Loading
Salesforce now sends email only from verified domains. Read More
Tableau Next
Table of Contents
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

          Search all of Salesforce Help
          Metric Insights in Tableau Next

          Metric Insights in Tableau Next

          Metrics insights give you a quick snapshot of the data you care about in Tableau Next. Every metric includes insights that Tableau Next automatically detects.

          Required Editions

          View supported editions.

          Tableau Next detects unusual change, trends, drivers and contributors, and outliers for metrics. It proactively flags and describes insights using natural language.

          Note
          Note Metrics are created and defined based on a semantic model. For information on how metrics are created, see About Metrics.

          Metrics insights are available in:

          • Tableau Next home page metric cards, metric details pages, and dashboard view pages
          • Slack as previews (when enabled)
          • Salesforce apps through embedded Tableau Next dashboards

          Metrics that you follow are displayed in the Tableau Next home page as metric cards.

          Example of a followed metric card in Tableau Next.

          You can open a metric card and explore it in more detail in a metric page.

          Example of a metric open in a metric details page. A line chart is shown with a blue shaded band. The shaded area represents the expected range. The text below the chart includes insights discovered for this metric.

          A metric card and the metrics page in Tableau Next includes insights with the following information.

          • The current, aggregated metric value for a given time period.
          • The goal status, if a goal has been created.
          • The amount of change from the prior period.
          • A sparkline chart that shows how the metric has trended and if the value of the metric is unusual compared to the expected range for the time period. The expected range is based on patterns in historical data for the metric and is displayed as a blue shaded band in the chart.
            Note
            Note The expected range is based on a model that studies how a metric normally behaves based on historical performance. It uses a 95% confidence interval meaning: if the metric performs normally, it's expected to land within a certain range 95 times out of 100. When it falls outside that range, it's flagged it as unusual or unexpected.
          • Filters applied as part of the metric definition.
          • Adjustable filters for business users to customize their view of the metric
          • Breakdowns for a metric show how different values in a metric are contributing to the total value, considering currently applied filters. You can click different dimensions to explore more breakdowns. Includes insights for top contributors and biggest decreases.

            Example of insights and breakdowns available for a metric.

          Tableau Next metrics are automatically generated from the analysis of the measures and dimensions referenced by the metric definition and data context. Each insight detected for a metric is deterministic and grounded in truth based on the metric.

          Note
          Note When Agentforce for Analytics and Concierge: Analytics Q&A are turned on in Tableau Next, you can explore metric details and dashboards through natural conversation in the Agentforce panel. For more information, see Concierge: Analytics Q&A.
           
          Loading
          Salesforce Help | Article