Tableau Product Names - Products, Capabilities, and Licensing Explained - Beta Version

0:00Hey, it's Tim here.

0:00In this video I want to cover all the Tableau product names and all the individual sort of capabilities inside of Tableau.

0:08What I did is I posted this image on LinkedIn and I asked the community, hey

0:12Is anything missing from this list?

0:13And this comes off the back of two things.

0:15First of all, it's conference next week and I think something that's come up a lot in the last few months is just the amount of different names in the Tableau ecosystem

0:24And then I've also seen this confusion between several things, the Tableau Licensing, Tableau Plus, and Tableau Pulse.

0:31And it just got me on this sort of train of thought around actually just explaining all the Tableau terminology.

0:36And so I made a list and I came up with this first tranche of items and then I asked on LinkedIn, I asked a few friends on WhatsApp and we ended up coming up with this sort of bottom list of items.

0:47So what I want to do in this video

0:49is to go through all of these names.

0:51And the way that I did this is I actually just spent like a couple of hours just going through this list and trying to come up with a structure that would make sense.

0:59And when I did that what I ended up with was this.

1:02So basically

1:04Breaking out what I think are the distinct platforms.

1:07So these are sort of top-level containers.

1:10Think of them as containers.

1:12Within those platforms are products, and then within those products are capabilities, and then you have licensing and the community.

1:20Now community, these are terms that I know you will have heard of, Tableau Ambassador, Tableau Visionary, Tableau Zenmaster

1:25Which was formerly the previous name for Visionary.

1:28Those are they don't need explaining, but I put them on here because you will have heard of them and therefore it's just important to signal that they are not products, they are actually separate things

1:36That should be obvious, but I've put them there anyway.

1:39So the real focus is on the licensing, the capabilities, the products, and the platforms.

1:43I recorded a separate video where I actually showed the whole entire process of doing this

1:47It's just over an hour long, so you can go ahead and watch that if you're a member of this channel.

1:52But that ended up with this diagram, which is what I'm going to go through in this video.

1:57The easiest way to do this is just to start from the very very top and focus on licensing.

2:01And what I'll do is I'll make

2:03this diagram available as a link and what I'll probably do is I'll put the editable file for ExcaliDraw in GitHub

2:11And I'll make it available for people to be able to sort of borrow, enhance, or use whatever.

2:17I think it's a good way of sort of visualizing it and it needs a lot of work.

2:20This is not perfect.

2:21So let's start with Tableau licensing.

2:23When we talk about licensing

2:25What we're really talking about is when you go onto the pricing page here on the Tableau homepage, these items here, and these have changed again recently.

2:33So just a few days ago, Tableau here was called standard

2:38Enterprise was Enterprise and then you had Tableau Plus.

2:40So there are three license levels, Tableau Enterprise and Tableau Plus.

2:45When you click on these you get a little bit of a comparison of what's in them and the different prices and you can kind of

2:50create your own mix.

2:51There's a bit of a comparison tool as well if you're not sure what's in what as well so you can go ahead and sort of play around with these toggles and

2:58Tableau Plus really gives you the big sort of sets of capabilities, but with each of these there are sort of core capabilities.

3:05So if I go back to the naming tableau is

3:09a license level, Enterprise is a license level, and Tableau Plus is a license level.

3:14These are license levels that control the whole entire platform.

3:18Okay

3:19Within each of those you have what are known as roles.

3:22So roles are essentially, let me get my annotator out.

3:25These ones.

3:26So you have Tableau Creator, Tableau Explorer, and Tableau Viewer.

3:29Now in my Tableau AI video that I did a while back, I talked a little bit about the fact that there's actually one missing here which is like a Tableau Curator

3:37essentially a slightly different role to the creator.

3:40Someone made a comment on that video that I think really rung home.

3:43I'll put it on screen.

3:44But in essence these three roles

3:47control how much access to the platform you have.

3:49So creator gets access to Tableau Desktop, Tableau Prep, Tableau Cloud or Tableau Server, and a bunch of other capabilities that generally allow them to build stuff

3:58Explorer gets a limited set of the same capabilities.

4:01They can only do some of those things in web authoring and primarily they're they're there to kind of act as someone who can not only view content but manage some of the content as well.

4:10Then you have Tableau viewer, someone who just consumes

4:13Content on the Tableau platform.

4:15And these are the different roles that you get.

4:17You can actually see them if I come out of this annotation view, go in here, you'll see that you get a list of sort of the capabilities that you get.

4:25So

4:25you'll see the products, you'll see everything that's sort of a part of the ecosystem.

