Unveiling Tableau 2023.3: Transforming Data into Gold for a Seamless Business Experience
Integrations
December 6, 2023

Unveiling Tableau 2023.3: Transforming Data into Gold for a Seamless Business Experience

Dive into Tableau 2023.3 for a seamless business experience. Explore new features shaping the future of analytics and unlocking the potentia

The digital age requires businesses to be ever-adaptive, and Tableau's latest 2023.3 release is tailored for just that. In the ever-shifting landscape of business analytics Tableau has consistently been one of the best tools for analytics in the digital age. With the latest 2023.3 release, Tableau has continued to add relevant and valuable features that every analyst should be aware of. 

Let's explore the new features, and more importantly let's think of the actual ways Tableau users will leverage these features in real-world scenarios.

1. Embedded Playground:

Embedded analytics is on everyone’s mind. How can I get analytics even closer to the end user? How can I bring all my different data points into one dashboard and integrate it into my internal portal, or customer portal?

The Tableau Embedding Playground is a dynamic tool designed to simplify the integration of Tableau analytics into various applications, enhancing user interaction and data exploration. It provides an interactive environment where users can experiment with and learn how to customize and personalize Tableau visualizations, tailoring them to specific needs and preferences. With features like adding custom context menus, exporting data, applying filters, and creating personalized content based on user attributes, it offers a wide range of options for enhancing user engagement and data accessibility. This helps to lower the barrier to entry for building embedded products, as well as speed the development time, as developers can spend less time searching docs for the proper code.

How it changes the game for you:

Imagine your sales team, while logging a new lead, instantly viewing insights about market trends, all within the same platform. Or a finance team is accessing quarterly revenue figures directly within their forecasting tool. Or your customers leveraging insights you provide through an embedded portal. The seamless blend ensures that data doesn't stay isolated; it's omnipresent, aiding every decision.

2. Custom Data Labels: Speak the Language of Your Data

The introduction of custom data labels and categories in Tableau 2023.3 marks a significant advancement in data governance and user comprehension. This feature empowers users to annotate their data sources with meaningful labels and categories, ensuring a clear understanding of the data’s characteristics and sensitivity. For instance, users can create a "Compliance" category and associate labels such as "PII" (Personally Identifiable Information) or "PHI" (Protected Health Information), providing explicit indicators of the data’s nature. This is crucial in industries where data handling requires adherence to strict privacy and security standards. By categorizing and labeling data accurately, organizations can enhance data integrity, promote responsible data usage, and ensure that users are cognizant of the type of data they are handling. This, in turn, contributes to a more organized, secure, and compliant data environment, fostering trust and reliability in data-driven processes.

How it changes the game for you:

Think of a scenario where different leaders at your organization end up looking at different reports, with different numbers and different results. Think about your analysts not knowing which values are relevant to their reports.  Every team member, irrespective of their data proficiency, can understand and act on data faster, with fewer meetings and fewer questions while increasing governance and security in the overall environment.

3. Dynamic Axis Ranges: Adjust, Visualize, Repeat

Gone are the days of static visuals. With Dynamic Axis Ranges, you can alter visualization perspectives on the fly. Need to zoom into Q1 figures? Or perhaps, get a three-year trend overview? With a simple parameter adjustment, your charts will recalibrate instantly.

The Dynamic Axis Range feature in Tableau 2023.3 introduces a new way to interact with and control the axis ranges of your visualizations. This feature, which received over 4,000 votes on the Tableau Requested Features page, allows users to set the start and end points of an axis based on parameter values, providing a more tailored view of the data. For example, in a sales data visualization, you could use this feature to focus on a specific range of sales values, helping to highlight trends or outliers within that segment.

How it changes the game for you:

Your marketing team can swiftly switch between monthly and annual views to spot trends. R&D can dive deep into specifics or zoom out for broader perspectives. Flexibility is the key, to ensuring insights are tailored to immediate needs.

