Salesforce launches Einstein Copilot for Tableau

Salesforce has launched the beta version of Einstein Copilot for Tableau, a new feature designed to help users in various roles and functions explore data with the help of AI.

Businesses tend to distribute data insights in reports and dashboards created by expert analysts. Dashboards built in Tableau are visual and interactive, allowing users to adjust scope by exploring predefined guided paths. But sometimes users can’t find the answer to their question in the dashboard. They need to be able to explore data on their own without deep analytical training. With Einstein Copilot for Tableau, users can delve deeper into their data, leveraging Tableau’s powerful analytics engine through natural language to query and gain rich insights from data sources such as spreadsheets, cloud and local data warehouses, and Salesforce Data Cloud.

Organizations in every industry are looking for efficiencies, better decisions, and asking their teams to use new tools that leverage artificial intelligence.

• 83% of CEOs want their organizations to be more data-driven, but only 30% of employees say their actions are driven by data analytics.
• More than 90% of business leaders say generative AI will benefit their organizations.

Einstein Copilot for Tableau makes data analysis accessible to every business user and can even ask users questions based on analyzing business data and metadata, helping to reduce the number of change requests and updates required by data analysts, often making them faster Make data-driven decisions.

Einstein Copilot for Tableau also leverages the Einstein Trust Layer, providing business and data teams with powerful tools to help protect data and limit exposure to third-party models. Unlike other AI orchestration engines, Einstein Trust Layer does not retain customer prompts or LLM responses. This helps keep customer and proprietary data private.

Following Salesforce’s recent launch of Einstein Copilot, Tableau’s new AI assistant is designed specifically for analytics use cases. Einstein Copilot for Tableau features include:

• Recommended questions: When investigating data, how do you know where to start? Einstein Copilot for Tableau automatically analyzes data and recommends relevant questions to guide users to interesting potential areas of insight. For example, a regional sales manager can use suggested questions such as “Are there any sales patterns across product categories?” to help uncover seasonal sales patterns.
• Conversational data exploration: Simply getting the answer to the first question is not enough. Great analysis requires asking follow-up questions and finding more details. Einstein Copilot for Tableau enables users to iterate and refine their data exploration. Users can search for insights without losing the context of previous questions. For example, marketers can ask which campaigns are performing best and add follow-up questions about specific regions, products, and distribution channels as if they were actually having a conversation with the data.
• Boot calculation creation: When analyzing data, calculating metrics and KPIs is a critical task, often requiring learning complex calculation syntax. Einstein Copilot for Tableau guides users through this process. For example, users can get AI-powered guidance to parse information in longer string fields, such as extracting city names from full mailing addresses, or combine multiple metrics with the right aggregations to get accurate results.

“Every employee in every function must develop fundamental data skills to succeed in the modern enterprise,” said Ryan Aytay, CEO of Tableau.

“Einstein Copilot for Tableau simplifies skill development, helping anyone become an expert in understanding data, and empowering everyone in the business to gain insights faster with trustworthy AI. Now everyone is a data expert.”

Doug Henschen, vice president and principal analyst at Constellation Research, said: “Generative AI has the potential to truly revolutionize how insights are captured and engaged across the enterprise, but organizations want to ensure the data can be trusted.

“With trust guardrails in place, a new generation of artificial intelligence can grow from an ambition to a powerful business tool.”

As Einstein Copilot capabilities evolve, Salesforce and Tableau customers will be able to ask natural language questions about their data, visualize insights, and turn those insights into actions to create better experiences for customers. More information will be shared at the Tableau Conference in San Diego, April 29-May 1.

Einstein Copilot in Tableau is currently in beta for limited customers and will be generally available this summer.

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Label: Artificial Intelligence, Einstein, Salesforce