Tableau Cloud Help

Tableau AI brings trusted Einstein generative AI capabilities to the entire Tableau platform. Tableau AI can enhance your data analysis by automatically generating calculations for Tableau Prep flows, recommending insightful questions to explore your data, summarising key metrics and creating compelling visualisations directly from your data sets.

Tableau AI is powered by Einstein AI and inherits the Einstein Trust Layer(Link opens in a new window) and security controls. To learn more about Tableau AI, see Tableau AI(Link opens in a new window). For general information about Einstein Generative AI, see About Einstein Generative AI(Link opens in a new window) in the Salesforce help.

Prerequisites

To use the generative AI features in Tableau, you need to first turn them on for your site. For example, to deliver personalised, smart and contextual metrics and insights for business users in the flow of their work, select the Tableau Pulse tick box.

To turn on Tableau AI for Tableau Prep or Tableau Catalog, you'll need Tableau+ and a connection to a Salesforce org that has Einstein generative AI set up. For more information about Tableau+, see About Tableau+(Link opens in a new window)

Note: When you connect your Salesforce Org to your Tableau Site, the Salesforce user credentials that you use to authenticate must have the System Administrator profile applied. For more information about how to create a System Administrator user, see Add or Change a Salesforce System Administrator(Link opens in a new window) in the Salesforce help.

To set up Einstein generative AI for your Salesforce org, complete the following steps.

Turn on Data Cloud

Enable Data Cloud in your provisioned Salesforce org. Users must have the Data Cloud Admin permission set assigned to enable Data Cloud. For more information, see Turn on Data Cloud(Link opens in a new window) in the Salesforce help.

1. Log in to your Salesforce org in Salesforce.

2. In the top-right corner, click the Setup icon.

3. Select Data Cloud Setup from the drop-down menu. If you don’t see this option, your users might not have Data Cloud permissions set up. If this is the case, follow the steps in Set Up a Data Cloud Admin User(Link opens in a new window) in the Salesforce help.

   

4. In the bottom right-hand corner, click Get Started to begin provisioning your org’s Data Cloud. This may take a few minutes.

Configure your Salesforce org

Set up your Salesforce org to turn on Einstein generative AI. Follow the steps in Set Up Einstein Generative AI(Link opens in a new window) in the Salesforce help to:

• Turn on Einstein Generative AI

• Set up Einstein Trust

• Turn on Einstein Generative AI data collection and storage.

Configure Tableau AI

Use this setting to turn on generative AI functionality for specific features in Tableau.

Note: This feature uses generative AI, which is built on the Einstein Trust Layer. Your data stays safe and secure through data and privacy controls that are seamlessly integrated into the user experience. For more information, see Einstein Trust Layer(Link opens in a new window).

1. Sign in to Tableau Cloud as a site administrator.

2. On the site where you want to turn on generative AI features, click Settings.

3. In the Tableau AI section, select the tick boxes for the feature areas where you want generative AI turned on.

   

4. Select Tableau Pulse: Summarises key metric insights to enable users to see their personalised insights summaries and get a quick overview of important changes to their metrics. For more information about generative AI in Tableau Pulse, see Tableau AI in Tableau Pulse(Link opens in a new window).

5. To turn on Tableau AI for Tableau Prep or Tableau Catalog, log in to your Salesforce org.

   • Click Connect to Salesforce.

   • On the Login|Salesforce page, enter credentials for your Salesforce org.

     • Your User ID must be assigned the System Administrator profile. For more information, see Add or Change a Salesforce System Administrator(Link opens in a new window) in the Salesforce help.

     • Your Salesforce org must have Einstein generative AI turned on so that you have access to Einstein generative AI and Einstein Requests credits. For more information about Einstein Requests, see Tableau AI Usage(Link opens in a new window).

     

   • On the Allow Access page, click Allow.

   • After successfully connecting to your Salesforce org, the tick boxes for the additional Tableau AI features become enabled. You can also edit, test or delete your connection as needed.

     

6. Select Tableau Prep: Suggests calculations for your flow to enable users to create calculated fields in Tableau Prep by describing the calculation in plain language. For more information about generative AI in Tableau Prep, see Use Einstein Copilot(Link opens in a new window).

7. Select Tableau Catalog: Drafts asset descriptions to enable users to automatically generate descriptions for data sources, workbooks and tables. For more information about generative AI in Tableau Catalog, see Manage Web Content(Link opens in a new window).