4:29In fact, if I go to let's say the overview here and I scroll down, let's get rid of this little pop-up

4:38I think they've changed this page as well, but here you go.

4:40You get this list.

4:41Tableau creator gets desktop prep pulse cloud and server cloud or servers

4:47Cloud is the cloud version, server is the on-premise version.

4:50The on-premise version, your IT department manages that, deploys that, upgrades it.

4:54Cloud is done by Tableau slash Salesforce.

4:56Okay

4:57Enterprise gets a subset of that so they get Tableau Pulse, which also you get in Creator, you get Cloud, you get server, and some authoring capabilities

5:05but it's very limited.

5:06You need to have web edit and it's based on data sources that already exist.

5:11Viewer is very much sort of limited set.

5:13only for consumption, no real sort of creation capabilities.

5:16You get pulse as well and you can go and do a bunch of stuff there as well.

5:20So those are the license roles.

5:23Now within that there are what we call capabilities.

5:27Now

5:28The advanced management and data management items are these two here.

5:32They actually define groupings of capabilities.

5:36So advanced management is essentially around controlling your Tableau Cloud and Tableau Server instances, getting more data, seeing more information about them, and generally being able to have oversight as to how they work

5:49In the case of Tableau Cloud, Advanced Management also gives you increased storage, increased space.

5:54I'll come to the website that shows you all of this in a second.

5:57But with data management, you get essentially a lot more data lineage capabilities natively built into the platform.

6:04That said, some of those capabilities are available through the metadata API, but you have to do a lot of work to create those perspectives yourselves.

6:11Data management gives you that stuff out of the box and enables a bunch of other capabilities around lineage

6:16But additionally with data management you also get something called Tableau Prep Conductor.

6:21Tableau Prep Conductor is a scheduling capability inside of Tableau itself.

6:26So if I go back to the Tableau website, let's see if we can find

6:30data management somewhere.

6:32Let's see if it could tell us what it is.

6:34Let's do this tableau data management.

6:38See if we can find like a product page for this.

6:41Here we go.

6:41It's so funny.

6:42In the URLs they're called add-ons and you

6:45Yeah, Tableau hate this name.

6:46So it's yeah, that's just what they are.

6:48So Tableau Data Management, basically you get high quality data lineage, data catalogue, you get Tableau Prep Conductor

6:56And then you get some governance elements around virtual connections.

6:59Now virtual connections is actually quite a powerful feature.

7:01That is only available through data management.

7:03Okay.

7:04And then if I go and search for Tableau Advanced Management.

7:11There you go.

7:12Let's go see that.

7:14Again, this is part of the product suite, so it's in the product sort of hierarchy.

7:18You get different sets for Tableau Cloud and Tableau Server.

7:21So for cloud you get admin insights which is data about your environment, you get the ability to manage continent scale with the tableau

7:29Content migration tool.

7:30Oh man, I missed that from my list.

7:33Enhanced security, a little bit sort of tighter control.

7:36You get access to your own, I think, encryption keys, so customer manager encryption keys.

7:41You can change it an encryption key and just immediately solve any sort of threats that are on your platform and then obviously some information about your

7:48your whole cloud site and then for server it's slightly different because you manage your own instances on server.

7:54You get more detail around resource monitoring.

7:57Again you get the cloud content migration tool, enhanced security and then

8:01you get a bit more control around things like sites and all the external processes running on the platform.

8:06So that is advanced management and data management.

8:10two add-ons.

8:11I'll leave the tabs open so then what I can do is I can create like a list of these as well.

8:15So we've covered those two off now data connect and resource blocks.

8:19Now these are fairly new to me.

8:21So I know what a resource block is but

8:25Let me see if we can here we go.

8:28So Data Connect is known as an add-on.

8:31So what see we enable seamless access to on-premise and private cloud data

8:35from Tableau Cloud.

8:36So this sounds like a more complicated version of Tableau Bridge, I believe.

8:41I don't think it is Tableau Bridge, to be bruised honest with you.

8:44Now this feels very new to me.

8:45I think it might be new as of

8:4725.

8:481, so I need to double check that.

8:49Now resource blocks are a capability that allow you to boost your ability to run a specific

8:57workflows.

8:58So I think here you can essentially use this to run concurrent prep flows.

9:02Let's go to the Learn More link.

9:04Very detailed page.

9:05Resource blocks are units of compute capacity in Tableau Cloud

9:09Resource blocks run tablet prep conductor flows.

9:11Each resource block can run one flow at a time, so the number of flows you can run concurrently is equal to the number of resource blocks you have.

