Tableau AI
Ask Tableau Agent for views, calcs and Prep cleaning, question Pulse metrics, and check every answer against governed data.
Start: What Tableau is and where things liveAbout Tableau AI
Tableau AI is the set of generative AI features in Tableau. Tableau Agent builds views and calculated fields from plain-language requests and helps clean data in Tableau Prep. Tableau Pulse tracks metrics and sends digests, and Tableau Agent in Pulse answers questions about them. On Tableau Cloud these features need Tableau+ and run on the Einstein Trust Layer. Analysts and business users both use them.
Best for: Analysts who build workbooks and flows, and business users who follow metrics in Pulse.
Good for
- Building a first view from a plain request
- Writing and explaining calculated fields
- Cleaning a Prep flow step by step, with changes you can undo
- Metric digests by email or Slack that you can question in plain language
Where people slip
- Saying top or average without saying how to measure it
- Asking for a calc and the chart that uses it in one step. Ask for the calc first
- Forgetting that FIXED LOD calcs are computed before dimension filters
- Trusting an answer built on an uncertified or messy data source
What is Tableau Agent?
Tableau's AI assistant in web authoring, Desktop and Prep. You ask in plain language and it builds views, writes and explains calculations, or suggests cleaning steps. It can't build dashboards, choose data sources or format views.
Is Ask Data still in Tableau?
No. Ask Data was retired in Tableau Cloud in February 2024 and in Tableau Server 2024.2. Today you can ask Tableau Agent for views, or ask about metrics with Tableau Agent in Pulse, formerly called Enhanced Q&A.
What do I need to use Tableau AI?
On Tableau Cloud you need Tableau+ or the Try AI trial, a Site Administrator must turn on AI in Tableau, and you need a Creator or Explorer site role. Tableau Server 2025.3 and later connect to your own LLM provider instead.
Does Tableau Agent see all my data?
No. It works only with data sources the workbook connects to and respects row- and column-level security. On Cloud, requests go through the Einstein Trust Layer with zero data retention at the LLM provider. Conversation history isn't saved.
Checked against Tableau AI's own docs on 2026-11-06.
Basics
Know what Tableau is, find your way around a workbook, and build your first bar chart from a trusted data source.
New to Tableau AI? Start here. Already use it? Skip to the next milestone.
0 of 2 lessons completeViews and calcs with Tableau Agent
Ask Tableau Agent for views and calculations on governed data, and read every formula before you trust it.
0 of 2 lessons completeMetrics that come to you
Define a Tableau Pulse metric, follow it, and question its insights with Tableau Agent in Pulse.
0 of 2 lessons complete