Now available in Tableau 2022.4 – Tableau External Actions, Image Role and more

Tableau 2022.4 brings new capabilities to help save you money and time – including Tableau External Actions, Image Role and more features inspired by the Tableau community.

The newest version of Tableau is available now! Tableau 2022.4 has new capabilities for increasing productivity and saving time and money.

Let’s take a look at the highlights:

Act at the point of insight. Run customised, data-driven workflows from Tableau dashboards with the click of a button.
Improve insight comprehension with images. Dynamically render images in your visualisations at scale by designating URLs in the dataset as an Image Role.
Work faster. Complete common tasks with greater efficiency with new features inspired by the Tableau community.
Optimise content. Identify ways to improve your content and make informed decisions based on workbook performance.
Deliver personalised content at scale. Automate the management of Custom Views and embed them into web applications, portals and more with new developer tools.
Scale analytics beyond your organisation. Pay by usage for external users rather than Viewer licences.

Try Tableau or upgrade to Tableau 2022.4 today to take advantage of all these great features and more.

Now, let’s take a closer look at what’s in this release.

Act at the point of insight with Tableau External Actions

Going from insight to action typically involves pivoting between applications. As you switch between applications, you might lose context or your train of thought completely – requiring you to act on an imperfect memory or re-review information.

Now, you can make in-context decisions and automate workflows from within your Tableau dashboards with a single click. By natively integrating with Salesforce Flow, Tableau External Actions help automate sophisticated business processes to save your organisation time and money. Using this capability, you can connect your dashboard to Salesforce Flow to create an opportunity, escalate a case and more without leaving Tableau.

The Tableau External Actions workflow connects any data in Tableau with a flow in Salesforce, enabling you to act on data outside of a Salesforce database and streamline multi-step processes involving various teams and tools into a single workflow.

The user drags the “Workflow” extension onto their dashboard. They configure the workflow – selecting the flow, selecting the sheet, mapping fields and formatting the button. This creates a button on the dashboard that can be used to trigger flows in Salesforce.

Improve insight comprehension using Image Role

Sometimes the subject matter of data visualisations can feel abstract, leaving people questioning its relevance to their work. By adding images to your dashboards, you can help people better recognise and connect to the subject matter. After all, a picture is worth a thousand words.

Image Role is a new field semantic that offers a scalable and automated way to bring image assets into Tableau. You can now more efficiently bring in, align, reuse and update pictures. This new capability dynamically maps text strings to images, which can then be used in column and row headers. And since images are managed externally, Image Role keeps storage costs down, while keeping workbooks from getting too large to maintain and share.

The user adds “Country”, “Image” and “SUM(Population)” to their table. The user designates the “Image” field as an “Image Role”, which converts the URLs into rendered images of country flags.

Work faster with features inspired by the Tableau Community

In addition to Image Role, there are a number of new capabilities sourced from the Tableau Community! We’re introducing three key features inspired by your ideas to offer more efficient – and simpler – ways to do common tasks.

Previously, replacing a data source would impact all worksheets using that data source. Now you can opt to replace the data source for only the current worksheet. This update opens up opportunities to capture time savings. For example, now you can create a templated worksheet, duplicate it and replace the data source per sheet to deliver highly relevant visualisations of the right data.

The user selects to “Replace data source”, then opts to “Replace current worksheet only”. The data source is replaced for the current sheet only, updating the data visualisations as a result.

It’s now easier to hyperlink text to add context and help end users navigate to additional knowledge sources. You can add and edit hyperlinks in the rich text editor by clicking the new link button in the toolbar which is accessible to keyboard-only users.

The user clicks “Edit title”, opening the Rich Text Editor. In the Rich Text Editor, the user highlights the title,“Call Centre Activity Peaks”, presses the hyperlink button and inserts the link.

To format strings with correct case text, you can use the new PROPER() function instead of complex workaround calculations. This function provides a simple way to convert text strings to proper case so your text is formatted as your end-users expect.

The user presses “Analysis”, then “Create calculated field”, opening a window. In the window, the user uses the “PROPER()” string function using “Customer name” as an input. This converts the customer name from all upper case to proper case.

Optimise content leveraging insights from Usage Metrics

After building a workbook, it’s important to track its performance to make sure time and effort are being used wisely. By identifying what content is popular and resonating with your organisation, authors can apply what they learn to shape future content.

Workbooks now have a Usage tab that displays built-in Tableau Metrics for the total favourites and views the workbook has received. These insights provide a feedback loop, showing authors what workbooks should be refreshed or retired for better self-service content management. Authors can view these Metrics as a time series to track performance over time and see if their updates improve usage. On the other side, viewers can leverage Usage Metrics to validate if the content is widely used and can be trusted.

The user is on the “Usage” tab of their workbook. In the tab, there is a Metric called “Total favourites” on the left side, showing a value of 239, and that it was last refreshed 16 seconds ago. In the middle, there is a Metric called “Total views” showing a value of 3,743 and time series.

Embed and automate the management of Custom Views

Automation meets personalisation with Custom Views REST APIs. To get meaningful and relevant insights, you often need to filter, sort or otherwise modify your view. Using Custom Views, you can save a personalised version so you don’t have to repeat your selections each time. And now with the Custom Views REST APIs, developers can automate the management of Custom Views at scale.

With the Custom View REST APIs, developers can get, update and delete Custom Views, and filter them by workbook and owner. In conjunction with the Embedding API v3, the Custom Views REST APIs make it possible to bring Custom Views to embedded scenarios, helping deliver personalised experiences to your users no matter where they work.

Scale analytics across your organisation with usage-based licensing for Embedded Analytics

Product utilisation can vary significantly between users. This disparity in usage is especially prominent in embedded scenarios where user needs can be unpredictable. In this case, paying per licence may not be the right fit for your needs.

To address this, we’re launching usage-based licensing for Tableau Embedded Analytics. Under this new licensing model, you only pay for the value you and your customers get. It is a flexible and cost-effective way to scale Tableau beyond the walls of your organisation. This new offering brings together an innovative licensing model and a best-in-class analytics platform to maximise the value you get from your data investments.

The user is in a web portal called “Welo” with a dashboard on the screen. The dashboard is titled “Product Utilisation” and includes visualisations about user activity, the number of days since last account activity and the number of days with activity during the selected period.

Thank you, Tableau Community!

You inspire us every day, and your partnership and support make each Tableau release possible. We couldn’t do this without your incredible expertise, creativity and dedication to using data to solve problems.

Visit the Ideas forum to see all the capabilities we’ve incorporated into Tableau based on your suggestions. And don’t forget to upgrade to the latest version of Tableau to start using all these exciting new features.