AI in Tableau and Data Usage

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 Enhanced Q&A (Discover) in Tableau Pulse

Tableau Pulse insight summaries

The metric definition. This includes the measure, time dimension, aggregation, adjustable dimension filters, currency unit, and custom unit name.

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.

Statistical insights derived from a combination of the above data.

Azure OpenAI
Tableau Cloud, Tableau Desktop, Tableau Server Tableau Agent- assisted viz authoring Questions the customer types in the Tableau Agent text box.

Metadata descriptions of the data sources used with Tableau Agent

Fields in the data source including caption, description (used for viz generation only), role, field type, data type, default aggregation, calculation formulas, field table name, and placements of fields in the viz.

Data source metadata, such as ID or name, LUID, and valid calculation functions.

A sampling of data (1000 unique values or less) from the data source used with Tableau Agent.

Tableau Cloud: Azure OpenAI

Tableau Server: OpenAI

Tableau Cloud, Tableau Desktop, Tableau Server Tableau Agent - AI assisted color palettes in viz authoring in Tableau Desktop

The color palette description that the customer types into the text box.

The color palette type (Categorical, Diverging, or Sequential).

Tableau Cloud: Azure Open AI

Tableau Server: OpenAI

Tableau Cloud, Tableau Desktop Tableau Agent for dashboards (Beta) - create dashboard summaries and insights

Dashboard Overview:

  • Image of the dashboard (as a base64 encoded string).

  • Dashboard metadata. This includes dashboard title and the list of sheet metadata (sheet ID, sheet title, datasource LUID).

Dashboard Insights:

  • Image of the dashboard (as a base64 encoded string).

  • Data Guide outliers. This includes the list of dimension captions, formatted measure values, measure captions, and tooltips (if enabled by the author).

  • Pulse insights. This includes insight text (measure and dimension names and values) and dashboard metadata, such as dashboard title and list of sheet metadata (sheet ID, sheet title, datasource LUID).

 
Tableau Cloud, Tableau Server, Tableau Prep Builder Tableau Agent - flow assistant in Tableau Prep Questions the customer types in the Tableau Agent text box.

Feedback the customer submits through Tableau Agent.

Metadata descriptions of the data sources and flow steps used with Tableau Agent (such as fields in the data source and placements of fields in the flow).

Field names (not descriptions) and field data types

A sampling of data from the data source used with Tableau Agent. No data is excluded from the data source.

Tableau Cloud: Azure OpenAI

Tableau Server: OpenAI

Tableau Cloud, Tableau Server, Tableau Prep Builder Tableau Agent - assisted calculation creation in Tableau Prep Questions 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).

Tableau Cloud: Azure OpenAI

Tableau Server: OpenAI

Tableau Cloud Tableau Catalog - draft descriptions for data sources, workbooks and tables Metadata descriptions of data assets (data sources, workbooks, and tables). Azure OpenAI
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