9:17So there you go.

9:18So resource blocks are essentially consumable and resource block per month.

9:24So you get one of these per month build annually.

9:28So if you wanted one for a whole year, it would be roughly $3,000.

9:32Early available in tablets are at Enterprise and Tablet Plus Editions, so you have to add the big stuff.

9:37One resource block

9:38runs one concurrent prep flow.

9:40So if you needed to at any time have five concurrent prep flows, you would need to have this times five times twelve basically.

9:47Okay?

9:48So that's what a resource block is.

9:50Okay

9:50Tableau e-learning and tableau preprint.

9:52Now Tableau e-learning.

9:54Let's see if we can find this.

9:55Tableau e-learning.

9:59Tableau e-learning is a web-based training offering.

10:02I don't know when this will get replaced by Tableau, sorry, Salesforce Trailhead or whatever.

10:09it would make sense for that to happen, but this is a saleable product.

10:12It's essentially an online training platform with online content.

10:14You can go and watch the content about different aspects of Tableau.

10:17It's all been built and curated and it's just basically sitting there waiting to consume.

10:21So this is a nice high margin product because

10:23For everyone they sell there they're not having to do a ton of work.

10:26So they try and bundle this in with licenses.

10:28It's a really good way to get this to work and it's a subscription, so it's per user per month built annually, and you basically get a bunch of seats.

10:35So you can see as I sort of

10:38dial up the number of users, I can actually get different sort of training programs for different sort of profiles and then you get a total price.

10:45So eLearning is basically an online learning platform.

10:48You can think of it as Tableau's own version of Datacamp essentially.

10:51That's pretty that's a pretty good way

10:53of of actually thinking about it.

10:54I will leave that over there because I want to leave all these pages open so we can go back and view them at some point later on.

11:01Keep going back to the bottom now

11:03Tableau blueprint, let's see if this is still exists.

11:07Tableau blueprint.

11:09Now Tableau Blueprint used to be called

11:12Tableau drive.

11:13It is essentially a success plan or way to develop Tableau.

11:19It's basically a strategy of deploy deploying Tableau in a reliable way.

11:23So you basically

11:24walk through the guide and it walks you through things you need to be able to do and as you click on each of these steps you have some actions you essentially start with an assessment once you've done the assessment

11:34you get like a to-do list and then once you've done that to-do list you start doing sort of activities in each of these three areas agility, proficiency and community

11:42then it gets you to where you need to go.

11:43So Tableau Blueprint, really good way of making sure you're deploying Tableau in a reliable and good way.

11:49It is actually just a document, so you can you can sort of just where is this

11:54Where is it gone?

11:55So learn more, so start now, there's the map.

11:59Yeah, so you've got this.

12:00Read the blueprint

12:01Click on that and then it's just basically all the steps.

12:05It's just basically documentation in the help guide.

12:07So you process that you do an assessment and then once you've got

12:11The things you need to do, you can actually do the assessment online yourself.

12:14So you could there's a little bit of a playbook on demand webinar, and I think you basically work through this.

12:19It's like a workbook and it's got a questionnaire and everything.

12:22It's a pretty good way of actually navigating the whole thing.

12:25Cool.

12:26So I don't want to spend too much time on each one.

12:29That is all the licensing elements.

12:31Let me double-check something.

12:32Let's go to pricing

12:34And so this is the pricing page.

12:36You get all the different products.

12:38You can compare all the different enterprise versions.

12:42It's worth sort of just coming and looking at these.

12:44Obviously we'll touch on some of these soon.

12:46There's lots of details and specifics about what you can and can't do.

12:49D, and then you've got the add-ons which we've just touched on, as well as some frequently asked questions here along the bottom.

12:55It's also success plans which are

12:57specifically around like support.

13:00So essentially you are buying Salesforce support, I guess, tokens and the standard premium signature which gives you different levels of support depending on your need.

13:09So that's basically

13:11how that works.

13:12Okay, so I think we can put licensing to bed.

13:17The next bit is Tableau call.

13:19Now this one I think is a bit easier to cover because hopefully you should all be very familiar with it.

13:23So I won't bother going through and showing you

13:26product pages, I might sort of touch on it a little bit.

13:29The first one is Tableau Desktop.

13:31I'll I'll highlight the one I'm talking about.

13:32So the first one is Tableau Desktop

13:34This is the thing that probably most people talk about when they talk about Tableau.

13:38My opinion has been that for a long time people focus on the smallest part of the platform.

13:43The entire Tableau platform, as you can see, is far broader than just desktop.