4. Native Lightning Web Component: Supercharge Your CRM

Tableau and Salesforce come together in a harmonious dance. While the Lightning Web Component has been a staple for integrating Tableau visualizations into Salesforce, the new native option introduces several key enhancements to elevate your analytics experience. Now, seamless authentication is effortlessly achieved through Connected Apps, ensuring secure and streamlined access to your data. The integration with CRM Analytics (CRMA) is another significant upgrade, allowing for a synchronized view where filters applied in one dashboard seamlessly translate to the other, maintaining consistency across your analytics journey. This harmonious blend of Tableau and Salesforce within a single platform ensures that your data insights are as integrated and accessible as possible, directly where your users need them.

How it changes the game for you:

Your customer relations team can view a client's historical purchase patterns right next to their contact details, guiding upsell strategies. Meanwhile, the sales team can gauge the success rate of their pitches by region, all within Salesforce, bringing all of your data together in one dashboard rather than having to leverage many disparate systems. 

5. Tableau Cloud add-on for Google Workspace: When Docs Meet Data

This isn’t about mere compatibility but deep-rooted integration. With the Tableau Cloud add-on, Google Docs and Sheets become data insight platforms. Google Workspace has long been a source of collaboration and knowledge sharing. Starting in 2023.3 new Google Docs add-on has now brought the power of analytics to one of the most used business applications in the world. Embed Tableau dashboard links directly into a Google Doc, and a tooltip preview of the dashboard appears, complete with the most up-to-date data, its title, and the date it was last refreshed. And with just a simple click, you can dive deeper, accessing the full dashboard in your Tableau Cloud environment. The path to effortless information sharing and collaborative work has never been smoother.

How it changes the game for you:

Are you planning a strategy on Google Docs? Now, embed the latest sales trend chart right in there. Collaborative brainstorming sessions on Sheets? Forecasting? Ideation? Bring in real-time analytics to guide the discussion. It's all about making data a daily conversation.

Embrace the Data Revolution:

Tableau's 2023.3 release is a testament to the platform's commitment to driving business efficiency through enhanced data interaction. It’s not just an update; it’s a transformation in how businesses visualize and engage with data.

Ready to leverage these features for your business? Don't venture into these waters alone. Reach out to us, and let's ensure your business harnesses the full power of Tableau 2023.3. Together, we'll make data more than just numbers; we'll turn it into solid gold.

Partner
Tableau
Integrations
December 6, 2023

Unveiling Tableau 2023.3: Transforming Data into Gold for a Seamless Business Experience

Dive into Tableau 2023.3 for a seamless business experience. Explore new features shaping the future of analytics and unlocking the potentia

The digital age requires businesses to be ever-adaptive, and Tableau's latest 2023.3 release is tailored for just that. In the ever-shifting landscape of business analytics Tableau has consistently been one of the best tools for analytics in the digital age. With the latest 2023.3 release, Tableau has continued to add relevant and valuable features that every analyst should be aware of. 

Let's explore the new features, and more importantly let's think of the actual ways Tableau users will leverage these features in real-world scenarios.

1. Embedded Playground:

Embedded analytics is on everyone’s mind. How can I get analytics even closer to the end user? How can I bring all my different data points into one dashboard and integrate it into my internal portal, or customer portal?

The Tableau Embedding Playground is a dynamic tool designed to simplify the integration of Tableau analytics into various applications, enhancing user interaction and data exploration. It provides an interactive environment where users can experiment with and learn how to customize and personalize Tableau visualizations, tailoring them to specific needs and preferences. With features like adding custom context menus, exporting data, applying filters, and creating personalized content based on user attributes, it offers a wide range of options for enhancing user engagement and data accessibility. This helps to lower the barrier to entry for building embedded products, as well as speed the development time, as developers can spend less time searching docs for the proper code.

How it changes the game for you:

Imagine your sales team, while logging a new lead, instantly viewing insights about market trends, all within the same platform. Or a finance team is accessing quarterly revenue figures directly within their forecasting tool. Or your customers leveraging insights you provide through an embedded portal. The seamless blend ensures that data doesn't stay isolated; it's omnipresent, aiding every decision.

