When does class start/end?
Class hours may vary, please reach out to contact@ascendientlearning.com if you have any questions.
Tableau Pulse: Introduction to AI-Driven Data Monitoring
Staying ahead of the data analytics curve requires more than just reacting to data; it requires being proactive and informed in real-time. This Tableau Pulse training course teaches learners how to...
Read MoreOverview
Staying ahead of the data analytics curve requires more than just reacting to data; it requires being proactive and informed in real-time. This Tableau Pulse training course teaches learners how to access real-time insights and analytics to drive business success. Learners discover how to define business metrics, configure alerts and thresholds, and deliver personalized notifications via Slack, Teams, or email, empowering teams to make informed decisions.
Skills Gained
- Understand the purpose and value of Tableau Pulse in delivering real-time, AI-enhanced metric insights that drive proactive decision-making
- Learn key terminology such as metrics, thresholds, channels, and metric layer to navigate Tableau Pulse with confidence
- Navigate the Tableau Pulse interface to define and monitor KPIs effectively, ensuring you stay on top of critical business metrics
- Create and configure metrics from existing data in Tableau Cloud or CRM Analytics, tailoring insights to your specific needs
- Set up thresholds and smart alerts that notify users when metrics deviate from expectations, enabling timely action
- Deliver insights via Slack, Microsoft Teams, and email to drive awareness and action, ensuring stakeholders are always informed
- Explore AI-generated summaries and contextual explanations for metric changes, making data insights more accessible and actionable
- Apply best practices for user adoption, access control, and alert design across teams, fostering a culture of data-driven decision-making
Course Details
Technical requirements and prerequisites
- Tableau Cloud account with access to Tableau Pulse
- â—‹ Must have Viewer, Explorer, or Creator license assigned
- â—‹ Must have Pulse feature enabled by your Tableau Cloud admin
- Reliable internet connection for cloud-based hands-on labs
- Access to Slack, Microsoft Teams, or email account
- â—‹ Required to test real-time Pulse alerts and delivery workflows
- Modern web browser (Chrome, Edge, Firefox)
- â—‹ Tableau Pulse is fully browser-based
Materials
All students will receive slides with lecture material and data and labs.
Introduction to Tableau Pulse
What is Tableau Pulse and How Does It Work?
- Discover how Tableau Pulse leverages AI to provide real-time insights and proactive analytics
The Role of Pulse in AI-Driven, Proactive Analytics
- Learn how Tableau Pulse fits into the broader analytics landscape and enhances decision-making
Where Tableau Pulse Fits in the Tableau Ecosystem
- Understand the integration of Tableau Pulse within the Tableau ecosystem for seamless data management
Who Benefits from Using Tableau Pulse
- Identify the key stakeholders who can benefit from Tableau Pulse, from data analysts to business leaders
Getting Started with Tableau Pulse
Enabling and Accessing Tableau Pulse in Tableau Cloud
- Step-by-step guide to enabling and accessing Tableau Pulse in your Tableau Cloud environment
Understanding the Metric Layer: Definitions vs. Metrics
- Learn the difference between metric definitions and metrics to effectively manage your data
How Tableau Pulse Uses Data from Tableau Cloud and CRM Analytics
- Explore how Tableau Pulse integrates with Tableau Cloud and CRM Analytics for comprehensive data insights
Overview of the User Interface and Navigation
- Get familiar with the Tableau Pulse interface and navigation tools for efficient use
Defining and Managing Metrics
Selecting Business-Critical Metrics to Monitor
- Identify and select the most critical business metrics to monitor for optimal performance
Creating Basic Metric Definitions
- Learn how to create basic metric definitions to start monitoring your key metrics
Setting Thresholds and Alert Logic
- Configure thresholds and alert logic to ensure you are notified when metrics deviate from expectations
Creating Advanced Metrics with Dimensions and Filters
- Enhance your metrics with dimensions and filters for more detailed and specific insights
Reviewing and Managing Your Metrics Library
- Organize and manage your metrics library for easy access and updates
Delivering Smart Insights
Configuring Alert Channels: Slack, Microsoft Teams, Email
- Set up alert channels to deliver notifications via Slack, Microsoft Teams, and email
Understanding and Customizing AI-Generated Summaries
- Learn how to interpret and customize AI-generated summaries for clearer insights
Using Subscriptions and Notifications to Stay Informed
- Utilize subscriptions and notifications to stay informed about metric changes in real-time
Exploring Metric Changes with Contextual Insights
- Gain contextual insights into metric changes to understand the underlying factors
Best Practices and Hands-On Exercises
Best Practices for Designing Metrics That Matter
