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Data Modelling & AI : A Deep Dive into the Future of Tableau with Kirk Munroe

Joins expose your data and hide your questions; relationships do the opposite, and most people missed why that matters.

Part ofTableau Conversations
  • Joins explode and expose your data while relationships preserve the ability to answer questions without inflating row counts, so questions like running totals of open tickets become instant rather than painful.
  • A small number of people building high-performance published data sources, ideally with row-level security baked in, makes Tableau dramatically faster and easier for everyone else and lets you create a single Pulse metric instead of many.
  • Before touching the data, ask to see the application that generates it, because business rules usually live in the application's mid-tier and never make it into the extracted data.
  • Not everything needs to be pushed back to the data engineering team; last-mile analytics in Tableau (like filtering out internal warehouse transfers) keeps you agile and saves costly engineering time.
  • Understanding why INCLUDE/EXCLUDE don't behave as expected is the best route into genuinely grasping Tableau's order of operations and what being 'in the view' means.

I had an incredible 2-hour conversation with Kirk Munroe (video above), author of “Data Modelling in Tableau” and a true veteran in the BI/Tableau space. I took away a ton of insight but if I could bottle up the key points, they would be:

  1. Data modelling is crucial for Tableau’s performance, user experience and the new capabilities in Ai such as Pulse and soon Tableau Einstein. Kirk emphasized that a good data model is essential for features like this to work effectively.

  2. The shift to relationships in Tableau was a game-changer. Kirk explained how relationships solve problems that were previously difficult or impossible with traditional joins, especially for multi-fact analysis and even the opportunity to answer questions that you wouldn’t want to do with SQL.

  3. We spoke before Dreamforce and Kirk correctly framed Tableau Einstein as a separate product alongside “Tableau OG”. Kirk speculated on the potential development of an “Einstein Cloud” or similar offering that leverages Tableau’s strengths within the Salesforce platform.

  4. There’s a need for better discovery of advanced Tableau features. We discussed how Tableau could improve its UI to guide users towards powerful capabilities like LODs and relationships.What are your thoughts on these insights? How do you see Tableau evolving in the near future?

‍ Timestamps 0:00 Intro 2:26 Meet Kirk 9:27 Kirks Passion 12:55 Data modelling in Tableau 23:44 Inspiration for Kirk’s book 25:45 His favourite chapter in the book 30:05 Kirk’s thoughts on being an author & publishing 42:00 Tim using AI to reformat videos to blogs 48:47 When to use Relationshps in Tableau 59:26 A note on Sigma 1:03:19 A note on Excel 1:06:09 Tableau’s future 1:25:22 Data Modelling Unlocks Ai capability 1:41:55 VizQL and Relationships 1:47 :28 Hyperforce updates coming soon 1:51:07 Wrapping up 1:53:00 Question for the next guest

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