When Tableau Agent with Data Analysis is enabled in Tableau Next, you can ask questions to explore your data. When Tableau Agent is enabled in Slack, you can use it to ask questions about shared Tableau Next metric and dashboard data in that context.
Required Editions
| View supported editions. |
| User Permissions Needed | |
|---|---|
| To explore metrics and insights, and ask questions in the agent: | Tableau Unmetered Consumer or Tableau Next Consumer or Tableau Unmetered Self-Service Consumer or Tableau Next Self-Service Consumer permission set |
Tableau Agent requires that any semantic model it queries is enabled for use in Tableau Next. A Tableau Next user who has Semantic Model editing permission must enable the semantic model in the Analytics Agent Readiness dialog box. For more information, see Enable Analytics Agent Readiness in Data 360 help.
- If you are opening the Agentforce panel for the first time, select Got It to acknowledge the disclaimer and continue.
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In the Agentforce panel, make sure the agent you want to use is selected. Select the arrow
next to the Agentforce panel title, and then select the agent.
The default name for the Tableau Agent template is "Analytics and Visualization". Your agent name may be different because Tableau Next admins can customize the name when creating a new agent from the template.
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In the prompt box, type and enter your question.
For examples of the types of questions you can ask Tableau Agent, see Supported Questions and Surfaces for Tableau Agent.
- Have a conversation with the agent by asking more questions. Sometimes the agent will ask you to clarify what you are asking for. If a visualization is available, it is displayed with the text answer.
- Select Sources for details on how the agent analyzed your request, and the data sources and metrics used for analysis.