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Einstein Copilot Beta: Tableau’s New AI Guidance Tool

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Salesforce has announced the beta availability of Einstein Copilot for Tableau, a new capability designed to assist users in exploring data with AI guidance across various roles and functions.

Businesses often rely on reports and dashboards created by expert analysts to distribute insights from data. While Tableau dashboards offer visual and interactive features, sometimes users need to explore data on their own without extensive analytical training.


With Einstein Copilot for Tableau, users can delve into their data using Tableau’s powerful analytical engine through natural language queries. This capability allows users to derive insights from data sources like spreadsheets, cloud and on-premises data warehouses, and Salesforce Data Cloud.

Organizations across industries are seeking efficiencies and better decision-making by leveraging AI tools. Research indicates that CEOs desire more data-driven organizations, yet only a fraction of workers feel their actions are driven by data analysis.

Einstein Copilot for Tableau aims to make data analysis accessible to every business user by suggesting questions based on business data and metadata. This reduces the need for frequent change requests and updates from data analysts, leading to faster data-driven decision-making.

Moreover, Einstein Copilot for Tableau leverages the Einstein Trust Layer to protect data and limit exposure to third-party models. This ensures the privacy of customer and proprietary data by not retaining customer prompts or responses.

Key features of Einstein Copilot for Tableau include:

– Recommended Questions: Automated analysis of data to recommend relevant questions, guiding users to potential areas of insight.
– Conversational Data Exploration: Enables users to iterate and refine data exploration, asking follow-up questions without losing context.
– Guided Calculation Creation: Guides users through complex calculation tasks, such as parsing information from text fields or computing metrics accurately.

Ryan Aytay, CEO of Tableau, emphasized the importance of fundamental data skills for all employees to succeed in modern enterprises. Doug Henschen, vice president and principal analyst at Constellation Research, highlighted the potential of generative AI to revolutionize insights access while emphasizing the importance of trust in data.

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