13:48But desktop is the thing that you use to build visualizations, it's the thing that we all talk about, it's the thing that everyone makes tutorials on

13:55But it's not the only part of the platform.

13:57Okay?

13:57It's essentially the visualization piece if you're watching this as someone who's completely new to the platform.

14:02Now, Tableau Public

14:03Tableau Desktop Public Edition is exactly the same as Tableau Desktop except for it is specifically linked to Tableau Public.

14:12What that means

14:13is it doesn't have the ability to connect to databases and it allows you to save your work to Tableau Public and to your desktop.

14:21So basically you can think of this as the free version of Tableau with a few limitations that you can't connect to databases, but you can

14:28connect to Google Sheets files you can connect to Excel files and you can save your work and view it on your machine for completely for free

14:35It's for Windows and Mac, it's a great solution.

14:38It's got the exact same capability as Tableau Desktop.

14:41The only restrictions are you cannot connect to databases.

14:45So that's obviously where they get you for.

14:47Professional pricing, the ability to connect databases.

14:50So if you want to use Tableau for free, TableauDust.

14:52public Edition is basically the version to get

14:54The next thing to touch on is Tableau Business Science.

14:57Now Tableau Business Science is a capability that essentially revolves around AI.

15:03And let's call this sort of predictive analytics and data science within the Tableau space.

15:10It's strictly not something that I think Tableau uses a lot as a term, but it's also strictly something that still exists.

15:17So if we go over here and we just search Tableau Business Science, you do get to the pages alive and you have a good description of what it is.

15:27And basically it's a group of different capabilities spread throughout the product.

15:32One is Einstein, Einstein being a Salesforce capability.

15:36We'll come on to that a little later.

15:38But it's a it's an important part of I guess the desktop capability because there's not really anywhere else you can access its features

15:46And I'm not gonna go too much into this because my suspicion is this will probably disappear off the website at some point once everything has a better name because AI came along after business science was sort of launched

15:56And AI has become the sort of big banner for all of these things.

15:59So I think business science will disappear and it will just become Tableau AI.

16:03We'll come on to that later

16:05Tableau altering, you might be wondering well what is this?

16:08It is exactly the same thing as Tableau Desktop.

16:10So Tableau Desktop and Tableau Altering are basically the same thing.

16:14Why is there something called Tableau Altering?

16:16Why is it not just called Tableau Desktop?

16:18Because Tableau Web Authoring refers to the exact same thing but on the web.

16:23And the reason there's a distinction is because broadly speaking, you will hear Salesforce talk about Tableau authoring as a capability

16:31And this doesn't distinguish between the difference between desktop and web altering.

16:36So when you hear Tableau Altering, think desktop and web altering.

16:40If you hear Tableau web altering

16:42think web only.

16:43And there are some features that only work in the web.

16:45For example, spellcheck only works in the web.

16:47Some of the newer interface elements only work on the web.

16:50Some of the AI stuff only used to work on the web.

16:53Now it starts to work in desktop in some areas as well.

16:56So that's basically why the distinction exists.

16:58They need some way of telling you what is desktop and web and what is just web.

17:03Okay.

17:04So that's the Tableau Desktop space.

17:06Tableau Prep Builder, this is the data cleansing tool.

17:09In case you're you're new to Tableau and you don't know what this is the one product

17:13When I tell people it exists who are not familiar with Tableau, it absolutely blows their mind when I show them how it works.

17:18It's essentially a data prep tool, allows you to clean your data.

17:21It uses the

17:22So the London TubeApp as inspiration, allowing you get to go from step to step and essentially executing your data prepper

17:30preparation steps and you can see an example of how it works here.

17:33So it's a very intuitive tool.

17:34This is not the video where I show you the whole thing.

17:37It's just me calling out what it can do.

17:39So clean your data, it can connect to most databases that you'd want to connect to.

17:44It's an entirely web and desktop native tool.

17:47There's no para there's no difference between the two.

17:49So this is something you can do

17:51on both web and desktop which is why there is no distinction between Tableau Prep in the browser and Tableau Prep on the desktop.

17:59That's probably the only distinction you'll ever hear

18:02But all of that capability is available in both web and desktop.

18:05So if we go back to our diagram, another thing you'll sometimes hear is something called Tableau Prep Conductor.

18:11Now Tableau Prep Conductor is the capability that allows you to schedule your

18:15Um prep flows.

18:16We've already touched on this because if you recall, you need resource blocks in order to be able to run multiple Tableau Prep Conductor instances.

18:24Starting to connect a few of the dots, okay

18:26Tableau Mobile is the mobile app.

