What is Tableau Next & Tableau Agentforce?

Tableau AI Agent    Tableau’s Reinforce 2024 keynote delivered a powerful vision for the future of analytics, with a clear emphasis on artificial intelligence and a unified data experience. Over 60% of the presentation was dedicated to showcasing AI-driven capabilities, but the real highlight was a compelling demonstration of a unified solution leveraging Salesforce CRM, marking a significant step towards a one-stop shop for data-driven decision-making. The event commenced with a celebration of Tableau’s five-year anniversary, followed by a subtle yet crucial observation: the introduction of “Tableau Agent” beneath the familiar “Tableau Pulse.” This immediately sparked curiosity about the evolution of Tableau’s AI-powered assistance. https://youtu.be/-Iwf62vK88Q Addressing the Core Challenges of Modern Analytics The keynote candidly addressed the persistent challenges faced by data professionals. These included: Difficulty in Accessing Timely Insights: Decision-makers often struggle to locate the right data or dashboards when needed. Trust in Data and Insights: Users frequently question the accuracy and reliability of the data they encounter. Data Landscape Fragmentation: The growing complexity and fragmentation of data sources pose a significant hurdle. Lack of Reusability: Existing data assets, such as prep flows and visualizations, are often difficult to reuse and share effectively. These challenges underscored the need for a more integrated and intelligent analytics platform, paving the way for the unveiling of Tableau Agent and its capabilities. Tableau Agentforce Vs Tableau Next Tableau Next: This is the next-generation analytics platform by Tableau, built on the Salesforce platform. It integrates deeply with AgentForce to provide personalized, contextual, and actionable insights. Tableau Next enhances AgentForce by equipping agents with advanced analytics skills, enabling them to deliver data-driven insights through visualizations and semantic understanding. Check above Video to see Live Demonstration of Unified Analytics Power As per Tableau site, Tableau Next is an agentic analytics platform that transforms agile, self-service analytics in a modular way—with reusable and extensible components, semantic AI, and consistent data built into every workflow for every user, department, and industry. This gives your enterprise the ability to drive personalized and contextual analytics experiences and to take action on data within Salesforce and third-party applications in an intuitive way. The live demonstration showcased the power of Tableau’s unified solution in a real-world marketing scenario. Tomika, representing a marketing manager, utilized Tableau Pulse to monitor critical metrics like CSAT scores. A sudden dip in the score prompted deeper investigation, revealing regional disparities. The integration with Salesforce Data Cloud allowed for granular analysis, going beyond aggregated data. This enabled the user to examine individual customer interactions and identify specific pain points. Key Highlights of the Demonstration: Seamless Integration: The integration between Tableau and Salesforce Data Cloud facilitated a unified view of customer data from diverse sources. AI-Powered Analysis: Tableau Agent enabled natural language queries, providing instant insights and visualizations. Unstructured Data Analysis: The ability to analyze unstructured data, such as customer reviews, provided a comprehensive understanding of customer sentiment. Actionable Insights: The platform enabled seamless transitions to Service Cloud, facilitating immediate action on identified issues. The demonstration illustrated how the unified solution empowers users to: Gain a holistic view of customer data. Leverage AI for rapid analysis and insight generation. Effectively analyze both structured and unstructured data. Translate insights into immediate action. Accessing the New Features To access the advanced AI features, including Tableau Einstein, a Tableau Plus license is required. For Salesforce integration, Pulse for Salesforce is available. New users can explore Tableau through a free trial at tableau.com/trial, although it’s important to note that the trial version may not include all the advanced AI capabilities. Conclusion Tableau Reinforce presented a compelling vision for the future of analytics Tableau Next, driven by AI and a unified data experience. The showcased capabilities promise to empower organizations to make faster, more informed decisions, ultimately driving greater customer success. The integration with Salesforce CRM further solidifies Tableau’s position as a leading platform for data-driven insights. Ritesh Bisht Founder of Dance & Sing with Data “Ritesh is 2 times Tableau Ambassador & 1 time Power BI Super User from India and has been featured in the Top 15 Tableau & Power BI World Communities” Found me on: Linkedin Twitter Youtube Whatsapp

