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Beyond the Dashboard: Evolution of PDS with Tableau Next
Don’t rebuild — promote existing published data sources. Learn to audit, clean, and map your legacy extracts to the new AI semantic layer.

, Director Analytics, Coastal

Role: IT
Product: Tableau
Tableau Product: Embedded Analytics, Tableau Next, Visualization and Analysis
Session Level: Intermediate
Session Type: Theater
  • Tuesday, May 52:40 PM - 3:00 PM PDT
    (9:40 PM - 10:00 PM GMT)
    Theater 4 | Data Village, Ground Level
    FIRST COME FIRST SEATED
  • Thursday, May 710:10 AM - 10:30 AM PDT
    (5:10 PM - 5:30 PM GMT)
    Theater 2 | Data Village, Ground Level
    FIRST COME FIRST SEATED
Session Summary: The session focused on the seamless interoperability between Tableau Cloud and Tableau Next, highlighting how existing data sources and workflows can be extended without rebuilding from scratch. Attendees were introduced to the concept of federated data access, enabling data to persist in Tableau Cloud while being accessible within Salesforce for advanced analytics and actionable insights. The presentation demonstrated how Tableau Agent can interpret business-specific terminology and assist users with natural language queries, offering insights, alerts, and recommendations in a unified analytics platform. Furthermore, the integration with Slack and Salesforce enhances collaboration and ensures real-time access to data, empowering teams to make informed decisions wherever they work.
Key Takeaways:

• Federated data access allows data to remain in Tableau Cloud while enabling advanced analytics and semantic modeling within Salesforce, ensuring no prior development efforts are wasted.

• Tableau Agent leverages business preferences and descriptions to provide actionable insights and natural language responses across Tableau Cloud, Salesforce, and Slack, enhancing user experience and productivity.

• Integration with Slack and Salesforce ensures real-time collaboration and access to key metrics, enabling teams to take immediate action based on data-driven insights.

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Available Now on Salesforce+: Watch now