Learn About Tableau Agent in Tableau Next
Learning Objectives
After completing this unit, you’ll be able to:
- Explain how Tableau Agent in Tableau Next enhances data analysis capabilities.
- Describe the benefits of the pre-built agentic capabilities.
Meet Tableau Agent in Tableau Next
Tableau Agent for Tableau Next (formerly known as Agentforce for Analytics) provides advanced, conversational analytics within Tableau Next. It delivers pre-built agentic capabilities that help you go from data to insights to action faster than ever before. These capabilities help every user—from data analysts looking to prepare, model, and analyze data faster, to business professionals wanting to stay informed about key performance indicators.
How It Works
Built on Salesforce, with Data 360 as its unified data layer, Tableau Next helps you connect to your data across various databases and applications in one place. Then, by applying the semantic layer provided by Tableau Semantics, the complex data structures and technical jargon used in your data sources are translated into business-friendly terms. The combination of these layers provides you with a secure, comprehensive view of all your data that’s easy to access and understand. For example, a marketing team might combine sales data, website analytics, and social media engagement data from several different applications and analyze it in Tableau Next to understand a marketing campaign’s overall performance.
Within Tableau Next is a group of pre-built agentic capabilities that enable conversational analytics, deliver proactive insights, and automate data prep and semantic modeling. Look for the Agentforce icon in the top right corner of your Tableau Next dashboard or metric detail page to get started.
If the Agentforce icon doesn’t display in your Tableau Next dashboard or metrics detail page, check with your administrator to ensure they’ve completed the steps to set up Tableau Agent in Tableau Next.
Pre-Built Agentic Capabilities Kickstart Data Analysis
Get a helping hand managing your data from these valuable agentic capabilities available with Tableau Agent in Tableau Next.
Ask Natural Language Questions About Your Data
Conversational analytics capabilities are designed to make analytics more accessible to business users. It allows you to ask natural language questions and receive reliable and helpful answers with visual insights. For instance, if you’re a marketing manager and you want to know the performance of a recent campaign, you can simply ask, “How did the Q4 marketing campaign perform?” To make it easy to understand and act on your data, your response from Tableau Agent includes:
- A rich, natural language response that contextually answers your question
- An interactive visualization that helps you see and understand the data behind the answer
- An explanation of the AI reasoning that describes how the answer was generated
- Details about the source data that was used to answer the question
- Options for providing response feedback or copying the answer to share or use elsewhere
Accelerate Semantic Modeling and Data Preparation
Semantic modeling capabilities are a game-changer for analysts and data stewards. They can use AI to suggest relationships between data sources and help generate formulas for calculated fields, making the process of building robust semantic data models much faster and more efficient. For example, if you’re working on a project that involves multiple data sources, semantic modeling capabilities in Tableau Agent can quickly identify and suggest the best ways to connect these sources, saving you hours of manual work. This means you can focus more on analyzing the data and less on preparing it.
Get Proactive Insights and Data Alerts (Beta)
Proactive insights and data alerts turn passive reporting into proactive monitoring by keeping watch over your most important Tableau Next metrics. Instead of manually checking dashboards every day, you can simply ask Tableau Agent to alert you when a metric meets specific conditions—such as exceeding a threshold, increasing by a certain percentage, or trending outside an expected range. Inspector checks your metrics daily and delivers automated alerts directly to your preferred channels (such as desktop notifications, mobile devices, or Slack). Each alert also includes helpful AI-driven insights about what contributed to the metric’s shift so you can take action quickly.
Semantic Modeling and Proactive Data Alerts in Tableau Next are pilot or beta services that are subject to the Beta Services Terms at Agreements - Salesforce.com or a written Unified Pilot Agreement if executed by Customer, and applicable terms in the Product Terms Directory. Use of these pilot or beta services is at the Customer’s sole discretion.
Wrap Up
Now that you know how Tableau Agent in Tableau Next enhances data analysis capabilities, you can use these pre-built agentic capabilities to jumpstart your analysis and turn data into real results.
Resources
Quiz Scenario
Nancy is a marketing manager for a national retail chain. She recently launched an advertising campaign across multiple online and offline channels for a new product line. To understand the campaign’s effectiveness, Nancy needs to analyze data from the chain’s website analytics platform, social media engagement metrics, and in-store sales figures, all of which are stored in a single semantic data model in Data 360. She wants a quick and easy way to get a high-level overview of the campaign’s performance and identify any immediate areas of concern or success without spending hours manually combining and analyzing the data.