18:28It's sort of the home of Tableau Cloud, Tableau Server, and also Tableau Pulse.

18:32It is just a web mobile client.

18:35It can look at dashboards, it can do a bunch of things, but it's purely a consumption capability.

18:39It's not really any authoring or design setups.

18:42And then Tableau Reader, I couldn't believe this still exists.

18:45This is the equivalent of

18:47Basically, it's like being able to open a workbook without being able to edit it.

18:51Think of it as Adobe PDF reader for Tableau.

18:54You basically download it and it allows you to open a workbook

18:58Interact with it but it's got no design capabilities, no building capabilities whatsoever.

19:02So you can essentially send someone a workbook and then use this to open it

19:06I don't really see why you would use this today because well I guess if you don't want someone to be editing it you'd tell them to download Tableau Reader, but you might use Tableau Public Desktop Edition.

19:16I'm not 100% sure.

19:18I haven't tested whether

19:20Tableau Reader can open something that's been built in Tableau Public Desktop Edition.

19:24If it can't, then this makes sense because then someone who's used Tableau Desktop, the paid product.

19:30can send you something to look at inside a Tableau reader and again it's entirely free there's no license to this you just download it and you can open up a Tableau workbook okay

19:39So that's Tableau Reader.

19:40We've done that top element.

19:42Next we have Tableau Server.

19:43Everyone knows Tableau Server, the first sort of real platform in the Tableau ecosystem

19:48It's the home of so many other things.

19:50So we have Tableau APIs, we have Tableau Prep Conductor, which talked about, and Tableau Web Altering, which we've talked about, webering being the

19:57web version of desktop inside of the platform.

20:00So server and cloud are basically the same thing.

20:03They are fundamentally the platform upon which all Tableau products

20:07connect to and work and function.

20:09So a lot of what I'm talking about will go through Tableau Server or go through Tableau Cloud.

20:14Where they're different is Tableau Server is managed by your IT team.

20:18and Tableau Cloud is managed by Tableau or Salesforce in this case.

20:23Now what that means fundamentally is that Tableau Cloud is upgraded, maintained, all the service issues are managed by Salesforce themselves

20:31If your Tableau server goes down, you're calling your own IT and someone in your IT department literally has to go and access the server and make sure everything's running well.

20:40Now, over the years, over the last year or so, there's been a divergence in features, and so a lot of the capabilities that Salesforce and Tableau have announced have only been cloud specific.

20:51You have a long list of capabilities that you will have definitely heard of, but some of them are only specific to Tableau Cloud.

20:57So Tableau Pulse, again, you need Tableau Cloud for this to work.

21:00There's also Tableau Pulse Premium, which is available if you have a Tableau Plus license.

21:05So the Tableau Plus license gives you access to the AI capabilities.

21:10Specifically, Tableau Pulse Premium gets some premium options of Tableau Pulse.

21:15So there's some basic things that are available to everyone, and there's some enhanced capabilities in Tableau Pulse Premium.

21:21Tableau Bridge is this client that allows you to basically sync files between Tableau's cloud and your own internal infrastructure.

21:30Basically, if you have a server in the cloud

21:32it naturally doesn't have access to your databases and files inside of your organization because it would have to break through your firewall and that wouldn't be a good day for your IT team.

21:42So

21:42What Tableau Bridge is that it's a little client that sits on your machine, on a virtual machine or on your laptop, and it just stays on.

21:51Even when you log out, you can enable it to be running in the background

21:55And when a data source needs updating, Tableau Cloud can communicate with it and say, hey, Tableau Bridge, can you go inside of the company's network and get me the data that I'm requesting?

22:05It's from the SQL Server, it's this Excel file

22:08And then Tableau Bridge will go and do the work of updating the data source and then send that response back to Tableau Cloud.

22:14So think of it.

22:16um as a client that's controlled by Tableau Cloud to update data sources that it can't get access to because it sits in the cloud.

22:23Okay?

22:24So that's essentially all it is.

22:26Tableau AI.

22:27We're looking at this.

22:29This is a capability name.

22:31So Tableau AI encompasses all the AI capabilities.

22:34They kind of sit under this

22:36Banner, it's called Tableau AI.

22:37You really only see it in a setting.

22:39If I go and Google this, let's see what comes back.

22:42Tableau AI

22:44You get AI and Tableau, and then you get lots of different things, Tableau Age and Tableau Pulse, Einstein, Trustlayer.

22:50And so this is essentially it.

22:52It's this sort of

22:53Big container for all the AI capabilities, some of which we've already talked about.

