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