Using Tableau Mobile, you can interact with views and metrics on Tableau Server and Tableau Online.

Interact with offline previews

Tableau Mobile stores interactive previews of your favourite 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 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. Once 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 analysis 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 will display 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.

Note: Interactive previews appear when you are connected to Tableau Online or Tableau Server 2018.2 or later. On earlier versions of Tableau Server, you will see static image previews instead. Particularly complex views may 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

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.

Comparison chart between two years of metric data

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.

Links from one Tableau view to another open directly in Tableau Mobile rather than 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.

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 disabled this feature, the link will not 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.

Open in Tableau Mobile banner

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

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