableau Mobile, accept the prompt.

If you open a link for a version of Tableau Server earlier than 2020.2, or if your Tableau administrator has turned off this feature, the link won't automatically open in the app. Instead, the link will open in a web browser, and you can select the Open in Tableau Mobile banner to open it in the app.

For more information, see Control deep linking for Tableau Mobile(Link opens in a new window).