22:59Tableau agent, and this is a specific capability inside of the desktop and prep interface.

23:05In prep it allows you to

23:06do calculations in desktop it does calculations and charts it's of something I've made videos about already so go ahead and check some of those out

23:15Tableau Cloud Manager is a new capability as of the previous release, 24.

23:213.

23:22It allows you to manage your Tableau Cloud instance essentially as of the Tableau Cloud Manager launch

23:28it was possible it was not possible for you to have multiple sites in tablet cloud as part of your deployment with tablet cloud manager all the license levels by license levels I'm talking about

23:42Tableau Enterprise and Tableau Plus.

23:44They each got an allocation of Tableau Cloud Manager sites.

23:48So the smallest I think is three, and then I think the biggest Tableau Plus is about 50.

23:53So there's a real range there for you to work with.

23:56Enterprise, I think, is about 20 or something like that.

23:59So that's what Tableau Cloud Manager is.

24:01Tableau Web Altering, we've touched on this already.

24:03It's the web version of Tableau Desktop inside of Tableau Cloud, also inside of Server.

24:08Tableau APIs also in server.

24:10These are just a whole list of APIs.

24:13So because I don't have time to go through about what would be eleven APIs, I deliberately

24:19I deliberately oh god here's where I'm saying oh we'll just go through this and then it's not actually here have they changed the they've definitely changed this page.

24:31I used to be able to find it

24:33very easily and now I can't oh here we go Tableau Developer Tools webpage has all the APIs in one place so you've got embedding JavaScript API for embedding Tableau

24:43content inside of an application, REST API, programmatic access for your content and sites, dashboard extensions, something that sits within the dashboard, manages all the

24:53a ways to extend your dashboard beyond its standard capability, not the same as Viz extensions, which is a chart capability, not an API.

25:00Well strictly it is an API but it lives in exchange rather than being here on this page.

25:05We'll come back to that

25:07Metadata API has information around the metadata in your platform.

25:12Hyper API is basically allows you to create hyperfiles that connect to SDK, allows you to build data connections

25:19Analytics extensions.

25:20This is a tough one.

25:22Analytics extension API allows you to build essentially

25:28Extensions that run on your data source.

25:31It's not a visual extension.

25:32It's actually an extension that runs runs on your data source.

25:35So

25:35You can run Python functions on your calculations.

25:38You can run MATLAB on your calculations inside a tablet.

25:42Webhooks allow you to hook in

25:44uh specific capabilities around actions that happen so let you can say look when this data source is updated go and do this thing and throw a notification out to I don't know Slack

25:55R integration, very obvious, use R and Tableau.

25:58TabPime, use Python and Tableau.

26:00Mobile app bootstrap, this allows you to basically build mobile apps very quickly.

26:04And then the document API allows you to generate workbooks on the fly.

26:08So those are all the APIs.

26:09Whistle stop tool.

26:11Prep conductor we've touched on, Cloud Manager we've touched on.

26:14I've put that in twice, so we'll delete that.

26:15Okay, now Tableau Public, you will you're probably thinking, well we've covered Tableau Public.

26:20No, we've covered Tableau Public Desktop Edition.

26:22That is more akin to Tableau Desktop than it is Tableau Public.

26:26Tableau Public is a web page, so let's go ahead and look at that.

26:33So this is Tableau Public.

26:35Come find beautiful visualizations, get inspired, build your own visualization.

26:39It's very much a gallery.

26:41rather than a product you can also build inside of Tableau Public so you can go in here and do web authoring so

26:50I should really have put Tableau Public Web Authoring.

26:55I should put let me add this in web authoring.

26:58Okay.

26:59I'll correct the spelling later.

27:00Web authoring

27:01for Tableau Public or Tableau Public itself, Tableau Public Web Altering is akin to Tableau Desktop Public Edition, but for the web basically.

27:09Okay

27:09The next one is Tableau Exchange.

27:12So this is an ecosystem of three things, connectors, dashboard extensions, accelerators.

27:19and Viz extensions.

27:21They have not added Viz extensions to the Google homepage yet, but here you can see the different things.

27:25So accelerators and templates, dashboard extensions, extend the capability of your dashboard

27:30Viz extensions allow you to build custom charts and connectors allow you to connect to different data sources.

27:35You've got different tabs for each one of those, so I highly encourage you you go and check those out.

27:40But that is the exchange.

27:42It's like a marketplace essentially for these.

27:44Some of these are paid, some of them are free.

27:45There's no money that changes hands here on the tableau

27:49exchange itself what happens is some of these require you to then go and purchase them with the developer directly and then you're able to do whatever you need to do

27:58Yep, this list is getting very long on the left.

