Tableau Cloud Help

1. On the Tableau Next home page, click New Workspace.

2. Name the workspace.

3. Add a description for the workspace.

Learn more: Analyze Data in Tableau Next Workspaces(Link opens in a new window)

1. Add an existing data asset.

   1. On the workspace tab, click Add and then select Existing Asset.

   2. In the Select an Object to Add window, select the assets to upload.

   3. To narrow your search, filter the assets by type or enter a name in the Search box.

   4. Click Select.

2. Upload a file.

   1. From a new workspace: click Connect to New Data, and then click Upload Files.

   2. From an existing workspace: click Add, select New Data, and then click Upload Files.

Learn more: Adding Data to a Tableau Next Workspace(Link opens in a new window)

1. From your workspace, click Add and select New Semantic Model.

2. Select the data model object that you want to build relationships on, and click Select.

3. To add another data object, under Data Objects, click the plus icon.

4. If you want to connect the data objects based on a common field, you can create a relationship. You can either do this manually, or you can let Einstein suggest relationships(Link opens in a new window) for you.

5. Click Show Suggestions and then review the suggestions and apply if needed. You can always turn suggestions on or off using the Suggested Relationships toggle.

6. Continue building your model by adding more data objects, calculated fields, parameters, and logical views. For more information, see Semantic Model Builder in Tableau Semantics(Link opens in a new window).

Note: If you want to use Concierge to explore metric details and dashboards with natural language, you need to Enable Analytics Agent Readiness on the semantic model that metric or dashboard is built from.

Learn more: About Semantic Models(Link opens in a new window)

1. From your workspace, open the model that you want to use for defining a metric.

2. To create a new metric, from the New dropdown, select Metrics.

3. Define the metric. For more information, see Create a Metric for a Semantic Model(Link opens in a new window).

Learn more: About Metrics(Link opens in a new window)

Creating visualizations and dashboards is too complex for a single step-by-step section in this guide. Read through these help documents to understand how to build out feature-rich visualizations and dashboards in Tableau Next.

• Build Insightful Visualizations in Tableau Next(Link opens in a new window)

  Visualizations are visual representations of your data as a chart or graph. A visualization is a powerful way to explore and analyze data. In Tableau Next, you can build visualizations with rich features, filters, calculations, and actions.

• Create Effective Dashboards With Tableau Next(Link opens in a new window)

  The Tableau Einstein dashboard is designed to streamline your workflow by providing a clear, intuitive overview of all the critical information you need. Whether you’re tracking performance metrics, managing tasks, or monitoring key data, dashboards bring everything together in one place.

1. Share a Tableau Next asset with a user

   1. On a workspace, dashboard, visualization, or semantic model, click Share.

   2. On the Manage Access tab, enter the name of the user you want to share with, then select the user.

   3. For workspaces, select the Viewer or Editor role for the user. Only the Viewer role is available for other asset types.

   4. Click Add.

   5. Click Done to close the share options.

2. Add a Tableau Next Dashboard to a Lightning Page

   1. On the Lightning page you want to embed a dashboard in, click the Setup icon and select Edit Page.

   2. From the Lightning App Builder component palette, select Tableau Next Dashboard and drag the component onto the page.

   3. In the component properties panel, use the dashboard dropdown list to select the dashboard to embed and configure the rest of the properties.

   4. After you embed your component, save and activate your Lightning page.

3. Add a Tableau Next Dashboard to a Lightning Page

   1. On the Lightning page you want to embed a metric in, click the Setup icon and select Edit Page.

   2. From the Lightning App Builder component palette, select Tableau Next Metric and drag the component onto the page.

   3. In the component properties panel, configure the properties.

   4. After you embed your component, save and activate your Lightning page.

Learn more: Share and Embed(Link opens in a new window)