Tableau Cloud Help

With Tableau Pulse, users receive personalized data insights about metrics that they follow. These insights are sent directly to users in Slack and email digests, giving them access to the data they need in the tools they already use. If users want to learn more about their data, they can visit a metric's insights exploration page on Tableau Cloud. On that page, users can engage in guided data analysis to understand what is driving changes to their data.

Tableau Pulse is available for Tableau Cloud. To get a site ready for Tableau Pulse, a site administrator must first turn on the setting and make sure that there's appropriate data to work with. Then, users can create metric definitions, which specify the core metadata for metrics. Users create metrics based on these definitions by adjusting filter and time options to scope the data in ways that are useful for different groups of followers.

The articles here help you get started with Tableau Pulse, whether you're a Tableau administrator setting up your site, a Creator defining the metadata that metrics are based on, a Viewer exploring existing metrics, or a developer embedding metrics.

Tableau Pulse release notes

Added August 28, 2025

Show more contributors on the breakdown chart

Curious about how different dimension members are contributing to a metric? Select Show more to list more contributors on the breakdown chart. The breakdown chart shows 7 contributors to begin with, and 7 more are shown each time you select show more, up to 50 contributors total.

Set a metric’s time range to a rolling time window

A rolling window shows the most recent 7, 14, 30, 60, or 90 days of data. You can also select a window that shows the data for 1 year in months, and that window ends with the most recent complete month. The comparison period for these metrics follows the same rolling window.

To adjust the time range, select the Filter option on a metric. When you set this filter, you create a new metric if one with those filters doesn’t already exist. Be sure to follow the filtered metric to keep track of it. Followers don’t carry over from the previous metric.

Use generative AI to ask questions when exploring a metric (Tableau+)

For any metric, you can click Ask to ask questions using semantic search or go deep with generative AI. In the same interface, use Ask Q&A to find trusted insights quickly, or use Enhanced Q&A (Discover) for a more conversational, LLM-guided exploration in the same context.

From any metric detail page in Tableau Pulse, under Discover Top Insights, click the Ask button. Enter a question in the first search bar to run semantic search on detected insights. From the search results, click a question with the sparkle icon to use enhanced Q&A with LLM-guided exploration. In the Discover page that opens, ask follow-up questions about the same metric or related metrics you follow, all in the same conversational flow.

You can ask questions about metrics that share the same data source. Response from the LLM responses may vary based on available data and insight coverage. Available in Tableau+ only.

Geo-aware LLM request routing now supported in Enhanced Q&A (Discover) experience and insight summaries

Tableau Pulse Enhanced Q&A (Discover) now supports geo-aware LLM routing through the Einstein GPT Gateway using Azure Open AI. (Tableau+ or Einstein 1 is required.) LLM requests are routed to the nearest supported region based on your Salesforce org, which improves latency and supports data residency requirements. Discover requests are made using your Salesforce org ID, which allows masking and routing controls when the necessary entitlement is used. Insight summaries in Tableau Pulse, which use Tableau-managed org IDs, also support geo-aware LLM queries.

No manual setup or region selection is required beyond the necessary entitlements. Masking can be controlled when tied to a paid entitlement.

If your nearest region is unavailable or overloaded, traffic automatically falls back to the Azure OpenAI location in the US. Fallback from any Azure OpenAI region always routes to the US Azure OpenAI region, never to OpenAI directly. For more information, see Geo-Aware LLM Request Routing on the Einstein Generative AI Platform(Link opens in a new window).

The fallback setting can't be disabled. Only Tableau+ customers have audit log access to see when fallback occurs, and can get the fallback event data from audit logs.

Added August 14, 2025

See how related metrics are similar or dissimilar with the Correlated Metric insight

Correlated Metrics is a new insight type that can answer questions such as "How is Customer Satisfaction related to Wait Time?" Tableau Pulse can now show how a metric is similar or dissimilar to another metric that has been flagged as a candidate for consideration.

When editing a metric definition, you can choose up to five candidates for Tableau Pulse to consider for correlation to the metric. These candidates are metric definitions that you consider to be related to the metric and that are expected to move in similar or strongly dissimilar ways.

For more information on setting up Correlated Metrics, see Configure insights(Link opens in a new window).

Catch up with Tableau Pulse insights and alerts in the Tableau App for Microsoft Teams

More Tableau Pulse features are now available in the Tableau App.