28:01So we've talked about connectors, viz extensions, there's a couple of others there, but basically that is the core platform in a nutshell.

28:08We're at 30 minutes, we need to keep going, okay

28:11Then comes Tableau Next.

28:13Actually I'll cover this one, Slack.

28:15Its own communication platform.

28:17Done.

28:17I think everyone knows what Slack is

28:19Teams, Microsoft Teams should also be here, but strictly speaking, it's not a Salesforce product.

28:24So this is just Salesforce slash Tableau adjacent stuff

28:27Not not the technology ecosystems that we typically use.

28:30Now Tableau Next is a hard one to do and I I'll put my hands up here.

28:34I copped out, I did not create a separate diagram for Salesforce

28:37even though strictly speaking a lot of the stuff I'm about to tell you exists in the Salesforce ecosystem exclusively.

28:44Tableau Next kind of sits in the middle.

28:46It's not really in the Salesforce ecosystem, but it

28:49kind of is so for the purpose of this and you the audience I'm just gonna explain it like it's part of Tableau Next Salesforce is part of Tableau Next

28:58But strictly speaking, Salesforce the the platform is a square around all of this.

29:03If I zoom out like this square, if I draw a square like this square would be the Salesforce ecosystem, but

29:10We're not gonna do that.

29:11We're gonna just make it easier.

29:13So Tableau Next, very new product, is based on a couple of key concepts.

29:17The first

29:19is that data cloud is a core component of the Tableau Next ecosystem.

29:24Now data cloud is funny because, and this is a little bit hard to explain

29:29DataCloud is exclusive to Salesforce itself.

29:33If you go look at the Salesforce website, let's go ahead and do that.

29:37And let's look at some of the other stuff.

29:39Here we go.

29:40If I look at the Salesforce website, you'll see that Data Cloud

29:43is a product here.

29:44If I click on that, it tells me all about Data Cloud and what it can do.

29:48There is a specific variant of it for Tableau Next

29:52Okay, so there's there's data cloud for tableau next is uh is an actual thing.

29:57So you have data cloud and if I do this and I say data cloud for tableau next.

30:08And for data cloud to have access to your published data sources

30:14There is another capability which is a connector.

30:18So we call this a Tableau Semantics Connector.

30:24Again, fairly new, not really been talked about much.

30:27And this sits over inside of Tableau Desktop.

30:32So if I zoom out here a little bit, give us some more space.

30:36Really, your Tableau Semantics connector

30:40allows you to connect to Tableau Semantics and it will also you'll also be able to have your published data sources be consumed

30:51f into Tableau Data Cloud, so we'll just take an arrow from server and do this.

30:57So this this is my working assumption.

31:00I've not been to conference yet.

31:01This might be wrong as soon as we go to conference.

31:03To get something into Tableau Next from your ecosystem, let's say you've got a published data source.

31:08You'd put your published data source into DataCloud.

31:10From DataCloud

31:11You'd then push it up into semantics, you'd build your semantic model.

31:15Once you've got your semantic model, you can then go and visualize it with Data Pro.

31:19You can have AI look for insights in Inspector

31:23Or you can have concierge sort of drum up some types of analysis on your behalf essentially.

31:28And then you've also got this concept of agents, which is generally quite a prolific concept inside of the Salesforce agent force setup.

31:35We'll come to that in a second.

31:36And then you have this thing which is called metrics, which looks awfully like Tableau Pulse, but is not Tableau Pulse, but it's also the name of a previous capability that was very much like Tableau Pulse

31:48before it got canned.

31:49So metrics used to be a feature in Tableau.

31:52It got canned.

31:53Tableau Pulse came around.

31:54Now Tableau Pulse is the main thing that kind of replaced metrics

31:58But it appears this terminology called metrics is appearing again inside of Tableau Next, doing something completely different.

32:04So I'm not 100% on that.

32:06We'll see how that goes

32:08But that's Tableau Next.

32:10So Tableau Semantics, build your semantic models, data cloud, where your data lives.

32:14Think of it as like a a lake storage system data cloud.

32:17It can connect to l s lots of different things and it's just a layer and within it you can basically hook different

32:23different data sources into it from different places.

32:25I've explained the different capabilities in Tableau Next, so data pros and visualization tool.

32:30I've actually made a whole video about this, a short and a long one.

32:33Go watch whichever one you want

32:34And that's essentially Tableau Next.

32:36Now the thing I want to touch on is all the other stuff that's part of Salesforce that you'll hear, but you don't often maybe use.

