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Requires a single continuous data type number as graphic, not a text number.
Emails only to qualified Tableau users with an email address in their Tableau Profile.
i.e. alert when AR balance gets greater than specified limit.
DataSelf example worksheet: 05 Alerts - AR Balance: A/R Balance - DataSelf Analytics
Metrics
Tableau help link: Introducing Metrics, headlines for your data (tableau.com)
DataSelf Metrics example source worksheet: 04 YoY examples: Sales & GP% line chart - DataSelf Analytics
DataSelf Metrics example generated Metrics workbook:
04a Metric - GP % per month compared to prior year - DataSelf Analytics
Designed for tracking timelines of a value, simple time series with multiple dimensions.
Sometimes the chart the metric is based on provides the same data, so there might be no additional data.
Explain Data
Tableau help links: Get Started with Explain Data - Tableau,
Requirements and Considerations for Using Explain Data - Tableau
In Edit mode, when you click on a measure, sometimes the popup menu will display a lightbulb icon that takes you to the Explain Data feature. I have not seen it work in View mode.
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You must select a single mark—only one mark can be explained at a time.
The view must contain marks that are aggregated using SUM, AVG, COUNT, COUNTD, or AGG (a calculated field).
If Explain Data cannot analyze the type of mark selected, the Explain Data icon and context menu command will not be available. For more information, see Situations where Explain Data is not available.
The data you analyze must be drawn from a single, primary data source. Explain Data does not work with blended or cube data sources.
For information on what characteristics make a data source more interesting for use with Explain Data, see Requirements and Considerations for Using Explain Data.
Metrics
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DataSelf Metrics example source worksheet: 04 YoY examples: Sales & GP% line chart - DataSelf Analytics
DataSelf Metrics example generated Metrics workbook:
04a Metric - GP % per month compared to prior year - DataSelf Analytics
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Designed for tracking timelines of a value, simple time series with multiple dimensions.
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