Your access to Explain Data will vary depending on your site role and content permissions. Explain Data is always available to authors in Tableau Desktop. Authors with appropriate permissions can run Explain Data in editing mode in Tableau Online and Tableau Server.

Authors can also control whether Explain Data is available in viewing mode in published workbooks and which explanation types are displayed in the Explain Data pane.

Be aware that Explain Data can surface values from dimensions and measures in the data source that aren't represented in the view. As an author, you should run Explain Data and test the resulting explanations to make sure that sensitive data isn't being exposed in your published workbooks.

Who can access Explain Data

Explain Data is enabled by default at the site level. Server administrators (Tableau Server) and site administrators (Tableau Online) can control whether Explain Data is available for a site. For more information, Disable or Enable Explain Data for a Site.

Mode Who Can Access

Viewing mode

Tableau Viewers, Explorers and Creators who have the Run Explain Data permission capability can run and explore Explain Data explanations in viewing mode.

Editing mode

 

Tableau Creators can run Explain Data when editing a view in Tableau Desktop, Tableau Online or Tableau Server. Explorers who have the Run Explain Data permission capability and editing permissions can run Explain Data when editing a workbook in Tableau Online or Tableau Server.

Creators and Explorers who have editing permissions can open new worksheets for further analysis.

They can also use Explain Data Settings to control who can use Explain Data and what they can see.

Control who can use Explain Data and what they can see

A combination of settings must be enabled to make Explain Data available in editing mode and viewing mode in Tableau Online and Tableau Server.

Editing mode

Requirements for authors to run Explain Data or edit Explain Data settings in editing mode:

  • Site setting: Availability of Explain Data set to Enable. Enabled by default.
  • Site role: Creator, Explorer (can publish)
  • Permissions: Run Explain Data capability set to Allowed. Unspecified by default. If you open a workbook (Tableau version 2022.1 or earlier) that used this permission in Tableau version 2022.2 or later, you will need to reset the Run Explain Data capability to Allowed.

Note: The Download Full Data capability for a Creator or Explorer (can publish) controls whether they see the View Full Data option in Extreme Values explanations. Viewers are always denied the Download Full Data capability. However, all users can see record-level details when the Extreme Values explanation type is enabled in Explain Data settings.

Creators and Explorers with editing permissions and the Run Explain Data permission capability can access Explain Data Settings, which provide options for controlling:

These options are set for the entire workbook and can only be set in the Explain Data Settings dialog box.

Viewing mode

Requirements for all users to run Explain Data in viewing mode:

  • Site setting: Availability of Explain Data set to Enable. Enabled by default.
  • Site role: Creator, Explorer or Viewer
  • Permissions: Run Explain Data capability set to Allowed. Unspecified by default. If you open a workbook (Tableau version 2022.1 or earlier) that used this permission in Tableau version 2022.2 or later, you will need to reset the Run Explain Data capability to Allowed.

Open the Explain Data Settings dialog box

  1. From the Analysis menu, select Explain Data, and then click Settings. Or, in the Explain Data pane, click on the settings icon (bottom right).


Include or exclude explanation types displayed by Explain Data

Creators and Explorers who have editing permissions can choose to exclude (or include) explanation types displayed for all workbook users.

  1. In the Explain Data Settings dialog box, click on the Explanation Types tab.



  2. In the list of explanation types, select or clear an explanation type.
  3. Click OK.

Test the setting by saving and closing the published workbook and then opening a view from the workbook in viewing mode. Select a mark that typically has Extreme Value explanations, and then run Explain Data to check the explanation results.

Include or exclude fields used for statistical analysis

Creators or Explorers who have editing permissions can choose to exclude (or include) fields that are eligible for analysis.

  1. In the Explain Data pane (bottom right), click on the settings icon. Or, click the Edit button in the Analysed Fields view.



  2. In the Explain Data Settings dialog box, click on the Fields tab.
  3. In the list of fields under Include, click on the drop-down arrow and select Automatic to include an eligible field every time Explain Data runs for that workbook.

    Note that fields must have less than 500 unique values to be included in the analysis.



    Select Never Include to explicitly exclude the field.
    Select Include None to run a statistical analysis on the data without considering fields.
    Select Reset to return to the default settings.

  4. Click OK.

Test the setting by saving the published workbook. Select a mark, and then run Explain Data to check the explanation results.

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