Salesforce Announces the Beta Availability of Einstein Copilot for Tableau

Salesforce has introduced the beta release of Einstein Copilot for Tableau, a novel feature aimed at providing AI-powered assistance to users across various roles and functions as they delve into data exploration.

Businesses often rely on reports and dashboards crafted by skilled analysts to disseminate insights from data. Tableau's dashboards, renowned for their visual and interactive nature, enable users to adjust parameters and explore predefined paths effortlessly. However, there are instances when users encounter questions beyond the dashboard's scope. They seek the freedom to delve into data exploration without extensive analytical training. With Einstein Copilot for Tableau, users gain the ability to deeply analyze their data. Leveraging Tableau's robust analytical engine, they can pose natural language queries and extract valuable insights from various data sources such as spreadsheets, cloud and on-premises data warehouses, and Salesforce Data Cloud.

Organizations in every industry are searching for efficiencies, and better decision-making, and are asking their teams to use new tools that leverage AI.

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

Einstein Copilot for Tableau democratizes data analysis for all business users, offering personalized question suggestions based on thorough analysis of business data and metadata. This functionality aids in minimizing the volume of change requests and updates required from data analysts, ultimately accelerating data-driven decision-making processes.

Einstein Copilot for Tableau utilizes the Einstein Trust Layer, providing business and data teams with powerful tools to safeguard data and minimize exposure to third-party models. Unlike alternative AI orchestration engines, the Einstein Trust Layer does not store customer prompts or responses from the LLM (Language Model). This ensures the privacy of both customer and proprietary data.

Following Salesforce’s recent introduction of Einstein Copilot, Tableau’s new AI assistant is designed purposely for analytical use cases. Einstein Copilot for Tableau features include:

• Recommended Questions: Wondering how to begin investigating data? With Einstein Copilot for Tableau, an automated data analysis is conducted, suggesting pertinent questions to guide users towards intriguing areas of insight. For instance, a regional sales manager might receive suggestions such as "Are there discernible sales trends across product categories?" aiding in the exploration of seasonal sales patterns.
• Conversational Data Exploration: Simply getting the answer to an initial question often isn't adequate; thorough analysis involves asking follow-up questions and delving deeper into details. With Einstein Copilot for Tableau, users can iterate and enhance their data exploration process. They can seek insights without losing the context of their previous inquiries. For instance, a marketer could inquire about the best-performing campaigns and subsequently ask follow-up questions regarding specific regions, products, and distribution channels, maintaining a conversational flow with their data.
• Guided Calculation Creation: Calculating metrics and KPIs is a crucial aspect of data analysis, often requiring mastery of complex calculation syntax. Einstein Copilot for Tableau simplifies this task by guiding users step-by-step. For instance, users can receive AI-powered assistance in extracting information from lengthy string fields, such as isolating a city name from a complete mailing address or combining multiple measures with appropriate aggregations to ensure accurate results.

“Every employee, in every function, must develop fundamental data skills to be successful in the modern enterprise,” said Ryan Aytay, CEO, of Tableau. “Einstein Copilot for Tableau streamlines that skill development, helping anyone become experts at understanding data, and enables everyone in the business to surface insights more quickly with trusted AI. Now everyone’s a data expert!” 

“Generative AI has the potential to truly revolutionize how insights are accessed and interacted with across the business, but organizations want assurances that the data can be trusted,” said Doug Henschen, vice president and principal analyst at Constellation Research. “With trust guardrails in place, gen AI can evolve from an ambition to a super-charged tool for business.”

As Einstein Copilot continues to advance, customers using Salesforce and Tableau will gain the ability to pose natural language queries to their data, visualize insights, and translate those insights into actions that enhance customer experiences. Further details will be provided at the Tableau Conference, taking place from April 29th to May 1st in San Diego.