- Discover best practices for creating metrics that drive meaningful insights and actions
Hands-On: Create and Configure a Metric from a Published Data Source
- Step-by-step exercise to create and configure a metric from an existing data source
Hands-On: Set Thresholds and Deliver Alerts Across Multiple Channels
- Practical exercise to set thresholds and deliver alerts across different communication channels
Hands-On: Interpreting and Communicating AI-Generated Summaries
- Learn how to interpret and communicate AI-generated summaries effectively
Governance and Adoption Tips: Rollout Strategies for Teams
- Strategies for successful rollout and adoption of Tableau Pulse within your team or organization
Wrap-Up and Next Steps
Summary of Key Takeaways
- Recap of the key points and takeaways from the workshop
Common Use Cases and Real-World Applications
- Explore common use cases and real-world applications of Tableau Pulse
Additional Resources and Continued Learning Paths
- Access to additional resources and continued learning paths to further your skills
Schedule
FAQ
Does the course schedule include a Lunchbreak?
Classes typically include a 1-hour lunch break around midday. However, the exact break times and duration can vary depending on the specific class. Your instructor will provide detailed information at the start of the course.
What languages are used to deliver training?
Most courses are conducted in English, unless otherwise specified. Some courses will have the word "FRENCH" marked in red beside the scheduled date(s) indicating the language of instruction.
What does GTR stand for?
GTR stands for Guaranteed to Run; if you see a course with this status, it means this event is confirmed to run. View our GTR page to see our full list of Guaranteed to Run courses.
How do I find an Ascendient Learning training location?
We have training locations across the United States and Canada - View a complete list of classroom training locations.
Which delivery formats are available?
At Ascendient Learning, we offer training that is Instructor-Led, Online, Virtual, and Self-Paced.
Does Ascendient Learning deliver group training?
Yes, we provide training for groups, individuals and private on sites. View our group training page for more information.
What does vendor-authorized training mean?
As a vendor-authorized training partner, we offer a curriculum that our partners have vetted. We use the same course materials and facilitate the same labs as our vendor-delivered training. These courses are considered the gold standard and, as such, are priced accordingly.
Is the training too basic, or will you go deep into technology?
It depends on your requirements, your role in your company, and your depth of knowledge. The good news about many of our learning paths, you can start from the fundamentals to highly specialized training.
How up-to-date are your courses and support materials?
We continuously work with our vendors to evaluate and refresh course material to reflect the latest training courses and best practices.
Are your instructors seasoned trainers who have deep knowledge of the training topic?
Ascendient Learning instructors have an average of 27 years of practical IT experience and have also served as consultants for an average of 15 years. To stay current, instructors spend at least 25 percent of their time learning new, emerging technologies and courses.
Do you provide hands-on training and exercises in an actual lab environment?
Lab access is dependent on the vendor and the type of training you sign up for. However, many of our top vendors will provide lab access to students to test and practice. The course description will specify lab access.
Will you customize the training for our company’s specific needs and goals?
We will work with you to identify training needs and areas of growth. We offer a variety of training methods, such as private group training, on-site of your choice, and virtually. We provide courses and certifications that are aligned with your business goals.
How do I get started with certification?
Getting started on a certification pathway depends on your goals and the vendor you choose to get certified in. Many vendors offer entry-level IT certification to advanced IT certification that can boost your career. To get access to certification vouchers and discounts, please contact info@ascendientlearning.com.
Will I get access to content after I complete a course?
You will get access to the PDF of course books and guides, but access to the recording and slides will depend on the vendor and type of training you receive.
How do I request a W9 for Ascendient Learning?
View our filing status and how to request a W9.
Reviews
This is my second course with ExitCertified. This course exceeded my expectations. The teacher was great and the class was fun.
ExitCertified gave me some good trainings and I got to learn through doing labs.
Although there seemed to be too many links for the course, everything worked smoothly.
This was a good program to get prepared for the solutions architect associate exam.
Some Labs are very good but some steps it ask to update but its already updated, but overall its very good training.
