Tableau Cloud Help

Enhanced Q&A (Discover) makes it easier for you to explore insights across groups of business-critical metrics, and then dig deeper in the Discover page.

When Enhanced Q&A is turned on, it is surfaced in the Tableau Pulse home page for metrics grouped by data source, definition, or time range. Selecting a question takes you to the Discover page with key insights, relevant visualizations, source references, and suggested follow-up questions. Because it is powered by AI in Tableau, you can ask questions in your own words to get relevant, natural language answers about your data.

Enhanced Q&A is a premium, Tableau+ feature in Tableau Pulse that must be turned on in Tableau Cloud site settings. For more information, see Turn on enhanced Q&A (Discover) in Tableau(Link opens in a new window). This feature is available in English only at this time.

1. In the Tableau Pulse home page, under a section of grouped metrics, click a suggested question.

   

2. In the Discover page, an insight brief answers the question. Click a link at the end of an insight to see its source. Click Metric Sources to see metrics that were considered as part of the analysis when the response is generated.

   
   

3. Click other questions to explore more insights, or enter a question in your own words.

   For example, ask questions like "How are our campaign metrics performing?", "Tell me more about ACV trends in EMEA.", or "Which customers are driving the most sales growth?"

Discover can handle time-based scope adjustments. For example, you can refine your question to compare data from different time periods, such as asking, "What happened last month compared to this month?" Use questions to adjust the granularity or breadth of the insights you're exploring.

When using Discover, you can cross-check the insights it generates by clicking the link at the end of each insight. These links cite the metric source and display the insight chart when available. You can use this information to verify that the insights Discover provides are grounded using the correct data.

Enhanced Q&A (Discover) is limited to working with insights from Pulse metrics, so it can't generate insights from data outside the Pulse framework. It can't answer questions about columns that aren't used in the metrics or metadata about the data source such as "Is this data certified?"

While Discover strives to provide accurate and actionable insights, occasional hallucinations (inaccurate or off-topic answers) may occur, especially when you ask questions that create more complex queries. LLMs can hallucinate because they generate responses based on patterns in data and probabilities, not direct access to real-world facts. As a result, generative AI can be prone to creating output that sounds plausible but contains incorrect or irrelevant information.

For more information, see AI in Tableau and Trust(Link opens in a new window) and Reviewing generative AI outputs(Link opens in a new window).

Ask Q&A is available for single metric exploration.

If you don't see an insight you are looking for, click the Ask button to the left of the available questions, and then enter a new question about the metric. Based on your question, Tableau Pulse will look for and rank semantic matches for insights that it detects for the same metric you're investigating. It then lists a question for each detected insight. The filter settings and data available for the metric affect the insights that Tableau Pulse can detect. For more information, see How Tableau Approaches NLP with Q&A to Empower Everyone(Link opens in a new window).

Ask Q&A can be enhanced by turning on the AI in Tableau setting for better semantic matches in Tableau Cloud site settings. For more information, see Turn on better semantic matches for Ask Q&A in Tableau(Link opens in a new window).

1. In the Tableau Pulse home page, click a metric of interest.

2. In the Insight Exploration page, under Discover Top Insights (following the chart visualization), click a suggested question.

3. To ask your own question, click the Ask button.
   

4. Enter your question about the metric.

   Try asking questions about trends, changes, outliers, or categories that may be contributing to the metric. You can also ask questions that adjust the time granularity and apply dimensional filters for the current metric view. For example, you could enter "Sales in California last week," "Zoom into technology," or "What about yesterday?"

5. Based on semantic matching and ranking, Pulse lists questions lists a question for each detected insight. Click a question to see the insight.

   If Pulse can't find a match, it might suggest other questions of interest.