Tableau Agent
Tableau Agent: conversational AI for visual analytics and data preparation
Tableau Agent helps create charts and calculations, explore dashboard data and prepare datasets inside Tableau. Cloud access requires Cloud+ or Tableau+; dashboard assistance remains in beta.
Paid plansAccount required
- Access
- Paid access
- Available on
- Web, Desktop, API
Conversational help within Tableau’s analytics tools
Tableau Agent adds conversational analysis to Tableau’s existing visual environment. In a worksheet, it can suggest questions, generate supported charts and create or explain calculated fields. The generated visualization remains editable through the normal interface, so an analyst can refine the result directly.
The product extends across several Tableau surfaces. Prep uses prompts for data-cleaning and transformation tasks; Catalog can generate descriptions for content. Pulse supports questions about governed metrics. These capabilities depend on the product surface, edition, role and site configuration, rather than appearing identically for every user.
The newer dashboard assistant is in beta. It can summarize a dashboard, surface insights and answer follow-up questions, but does not build the dashboard. Consumers require AI Access and Full Data Query permissions on the workbook. Dashboard Insights needs published data sources, while Dashboard Q&A can also work with embedded sources.
Cloud authoring runs through Salesforce’s Einstein Trust Layer. Tableau Server follows a different arrangement: supported versions connect directly to the organization’s own model provider, with that provider’s terms and settings. Server support starts at version 2025.3; Desktop authoring starts at 2025.1 when connected to an enabled site. Tableau Next is a separate analytics environment included in the broader Tableau+ bundle.
Best for
- Teams already developing and sharing Tableau reports
- Analysts exploring connected data and calculated fields
- Organizations provisioning Tableau’s licensed AI features
Limitations
The current Cloud+ and Tableau+ AI editions require a sales quote. Standard Viewer pricing is not the price of Tableau Agent. Worksheet authoring cannot create dashboards or data-model joins; the dashboard assistant is a separate beta with its own permissions and supported versions.
Tableau Agent features
Conversational chart creation
Generate supported visualizations from connected data.
Calculated fields
Create, explain and revise calculations in the authoring environment.
Dashboard questions
Use beta summaries, insights and Q&A with the required workbook permissions.
Prep assistance
Describe supported cleaning, transformation and aggregation tasks.
Catalog descriptions
Generate descriptions for supported data and workbook content.
Cloud and Server choices
Use Cloud’s trust layer or an eligible Server deployment with your own provider.
Tableau Agent pricing
Paid plans. Custom pricing. Visit Tableau Agent for full plan details and current offers.
Technical specifications
Data analysis
| Feature | Tableau Agent |
|---|---|
| Data inputs and connections | Connected workbooks and data sources; Hyper extracts, CSV, TXT, XLSX and live database connections. Cubes are unsupported; data blends use the primary source.Worksheet authoring |
| Analysis workflow | Charts and calculated fields in authoring; Prep transformations and Catalog descriptions. Dashboard summaries, insights and Q&A are a separate beta and do not create dashboards.Edition, role and surface dependent |
| Charts and reproducible outputs | Editable worksheet charts and calculated fields; existing Tableau roles provide permitted image/PDF and data downloads. Prep exports and publishing depend on Creator rights.Configured role, edition and download permissions |
| Data permission controls | Cloud authoring requires Creator or Explorer and enabled AI settings. Dashboard beta consumers additionally need AI Access and Full Data Query on each workbook.Cloud+ or Tableau+; feature and workbook access |
| Data and compute limits | Authoring does not build dashboards or joins and can struggle with very wide schemas. Desktop authoring starts at 2025.1; Server at 2025.3 with a separate model provider. Dashboard beta is Cloud/eligible Desktop only.Feature-specific versions and limitations |
| API access | SupportedTableau Cloud/Server management APIs; not an unrestricted Agent endpoint |
Tableau Agent alternatives
These alternatives cover Microsoft reporting, collaborative code analysis and simpler spreadsheet questions.
Power BI with Copilot
AI-assisted reports built on Microsoft semantic models and paid capacity.
Compare with Tableau AgentHex
SQL and Python notebooks with conversational exploration and shared apps.
Compare with Tableau AgentTableau Agent FAQs
Is Tableau Agent included with a Standard Viewer license?
No. Current Cloud pricing places Tableau Agent in Cloud+ and the Tableau+ bundle, both quoted by sales. A Viewer role in an eligible edition still needs the relevant feature and workbook permissions.
Can Tableau Agent build a dashboard?
Current worksheet authoring documentation excludes dashboard creation. The separate dashboard assistant is a beta for summaries, insights and questions about an existing dashboard.
Does Tableau Agent work in Desktop and Server?
Authoring is supported in Desktop 2025.1+ when connected to an enabled site and in Server 2025.3+. Server uses the organization’s own model provider; individual feature versions and requirements differ.
Which data files can Tableau Agent analyze?
The authoring documentation lists Hyper extracts, CSV, TXT and XLSX, alongside live database connections. Cubes are unsupported, and a data blend is limited to its primary data source.
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