Hi Raju,
Recently we have built a Tableau Dashboard Extension that adds a chat panel right inside the dashboard — so instead of eyeballing charts, users can just ask questions in plain English ("what drove the drop in Q2 expenses?", "compare loan fees to expense spend") and get grounded, numeric answers.
How it works:
- One lightweight local/hosted backend serves multiple dashboards at once — the model automatically figures out which dataset(s) a question is about, and can even blend two datasets in one answer.
- Every answer is computed by the LLM writing read-only SQL against a real snapshot database (using Tableau's own Hyper engine) — not hallucinated numbers, not a live query against the workbook. This keeps answers fast, accurate, and safe even on 10M+ row extracts.
- Each dataset ships with auto-generated reference docs (a description + data glossary) so the model understands field meanings, grain, and caveats before answering.
- An admin flow can onboard a brand-new Tableau Cloud workbook automatically: pull it via the REST API, extract the embedded data, and have the LLM draft the descriptive docs itself.
- Row-level-security workbooks are auto-detected and blocked from onboarding unless explicitly overridden, so a shared snapshot never leaks restricted rows.
Please upvote this response if this will be helpful to you.
Regards
Rajneesh
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What is the difference between Tableau Agent and Ask Data? How to get the Tableau Agent and how much it cost?
28 déc. 2024, 09:06 Hi @Vibhu Sharma
Please find the below articles related to Tableau Agent and Ask Data:
Explore Your Data with Tableau Agent - Tableau
Tableau’s New Ask Data Feature – A Primer
To use the Tableau Agent feature, you must have Tableau+, and AI in Tableau must be turned on in your site settings. If you don't have Tableau+ but want to try Tableau Agent features, you can sign up for a Tableau Cloud free trial which now includes Tableau Agent features.
Let me know if you need any additional information.
"If my replies were helpful, please upvote them and mark them as the best."
Regards,
Ashish Bansal (Tableau Forums Ambassador 2024)
Hi , i would like to try Tableau with agenforce ,how can i get acess of sandbox environment ,also i am planning to do a MVP minimal viable product for my company ,what licenses do i need to get
My goal is to build a Custom agent with Tableau and Saleforce Agentforce
22 janv. 2025, 15:30 Hi,
Tableau: It is included in Tableau Cloud (free trial): Try Tableau for Free You'd have a 14-day period in which to perform whatever actions you need to for your presentation for your company. No purchase necessary. The license expires automatically at the end of the trial period.
Reference: https://www.tableau.com/trial/tableau-agent-trial
Salesforce (AgentForce): Suggest you contact them directly for licensing/trialing: Contact us
Reference: https://www.salesforce.com/agentforce/pricing/
Best, Don Wise -
Please don’t forget to upvote and/or Select as Best by clicking the hyperlink below in the response that answered your question.
24 nov. 2025, 08:27 Hi @raju Prasad, not sure if you still need some help here, but the API docs are a great place to start: Tableau Embedding API v3. You might also find this useful: Developer Learning Resources. Ta, Steve
24 août, 18:16 Hello @Anand Kodlipet
AI features can be enabled in both Tableau Cloud and Tableau Desktop, but the setup is slightly different.
For Tableau Cloud, a Site Administrator can go to Settings → AI in Tableau and enable the required AI features. Some features require Tableau+ and a connected Salesforce org with Einstein enabled.
For Tableau Desktop, Tableau Agent is available from 2025.1+
when Desktop is connected/signed in to a Tableau Cloud site with the required AI configuration.
So, in short: enable AI at the Cloud site level → configure the required Salesforce/Einstein setup if needed → sign in to that site from Desktop → use Tableau Agent.
Thanks
How to do the enterprise level setup of Tableau MCP with Claude. Say if I have 200 claude licenses do I need to do configuration on all those 200 devices for the same site in order to have my MCP client running? @tableau AI
#Mcp #Tableau Agent #Tableau #Tableau Cloud24 août, 18:15 Hi Vaibhav,
You won't need to touch all 200 devices individually. You'd configure the Tableau MCP connection once, centrally, and push it out to devices via your org's device-management solution. Each user still authenticates to Tableau individually, so they'll only see the content they're already authorized for.
Also, for Tableau Cloud, Tableau is moving to a hosted Tableau MCP — no self-hosting or maintaining a server on your end. It uses OAuth 2.1 and is built for enterprise-scale deployment.
So the flow becomes:
Admin → Central MCP configuration → Claude users → OAuth → Tableau Cloud
Not 200 separate setups — one centralized config, with individual auth and permissions still intact.
Regards
Rajneesh
Hi Team,
Requirement: Display data dynamically based on the selected Period Type parameter
- Day
- When the user selects Day in the Period Type parameter, the Order Date parameter should display all available dates.
- The most recent available date should be selected by default.
- Week
- When the user selects Week, the Order Date parameter should display only the Monday date of each available week (e.g., 27-Jul-2026, 20-Jul-2026, 13-Jul-2026).
- Upon selecting a week, the report should display data for the entire Monday-to-Sunday period corresponding to that week.
- Month
- When the user selects Month, the Order Date parameter should display all available months.
- The latest available month (e.g., Jul-2026) should be selected by default.
- Quarter
- When the user selects Quarter, the Order Date parameter should display all available quarters.
- The latest available quarter (e.g., 2026-Q3) should be selected by default.
- Custom Dates
- When the user selects Custom Dates, the following parameters should be displayed:
- Start Date
- End Date
- Report data should be filtered based on the chosen date range.
- When the user selects Custom Dates, the following parameters should be displayed:
- Lifetime
- When the user selects Lifetime, all available data should be displayed without applying any date filters.
- #Tableau Agent
#Tableau Desktop & Web Authoring #Tableau Server #Tableau Cloud #Tableau Public #Tableau #Tableau Prep #Tableau Community Updates
30 juil., 06:20 I have implemented the solution for day and week. Check the updated workbook attached.

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