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Tableau Next Foundations: Transforming Analytics with AI Agents

Tableau Next Foundations: Transforming Analytics with AI Agents

3h 8mIntermediate2026-01-16

Authors

Tim Ngwena

Tim Ngwena

Tableau Visionary, Senior Consultant, Product Manager, Content Creator

Course details

Explore Tableau Next, the agentic analytics platform from Salesforce that transforms how organizations interact with data. In this comprehensive course, Tim Ngwena—a Tableau innovator with 12 years of analytics experience—demonstrates how to work with AI agents such as Data Pro, Concierge, and Inspector to streamline preparation, enable natural‑language queries, and surface proactive insights. Through hands‑on exercises, Tim shows how to build semantic models that use Data Cloud integration, create interactive dashboards based on modern visualization principles, and implement conversational analytics. This course supports mixed skill levels with tiered exercises, making it ideal for Tableau users transitioning to next‑generation tools, Salesforce admins expanding into analytics, and data professionals looking to incorporate AI into their workflows.

Learning objectives
Analyze the four-layer architecture of Tableau Next.
Create semantic models using Data Cloud integration.
Apply AI agent capabilities for data analysis.
Design interactive dashboards with modern visualization principles.
Evaluate implementation strategies and create deployment plans.

Concepts

Introduction to Tableau Next

  • Welcome to Tableau Next
  • Course structure and resources

Understanding Tableau Next Architecture

  • Build your first dashboard
  • Core components overview
  • The four-layer architecture
  • Creating effective visualizations
  • Building interactive dashboards
  • Tableau Next (what is agentic analytics ) vs. traditional Tableau

Data Cloud and Semantic Models

  • Data cloud concepts and terminology and zero-copy architecture explained
  • Connecting to enterprise data
  • Setting up a data stream and data lake object
  • Semantic models and their role in analytics
  • Creating your first semantic model AI-powered creation
  • Testing our model and creating a metric

AI in Tableau Next

  • Keeping data secure - Einstein Trust Layer
  • Data Pro skill preview
  • Inspector skill preview
  • Concierge skill preview
  • Agentforce platform

Implementation, Deployment, and Use Cases

  • Planning your Tableau Next deployment
  • Governance
  • Licensing and consumption pricing

Conclusion and Next Steps

  • Conclusion

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