Set Up Your Site for Tableau Pulse
Tableau Pulse Beta is now in Tableau Cloud, starting in December 2023. If you're interested in joining the Tableau Pulse Beta, complete this form(Link opens in a new window).
Tableau Pulse provides users with personalized insights about the metrics that matter to them, directly in their flow of work. Users with a Creator, Site Administrator Explorer, or Explorer (can publish) site role can add metric definitions, and all users can follow metrics to discover insights and learn about changes to the data. For information about definitions, metrics, and how to create them, see Create Metrics with Tableau Pulse. For information about how viewers interact with metrics, see Explore Metrics with Tableau Pulse.
Users who follow metrics receive regular digests with insights about their data by email or in Slack. Tableau Pulse allows users who don't regularly access Tableau to understand their data without leaving the places they normally work. If these users want to learn more, they can visit a metric on Tableau Cloud to engage in guided, self-service data analysis and see how different factors impact their data.
The site setting to deploy Tableau Pulse is off by default. When you deploy Tableau Pulse, you can choose to turn it on for a single group of users or for all users on your site. You might want to turn on Tableau Pulse for a single group so that a subset of users can explore and evaluate it before you make it available to your entire organization.
To deploy Tableau Pulse, visit the settings page for your site.
- From the main Tableau Cloud navigation menu, select Settings.
- Under Tableau Pulse Deployment, select Turn on Tableau Pulse.
- Choose whether to turn on Tableau Pulse for all users or for a specified group.
- If you choose to limit Tableau Pulse to a group, select the group.
- Select Save.
API availability of Tableau Pulse
Limiting Tableau Pulse to a specified group is not supported at the external API level. If the site setting is turned off entirely, the REST API won’t allow users to access Tableau Pulse. If the site setting for Tableau Pulse is on, all users will be able to access it in situations where it is being called through the REST API, such as in embedded scenarios, regardless of whether the site setting limits it to a specified group. For more information about using Tableau Pulse through the REST API, see Embed Tableau Pulse and Tableau Pulse REST API Methods.
Stop digests that persist for users without access
After you initially deploy Tableau Pulse, the services that query data sources and send metric digests continue to run whether the site setting is on or off. The site setting controls whether Tableau Pulse appears in the navigation menu and whether users are able to access the Tableau Pulse home page and individual metric pages.
Because the services for Tableau Pulse continue to run, any users who previously had access and followed metrics will receive digests for those metrics, even if you restrict access to a group that they aren’t in or remove those users from the group with access to Tableau Pulse. If these users attempt to open the links to metrics that are sent in digests, they will get a notice that they don’t have access to Tableau Pulse, and they will be unable to unfollow these metrics.
To prevent users who can’t access Tableau Pulse from receiving digests, remove those users from the metrics that they follow. Do this before you turn off Tableau Pulse or limit it to a smaller set of users, so these users don’t receive digests with links to metrics they can’t access.
Set up your site
The legacy Metrics feature was retired on Tableau Cloud in February 2024. Any legacy metrics on your site won’t carry over to Tableau Pulse. If you have legacy metrics you want to keep, note the data source, measure, and time dimension, then recreate them in Tableau Pulse. For more information about legacy metrics, see Create and Troubleshoot Metrics (Retired).
As a Tableau administrator, you can help your users get the most from Tableau Pulse. Before your users get started, check that the data required for metrics is available and turn on optional features:
- Verify that there are published data sources on your site for users to create metrics from. For information about the specific data requirements for metrics, see Data source requirements for metric definitions. To make sure that users can access the data, see Permissions for metrics.
- Connect your Tableau site with Slack, if you want your users to receive Tableau Pulse digests in Slack. For more information, see Integrate Tableau with a Slack Workspace.
- Turn on Tableau AI, if you want your users to see personalized insights summaries. For more information, see Turn on Tableau AI.
There are no permissions for you to set in Tableau Pulse. Users access Tableau Pulse from the Tableau Cloud navigation menu, but the metrics in Tableau Pulse aren’t part of the project content hierarchy in Tableau Cloud or governed by project-based permissions. The ability to create or see metrics is based on permission to connect to and access data in a data source. The data users see when viewing a metric respects row-level security applied to the data source.
Permissions for creating metric definitions
Any user with a site role of Creator, Site Administrator Explorer, or Explorer (can publish) can create metric definitions in Tableau Pulse. To create a metric definition from a published data source, the user must have the Connect permission capability for the data source. For more information, see Permission Capabilities and Templates.
Permissions for viewing metrics
The ability to see the data for a metric depends on access to the data in the data source that the metric is connected to. Tableau Pulse doesn’t prompt users to sign in to see the data. Instead, one of the following must be true for the user to see the metric data:
- The credentials for the data source are embedded. For information about embedded credentials, see Set Credentials for Accessing Your Published Data.
- The user's credentials are passed to the data source with single sign-on.
- The user’s credentials are saved for the data source. For more information, see Manage Saved Credentials for Data Connections.
- The data source doesn't require the user to authenticate to access the data.
Tableau AI in Tableau Pulse
Tableau Pulse uses Tableau AI, which is Tableau's generative artificial intelligence technology, to provide users with personalized summaries of insights for the metrics they follow. Tableau AI is used to generate the language for these summaries, but Tableau AI isn't involved in the identification of data insights, and there are checks to ensure that no numbers are changed in the insights summaries. The insights that Tableau Pulse finds are grounded in the same types of statistical modeling used to analyze data in the traditional Tableau viz authoring experience.
Tableau Pulse doesn't use your site’s data to train Tableau AI. As soon as Tableau AI processes a prompt to generate an insights summary, the prompt and the response are forgotten. Your data isn’t stored outside of Tableau, and the only data that Tableau AI collects is the voluntary feedback users can submit about their insights summaries. For more information about Tableau AI, see Einstein Generative AI for Tableau.
By default, Tableau AI is turned off for your Tableau site. Turn on Tableau AI so your users can see their personalized insights summaries and get a quick overview of important changes to their metrics.
- From the main Tableau Cloud navigation menu, select Settings.
- Under Availability of Tableau AI, select Enable Tableau Pulse Insight Summaries to use generative AI to summarize key metric insights using natural language.
- Select Save.
When you turn on Tableau AI, users will see a notice informing them that generative AI can produce inaccurate or harmful responses. Users have the option to leave feedback about the quality of the insights summaries that they see by selecting a thumbs-up or thumbs-down rating.
If users on your site don't see data when they create a metric definition or when they view a metric, there might be an issue with your data source. Be aware that if today’s date is the beginning of the current period for the time series, such as the first day of the month, the chart will display only that point. This isn’t an issue with your data source. New points in the time series will be added as the period progresses.
If a user is creating a metric definition and there is no data in the preview: Tableau Pulse presents preview data for the current period to date. If the measure selected has no recent data, the user won't see a preview on the chart. Check the data source to verify that the data is updating.
If a user is viewing a metric that previously had data, but now there is no data: Check to see if a field used by the metric was removed or changed in the data source. Edit the metric definition to account for this change, and the change will be reflected on all metrics related to that definition. For more information, see Edit a metric definition.