Tableau Cloud Help

Note: Einstein Copilot has been renamed Tableau Agent, as the platform expands to accommodate more AI agent functionality. Starting in October 2024, you'll see updates to page sections, field names, and other UI text throughout Tableau Prep, Tableau Catalog, and Tableau Cloud Web Authoring. Help content and Trailhead modules are also being updated to reflect these changes.

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

AI in Tableau is powered by Einstein AI and inherits the Einstein Trust Layer(Link opens in a new window) and security controls. To learn more about AI in Tableau, 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.

Trial Users

If you'd like to try AI in Tableau, you can sign up for a Tableau Cloud free trial which now includes Tableau Agent features. Simply fill out this form, or contact your Account Executive to get started. Once you sign up, you will receive access to a new Tableau Cloud site. You can't add a trial of Tableau Agent to an existing site.

As a trial user, you can turn on AI features for Tableau Cloud Web Authoring and Tableau Prep. While requests are free with the trial, limits may apply to the number of requests you can make per hour. The following options are not available when using the trial experience:

• Tableau Agent in Tableau Catalog

• Customized data masking

• Audit trail in Data Cloud

To start using AI in Tableau complete the following steps:

1. Sign into your trial Tableau Cloud Site as a site administrator.

2. Select Settings.

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

   

4. Select from the following options:

   • Tableau Pulse: Summarizes key metric insights: Enable users to see their personalized insights summaries and get a quick overview of important changes to their metrics. This option does not require Tableau+ and is available in both trial and production environments. For more information about generative AI in Tableau Pulse, see Tableau AI in Tableau Pulse(Link opens in a new window).

   • Tableau Web Authoring: Builds visualizations or completes tasks for you using a conversational UI: Enable users to create visualizations and create and understand calculations with the assistance of Tableau Agent. For more information about Tableau Agent in Tableau Cloud web authoring, see Explore Your Data with Tableau Agent(Link opens in a new window).

   • Tableau Prep: Suggests calculations for your flow: Enable users to create calculated fields in Tableau Prep by simply describing the calculation in plain language using Tableau Agent. For more information about Tableau Agent in Tableau Prep, see Create Calculated Fields with Tableau Agent(Link opens in a new window).

5. Navigate to a Tableau Prep flow or Tableau workbook and select the Tableau Agent icon to open the Tableau Agent pane and type a request.

To use AI in Tableau in your production site after your trial expires, you'll need to purchase Tableau+, connect to a Salesforce org that has Einstein generative AI set up, and complete the configuration steps described in this article.

Configuration prerequisites

To use the generative AI features in Tableau, you must first enable them for your site. Some features require Tableau+ and a Salesforce organization with Einstein generative AI set up before they can be turned on. For example, Tableau Pulse generative AI features don't require Tableau+ or a Salesforce organization. To provide personalized, smart, and contextual metrics and insights for business users in their workflow, simply select the Tableau Pulse check box to turn on this feature.

However, features such as Tableau Cloud web authoring, Tableau Prep, and Tableau Catalog do require Tableau+ and a Salesforce organization with Einstein generative AI set up.

To turn on AI in Tableau for these features, you'll need the following:

• A Tableau Cloud site with Tableau+. For more information about Tableau+, see About Tableau+(Link opens in a new window)

• A Salesforce org that has Einstein generative AI set up. When you purchase Tableau+ a Salesforce org is provisioned for you, but you'll need to configure it for Einstein generative AI

• A Data Cloud instance

• The proper permissions and credentials for Tableau and Salesforce

Permissions

To connect your Salesforce Org to your Tableau Site, you'll need user credentials with the following permissions:

• Tableau: Tableau Cloud Site Administrator (Explorer or Creator). For more information about setting this site role and its permissions, see Set Users' Site Roles(Link opens in a new window).

• Salesforce: Customize Application Profile permission. For more information about this permission, see User capabilities with 'Customize Application' Profile permission(Link opens in a new window) in the Salesforce help.

Note: When the Salesforce Org is provisioned for Tableau+ customers, the admin user that is created should already have the Customize Application permission assigned. For more information about this permission, see Custom Permissions(Link opens in a new window), and Grant Permissions on Custom Settings(Link opens in a new window) in the Salesforce help.

Set up Einstein generative AI

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

Activate your Salesforce Org

After your purchase is completed, Salesforce will email an invitation to activate your new Salesforce Org. Your activation will provision your Salesforce Org and finalize the creation of your Salesforce Org User.

Note: If you provided an existing Salesforce Org to use during the quoting process, work with your Salesforce Admin to turn on Data Cloud and Einstein generative AI.