Tableau Pulse 2025.1 Features

Tableau Pulse 2025.1 New Features Get ready Tableau enthusiasts! The latest updates to Tableau Cloud are here, and they’re all about supercharging your data analysis experience. Tableau 2025.1 is just around the corner, bringing a host of exciting enhancements,especially for Tableau Pulse. If you’re eager to make your data analysis more intuitive and insightful, you’ve come to the right place. Let’s explore the key features that will revolutionize how you work with data in Tableau. https://www.youtube.com/watch?v=7sPC48pmZ10 Visual Insights at a Glance Visual Insights at a Glance: Period Change in Breakdown Chart: Finally! Tableau Pulse now displays percentage changes right next to the overall value in breakdown charts. This makes it incredibly easy to spot trends and fluctuations. This feature is generally available, so you can start using it right away. Drill Down from Breakdown/Insights Chart: Need to dig deeper? Now you can! By clicking on a specific item or region in an insights chart, you can drill down to view more granular details. For example, if you see a spike in sales in Japan, you can instantly explore the underlying data. This feature is also generally available. Turn Off Expected Range: Sometimes, you want to focus on the raw data without the expected range cluttering your view. Tableau Pulse now allows you to easily toggle off unexpected values directly in the metric definitions. This keeps your insights clean and focused. Enhanced User Experience: New Mobile Homepage: The mobile experience just got a major upgrade! You can now see at least three metrics at a glance on your mobile homepage, providing a quick overview of your key data points. Customizable Corner Styles: Personalize your Pulse metrics with the new corner style options. Choose between square and rounded corners to match your aesthetic preferences. Link Related Content: Add up to five links to your core definitions, allowing you to provide additional context and resources. This feature is generally available. Slack Integration Enhancements: If you’re a Slack user, you’ll love the new grouping and sorting capabilities within the Slack digest, making it easier to manage and organize your Tableau Pulse notifications. Time Range Grouping: Analyze your metrics within specific time frames with the new time range grouping feature. This allows for more targeted analysis and reporting. This feature is generally available. Conclusion These updates to Tableau Pulse represent a significant step forward in making data analysis more accessible and actionable. The visual enhancements, improved mobile experience, and data-driven goal tracking all contribute to a more intuitive and efficient workflow. The enhanced Q&A, while a premium feature, has the potential to revolutionize how we interact with our data. I’m particularly excited about the period change in breakdown charts and the drill-down capabilities. These features make it easier to identify trends and explore the underlying data, ultimately leading to better decision-making. and efficient workflow. The enhanced Q&A, while a premium feature, has the potential to revolutionize how we interact with our data. I’m particularly excited about the period change in breakdown charts and the drill-down capabilities. These features make it easier to identify trends and explore the underlying data, ultimately leading to better decision-making.   Ritesh Bisht Founder of Dance & Sing with Data “Ritesh is 2 times Tableau Ambassador & 1 time Power BI Super User from India and has been featured in the Top 15 Tableau & Power BI World Communities” Found me on: Linkedin Twitter Youtube Whatsapp

Tableau Pulse Vs Tableau Agent (Co-Pilot) in 2024

Hello everyone! I’m Ritesh, and you’re watching “Dancing with Data.” This year, 2024, is all about artificial intelligence, focusing on Tableau Pulse, Tableau Co-Pilot which is now Tableau Agent (also known as Einstein Co-Pilot), and similar innovations from Power BI. I am not sure if it’s a very smart move from Tableau to change the brand name so frequently but let’s dive into the world of Tableau AI Tableau Pulse Vs Tableau Co-pilot Understanding Tableau Pulse A common misconception is that Tableau Pulse provides predictive or prescriptive analysis. However, it’s primarily descriptive, as stated in their official documentation. Powered by Tableau, Pulse is a reimagined data experience for business users. It helps business users get answers to some of the analytical questions they previously had to rely on data analysts for. Tableau Pulse is designed to provide a better experience for business users, enabling them to track key metrics efficiently. AI-Generated Insights: At the top of the Pulse homepage, you get an AI-generated summary of key changes in your metrics. You can see all the metrics you follow, how they’re trending, and any anomalies. Real-Time Insights: This feature is tailored for business users to make data-driven decisions, putting AI insights and personalized metrics right at their fingertips, whether they’re at their desk or on the go. Why Business Users Love Tableau Pulse Tableau Pulse is not in beta; it’s available for production use. Teams, including those in my company, have already started using it. It’s included with Tableau Viewer, Tableau Explorer, and Tableau Creator licenses. However, as of now, you won’t find the Co-Pilot or Einstein Co-Pilot features within Tableau Pulse. Introducing Einstein Co-Pilot Now, let’s talk about Einstein Co-Pilot and how it differs from Tableau Pulse. According to the definition, Co-Pilot for Tableau guides you through data exploration, helps uncover trends and patterns across data, and provides best practices for content creation within Tableau. This feature is more aligned with data analysts who create insightful visualizations for end-users. Data Exploration: Einstein Co-Pilot assists you in exploring data fast, surfacing recommended questions and chart types. Interactive Assistant: Ask Einstein Co-Pilot questions in natural language, and it returns results with recommended chart types applied. The more you explore, the more you learn how Tableau works, building lasting data skills. Data Preparation: Co-Pilot helps with data preparation, offering smart calculation assistance, making it easier even for beginners. Summary Einstein Co-Pilot: Focuses on more complex pieces of data analysis, right from data preparation to data data visualization Tableau Pulse: Geared towards business users for easy, direct access to data insights without needing a deep understanding of data analysis. Both features serve distinct personas and use cases, helping users make the most of their data. Try It Out Interested in trying Einstein Co-Pilot for yourself? Sign up for the beta at tableau.com/copilot. All relevant links, including how to register, will be in the description. For a detailed walkthrough, check out our video above, where I show you how to explore the difference Ritesh Bisht Founder of Dance & Sing with Data “Ritesh is 2 times Tableau Ambassador & 1 time Power BI Super User from India and has been featured in the Top 15 Tableau & Power BI World Communities” Found me on: Linkedin Twitter Youtube Whatsapp

