Set Up Tableau Next

Get Tableau Next ready by activating and configuring platform functionality.

Set Up Data 360 for Tableau Next
Set up Data 360 for Tableau Next to enable real-time data access and insights in your visualizations. Tableau Next requires Data 360 for data ingestion and data queries. Before setting up Tableau Next, configure Data 360 and create a Data Model Object for your org.
Enable Einstein Generative AI for Tableau Next
Einstein Generative AI provides summaries and automated visuals in Tableau Next. Tableau requires Einstein generative AI and the Einstein Trust Layer to access AI features. You also need to turn on Einstein generative AI data collection to save feedback and auditing data.
Set Up Agentforce for Analytics
Configure users, turn on organization features, and create and activate an agent for analytics and visualizations in Tableau Next.
Set Up Agent Scoping for Concierge
Agent Scoping defines the list of semantic models that an analytics agent can search when a user asks a question in Concierge: Analytics Q&A with no clear context. For example, Concierge may lack context when it's used in Slack or when it's embedded in a page without Tableau Next assets such as a metric or dashboard.
Enable Tableau Next
Turn on Tableau Next. This also assigns you a Data Cloud Architect and Tableau Unmetered Admin or Tableau Next Admin permission set.

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