AI adoption shouldn’t mean starting from scratch. Learn how to reuse your trusted Tableau PDS, CRM Analytics recipes, and third-party semantic models to jumpstart agentic analytics in Tableau Next.
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Community Speaker
Reserved Seating
Video On Demand
Use Your Existing Data Investments for the Agentic Era
, Software Engineering Principal Architect, Salesforce
, Product Manager, Salesforce
, Product Marketing Director, Salesforce
Role: Data Analyst
Product: Tableau
Tableau Product: Tableau Cloud, Tableau Next
Session Level: Intermediate
Session Type: Breakout
- Tuesday, May 58:00 AM - 8:40 AM PDT(3:00 PM - 3:40 PM GMT)Stage 2 | Content Pavilion, Ground LevelRESERVED SEATING
- Wednesday, May 62:20 PM - 3:00 PM PDT(9:20 PM - 10:00 PM GMT)Stage 3 | Content Pavilion, Ground LevelRESERVED SEATING
Session Summary: The session at Tableau Conference introduced how Tableau's agentic analytics platform is fully interoperable across its four powerful experiences: Cloud, Server, Next and CRM Analytics. Attendees learned about Tableau Next, a powerful new solution that delivers proactive insights directly in the flow of work through integrations with Salesforce and Slack, and leverages the Tableau Semantic layer for consistent, AI-ready data insights. The session highlighted the ability to create semantic models from Published Data Sources from Tableau Cloud or third-party systems, ensuring consistent insights across teams and tools. It also showed how you can connect to Tableau Semantics from Tableau Cloud/Server to do rich data exploration on semantic models. Furthermore, the introduction of Open Semantic Interchange (OSSI), an industry-wide initiative supported by major players like Salesforce, allows semantic models to be defined once and used across multiple platforms, marking a significant step forward in the analytics and AI landscape.
Key Takeaways:
• Tableau enables seamless interoperability across its four experiences: Cloud, Server, Next and CRM Analytics. Tableau Next puts insights from Tableau into the flow of work across Slack and Salesforce, providing real-time, AI-powered insights for CRM users.
• Connect to Tableau Semantics from Tableau Cloud/Server to enrich analysis with CRM semantic models. By connecting your data across the experiences, teams have consistent, accurate, and reusable insights across Tableau Cloud, Tableau Server, and Tableau Next right where they work, reducing redundancy and streamlining data analysis workflows.
• Open Semantic Interchange (OSI) fosters an industry-wide standard for semantic models, allowing organizations to define business meanings once and use them across various analytics platforms and AI agents, enhancing flexibility and innovation.
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