Tableau released its latest version Tableau 2020.2 in May 2020 which had many new features tallied. With many mounting technologies in the market coming around, Tableau makes sure to provide more useful and revised features to its customers so that they can stay atop of their analysis activities without sheathing. This blog highlights a few features highlighted by Tableau that can make your task of analysis easier and efficient which includes the following. 

  • Relationships 
  • Metrics 
  • Set Control 

Relationships

Multi-table data models with the flexible relationship between tables can be created with the new logical layer and relationships in data sources in the form of star schema and snowflake schema with multiple fact tables at different levels of detail. This helps in maintaining a few data sources that can be used for analysis. Tableau automatically identifies the join type based on the fields and it also adjusts the join type automatically and conserves the level of detail during the analysis thus eliminating lots of stress in arriving at accurate analysis. 

Only the relevant data will be pulled depending on the fields used instead of querying the entire data source which improves performance effectively. The feature of relationships can handle more complex data sources and multi-table models which makes it easier to use a single data source for various scenarios.  

In the sample below, we have data consists of books, authors, and awards in separate tables. Let us now try to create a visual that shows the writing hours per day by the author of each book.

Highlight features in Tableau 2020.2

The image above shows how Tableau pulls in the data when multiple tables are related. It does not create a join or combine all the data, instead it queries only the data required for the visualization by creating a relationship. Let us try to use the fields from different tables for which we have established a relationship in the data source page and see how the data is displayed.

Highlight features in Tableau 2020.2

When the title from “Books” and Hrs writing per day from “Authors” are to be displayed as a visual, the data from both these tables are displayed. We got this only by using a relationship and not joins. This also eliminates the need for using LOD calculations separately as Tableau identifies the right level of detail.

Metrics

Metrics can be created from Tableau Online or Tableau Server for the desired data which makes the analysis easier by monitoring key performance indicators. This is optimized for Tableau Mobile which helps in staying updated about your data on the go and as it updates in the background and refreshes instantly, you will always look at the up-to-date data. Creating a metric is as easy as doing it with a single click.

Highlight features in Tableau 2020.2

You can see an option “Metrics” when a workbook is opened in Tableau Server or Online. After clicking on it select a mark from the visual that has to be viewed as a Metric a preview pane is displayed.

Highlight features in Tableau 2020.2

Once created all the metrics can be viewed under the Metrics View where the details associated with the metrics created are displayed.

Highlight features in Tableau 2020.2

The Metric can be shared and data like the view connected to the metric and its definition can also be viewed. Since the sample metric shown above does not have a date associated with it, there is no timeline available. If a metric has a date associated, then we will be able to check out the timeline of changes. Thus, metrics makes it handy to keep track of the latest data of fields that are to be focused specifically for analysis.

Set Control

Set Control enables dynamic changing of set members by the users which can be done using an interface like the filters and parameters. The set control option displays a card that lists out all the values from which the set members can be modified as required. Set control can be added to worksheets and dashboards which can be included when being published to Tableau Server or Tableau Online or when it is saved to Tableau Public. This can only be added for dynamic sets and not for fixed sets since fixed sets are not intended to be changed. The option for set control appears when the set is added to the view.

The set control can be added just by right-clicking on the set after adding it to the view and choose “Show Set” option.

Highlight features in Tableau 2020.2

This displays a panel like filters and parameters from which you can modify the members of the set. This helps in quicker analysis of various members since you need not modify the set every time for analyzing particular members, instead just choose the members from the set control displayed.

Highlight features in Tableau 2020.2

You can see the value of the sets change when we modify the members from the set control displayed. This is advantageous when quicker analysis based on members has to be performed as it eradicates the redundant task of modifying the members of the set each time.

All these features can ease our effort involved in analysis and helps in landing at faster and efficient solutions by the data-driven decisions made by the analysis. Reach out to us to know more about the latest features Tableau provides to upgrade your analytical requirements.

To learn more about Visual BI’s Tableau Consulting & End User Training Programs, contact us here.


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