Learning AI Tools in Tableau - Helion

ebook

Autor: Ann Jackson
ISBN: 9781098175740
stron: 176, Format: ebook
Data wydania: 2025-01-14
Księgarnia: Helion

Cena książki: 186,15 zł (poprzednio: 227,01 zł)
Oszczędzasz: 18% (-40,86 zł)

Osoby, które kupiły tę książkę, wybierały także »

As businesses increasingly rely on data to drive decisions, the role of advanced analytics and AI in enhancing data interpretation is becoming crucial. For professionals tasked with optimizing data analytics platforms like Tableau, staying ahead of the curve with the latest tools isn't just beneficial—it's essential.

This insightful guide takes you through the integration of Tableau Pulse and Einstein Copilot, explaining their roles within the broader Tableau and Salesforce ecosystems. Author Ann Jackson, an esteemed analytics professional with a deep expertise in Tableau, offers a step-by-step exploration of these tools, backed by real-world use cases that demonstrate their impact across various industries. By the end of this book, you will:

Understand the functionalities of Tableau Pulse and Einstein Copilot and how to use them
Learn to deploy Tableau Pulse effectively, ensuring it aligns with your business objectives
Navigate discussions on AI's role within Tableau, enhancing your strategic conversations
Visualize how Tableau Pulse operates through detailed images and scenarios
Utilize Einstein Copilot in Tableau Desktop/Prep to streamline and enhance data analysis

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Spis treści

Learning AI Tools in Tableau eBook -- spis treści

Preface
- A Brief History of Tableau
- Introducing Tableau Pulse and Tableau Agent
  - Tableau Pulse
  - Tableau Agent
- Conventions Used in This Book
- OReilly Online Learning
- How to Contact Us
- Acknowledgments
1. AI in the Tableau Platform
- AI in Analytics
- Generative AI Explained
- Risks and Considerations with AI
  - Model Bias
  - Model Hallucination
  - Worker Displacement
- Trusting AI
- Competitors and AI
  - AI in Power BI
  - AI in Looker
- Summary
2. Getting Started with Tableau Pulse
- Purpose and Key Definitions
  - Prerequisites
  - Metric Definitions and Metrics
- Your First Pulse Metric
  - Building a Published Data Source
  - Building a Metric Definition
  - Building an Additional Metric
  - Accessing a Metric
  - Interacting with a Metric
- Dissecting a Metric Definition
- Summary
3. Advanced Tableau Pulse Features
- Definition Filters
  - Application of Definition Filters
  - Relationship to Adjustable Metric Filters
- The Time Dimension
  - Exploring Time Granularity
  - Setting Minimum Time Granularity
  - Using Fiscal Calendars
  - Offsetting the Date
- Advanced Metric Definition
  - Calculated Field as Measure
  - Custom Definition Filter
- Managing Pulse Metrics
  - Permissions
  - Followers
  - Tracking Usage
- Summary
4. Tableau Pulse for End Users
- Pulse Home Page
  - Creating New Metrics
  - Understanding Generated Insights
- Metric Digests
  - Email Digest
  - Slack Digest
- Tableau Mobile
- Summary
5. Use Cases with Tableau Pulse
- Use Case: Sales
- Use Case: Finance
- Use Case: Healthcare
- Use Case: Pulse Utilization
  - Site Content Data Source
  - Subscriptions Data Source
- Summary
6. Integrating and Extending Tableau Pulse
- Slack Integration
  - Tableau Cloud Administration
  - Slack Administration
- Embedding Pulse
  - Salesforce CRM
    - Setup in Salesforce
    - Setup in Tableau Cloud
    - Standalone embedded Pulse page in Salesforce
  - Custom Web Pages and Applications
- Tableau REST API
- Summary
7. Tableau Agent
- Prerequisites
- Visualization Authoring
  - Creating Simple Visualizations
  - Working with Calculated Fields
  - Filtering
  - Following Best Practices for Prompting
- Tableau Prep Builder
- Tableau Data Catalog
- Summary
8. Whats Next?
- The Future of Tableau
  - Tableau Pulse
  - Tableau Agent
- AI and Analytics
- The Future of AI
- Summary
Index