• Insight summary: Check the insight summary on the Tableau Pulse home to get an overview of important changes to your data.
• Alerts: See alerts for unfavorable changes to the metrics that you follow.
• Metric insights in your preferred language: The insights shown for individual metrics automatically reflect the language that is set for Microsoft Teams. Note that the insight summary uses the language that is set for the Tableau app, which is a separate setting from the Microsoft Teams language setting.

For information about the Tableau App for Microsoft Teams, see Setup Guide: Tableau App for Microsoft Teams.

Added August 7, 2025

Show goals or thresholds on the metric breakdown chart

On the Breakdown tab for a metric, you can change the chart details to show goal or threshold data. This option appears only if there's a data source goal or threshold set on the definition for a metric. You can turn off this option by adjusting the Goal and Threshold Breakdown insight on the insight settings for a metric definition. For information about adjusting insights, see Configure insights. For information about metric details, see Explore metrics in detail, adjust the time range, or apply filters.

Get off-cycle Slack alerts

If you aren’t scheduled to receive a Slack digest on a day that Tableau Pulse identifies an alert, you now receive a Slack message with that alert. Tableau Pulse checks the metrics that you follow every 24 hours to see if they have crossed into an unfavorable threshold range or if there's a new unfavorable trend for the data. On days when you do receive a Slack digest, the alert appears at the top of the digest rather than as a separate message. For information about alerts, see Get Tableau Pulse Alerts.

Added July 24, 2025

Get threshold alerts

When a metric that you’re following crosses into an unfavorable threshold range, you get notified in email, Slack, and Tableau Mobile, and an alert appears on the Tableau Pulse site. For more information, see Get Tableau Pulse Alerts.

Set an unfavorable threshold range

Define whether a metric should stay above or below a threshold. You can set an unfavorable range for both data source thresholds and manual thresholds. When the aggregate value for a metric crosses into the unfavorable range, Tableau Pulse generates a threshold alert. For more information, see Configure data source goals and thresholds and Create a manual goal or threshold.

Search and sort metric definitions

On the Browse Metrics tab, select the search icon to search the list of metric definitions. Select the Certified, Metric Definition, or Metrics column headers to sort by those columns.

Added July 10, 2025

Discover insights across multiple metrics with cross-metric analysis

Enhanced Q&A (Discover) now supports cross-metric analysis, allowing you to compare metrics side-by-side and surface meaningful patterns. It can highlight shared contributors, detect when trends move together or in opposite directions, flag entities that are outliers across multiple metrics, and identify metrics that are jointly above or below expected ranges, all in a single, natural-language response. For more information, Ask Questions and Discover Insights in Tableau Pulse(Link opens in a new window).

Added June 5, 2025

Stay informed with off-cycle alert emails

Tableau Pulse now sends an email if it identifies alerts on a day that you aren’t scheduled to receive a digest. Previously, alerts were sent only as part of digests. If your digest frequency was set to weekly or monthly, you didn’t get email notifications about alerts found on days without a digest. For more information about alerts, see Get Tableau Pulse Alerts.

Added May 22, 2025

Set thresholds for metrics

Measure how a metric is performing relative to a threshold value by setting a data source or manual threshold. Data source thresholds are dynamic values that you set on a metric definition. Manual thresholds are a single static value that you set on an individual metric. Anyone who views a metric sees the threshold value. For more information, see Configure data source goals and thresholds and Set Manual Goals and Thresholds with Tableau Pulse.

Added May 7, 2025

Set a custom calendar

If the standard Gregorian calendar doesn't fit your organization's data, set a custom calendar. You now have the flexibility to configure calendars such as a 4-5-4 retail calendar. Tableau Pulse aggregates metric data for different time ranges and comparison periods based on the custom calendar. For more information, see Set a custom calendar.

Ask questions based on dimension members in Enhanced Q&A (Discover)

Let your users follow their curiosity freely—exploring different regions, segments, or time periods—all through natural language in Enhanced Q&A (Discover). Discover can now handle questions that filter metrics based on dimension values (region, product, segment) or compare dimension members (West versus East) to uncover meaningful patterns.

For example, you could ask "Show sales for California" or "Compare APAC vs. EMEA" to automatically expand your exploration to the full set of compatible metrics. For more information, see Ask Questions and Discover Insights in Tableau Pulse.