Explore Metrics with Tableau

Exploring Metrics with Tableau Pulse: A Comprehensive Guide Hello everyone! I’m Ritesh, and you’re watching “Dancing with Data.” This is the third and final video in our introductory series on Tableau Pulse. If you haven’t seen the first two videos, I highly recommend watching those before diving into this one. You can find the links to those videos in the description and the comment section. Series Recap Day 1 Video: We covered how to enable Tableau Pulse from scratch, even if you don’t have a license. We walked through obtaining the Tableau free trial version. Day 2 Video: We discussed how to create metrics with Tableau Pulse. If you’re new to Tableau Pulse and just joining us, be sure to start with these foundational videos to get the most out of today’s session. Today’s Focus: Exploring Metrics with Tableau Pulse Now, let’s dive into how you can explore metrics with Tableau Pulse. Homepage Overview Once you’ve enabled and created Tableau Pulse, you’ll find that Tableau allows you to make data-driven decisions and provides insights about the metrics you follow. There is an option for users to follow metrics. Only certain roles such as Creator, Site Administrator Explorer, or Explorer (can publish) can create metric definitions. However, all users can follow and interact with metrics. These metrics use the core definition plus optional filters to scope the data for different audiences and purposes. Once you follow any metric, insights about your data are delivered directly to you via email or Slack, but you need to configure this first. Navigating the Homepage (check the above video for the demo) Here is how you can navigate through the Tableau Pulse homepage: Follow Metrics: By default, you’ll see all the metrics you’re following. To follow a new metric, go to the “Browse Metrics” section. You can also search for a specific metric by name and follow it. Add Followers: You have the option to add followers to any metric you are following. Exploring Metrics To explore a metric of interest: Instant Insights: From the top to bottom, you can view instant insights available to you.(check the above video for the demo) Breakdown by Dimensions: The breakdown is available with respect to different dimensions. You can switch dimensions on the fly from one to another, like from Brand to something else, and ask questions relevant to that dimension. Adjusting Metrics: To adjust your metrics, click on “Adjust” on the top left-hand side. This will help you change the metric’s time period or apply filters. For example, you can change from month-to-date to week-to-date, or select a specific brand you are interested in.(check the above video for the demo) Setting Preferences To set your preferences: Preferences: Click on the human icon at the top right-hand side, then click on preferences. Here, you can choose whether you want to receive notifications via Slack, email, or both. You can also set the frequency—weekly, daily, or monthly. Save your settings once done. Integrated Insights: Once you’ve set your preferences, you’ll receive messages and insights through your chosen channels. For example, you can see how beautifully it integrates with Slack, providing insights as per the schedule you set. Remember, email and Slack digests are sent to the email associated with your Tableau account. If your Tableau Pulse test wasn’t ready in time, you always have access to your default Tableau Pulse page to get insights from your homepage. If a metric you followed is no longer in your Slack digest or email, it means the metric was deleted. Final Thoughts Watch the Video For a detailed walkthrough on how to explore metrics, check out our video above. It provides step-by-step instructions to help you explore Tableau Pulse metrics effortlessly. Stay tuned for more tips and tricks on mastering Tableau Pulse! Keep dancing with data! Ritesh Bisht Founder of Dance & Sing with Data “Ritesh is 2 times Tableau Ambassador & 1 time Power BI Super User from India and has been featured in the Top 15 Tableau & Power BI World Communities” Found me on: Linkedin Twitter Youtube Whatsapp

