Integrate Einstein Discovery Predictions in Tableau

Reveal dynamic predictions from Einstein Discovery in your Tableau views and dashboards. In Tableau 2021.1 and later, you can access the power of Einstein Discovery predictions in these ways:

Note: For an introduction to Einstein Discovery in Tableau, see the Einstein Discovery in Tableau(Link opens in a new window) page and demo(Link opens in a new window) on tableau.com(Link opens in a new window).

What is Einstein Discovery?

Einstein Discovery is an analytics tool that augments your data analysis with the power of artificial intelligence using machine learning models and comprehensive statistical analysis. Einstein Discovery quickly sifts through millions of rows of data to find important correlations, predict outcomes and suggest ways to improve those predicted outcomes.

For more information about Einstein Discovery, see Getting Started with Discovery(Link opens in a new window), and Explain, Predict and Take Action with Einstein Discovery(Link opens in a new window) in Salesforce help. You can also expand your knowledge with the Gain Insight with Einstein Discovery(Link opens in a new window) trail in Trailhead(Link opens in a new window).

Note: Einstein Discovery in Tableau is powered by salesforce.com(Link opens in a new window). Consult your agreement with salesforce.com(Link opens in a new window) for applicable terms.

Requirements for access

To configure and use Einstein Discovery predictions in Tableau, you and anyone who will be viewing predictions in a Tableau workbook will need certain licenses, access and permissions in Salesforce and Tableau.

Salesforce Requirements

Tableau integration with Einstein Discovery is supported in Tableau version 21.1 or later. Integration requires:

requirement description

Salesforce license

One of the following licences:

  • Einstein Discovery in Tableau licence
  • Tableau CRM Plus licence
  • Einstein Predictions licence

These licences are available for an extra cost.

Salesforce user account

Account that is configured to access Einstein Discovery.

If you use the Einstein Discovery in Tableau licence, your user account must have the View Einstein Discovery Recommendations Via Connect API system permission assigned to it.

If you use either the Tableau CRM Plus licence or Einstein Predictions license:

  • To get predictions using already deployed Einstein Discovery predictions, the account must have the View Einstein Discovery Recommendations system permission assigned to it.
  • To build, deploy and manage predictions in Einstein Discovery, the account must have the Manage Einstein Discovery permission assigned to it.

To configure user accounts, see Set Up Einstein Discovery(Link opens in a new window) in Salesforce help.

Administrator settings

Salesforce administrators will need to:

Tableau Requirements

requirement description

Tableau licence and permissions

Authors who need to configure the Einstein Discovery dashboard extension will need a Creator or Explorer licence and permissions that allow them to edit and save workbooks.

Creators, Explorers and Viewers will need to be signed in to the Salesforce org account to access predictions in the Einstein Discovery dashboard extension in Tableau.

Tableau user account

In Tableau Online and Tableau Server, users can save Salesforce user account credentials along with their Tableau user account.

Administrator settings

Tableau Server administrators will need to configure Tableau Server for OAuth (enables access to predictions from Tableau). For more information, see Configure Einstein Discovery Integration(Link opens in a new window) in Tableau Server help.

To let users see predictions in published table calculations, Tableau Server administrators need to enable analytics extensions for the site. For more information, see Configure Connection with Analytics Extensions(Link opens in a new window) in Tableau Server help.

For more information on Tableau Server configuration, see Configure Einstein Discovery Integration (Tableau Server)(Link opens in a new window).

For more information on Tableau Online configuration, see Configure Einstein Discovery Integration (Tableau Online)(Link opens in a new window).

Analytics extension support for Einstein Discovery predictions

Einstein Discovery in Tableau brings trusted, intuitive predictions and improvements from Einstein Discovery to every Tableau user across your organisation. Workbook authors can build and share visualisations and dashboards that dynamically integrate predictions from predictive models deployed in Salesforce Einstein Discovery(Link opens in a new window).

Authors set up the Einstein Discovery analytics extension for use in a workbook, and then can embed Einstein Discovery-powered predictions directly in Tableau using calculated fields.

Access EinsteinĀ Discovery predictions in Tableau calculated fields

With Tableau connected to the Einstein Discovery analytics extension, you can embed predictions directly in calculated fields. In Salesforce, use Model Manager to auto-generate a Tableau table calculation script, and then paste that script into a calculated field for use in a Tableau workbook. The table calculation script accesses predictive models deployed in Salesforce by calling the prediction ID and passing the data required for the model.

You can create prediction-enhanced visualisations in Tableau Desktop, Tableau Online or Tableau Server, or publish them to the web.

For more details, see Einstein Discovery in Pass Expressions with Analytics Extensions.

Einstein Discovery dashboard extension in Tableau

Integrate on-demand, interpretable predictions from Einstein Discovery in Tableau dashboards. Authors create worksheets and the dashboard, and then configure the Einstein Discovery dashboard extension to use a selected Einstein Discovery prediction definition, which uses source data available in the dashboard to derive predictions. Dashboard viewers and users can click different marks in the Tableau visualisation to explore predictions.

An example of a dashboard with predictions from Einstein Discovery

For more information, see Explore Predictions in Tableau with the Einstein Discovery Dashboard Extension.

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