Ask questions and get responses in your preferred language with Enhanced Q&A (Discover)

Enhanced Q&A (Discover) now supports multilingual questions and responses, aligned with Tableau Cloud supported languages. Suggested questions, follow-up questions, and insight briefs adapt to the site’s language setting. Discover detects your input language as you ask questions and it returns LLM responses in that language—even if it differs from the site or data language. Metric names and filters always remain in their original, authored language for clarity and consistency. For more information, see Multilingual support for questions and responses in Discover.

Added April 24, 2025

Certify metric definitions

Tell others that a metric definition is trusted and recommended by certifying it. A certified badge appears on metrics that are based on certified definitions. That badge helps users feel confident relying on those metrics to make business decisions.

You certify a metric definition on the new governance step that is part of editing or creating definitions. The existing permission settings for metric definitions have also moved to the governance step. For more information, see Configure governance.

Added April 10, 2025

Customize the metrics in your insights summary

When you follow a metric, notable changes about that metric can appear in the insights summary at the top of your Tableau Pulse home page and in your Slack and email digests. You can now further customize these summaries by muting metrics. When you mute a metric, insights about that specific metric are removed from your summary without unfollowing the metric. For more information, see Customize your home page and digests.

Added March 27, 2025

Set a custom comparison date for metrics

For metrics filtered to Today or Yesterday, a custom comparison overrides the comparison to the prior day or the same day from a year ago. This comparison option allows you to compare data for events that don’t fall on the same date each year. For more information, see Set a custom daily comparison.

Choose the number of decimal places for metric values

If your data needs to be formatted with a consistent number of decimal places, you can choose the precise number, from 0 to 5. By default, Tableau Pulse automatically determines the number of decimal places to show, with larger values showing fewer decimal places. For more information, see Define metric options.

Added March 13, 2025

Discover more insights with enhanced Q&A (Tableau+)

Enhanced Q&A (Discover) makes it easier to explore insights across groups of business-critical metrics, and then dig deeper on the Discover page. When metrics in Tableau Pulse are grouped by data source, definition, or time range, Discover uses statistical algorithms to examine grouped metrics and surface insights that are relevant, interesting, and worth investigating.

The enhanced Q&A experience provides intuitive key insights, relevant visualizations, source references, and suggested follow-up questions to help you dig deeper. Because it is powered by AI in Tableau, you can ask questions in your own words to get relevant, natural language answers about your data.

Enhanced Q&A (Discover) is available as a Tableau+ premium feature in Tableau Pulse on both web and mobile. Enhanced Q&A (Discover) must be turned on in Tableau Cloud site settings, and requires a connection to a Salesforce org that has Einstein generative AI set up for the selected Salesforce org. For more information, Ask Questions and Discover Insights in Tableau Pulse(Link opens in a new window) and Turn on Enhanced Q&A (Discover) in Tableau(Link opens in a new window).

Better semantic matches in any language for Ask Q&A

Turning on this setting enhances semantic matching for any language when you use Ask Q&A. When this setting is on, questions and insights text are sent to OpenAI as part of semantic matching. All calls to OpenAI go through the Einstein Trust Layer(Link opens in a new window). For more information, see Turn on better semantic matches for Ask Q&A in Tableau(Link opens in a new window)

Control who can create metric definitions from a data source

Data sources have a new Create Metric Definitions permission capability. With this capability, you can now separately control who can create metric definitions from a data source and who can view metrics that use that data source. For more information, see Permissions for creating metric definitions.

Adjust when Tableau Pulse starts generating digests

Tableau site administrators can set the time at which Tableau Pulse starts generating email and Slack digests. That way, if your data refreshes at a specific time, the digests reflect the freshest data. For more information, see Set the digest start time.

Set the aggregation type for data source goals

You can now choose how Tableau Pulse aggregates the data for a data source goal. Measures can be aggregated as a sum, average, median, maximum, or minimum, and dimensions can be aggregated as a count or distinct count to produce a measure. Previously, all data source goals were aggregated as a sum. Additionally, you can now set data source goals for metric definitions that use any aggregation. Previously, you could create data source goals only for metric definitions where the measure was aggregated as a sum or count. For more information, see Configure data source goals and thresholds.

Create an advanced data source goal

The advanced editor lets you create data source goals using the familiar Tableau viz authoring environment. You can use the advanced editor to create goals based on calculated fields. For more information, see Configure data source goals and thresholds.

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