Einstein Copilot for Tableau in Beta: AI-Powered Visual Analytics

It feels like every week we’re asking Salesforce the same question: What’s new with Einstein? This week, the answer is Einstein Copilot for Tableau – that’s right, data analytics is getting the AI treatment. 

So what can we expect from this latest branch of the Einstein tree? Following the recent introduction of Einstein Copilot, “Copilot for Tableau” (now in beta) has been designed to help make data analysis accessible to every user.

Einstein Copilot for Tableau Features

What can Tableau’s new AI assistant do for you? 

• Recommended Questions: Automated data analysis can recommend relevant questions and areas of insight. 
• Conversational Data Exploration: Users can iterate and refine follow-up questions without losing details/context from previous questions. 
• Guided Calculation Creation: AI-powered guidance for computing metrics and KPIs.  

Confidence-Boosting Benefits

Let’s Talk About Trust 

It’s always worth reminding ourselves about the Trust Layer, which has been a core part of Salesforce’s Einstein rollout from the start. With AI advancements around the world racing ahead to some imaginary point on the horizon, people are understandably wary about things like inadvertent data breaches and exposure to third parties. 

With the Einstein suite, users can avoid being sucked into a security black hole. After all, there’s no storing of customer prompts or Large Language Model responses to worry about, which ensures that proprietary data remains private and doesn’t venture outside customer boundaries. Confidence box ticked!

Finding and Sharing the Best Insights

Whilst reports and dashboards in Salesforce and Tableau may be ‘comfort zones’ for analytics specialists, it’s fair to say that the average user may not always feel empowered to find the insights they need. Even the most beautifully visual and interactive dashboards in Tableau are restricted by the user interpreting them. After all, if you’re not asking the right question, you almost certainly won’t find the right answer. 

This demand for accessible data exploration is where Copilot for Tableau comes into its own. From spreadsheets and data warehouses to Data Cloud itself, users can really begin to harness all that Tableau has to offer by extracting meaningful insights from any data source – without the need for high-level training.

Data-Driven Decision Making

Fueled by generative AI, Tableau’s new assistant has been designed specifically for analytical use cases. As well as providing self-service analytics, Copilot for Tableau can suggest questions to users based on the analysis of data and metadata. Decisions can be driven by real data in real time, with fewer change requests and updates required from analysts. Greater insights, greater efficiency, and greater confidence all round. 

“Every employee, in every function, must develop fundamental data skills to be successful in the modern enterprise. Einstein Copilot for Tableau streamlines that skill development, helping novices become experts at understanding data, and enables everyone in the business to surface insights more quickly with trusted AI.” Ryan Aytay – CEO, Tableau

Final Thoughts

Turning insights into action seems to be a key part of Copilot for Tableau’s message, with natural language questions the driving force behind this new streamlined and open approach to data analysis. 

We’re sure that more information will be shared at the upcoming Tableau Conference, which is due to take place April 29-May 1, 2024 in San Diego. We’ll be watching on Salesforce+.

“Einstein Copilot for Tableau is a pivotal advancement in maximizing the value derived from data exploration for analysis. For analysts, this signifies a shift towards investing more time in deciphering and interpreting results, rather than being consumed by the manual manipulation and calculation of data points to achieve this. This shift aligns with the influence of AI, revolutionizing how we approach work.” Ausra Fletcher, Data Analyst at Metomic and Salesforce Ben Expert Author