Tableau 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 is built on data. As a Tableau customer, it’s important for you to know what data is being used in the features where you’ve enabled AI.

This table lists both the Customer Data, which is data submitted by the Customer to our services as defined in our Main Services Agreement (MSA)(Link opens in a new window), and the usage data, which is data relating to users’ interactions with Tableau.

Data submitted to a feature with AI in Tableau enabled may be used to improve your services and features or to develop new features that you can access without additional cost.

Note: The features in this list do not use global models, which are models that look for aggregated, anonymous trends across multiple Tableau Customers.

Product	Feature	Data Used	Generative AI Model Used
Tableau Cloud	Pulse insight summaries	Data the customer provides in the Published Data Sources that are used to create Tableau Pulse metrics. Data the customer provides when creating metric definitions in Tableau Pulse, like metric name, description, and the formula to calculate it.	OpenAI
Tableau Cloud	Tableau Agent- assisted viz authoring	Content the customer types in the Tableau Agent text box. Feedback the customer submits through Tableau Agent. Metadata descriptions of the data sources and views used with tableau Agent (such as fields in the data source and placements of fields in the viz). A sampling of data from the data source used with Tableau Agent.	Open AI
Tableau Cloud	Tableau Agent -assisted calculation creation in Tableau Prep	Content the customer types in the Tableau Agent text box. Metadata for the Tableau Prep flow step that includes the calculated field (such as field names and data types).	Open AI
Tableau Cloud	Tableau Catalog - draft descriptions for data sources, workbooks and tables	Metadata descriptions of data assets (data sources, workbooks, and tables).	Open AI