Learning AI Tools in Tableau

As businesses increasingly rely on data to drive decisions, the role of advanced analytics and AI in enhancing data interpretation is becoming crucial. For professionals tasked with optimizing data analytics platforms like Tableau, staying ahead of the curve with the latest tools isn’t just beneficial—it’s essential.

This insightful guide takes you through the integration of Tableau Pulse and Einstein Copilot, explaining their roles within the broader Tableau and Salesforce ecosystems. Author Ann Jackson, an esteemed analytics professional with a deep expertise in Tableau, offers a step-by-step exploration of these tools, backed by real-world use cases that demonstrate their impact across various industries.

By the end of this book, you will

• Understand the functionalities of Tableau Pulse and Einstein Copilot and how to use them
• Learn to deploy Tableau Pulse effectively, ensuring it aligns with your business objectives
• Navigate discussions on AI’s role within Tableau, enhancing your strategic conversations
• Visualize how Tableau Pulse operates through detailed images and scenarios
• Utilize Einstein Copilot in Tableau Desktop/Prep to streamline and enhance data analysis

When I decided to write this book, I wanted to give you a chance to understand the history of Tableau. I also wanted to give you a grounding and understanding of what artificial intelligence (AI) is. And finally, I wanted to address the impacts of this new technology, not only in analytics but also in the world. My goal in these decisions is to ensure that we are on the same page throughout the book, we are speaking the same language, and we’re addressing some important issues early on so that they aren’t neglected. Often I’ve found in our profession, the lack of saying things leads to confusion or the prolonging of important discussions, so instead, let’s get started.

Table of Contents

Chapter 1. AI in the Tableau Platform

Chapter 2. Getting Started with Tableau Pulse

Chapter 3. Advanced Tableau Pulse Features

Chapter 4. Tableau Pulse for End Users

Chapter 5. Use Cases with Tableau Pulse

Chapter 6. Integrating and Extending Tableau Pulse

Chapter 7. Tableau Agent

Chapter 8. What’s Next?

About the Author

Ann Jackson is founder and managing director at Jackson Two, a boutique consulting firm specializing in data analytics and visualization. In her practice, she empowers businesses to fully utilize their data assets. Ann has been recognized as a Tableau Visionary for five consecutive years, earning her the honorary title of Hall of Fame Visionary. She is hailed as an expert due to her proficiency with the product, her participation and leadership within the global community, and her contagious passion for data analytics. She’s also co-author of Tableau Strategies, the definitive book of real world use cases using Tableau.