Getting Started with Tableau Next

Introduction to Tableau Next

From your Salesforce organisation how do you go about finding Tableau Next and what exactly does the interface look like.

What you'll learn

  • Overview of what Tableau Next is: a Tableau experience integrated directly into Salesforce.
  • Introduction to key components: integration with Agentforce (for natural language queries) and Data Cloud.
  • Explanation of how to access Tableau Next through Salesforce’s app launcher.
  • Quick orientation on the simplified Tableau Next interface, separate from the usual Salesforce UI.
Part 1

Your First Steps

  1. Introduction to Tableau Next

    2:20
  2. Creating a Workspace

    1:57
Part 2

Adding Data

  1. Adding csv data

    6:27
  2. Adding Data via Data Cloud

    5:4.
Part 3

Tableau Semantics

  1. Creating a Semantic Model

    3:47
  2. Adding Relationships

    3:41
  3. Renaming and Removing Columns

    2:42
  4. Calculated Fields

    3:58
  5. Adding a Metric

    4:52
  6. Adding a Logical View

    6:19
  7. Adding Parameters

    3:49
  8. Testing Your Semantic Model

    2:48
Part 4

Visuals

  1. First Steps in Creating a Visualisation

    1:5.
  2. Creating Charts in Tableau Next

    7:52
  3. Adding a Data Table

    2:57
Part 5

Dashboards

  1. Creating a Dashboard and adding a Title

    2:39
  2. Adding a Couple of Visuals

    2:34
  3. Adding a Metric

    3:53
  4. Adding a Parameter to a Dashboard

    3:20
  5. Adding Toggles

    0:56
  6. Adding a Container

    1:55
  7. Navigating and Actions in Tableau Next

    3:27
  8. Selective Filtering

    2:13
Part 6

Concierge / AgentForce

  1. Asking Questions with Concierge

    4:2.
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