{"id":100371,"date":"2024-04-03T11:24:12","date_gmt":"2024-04-03T10:24:12","guid":{"rendered":"https:\/\/www.cloudcomputing-news.net\/?p=100371"},"modified":"2024-04-03T11:24:13","modified_gmt":"2024-04-03T10:24:13","slug":"salesforce-unveils-einstein-copilot-for-tableau","status":"publish","type":"post","link":"https:\/\/www.cloudcomputing-news.net\/news\/salesforce-unveils-einstein-copilot-for-tableau\/","title":{"rendered":"Salesforce unveils Einstein Copilot for Tableau"},"content":{"rendered":"\n<p>Salesforce has introduced the beta version of Einstein Copilot for Tableau, a new capability designed to help users in every role and function explore data with AI assistance.\u00a0<\/p>\n\n\n\n<p>Businesses tend to distribute insights from data in reports and dashboards created by expert analysts. Dashboards created in Tableau are visual and interactive, allowing users to adjust scope by exploring predefined guided paths. But sometimes a user doesn\u2019t find the answer to their question in a dashboard. They need the ability to perform their own exploration of the data without the prerequisite for deep analytical training. With Einstein Copilot for Tableau, users can dive deep into their data, utilising Tableau\u2019s powerful analytical engine through natural language to query and derive rich insights from data sources like spreadsheets, cloud and on-premises data warehouses, and\u00a0<a href=\"https:\/\/www.salesforce.com\/products\/data\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">Salesforce Data Cloud<\/a>.\u00a0<\/p>\n\n\n\n<p>Organisations in every industry are searching for efficiencies, better decision-making, and are asking their teams to use new tools that leverage AI.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.tableau.com\/learn\/whitepapers\/how-data-culture-fuels-business-value-in-data-driven-organizations\" target=\"_blank\" rel=\"noreferrer noopener\">83% of CEOs<\/a>\u00a0want their organisations to be more data-driven, but only 30% of workers say their actions are driven by data analysis.<\/li>\n\n\n\n<li><a href=\"https:\/\/www.salesforce.com\/content\/dam\/web\/en_us\/www\/documents\/research\/state-of-data-analytics.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">More than 90%<\/a>\u00a0of business leaders say generative AI would benefit their organisation.<\/li>\n<\/ul>\n\n\n\n<p>Einstein Copilot for Tableau makes data analysis accessible to every business user, and even suggests questions to users based on analyzing the business data and metadata, helping reduce the number of change requests and updates needed from data analysts, often resulting in faster data-driven decision-making.&nbsp;&nbsp;&nbsp;<\/p>\n\n\n\n<p>Einstein Copilot for Tableau also leverages the&nbsp;<a href=\"https:\/\/www.salesforce.com\/products\/secure-ai\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">Einstein Trust Layer<\/a>, giving business and data teams robust tools to help protect data and limit exposure to third-party models. Unlike other AI orchestration engines, the Einstein Trust Layer does not retain customer prompts or the LLM\u2019s responses. This helps customer and proprietary data remain private.<\/p>\n\n\n\n<p>Following Salesforce\u2019s recent introduction of&nbsp;<a href=\"https:\/\/www.salesforce.com\/einsteincopilot\" target=\"_blank\" rel=\"noreferrer noopener\">Einstein Copilot<\/a>, Tableau\u2019s new AI assistant is designed purposely for analytical use cases.&nbsp;<strong>Einstein Copilot for Tableau features include<\/strong>:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Recommended Questions:&nbsp;<\/strong>How do you know where to start when investigating data? Einstein Copilot for Tableau performs an automated analysis of data and recommends relevant questions, guiding the user to interesting potential areas of insight. For example, a regional sales manager could use suggested questions like \u201cAre there any sales patterns across product categories?\u201d to help discover seasonal sales patterns.