#Tableau Agent토론 중인 항목 3개

@Carrie Morales

The AI trial is only available for the enhanced Q&A in Tableau Pulse: 

Thus the trial does not include access to Authoring or other AI capabilities. 

If this post resolves the question, would you be so kind to "Accept this Answer"?. This will help other users find the same answer/resolution and help community keep track of answered questions. Thank you. 

Regards, 

Diego Martinez 

Tableau Visionary and Tableau Ambassador 

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

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,

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. 

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

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 

I have implemented the solution for day and week. Check the updated workbook attached.