Set up a Data Cloud Admin User

To turn on Data Cloud, you need to have the Data Cloud Admin permission set. If you don't see Data Cloud Setup in your setup menu, complete the steps in this section. Otherwise, proceed to the next section to turn on Data Cloud.

Add the Data Cloud Admin permission set to a user

1. In the top right corner, select the Setup icon.

2. Select Setup from the drop-down menu.

   

3. In the Quick Find box, type Users, then select Users from the results.

   

4. On the Users page, select the user who should have Data Cloud permissions. Click on the User name, Alias, or Username to open and edit the user profile.

   

5. To view the permission sets assigned to the user, on the User profile page, hover over Permission Set assignments, then select Edit Assignments. If the user is already assigned the Data Cloud Admin or Data Cloud Marketing Admin permission set, it would be shown in the first 5 permission sets.

   

6. In the Permission Sets page, select the Data Cloud Admin permission in the Available Permission Sets then select the Add arrow to add it to the Enabled Permissions Sets. Then select Save.

   

You should now see Data Cloud Setup in the Setup menu.

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 about setting up Data Cloud in Salesforce, see Setup and Maintain(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, select 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.

   

4. On the Data Cloud Setup page, in the bottom left hand corner, select Get Started to begin provisioning your org’s Data Cloud.  This may take a few minutes.

   

The process runs automatically. Once complete your page will look similar to the page below.

Configure your Salesforce org

Set up your Salesforce org to turn on Einstein generative AI. Data Cloud setup must be complete before you can turn on the Einstein Trust Layer, set up data masking and turn on Einstein generative AI data collection and storage.

You'll need to do the following:

• Turn on Einstein Generative AI to sync Einstein and Data Cloud and use generative AI features.

• Set up Einstein Trust and set up data masking for Personally Identifying Information (PII).

• Turn on Einstein Generative AI data collection and storage to store your Einstein generative AI audit and feedback data in Data Cloud.

For more information, see Set Up Einstein Generative AI(Link opens in a new window) in the Salesforce help.

Turn on Einstein

1. In your Salesforce Org, if you aren't already in the Setup pages, select the Setup icon in the top right corner of the page. The select Setup from the drop-down menu.

2. In the Setup Quick Find box, type Einstein Setup, then select Einstein Setup from the results.

   

3. Enable Turn on Einstein.

Turn on the Einstein Trust Layer

Build trust in your generative AI. Use the Einstein Trust Layer to personalize data privacy controls that are integrated into the end-user experience.

Note: Data Cloud setup must be complete before you can turn on the Einstein Trust Layer and configure data masking.

1. In the Einstein Setup page, select Go to Einstein Trust Layer.

2. In the Einstein Trust Layer page, turn on Large Language Model Data Masking and set the masking options for your organization.

   

Turn on Einstein Generative AI data collection and storage

Track the use of generative AI in your Salesforce org and ensure that AI usage complies with your security, privacy, regulatory, and AI governance policies.

Note: Data Cloud setup must be complete before you can turn on Einstein generative AI data collection and storage.

1. In the Setup Quick Find box, type Einstein Feedback, then select Einstein Feedback from the results.

   

2. In the Einstein Feedback page, turn on Collect and Store Einstein Generative AI Audit Data. It can take a few hours before Einstein Generative AI audit data is available in Data Cloud.

   

Configure AI in Tableau

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, select Settings.

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

   

4. Select Tableau Pulse: Summarizes key metric insightsto enable users to see their personalized 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).

   Note: You do not need to log into your Salesforce org to turn on the Tableau Pulse: Summarizes key metric insights feature.

5. To turn on AI in Tableau for Tableau Cloud web authoring, Tableau Prep, or Tableau Catalog, you must first log in to your Salesforce org.

   • Select Connect to Salesforce.

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

     • Your User Id must be assigned the Customize Application Profile permission. For more information, see User capabilities with 'Customize Application' Profile permission(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, select Allow.

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

     

6. Select Tableau Web Authoring: Builds visualizations or completes tasks for you using a conversational UI to enable users to create visualizations and create and understand calculations with the assistance of Tableau Agent. For more information about Tableau Agent in Tableau Cloud web authoring, see Explore Your Data with Tableau Agent(Link opens in a new window).

7. Select Tableau Prep: Suggests calculations for your flow to enable users to create calculated fields in Tableau Prep by simply describing the calculation in plain language using Tableau Agent. For more information about Tableau Agent in Tableau Prep, see Create Calculated Fields with Tableau Agent(Link opens in a new window).

8. 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).