Today, making informed decisions quickly has become crucial. Tableau Pulse is Tableau’s latest offering with the first generally available generative AI capability. It allows businesses to improve their existing dashboards by prioritizing the real-time data insights. By integrating Tableau Pulse, one can streamline data consumption, improve user engagement, and empower decision-makers with actionable insights.
What is Tableau Pulse?
Tableau Pulse is the new data experience, built on the Tableau platform, that empowers every employee with intelligent, personalized, and contextual insights delivered in the flow of work. It is the smart assistant for your dashboard that monitors data and sends important alerts and trends, thus helping in real time decision making.
Why Integrate Tableau Pulse?
- Real-Time Alerts: Tableau Pulse sends automated notifications on data changes like trends, patterns or problems as they occur.
- Personalized Insights: Tableau pulse pushes relevant data points to employees who need them at the right time. It doesn’t wait for a static report, hence the insights are generated in real-time.
- Improved User Engagement: As Tableau pulse keeps updating the dashboards, the data is more actionable and also engaging to users so that they can make instant data driven decisions.
- Natural language processing (NLP): Employees can ask questions to Pulse in simple English to get answers in seconds, making it easier and less technical.
Steps to Integrate Tableau Pulse with Existing Dashboards
1. Assess your dashboard’s data needs: Identify a list of insights you need to monitor in real time to generate the most important alerts.
2. Configure Tableau Pulse: With the identified key metrics frame, configure the Tableau Pulse to monitor these data points. Link Pulse to send notifications via email, Slack, or other communication tools your organization uses. This ensures that it can notify the employees in real time.
3. Set up alerts: Use Tableau Pulse’s AI’s help to create custom alerts, which will give alerts as and when it happens. For example, in a sales dashboard that you want to keep a track of sales. Here you can step up an alert to notify you when the sales drops below a certain threshold.
4. Integrate with communication tools: Tableau Pulse can seamlessly integrate with various communication tools such as Slack or Microsoft Teams. This allows users to receive alerts directly within the apps that they use on a daily basis on their mobile phones so that they don’t miss any important updates.
The Impact of Tableau Pulse Integration
80% of business leaders say that data is critical for decision-making at their organization. However, almost 30% are overwhelmed by the amount of data that’s available to them. Furthermore, 91% of business leaders believe that their organizations would benefit from generative AI. (Ref: https://www.salesforce.com/news/stories/pulse-for-salesforce-available/)
When companies integrate Tableau Pulse, they notice significant improvements in decision-making speed and efficiency and 65% of users found that the personalized insights available helped them focus on more critical tasks rather than combing through large data sets.
Example: Retail Analytics
A retail company with various outlets with traditional dashboards can only check sales data at the end of the day. But with Tableau Pulse, one can receive real-time notifications. If one store’s sales drops by 30% compared to the same day last week, Tableau Pulse will send out alerts immediately. This allows for a quicker damage control and helps to address the issue. It also gives a clear reason as to why this happened – whether it’s low footfall, stock issues or marketing problems.
Why should you adopt Tableau Pulse for your business?
1.Save Time: Tableau Pulse reduces the need to check dashboards. This gives employees more time to focus on planning strategies.
2.Proactive Approach: With Tableau Pulse, businesses can proactively address issues before they escalate.
3.Improved Efficiency: Tableau Pulse sends relevant data to the right people and this helps in the streamlining of operations as well as productivity.
Integrating Tableau Pulse into existing dashboards offers a simple yet powerful way to use the data analytics experience. It also helps users to make quick, smarter decisions and this helps organizations in staying ahead of the competition.
As one of Tableau’s longest standing Gold Partners with vast experience in Visual Analytics best practices, CRG Solutions can help provide you solutions that enables you to make informed decisions.
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