&nbsp;<\/li>\n\n\n\n<li><strong>Conversational Data Exploration:&nbsp;<\/strong>Getting the answer to one\u2019s first question is rarely enough; great analysis requires asking follow-up questions and finding more detail. Einstein Copilot for Tableau enables users to iterate and refine their data exploration. Users can search for an insight without losing the context of their previous question. For example, a marketer could ask what campaigns are performing best and add follow-up questions about specific regions, products, and distribution channels, as if they were truly having a conversation with their data.&nbsp;<\/li>\n\n\n\n<li><strong>Guided Calculation Creation:<\/strong>\u00a0Computing metrics and KPIs is a key task when analysing data that often demands learning complex calculation syntax. Einstein Copilot for Tableau guides users through this process. For example, a user can get AI-powered guidance to parse information from a longer string field, such as extracting a city name from a full mailing address, or combine multiple measures with the right aggregations to achieve an accurate result.<\/li>\n<\/ul>\n\n\n\n<p>Ryan Aytay, CEO, Tableau, said: \u201cEvery employee, in every function, must develop fundamental data skills to be successful in the modern enterprise. <\/p>\n\n\n\n<p>\u201cEinstein Copilot for Tableau streamlines that skill development, helping anyone become experts at understanding data, and enables everyone in the business to surface insights more quickly with trusted AI. Now everyone\u2019s a data expert.\u201d\u00a0<\/p>\n\n\n\n<p>Doug Henschen, VP and principal analyst at Constellation Research, said: \u201cGenerative AI has the potential to truly revolutionise how insights are accessed and interacted with across the business, but organisations want assurances that the data can be trusted. <\/p>\n\n\n\n<p>\u201cWith trust guardrails in place, gen AI can evolve from an ambition to a super-charged tool for business.\u201d<\/p>\n\n\n\n<p>As\u00a0<a href=\"https:\/\/www.salesforce.com\/news\/press-releases\/2024\/02\/27\/einstein-copilot-news\/\" target=\"_blank\" rel=\"noreferrer noopener\">Einstein Copilot<\/a>\u00a0capabilities evolve, customers of Salesforce and Tableau will be able to ask natural language questions of data, visualise insights, and turn those insights into action that creates better experiences for customers. More information will be shared at\u00a0<a href=\"https:\/\/www.salesforce.com\/tableau-conference\/\" target=\"_blank\" rel=\"noreferrer noopener\">Tableau Conference, April 29-May 1, in San Diego<\/a>.<\/p>\n\n\n\n<p>Einstein Copilot in Tableau is currently available in beta for limited customers, and will be generally available this summer.\u00a0<\/p>\n\n\n\n<p><strong><em>Check out the upcoming\u00a0<a href=\"https:\/\/www.cloudtransformationconference.com\/?utm_source=CloudTech&amp;utm_medium=NewsArticles\">Cloud Transformation Conference<\/a>, a free virtual event for business and technology leaders to explore the evolving landscape of cloud transformation.\u00a0Book your free virtual ticket to deep dive into the practicalities and opportunities surrounding cloud adoption.\u00a0<a href=\"https:\/\/www.cloudtransformationconference.com\/?utm_source=CloudTech&amp;utm_medium=NewsArticles\">Learn more here.<\/a><\/em><\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Salesforce has introduced the beta version of Einstein Copilot for Tableau, a new capability designed to help users in every role and function explore data with AI assistance.\u00a0 Businesses tend to distribute insights from data in reports and dashboards created by expert analysts. Dashboards created in Tableau are visual and interactive, allowing users to adjust [&hellip;]<\/p>\n","protected":false},"author":57372,"featured_media":100373,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[495,1,497,15],"tags":[172,629],"ppma_author":[882],"class_list":["post-100371","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-cloud-computing-applications","category-cloud-computing","category-cloud-computing-companies","category-cloud-computing-data-analytics","tag-ai","tag-salesforce"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.9 (Yoast SEO v24.9) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Salesforce unveils Einstein Copilot for Tableau<\/title>\n<meta name=\"description\" content=\"Einstein Copilot for Tableau makes data analysis accessible to every business user, 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