Tableau AI is a fully integrated, next-generation portfolio of AI-powered analytics capabilities designed to simplify and democratize data analysis.

Introduction

Tableau AI is a next-generation suite of AI-powered analytics designed to simplify data analysis for everyone in an organization.It empowers business users and data professionals to achieve measurable outcomes by providing smart, personalized, and contextual insights directly within their workflows.

Leveraging generative AI, machine learning, and natural language processing, Tableau AI transforms team interactions with data, accelerating the time to gain insights and reducing repetitive tasks. This approach encourages a data-driven culture, making analytics accessible and actionable for all users.

AI-Powered

Integrated

Predictive

Secure

Scalable

Review

Tableau AI is known for its seamless and effective integration of artificial intelligence into the Tableau analytics platform. The platform’s primary strength lies in its ability to apply AI contextually, enhancing and streamlining existing data analysis workflows. This includes features such as suggesting data cleaning steps and summarizing key metrics in natural language.

Built on the Salesforce Einstein Trust Layer, this deep integration ensures data privacy and security, which serves as a significant competitive advantage. Although the pricing can be considered a premium add-on to the core Tableau plans, the value it offers in speeding up the time to insights and making data more accessible is undeniable.

Features

Tableau Pulse Insight Summaries

Uses a large language model to summarize the most important metric insights into a concise, natural language overview

Tableau Agent

Acts as an AI assistant to help users explore data, create visualizations, build and explain calculated fields, and uncover insights

Enhanced Q&A (Discover)

Looks across grouped metrics and surfaces key insights, relevant visualizations, and suggested follow-up questions

AI for Tableau Catalog

Automatically generates descriptions for data sources, workbooks, and tables, ensuring data is well-documented and easy to find

AI for Tableau Prep

Suggests steps to clean and transform data, helping users build flows and create calculated fields with AI assistance

Einstein Trust Layer

A security architecture that protects customer data by masking sensitive information and ensuring AI is grounded in your company's data

Best Suited for

Business Users

Ideal for consuming smart, contextual insights in natural language and exploring data with conversational AI.

Data Analysts

Perfect for streamlining repetitive tasks, creating visualizations, and building calculations with AI assistance.

Data Scientists

Excellent for building custom AI models and integrating them with Tableau data.

Managers & Leaders

A valuable tool for making data-driven decisions and monitoring key business metrics.

Teams of All Sizes

From small businesses to large enterprises, Tableau AI helps everyone in the organization drive tangible business outcomes.

Writers & Editors

The tool can be used to automatically generate descriptions for data sources, workbooks, and tables, saving time and effort.

Strengths

The AI is deeply integrated into the entire Tableau platform, allowing users to leverage AI-driven insights.

Tableau AI understands the unique context of your data, leading to more accurate and relevant insights.

By transforming raw data into actionable insights, Tableau AI helps businesses make smarter, more informed decisions in real-time.

The platform’s use of the Einstein Trust Layer provides a layer of security and privacy, ensuring sensitive data is protected.

Weakness

Many AI features are restricted to higher-tier plans or come with additional costs.

The effectiveness of Tableau AI’s predictions and insights is highly dependent.

Getting started with: step by step guide

Tableau AI is not a standalone product but a set of AI-powered features that are part of the larger Tableau ecosystem. The pricing structure is subscription-based and varies by user role and deployment option.

Step 1: Enable the Feature

A Tableau site administrator must turn on the AI in Tableau site setting to enable the features for all users.

Step 2: Access the AI

Users can access the AI features from anywhere in Tableau, such as in a dashboard, a worksheet, or a Tableau Prep flow.

Step 3: Refine Your Images

A user provides a simple prompt, such as “Summarize the key metrics of this dashboard,” or “Create a bar chart showing sales by region.

Step 4: Generate and Edit

The AI will instantly generate content or perform an action based on the prompt. The user can then review and edit the output to fit their specific needs.

Step 5: Monitor Performance

Administrators can monitor the performance of AI features and manage the consumption of Einstein Requests.

Frequently Asked Questions

What are the basic requirements to use Tableau AI?

A.To use Tableau AI, you need a Tableau Cloud site with Tableau+ and the AI features enabled by a site administrator

Q: Is Tableau AI included in all Tableau plans?

No, Tableau AI is a premium add-on that is included with certain plans or can be purchased separately

Q: How is Tableau AI usage measured?

A: Tableau AI features consume a metric called “Einstein Requests,” which is a consumption metric for generative AI based on the number of API calls and the size of the prompt and response.

Pricing

Tableau AI is not a standalone product but a set of AI-powered features that are part of the larger Tableau ecosystem. The pricing structure is subscription-based and varies by user role and deployment option.

Basic

$35/month

Can view and interact with dashboards, with access to Tableau Pulse.

Standard

$75/month

Can interact with and edit dashboards, with access to some AI features.

Pro

$115/month

Full access to Tableau AI features, including Tableau Prep.

Alternatives

Microsoft Power BI

A strong competitor with seamless integration into the Microsoft ecosystem and a more cost-effective solution for businesses already using Microsoft products

Looker

A data platform that connects seamlessly to Google Cloud and empowers users to explore data through natural language searching and AI-driven insights