At the release of Tableau 2024.2, the product team announced that Einstein Copilot for Tableau (now updated to Tableau Agent) would launch in August. Today, we discovered that this exciting new AI feature has arrived right on schedule!

What’s even more thrilling is that, in addition to Tableau Prep and Catalog, Einstein Copilot is now officially available in the web editing interface of Tableau Cloud. This means that from data preparation and visualization to catalog management, you can fully leverage the powerful capabilities of Tableau AI to accelerate your enterprise’s analytical insights process!

Next, let’s dive deeper into the key features and use cases of Einstein Copilot for Tableau to see how it delivers an AI-driven conversational experience, benefiting more business users and analysts.

What is Einstein Copilot for Tableau?

By leveraging generative AI and statistical analysis, Einstein Copilot for Tableau (now updated to Tableau Agent) can understand the context of your data, helping you prepare data, create visualizations, and tell stories with data more efficiently.

On one hand, it automates time-consuming analytical processes, speeding up data-driven decision-making across the entire analysis workflow. On the other hand, as an AI-powered analytical assistant built on the Salesforce Einstein Trust Layer, it inherits all the security, governance, and trust functionalities of the Trust Layer, making it a reliable choice for enterprises.

From the perspective of the entire Tableau platform, Einstein Copilot for Tableau (now updated to Tableau Agent) fulfills the promise of generative AI by offering an efficient, insightful, and ethically sound approach to data analysis.

Whether you’re an experienced analyst or a data explorer, you can think of it as an intelligent AI assistant integrated into the Tableau product suite, empowering everyone to succeed in their analytical workflows.

New AI Feature! Accelerate Your Business Data Analysis with Einstein Copilot for Tableau (Tableau Agent)

What Are the Applications of Einstein Copilot?

For over two decades, Tableau has introduced thousands of features. With the guidance provided by Einstein Copilot for Tableau (now updated to Tableau Agent), you can ask questions in natural language and receive quick answers. From data preparation to writing calculations, Einstein Copilot can automate many time-consuming, repetitive tasks, boosting analysts’ productivity and accelerating the insights process.

Part 1: Organizing and Transforming Your Data

For new Tableau users, preparing data sources and writing calculations in a new language can be complex. Additionally, once the data is prepared, documenting the data source and ensuring field descriptions are accurate and understandable to others can be challenging. Einstein Copilot for Tableau (now updated to Tableau Agent) helps simplify the processes of data preparation and categorization.

New AI Feature! Accelerate Your Business Data Analysis with Einstein Copilot for Tableau (Tableau Agent)

Now, users can simply describe their needs or questions in natural language to the AI assistant in Tableau Prep, and Einstein Copilot will generate effective calculated fields, making it easy to add calculations to your Prep workflow.

New AI Feature! Accelerate Your Business Data Analysis with Einstein Copilot for Tableau (Tableau Agent)

After preparing the data, you can also use Einstein Copilot (now updated to Tableau Agent) in Tableau Catalog to let generative AI automatically generate descriptions for data sources, fields, workbooks, or tables. This enriches metadata documentation, making it easier for others in the organization to access and understand the data.

Part 2: Jumpstarting Data Exploration

Einstein Copilot in Tableau (now updated to Tableau Agent) is an ideal tool for beginners. With Einstein Copilot, you don’t need to know all of Tableau’s features and functionalities to quickly analyze data and gain insights.

New AI Feature! Accelerate Your Business Data Analysis with Einstein Copilot for Tableau (Tableau Agent)

Since Einstein Copilot suggests relevant business questions to kickstart your analysis, you can ask deeper questions during data exploration and uncover more potential and profound insights. For example, in the web editing interface, Einstein Copilot provides a set of suggested questions based on the data source and metadata, helping users easily begin analyzing data.

In interactive dialogs, Einstein Copilot also helps users iterate and optimize their data exploration process faster. You can ask Einstein Copilot to show trends over time or relationships between metrics, or pose follow-up questions to delve deeper into specific dimensions or time periods. The visualization views in Tableau worksheets will adjust automatically.

Part 3: Delving Deeper into Data and Gaining Valuable Insights

Einstein Copilot in Tableau also includes built-in visualization best practices, enabling you to effortlessly create visualizations with simple natural language prompts and reduce complex, time-consuming tasks.

Currently, Einstein Copilot can perform simple tasks like filtering and sorting data, as well as make adjustments to visualizations, such as adding labels to the ends of bars or changing marks from color to size.

Beyond modifying visualizations, Einstein Copilot can assist with more complex tasks when creating visualizations in the web editor. It can translate natural language descriptions into valid Tableau calculation syntax, and vice versa.

This means you can ask Copilot to create complex calculations, update existing calculations, or describe calculations in natural language. It can even name new calculations for you, making Tableau workflows smoother and more intuitive.

New AI Feature! Accelerate Your Business Data Analysis with Einstein Copilot for Tableau (Tableau Agent)

Since Einstein Copilot can create, update, or describe calculations in seconds, you can perform complex analyses and add fields to data sources more easily than ever—whether you’re doing it yourself or on the fly.

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For over two decades, Tableau has been dedicated to helping people see and understand data. Thanks to the efforts of data analysts, Tableau has achieved its current success. Today, data analysis is no longer the domain of a select few but a universal need. The rise of generative AI technology brings even more advantages to the evolution of the data analysis field.

With the release of Einstein Copilot for Tableau (now updated to Tableau Agent), Tableau’s mission is also evolving. Moving forward, Tableau will focus on helping people save time, deliver faster insights, and enable both new users and analysts to enhance their productivity with this AI assistant.