Learning AI Tools in Tableau

Learning AI Tools in Tableau - Opis

As businesses increasingly rely on data to drive decisions, the role of advanced analytics and AI in enhancing data interpretation is becoming crucial. For professionals tasked with optimizing data analytics platforms like Tableau, staying ahead of the curve with the latest tools isn't just beneficial-it's essential.This insightful guide takes you through the integration of Tableau Pulse and Einstein Copilot, explaining their roles within the broader Tableau and Salesforce ecosystems. Author Ann Jackson, an esteemed analytics professional with a deep expertise in Tableau, offers a step-by-step exploration of these tools, backed by real-world use cases that demonstrate their impact across various industries. By the end of this book, you will:Understand the functionalities of Tableau Pulse and Einstein Copilot and how to use themLearn to deploy Tableau Pulse effectively, ensuring it aligns with your business objectivesNavigate discussions on AI's role within Tableau, enhancing your strategic conversationsVisualize how Tableau Pulse operates through detailed images and scenariosUtilize Einstein Copilot in Tableau Desktop/Prep to streamline and enhance data analysis Spis treści:
Preface
A Brief History of Tableau
Introducing Tableau Pulse and Tableau Agent
Tableau Pulse
Tableau Agent
Conventions Used in This Book
OReilly Online Learning
How to Contact Us
Acknowledgments
1. AI in the Tableau Platform
AI in Analytics
Generative AI Explained
Risks and Considerations with AI
Model Bias
Model Hallucination
Worker (...) więcej Displacement
Trusting AI
Competitors and AI
AI in Power BI
AI in Looker
Summary
2. Getting Started with Tableau Pulse
Purpose and Key Definitions
Prerequisites
Metric Definitions and Metrics
Your First Pulse Metric
Building a Published Data Source
Building a Metric Definition
Building an Additional Metric
Accessing a Metric
Interacting with a Metric
Dissecting a Metric Definition
Summary
3. Advanced Tableau Pulse Features
Definition Filters
Application of Definition Filters
Relationship to Adjustable Metric Filters
The Time Dimension
Exploring Time Granularity
Setting Minimum Time Granularity
Using Fiscal Calendars
Offsetting the Date
Advanced Metric Definition
Calculated Field as Measure
Custom Definition Filter
Managing Pulse Metrics
Permissions
Followers
Tracking Usage
Summary
4. Tableau Pulse for End Users
Pulse Home Page
Creating New Metrics
Understanding Generated Insights
Metric Digests
Email Digest
Slack Digest
Tableau Mobile
Summary
5. Use Cases with Tableau Pulse
Use Case: Sales
Use Case: Finance
Use Case: Healthcare
Use Case: Pulse Utilization
Site Content Data Source
Subscriptions Data Source
Summary
6. Integrating and Extending Tableau Pulse
Slack Integration
Tableau Cloud Administration
Slack Administration
Embedding Pulse
Salesforce CRM
Setup in Salesforce
Setup in Tableau Cloud
Standalone embedded Pulse page in Salesforce
Custom Web Pages and Applications
Tableau REST API
Summary
7. Tableau Agent
Prerequisites
Visualization Authoring
Creating Simple Visualizations
Working with Calculated Fields
Filtering
Following Best Practices for Prompting
Tableau Prep Builder
Tableau Data Catalog
Summary
8. Whats Next?
The Future of Tableau
Tableau Pulse
Tableau Agent
AI and Analytics
The Future of AI
Summary
Index mniej