Work with Tableau Pulse Metrics and Dashboards

Bring Tableau Pulse metrics into dashboards with the Pulse dashboard object, and create recommended metrics based on the data used in a dashboard.

Add metrics to a dashboard

To show metrics alongside other content in a dashboard, add the Pulse Metric object. The metrics that are available to add to a dashboard are those that connect to the same published data sources that are used by the workbook. For more information about dashboard objects, see Add dashboard objects and set their options.

  1. On a dashboard, from the Objects section, drag the Pulse Metric object to the dashboard.
  2. Select a metric definition to see the list of metrics based on that definition. If there are no metric definitions shown, create one in Tableau Pulse.
  3. Select a metric.
  4. For the metric display, choose whether to display the full card or a compact card.
  5. To style the metric like the cards on the Tableau Pulse homepage, toggle on Tableau Pulse Style. Tableau Pulse style adds rounded corners and an elevated border. Without this style option, the metrics on a dashboard resemble other borderless dashboard objects.
  6. To link the metric card to the Tableau Pulse insights exploration page, toggle on Link to Tableau Pulse. This link opens in a new tab.
  7. Select Add to Dashboard.

After you’ve added a Pulse Metric object, you can change the metric or adjust the settings by selecting Configure from the object’s context menu.

Dashboard object context menu

To get a head start when creating a metric definition, you can create one from the list of recommended metrics shown for dashboards.

  1. While viewing the dashboard that you want to create a metric definition from, select the Data Guide button in the toolbar.

  2. On the dashboard, select the viz with the data you want to use.

    Data guide shows recommended metrics for this viz. Depending on how well the data in the viz fits the requirements for a metric, you might not see recommended metrics. If data guide can't recommend a complete metric, it might show recommended measures or dimensions or the primary data source used for you to connect to.

    The Data Guide pane showing recommended metrics

  3. Select a recommendation to configure it in Tableau Pulse.

  4. The recommendation is pre-populated in the Tableau Pulse definition editor. To finish setting up your definition, see Configure the core definition.

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