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Einstein Analytics And Tableau Integration: Turning Data Into A Delight

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Jayarama Emani,

June 1, 2021

Einstein Analytics And Tableau Integration: Turning Data Into A Delight

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Salesforce each day delivers business solutions to more than 1,50,000 businesses across the globe. So, what happens when a world’s number one CRM company and number one analytics platform collaborate? Customers get the best of both worlds, which helps them take their digital transformation project one step further.

With the help of this collaboration, customers will enjoy the unprecedented power of data analytics and information, which becomes the driving force to make better decisions and a more customer-centric user experience. Today, we will discuss how the formation of these two giants will incorporate AI and ML in Tableau and help users form better analytical results.

Einstein Discovery

In simple terms, Einstein Discovery makes it possible for business users to automatically find out relevant patterns in their data without requiring sophisticated data models. It can also help users find unique insights and patterns across millions of rows in just a few minutes. This tool works as a personal data scientist who is always there to quickly extract essential patterns and help users make necessary changes in their data, based on the predictions.


Tableau helps people see and understand data. There has been an incredible explosion of data. And that’s both a huge opportunity and a huge problem for customers who don’t know how to deal with that over time. Analytics is becoming ubiquitous; it is going to be a part of how hundreds of millions of knowledge workers around the world get their job done. Therefore, one needs to create a data culture. They need to make sure that decisions are made using data. And Tableau is investing a lot of time energy and resources and helping customers to figure out how to go about that journey. So, we build a broad end-to-end analytics platform that’s both broad and deep. It’s simple, it’s intuitive, it’s self-service, it’s powerful. And most important, it allows anybody to explore their data to have a conversation with their data, and generate insights via an incredibly simple, easy, and yet very powerful interface. With tableau, one can gather data and information from the common data hub, a collaborative data lake that pulls data from sales and service and Marketing Cloud, as well as and connected equipment.

Einstein Discovery In Tableau: The Benefits

With the Tableau 2021.1 release, Salesforce delivered the first integration of artificial intelligence (AI) and machine learning (ML) capabilities in Tableau. This introduces an exciting new class of AI-powered analytics: Tableau Business Science.

The introduction of Einstein Discovery in Tableau is of enormous significance as it brings the integration of Salesforce’s artificial intelligence and machine learning capabilities to Tableau. Moreover, with Einstein discovery, a more robust data science technique will be provided to the users.

There are three ways a user can leverage the core of this new addition without even requiring coding in the first place.

Use of Einstein Discovery In Calcs: It makes the task of forming prediction as simple as creating a calculated field. All the user needs to do is drag and drop the predictive calculation onto the viz, which they use to find out the intuitive predictions.

Dashboard Extension: Users can augment the Tableau dashboards with the predictions formed by the Einstein Discovery or suggestions to improve the prediction outcomes. This will help users to get a glimpse of the future of the analysis and even get suggestions for the actions they need to take.

Predictive Insights In Prep Builder: With just one click, add a prediction step in your prep flow to quickly bring in the prediction factors that can improve the data set as a whole.

Merits Of Bringing AI Predictions with Einstein Discovery

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Learn About Different Forms Of Data Types

The global market of data analytics will exhibit a CAGR of nearly 30% from 2017 to 2023, with a surpassing evaluation of 77.64 billion dollars. Tools like Einstein Discovery can help in all the different phases of the data cycle. It can also assist in the aggregation, storage, and retrieval of complex data types from several sources. Moreover, Einstein Discovery can identify the different data types and find the possible connections among the present datasets. It does it by using the knowledge of natural language processing. Likewise, users can take its help to automate and accelerate the data preparation tasks and the creation of data models, which could take a lot of time if done manually.

Notifies User When They Make Errors

In case a human makes an error while making the data, AI can check it out and notify the user about the mistakes. As a result, it will sort through the sprawling unstructured data, which usually cannot be pictured into neat rows and columns. The insight that used to be hidden away in the company’s information silos will now be retrievable using this tool as it makes the analysis more powerful, accurate, and accessible to even an average user.

Alerts Unexpected Patterns

The AI and ML used in Einstein Discovery can understand the difference in context-specific nuances, to make it easier for the users to get the required information from the numeric data sources. Likewise, AI can learn and alert the user if there are some anomalies, or if it spots unexpected data patterns. It actively monitors all the events that are happening in the data stored and updated live. Also, users get a notification if there are potential threats from the system logs or social networking data.

Model Building

It comes with a unique interface that makes model creation easier for newcomers as it doesn’t require the user to input any assumptions. Once the user does the initial building process, a graphical wizard interface will take over and walk the user through the steps and features they need to choose, including the model, filter, review frequency, tables, etc.

Tree-based Analysis

Once the graphical wizard completes its work, the tool will automatically execute the regression and a tree-based analysis to create the ML model. Besides this, it will also generate a collection of insights complete with visualization and natural language-based explanations for ease of understanding.

Understanding The Data

When it finishes analyzing the data, it creates a model based on the storyboard. The GUI will start putting up a series of insights for the user. Each insight then gets represented with visualizations and natural language explanations.

Speed And Iteration

When an organization builds a well-crafted model, its implementation makes it hard for the organization to integrate its operations. That’s where Einstein Discovery shines, as it addresses the total quantity of human effort that is needed for the creation of deployment and operational integration of a machine learning model.

Using Einstein Discovery, customers can build and deploy a model into production for thousands of users in just a matter of a few days, which is far, far better than the typical time required by the lengthy machine learning project cycle. The integration of Einstein Analytics with Tableau is undoubtedly going to ease the data understandability for the newcomers and open new doors of decision making with never-to-be-seen data insights.

Why Solunus?

Are you looking to optimize your technology investments? Smoothen your path with a partner, like Solunus that knows both the technologies. With our market-leading expertise in both the platforms, Salesforce and Tableau, we deliver a high-quality solution that brings business value. If you are ready to bring Salesforce and Tableau to your company, Solunus can help you. Please talk to one of our executives.

About Solunus:

Solunus is a dedicated Salesforce partner organization, headquartered in Dallas, Texas. Our unrelenting focus on comprehending the unique needs of our clients coupled with our unrivaled expertise of the Salesforce platform enable us to deliver the perfect solutions that create the best value. Our unflinching commitment to quality and affordability has earned us a 100% Customer Satisfaction (CSAT) score from all our customers.