2. Custom Data Labels: Speak the Language of Your Data

The introduction of custom data labels and categories in Tableau 2023.3 marks a significant advancement in data governance and user comprehension. This feature empowers users to annotate their data sources with meaningful labels and categories, ensuring a clear understanding of the data’s characteristics and sensitivity. For instance, users can create a "Compliance" category and associate labels such as "PII" (Personally Identifiable Information) or "PHI" (Protected Health Information), providing explicit indicators of the data’s nature. This is crucial in industries where data handling requires adherence to strict privacy and security standards. By categorizing and labeling data accurately, organizations can enhance data integrity, promote responsible data usage, and ensure that users are cognizant of the type of data they are handling. This, in turn, contributes to a more organized, secure, and compliant data environment, fostering trust and reliability in data-driven processes.

How it changes the game for you:

Think of a scenario where different leaders at your organization end up looking at different reports, with different numbers and different results. Think about your analysts not knowing which values are relevant to their reports.  Every team member, irrespective of their data proficiency, can understand and act on data faster, with fewer meetings and fewer questions while increasing governance and security in the overall environment.

3. Dynamic Axis Ranges: Adjust, Visualize, Repeat

Gone are the days of static visuals. With Dynamic Axis Ranges, you can alter visualization perspectives on the fly. Need to zoom into Q1 figures? Or perhaps, get a three-year trend overview? With a simple parameter adjustment, your charts will recalibrate instantly.

The Dynamic Axis Range feature in Tableau 2023.3 introduces a new way to interact with and control the axis ranges of your visualizations. This feature, which received over 4,000 votes on the Tableau Requested Features page, allows users to set the start and end points of an axis based on parameter values, providing a more tailored view of the data. For example, in a sales data visualization, you could use this feature to focus on a specific range of sales values, helping to highlight trends or outliers within that segment.

How it changes the game for you:

Your marketing team can swiftly switch between monthly and annual views to spot trends. R&D can dive deep into specifics or zoom out for broader perspectives. Flexibility is the key, to ensuring insights are tailored to immediate needs.

4. Native Lightning Web Component: Supercharge Your CRM

Tableau and Salesforce come together in a harmonious dance. While the Lightning Web Component has been a staple for integrating Tableau visualizations into Salesforce, the new native option introduces several key enhancements to elevate your analytics experience. Now, seamless authentication is effortlessly achieved through Connected Apps, ensuring secure and streamlined access to your data. The integration with CRM Analytics (CRMA) is another significant upgrade, allowing for a synchronized view where filters applied in one dashboard seamlessly translate to the other, maintaining consistency across your analytics journey. This harmonious blend of Tableau and Salesforce within a single platform ensures that your data insights are as integrated and accessible as possible, directly where your users need them.

How it changes the game for you:

Your customer relations team can view a client's historical purchase patterns right next to their contact details, guiding upsell strategies. Meanwhile, the sales team can gauge the success rate of their pitches by region, all within Salesforce, bringing all of your data together in one dashboard rather than having to leverage many disparate systems. 

5. Tableau Cloud add-on for Google Workspace: When Docs Meet Data

This isn’t about mere compatibility but deep-rooted integration. With the Tableau Cloud add-on, Google Docs and Sheets become data insight platforms. Google Workspace has long been a source of collaboration and knowledge sharing. Starting in 2023.3 new Google Docs add-on has now brought the power of analytics to one of the most used business applications in the world. Embed Tableau dashboard links directly into a Google Doc, and a tooltip preview of the dashboard appears, complete with the most up-to-date data, its title, and the date it was last refreshed. And with just a simple click, you can dive deeper, accessing the full dashboard in your Tableau Cloud environment. The path to effortless information sharing and collaborative work has never been smoother.

How it changes the game for you:

Are you planning a strategy on Google Docs? Now, embed the latest sales trend chart right in there. Collaborative brainstorming sessions on Sheets? Forecasting? Ideation? Bring in real-time analytics to guide the discussion. It's all about making data a daily conversation.

Embrace the Data Revolution:

Tableau's 2023.3 release is a testament to the platform's commitment to driving business efficiency through enhanced data interaction. It’s not just an update; it’s a transformation in how businesses visualize and engage with data.

Ready to leverage these features for your business? Don't venture into these waters alone. Reach out to us, and let's ensure your business harnesses the full power of Tableau 2023.3. Together, we'll make data more than just numbers; we'll turn it into solid gold.