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Use Tableau Next to Explore Semantic Data

Learning Objectives

After completing this unit, you’ll be able to:

  • List four benefits of using the Visualization Builder in Tableau Next.
  • Describe five key components of the Visualization Builder.

You set up Tableau Semantics–the powerful AI-infused semantic layer integrated into Data Cloud–as the single source of truth for your Salesforce data. Now, how can you make your reliable–but complex–data easier to understand and share it with stakeholders? Which visualization can help you spot trends that encourage informed business decisions? And how do you track your business against your company's goals? Tableau Next helps you use Tableau Semantics data to find insights you can trust. With Tableau Next, you can enable more people across your business to explore and act on data with confidence.

Let’s see how.

Meet the Visualization Builder

Built on the Salesforce Platform, Tableau Next’s Visualization Builder powers your analysis so you can move from data to decision-making without hesitation.

  • Fast-track analysis with dynamic visualizations: Instead of digging through rows of tabular data, summarize it into compelling charts. As your analysis evolves, easily swap data in the visualization or adjust its properties to showcase the right metrics.
  • Create actionable insights from trusted data: Use the relationships, metrics, and unions defined in Tableau Semantics to create visualizations that surface insights clearly and speed up your decision-making.
  • Entrust more users to explore data: With the interactive, intuitive, and low-code Visualization Builder, Tableau Next makes it easier for more users to explore data, expanding self-service analytics across your organization.
  • Validate the semantic model: Visualizations offer a powerful way to test the integrity of your semantic models. By charting relationships and hierarchies, you can quickly spot inconsistencies, missing links, or areas in the Tableau Semantics data that might need refinement.

Discover the Key Components

Create a visualization on a semantic model right from your Tableau Next workspace. Use the Visualization Builder to create new visualizations and edit them, or clone visualizations to jumpstart your new analysis project.

Let’s take a closer look at the Visualization Builder’s key components.

  1. Data pane: Review the list of available fields for creating your visualization. Can't find exactly what you need? Create a calculated field yourself, or let Semantics AI and Einstein suggest one for you, right in the Data pane.
  2. Cards pane: Choose your visualization type and customize the look and feel. Apply filters to sharpen your analysis and forecast data trends based on reliable models.
  3. Shelves: Add the semantic model fields that provide the structure to your visualization.
  4. Toolbar: Save time with this collection of powerful shortcuts that help you take action in just one click.
  5. View: See your analysis take shape as interactive charts and graphs.

Wrap It Up

Now that you've got the basics down, you're ready to start building powerful and insightful visualizations. The wait to transform your data into meaningful stories that fuel business success is over. Have fun building visualizations!

Resources

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