Create Metrics with Tableau

Unlocking Insights with Tableau Pulse Metrics Welcome to another episode of Dancing with Data! If you missed Day 1, be sure to check out that video where we set up our Tableau site from scratch and installed the trial version of Tableau Cloud. Today, we’re diving deeper into the world of Tableau Pulse to show you how to create and manage metrics that will keep your data-driven decisions sharp and insightful. What is Tableau Pulse? Tableau Pulse provides insights about your data based on metrics you define. Once you’ve created a metric, you can add members of your organization as followers. They’ll receive regular email or Slack digests about their data. These digests surface trends, outliers, and other changes, keeping followers up to date on data relevant to their work. Users can investigate a metric on Tableau Cloud to see how different factors contribute to changes in the data, providing the information they need for data-driven decisions without needing to perform complex analyses in Tableau. Pulse Home Page: Getting Started Behind every metric in Tableau Pulse is a metric definition. Metric definitions specify the core metadata for those metrics, and viewers interact with the metrics to get insights. Parent-Child Relationship Between Definitions and Metrics Metric Definition: The set of metadata that functions as the single source of truth for all metrics based on it. Defined by users with roles like Creator, Site Administrator Explorer, or Explorer (can publish). The following table provides an example of the metadata captured by a metric definition. Metric: The interactive objects that sit in front of a definition. Created when users adjust filters or time options. Users follow and explore metrics to get insights. The following tables provide examples of the options configured for metrics. These options are applied on top of the core value specified by the metric definition. Creating Metric Definitions and Metrics To get started in Tableau Pulse, you create a metric definition that captures the core value you want to track. At its most basic level, this value is an aggregate measure tracked based on a time dimension. The definition also specifies options such as the dimensions that viewers can filter by, the way the value is formatted, and the types of insights displayed. When you create this definition, Tableau automatically creates an initial metric and sends you to that metric’s page. The initial metric created for a definition has no filters applied, but anytime you or another member of your organization adjusts the metric filters or time options in a new way, Tableau Pulse creates an additional metric. Managing Metrics for Your Organization People in your organization follow metrics, not metric definitions. By following individual metrics, they get insights specific to the dimensions that matter to them. The definition exists to let you manage the data for metrics from a single parent object. If a field in your data source changes, you can update the definition to reflect this change, and all metrics based on that definition will also reflect the change. Real-World Example Imagine you’re a member of a sales organization needing to track metrics across different territories and product lines. In Tableau Pulse, you would: Create a metric definition that includes the core value of the sum of daily sales with adjustable metric filters for region and product line. Create metrics for each region and product line. Add members of your organization as followers to the metrics relevant to their areas. Ritesh Bisht Founder of Dance & Sing with Data “Ritesh is 2 times Tableau Ambassador & 1 time Power BI Super User from India and has been featured in the Top 15 Tableau & Power BI World Communities” Found me on: Linkedin Twitter Youtube Whatsapp

How to Enable Tableau Pulse: A Step-by-Step Guide

Welcome to Dancing with Data. Today, I’m excited to share my experience with Tableau Pulse. In this video, I’ll Walk you through how to enable Tableau Pulse, get access to a free trial version, and the precautions you need to take. This is the introductory segment of the Tableau Pulse tutorial series. Getting Started with Tableau Pulse This video talks about how to download & enable/activate Tableau Pulse. Important Note Tableau Pulse applies to Tableau Cloud, not the on-premise Tableau Server. This could potentially encourage Tableau Server clients to switch to Tableau Cloud, aligning with Salesforce’s cloud-based goals. Tableau Pulse vs. Power BI If you’re curious about the equivalent feature in Power BI, make sure to watch the video till the end. I’ll cover that as well. What is Tableau Pulse? Tableau Pulse is an AI-backed feature that provides personalized data insights about the metrics you follow. These insights are sent directly to users via Slack and email digests. If you want to learn more about your data, you can visit the Metrics Insight Exploration. Step-by-Step Guide to Enable Tableau Pulse Get Tableau Cloud: Visit the Tableau Cloud site and start a free trial. Submit Your Information: Click on the submit button and check your email to activate your Tableau trial. You have 48 hours to activate your trial. Activate Your Tableau Cloud Site: After your purchase is completed, Tableau will email an invitation to activate your new Tableau Cloud site. Click the activation link within 48 hours. If the link expires, you can request a new one. Deploy Tableau Pulse: Go to the settings and turn on Tableau Pulse. You can choose to deploy it for all users or a specified group. Final Thoughts Tableau Pulse uses generative AI to provide insightful information. In my next video, I’ll cover a demo of this feature. Don’t forget to check my website for more free and useful content related to Tableau and Power BI. The link is in the description. Conclusion Tableau Pulse is a powerful tool for descriptive analytics, similar to how doctors used to check pulses to analyze bodily systems. It checks various KPIs to provide comprehensive insights. I’ll also bring some real datasets to make more sense of generative AI in future videos. Ritesh Bisht Founder of Dance & Sing with Data “Ritesh is 2 times Tableau Ambassador & 1 time Power BI Super User from India and has been featured in the Top 15 Tableau & Power BI World Communities” Found me on: Linkedin Twitter Youtube Whatsapp