Asking Questions with Concierge

Agentic analytics means having an AI agent at your fingertips when the analysis has sparked a question which just can't be answered by the dashboard. With Concierge and AgentForce the dashboard isn't the end of your analysis, it's just the beginning!

Learn how to use Tableau’s Integrated AI Agent to better understand your data, engage in follow-ups, and uncover specific insights.

What You’ll Learn:

Understand the workflow for opening a dashboard in viewer mode and correctly configuring AI
How to formulate effective natural language questions to analyze your data and interpret responses
Grasp the conversational nature of our AI, including how to ask clarifying follow-up questions and provide more context to refine your results

Part 1

Your First Steps

Introduction to Tableau Next·2:20
2:20
Creating a Workspace·1:57
1:57

Part 2

Adding Data

Adding csv data·6:27
6:27
Adding Data via Data Cloud·5:4.
5:4.

Part 3

Tableau Semantics

Creating a Semantic Model·3:47
3:47
Adding Relationships·3:41
3:41
Renaming and Removing Columns·2:42
2:42
Calculated Fields·3:58
3:58
Adding a Metric·4:52
4:52
Adding a Logical View·6:19
6:19
Adding Parameters·3:49
3:49
Testing Your Semantic Model·2:48
2:48

Part 4

Visuals

First Steps in Creating a Visualisation·1:5.
1:5.
Creating Charts in Tableau Next·7:52
7:52
Adding a Data Table·2:57
2:57

Part 5

Dashboards

Creating a Dashboard and adding a Title·2:39
2:39
Adding a Couple of Visuals·2:34
2:34
Adding a Metric·3:53
3:53
Adding a Parameter to a Dashboard·3:20
3:20
Adding Toggles·0:56
0:56
Adding a Container·1:55
1:55
Navigating and Actions in Tableau Next·3:27
3:27
Selective Filtering·2:13
2:13

Part 6

Concierge / AgentForce

Asking Questions with Concierge·4:2.
4:2.