Discover Data Magic: Salesforce Introduces Einstein Copilot for Tableau, Your Friendly AI Data Helper

Salesforce recently introduced Einstein Copilot for Tableau, a new feature that uses AI to help people explore data more easily. Usually, businesses share data insights through reports and interactive dashboards made by experts. Tableau's dashboards are visual and let users dig into data using guided paths. But sometimes, users can't find what they're looking for in a dashboard. They want to explore data on their own without needing deep analytical skills. With Einstein Copilot for Tableau, users can ask questions in plain language and get insights from various data sources like spreadsheets, cloud databases, and Salesforce Data Cloud, without needing advanced training.

Businesses across industries are looking for ways to work smarter and make better decisions, often by using AI-powered tools. Many CEOs want their companies to rely more on data for decision-making, but only a third of employees feel they're doing so. Most business leaders believe AI can help their organizations.

Einstein Copilot for Tableau is a tool that makes data analysis easier for everyone in a business. It can even suggest questions based on the data it analyzes, which reduces the need for constant updates from data analysts. This often leads to quicker decisions based on data.

Additionally, Einstein Copilot for Tableau uses the Einstein Trust Layer, which provides strong protection for data. It ensures that customer and company data remains private, unlike other AI systems that might store this information.

After Salesforce introduced Einstein Copilot, Tableau now has a new AI helper made specifically for analyzing data. Here are some features of Einstein Copilot for Tableau:

1. Recommended Questions: When you're trying to figure out what to look for in data, Einstein Copilot can help. It looks at the data and suggests questions that might lead to interesting discoveries. For instance, if you're a sales manager, it might suggest asking about sales patterns across different product categories to find out if there are seasonal trends.

2. Conversational Data Exploration: Finding the answer to one question often leads to more questions. Einstein Copilot lets you ask follow-up questions and dive deeper into your data. You can search for insights while keeping track of what you've already asked. For example, a marketer could ask about the best-performing campaigns and then follow up with questions about specific regions or product types, almost like having a chat with your data.

3. Guided Calculation Creation: When you need to calculate metrics or KPIs, it can be tricky. Einstein Copilot guides you through this process, helping you understand complex calculations. For example, it can help you extract specific information from a long string of data, like getting a city name from a full address, or combining different measures in the right way to get accurate results.

Want to know more?

• Sign up for the beta program here

• Learn more about how Einstein Copilot for Tableau controls for trust and accuracy 

• See Einstein Copilot in Tableau in action 

• Tune into Tableau Conference from anywhere with Salesforce