Einstein Copilot for Tableau accelerates users with self-service analytics, streamlines analyst workflows, and unlocks strategic data insights for users within the entire organisation
Today, Salesforce announced the beta availability of Einstein Copilot for Tableau, a new capability designed to help users in every role and function explore data with AI assistance.
Businesses tend to distribute insights from data in reports and dashboards created by expert analysts. Dashboards created in Tableau are visual and interactive, allowing users to adjust scope by exploring predefined guided paths. But sometimes a user doesn’t find the answer to their question in a dashboard. They need the ability to perform their own exploration of the data without the prerequisite for deep analytical training.
With Einstein Copilot for Tableau, users can dive deep into their data, utilising Tableau’s powerful analytical engine through natural language to query and derive rich insights from data sources like spreadsheets, cloud and on-premises data warehouses, and Salesforce Data Cloud.
Organisations in every industry are searching for efficiencies, better decision-making, and are asking their teams to use new tools that leverage AI.
- 83% of CEOs want their organisations to be more data-driven, but only.
- 30% of workers say their actions are driven by data anMore than 90% of business leaders say generative AI would benefit their organisation
Einstein Copilot for Tableau makes data analysis accessible to every business user, and even suggests questions to users based on analysing the business data and metadata, helping reduce the number of change requests and updates needed from data analysts, often resulting in faster data-driven decision-making.
Einstein Copilot for Tableau also leverages the Einstein Trust Layer, giving business and data teams robust tools to help protect data and limit exposure to third-party models. Unlike other AI orchestration engines, the Einstein Trust Layer does not retain customer prompts or the LLM’s responses. This helps customer and proprietary data remain private.
Following Salesforce’s recent introduction of Einstein Copilot, Tableau’s new AI assistant is designed purposefully for analytical use cases. Einstein Copilot for Tableau features include:
Recommended Questions: How do you know where to start when investigating data? Einstein Copilot for Tableau performs an automated analysis of data and recommends relevant questions, guiding the user to interesting potential areas of insight. For example, a regional sales manager could use suggested questions like “Are there any sales patterns across product categories?” to help discover seasonal sales patterns.
Conversational Data
Exploration: Getting the answer to one’s first question is rarely enough; great
analysis requires asking follow-up questions and finding more detail. Einstein
Copilot for Tableau enables users to iterate and refine their data exploration.
Users can search for insight without losing the context of their previous
question. For example, a marketer could ask what campaigns are performing best
and add follow-up questions about specific regions, products, and distribution
channels, as if they were truly having a conversation with their data.
Guided Calculation Creation: Computing metrics and KPIs is a
key task when analysing data that often demands learning complex calculation
syntax. Einstein Copilot for Tableau guides users through this process. For
example, a user can get AI-powered guidance to parse information from a longer
string field, such as extracting a city name from a full mailing address, or
combine multiple measures with the right aggregations to achieve an accurate
result.
Salesforce perspective: “Every employee, in every function,
must develop fundamental data skills to be successful in the modern
enterprise,” said Ryan Aytay, CEO, Tableau. “Einstein Copilot for Tableau
streamlines that skill development, helping anyone become experts at
understanding data, and enables everyone in the business to surface insights
more quickly with trusted AI. Now everyone’s a data expert!”
Analyst perspective: “Generative AI has the potential to
truly revolutionise how insights are accessed and interacted with across the
business, but organisations want assurances that the data can be trusted,” said
Doug Henschen, vice president and principal analyst at Constellation Research.
“With trust guardrails in place, gen AI can evolve from an ambition to a
super-charged tool for business.”
As Einstein Copilot capabilities evolve, customers of
Salesforce and Tableau will be able to ask natural language questions of data,
visualise insights, and turn those insights into action that creates better
experiences for customers. More information will be shared at TableauConference, April 29-May 1, in San Diego.