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There's a lot that enterprise users can do with business intelligence and data analysis tools like Tableau. Often the biggest challenge isn't having more features, it's that users are staring at a blank page and not knowing what to do.
That's the challenge Salesforce is solving with the debut of Einstein Copilot for Tableau, which launches in beta today. The new AI tools for Tableau are an extension of Salesforce's broader portfolio of efforts with Einstein Copilot, which brings a set of generative AI capabilities to Salesforce's applications. Einstein Copilot was made available to Salesforce CRM users in public beta last month, providing users with a conversational assistant to assist them with their workflows.
Einstein Copilot for Tableau is specifically tailored for data analysis and does more than just run natural language queries on your data. The new CoPilot brings together a set of features to help business users and data analysts alike get past the dreaded “blank page” situation of not knowing exactly what to do next or how to perform a particular operation. doing. Einstein Copilot for Tableau helps you integrate suggested questions to show users what questions they can ask about a particular dataset. There are also conversational data exploration features that help users dig deeper into the results.
Fundamentally, it's all about giving business users the tools to accelerate data insights without the hassle of learning first to become a nimble engineer.
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“We don't want to tell users that they need to write better prompts,” Southard Jones, Tableau's chief product officer, told VentureBeat. “So we want to make sure that when an analyst asks a question while using the traditional Tableau pill-and-shelf experience, they get an answer or get a very specific answer. I spent a lot of energy and time doing that.”
In Tableau, pills refer to the data types that users bring into their workflows, and shelves refer to the columns and rows of data that are analyzed.
Einstein Co-Pilot goes beyond Tableau Pulse
Integrating AI-powered tools into Tableau is nothing new.
In February of this year, Tableau debuted its AI-powered Pulse tool. This helps users uncover data insights and build data visualizations. Since then, Tableau has gone through multiple iterations of tools that enable varying degrees of natural language queries and AI-powered insights.
Einstein Copilot for Tableau is different in that it focuses on acting as a real assistant to help users with data analysis and data exploration activities.
“This actually recommends something to you,” Southard said. “It helps you build and perform analytics, and it helps users feel comfortable using the interface.”
This interface is also driven by feedback, allowing users to identify whether the recommendations were helpful or if they need more. Southard highlighted that multiple user studies conducted by Tableau have found that users are more likely to use a feature if they have an easy way to provide feedback on that feature.
Guided calculation creation helps prepare data for analysis
In addition to data exploration, Tableau also has data preparation capabilities as part of its core platform.
One of the most difficult things for new data analysts is often understanding how to create data calculations, and this is where Einstein Copilot for Tableau can help.
“When preparing data for analysis, you often add columns or create calculations,” says Southard. “Like any tool, creating calculations in Tableau requires knowing a language, which can be difficult to learn. So now we're making it possible to write calculations in human language, and then writing calculations in machine language. Convert to .
Writing an email using gen AI is not the same as doing data analysis
Salesforce has already introduced Einstein Copilot for CRM, which uses the same core foundation to enable Tableau capabilities, but Southard said it is trained and optimized for specific use cases. I emphasized.
Salesforce CRM understands the context of your data because all of your data is already stored and collected within Salesforce. With Tableau, the context of how data is used is not only available for CRM, but for any type of data analysis.
“LLM can do amazing things, but it requires a good understanding of the use case to get the prompts to respond appropriately and to actively interact with them,” he said. “Writing an email is very different from having a conversation on a service call, and much different from asking a question about random data.”