32:43So

32:44We have Einstein, which is the general brand for I'm gonna say AI, but that doesn't mean much.

32:50It used to be the general term for what I would call predictive analytics, data science inside of the Salesforce ecosystem, but it's been broadened out to include AI.

32:59Now within that is something called the Einstein trust layer.

33:02So the Einstein trust layer this is where I zoom out and I went and got lots of Salesforce platform diagrams because they're actually quite handy.

33:10The Einstein trust layer

33:13is how Tableau AI's capabilities communicate with the world and keeps your data safe.

33:20So this diagram pretty much sums it up.

33:22So you got your Salesforce app, whether it's Tableau or anything else

33:25You have a layer and let's say a prompt area which takes your query or takes your ask and it basically does a little bit of prompt engineering for you in the background

33:36There are then some libraries specifically that they use to then process your query.

33:42And then they can contextualize a little bit with Data Cloud through RAG, Retrieval Augmented Generation.

33:50Then once they've done all of that they mask your data so your data never really leaves your domain.

33:55There's a rate limiting capability in here and then there's a little bit of a prompt that can then route to Salesforce Hosts LLM or to specific

34:04and trusted ones so you've got anthropic Salesforce and I think there's another one there I don't know what that is and then there's also bring your own model and external models over here on the right hand side

34:14Essentially.

34:15I think this is only if you have Salesforce though do you get the B bring your own model kind of capability.

34:20Whenever those things are done, they send a response back.

34:23Salesforce will try and

34:25Fix things it will bring back the masking in so you'll start applying all the let's say correct names back to your data so you can

34:33You can have what you need and then there's a little bit of cleansing in terms of the way the feedback works.

34:38Then there's a there's an audit log that's kind of made and then you get your generation, then you see what you need to see.

34:43So it's this is the sort of loop that keeps your data safe and stops

34:47open AI and the likes from being able to access your stuff.

34:50So that's what that is.

34:52We are nearly there, we're nearly there.

34:54I've done a bunch of other diagrams here.

34:56Where am I?

34:57Here we go.

34:59Customer clowns, these are things like the if I go here and go back

35:06You have sales cloud, service cloud, marketing cloud, commerce cloud, these are all sort of different clouds within the Salesforce ecosystem.

35:13They'll all generate data sources and

35:15Let's say outputs as native capabilities.

35:18The idea is that in Tableau Next you can access those immediately.

35:21Salesforce flow

35:23A tool that feels very much like is inspired by Tableau Prep, but is actually designed around actions, so you can essentially create triggers a bit like Zapier, but for Salesforce, you can basically set up these flows where

35:36one an activity happened you can trigger these other sort of capabilities rather than waffling let's Salesforce Flow here we go visualize flow differences here we go Salesforce flow

35:50Help guide automate tasks with flows.

35:54Flows and flow builder.

35:56This is a trial head.

35:57Let's see if we can see something about it in here

36:02Are you gonna show it to us?

36:03No, that video does not show us the product at all.

36:06How uh what on earth?

36:09Designing for this, let's maybe go deeper into the manual.

36:13How is that not something?

36:14Oh my god

36:15How is that not something that you'd see a diagram for?

36:20So this is kind of what this is not even what I was expecting

36:23These are just concept videos, they're not really they're not really that good.

36:28How about this is bad.

36:31I just searched for an image.

36:33Should have done that right from the beginning.

36:35This is what it looks like.

36:36So

36:37Bit like Alteryx, bit like Tableau Prep, but you can essentially build your flows and you can let's let's see.

36:44Here we go.

36:45So we've maybe seen some of this stuff in Tableau next, but this is the basic concept.

36:49So you've got your toolbox on the left, a canvas in the middle, just like any other flow builder, and then you've got your button bar across the top, and then you've got all the other sort of

36:58building blocks and you basically bring things in, you click on a section, you configure what you need to do, and then as you're building your flow you have different sort of outcomes.

37:07And then the flow has to have an end.

37:09You

37:10you y your data can kind of progress through these flows, but what you're really trying to do is build in an action layer in terms of getting your data to do some work for you.

37:19Salesforce CRM, I don't need to explain this, this is just Salesforce itself.

37:23Tableau CRM is the ta is the formerly known as Einstein Analytics, which got renamed to Tableau CRM

37:31That's quite good to know.

37:33Hyperforce, this is a hard one to explain, but I believe I do have a diagram on this

37:39It is the Salesforce cloud infrastructure, essentially.

37:43Here's a diagram.

37:44So you have Hyperforce Grid.

37:46So the way to think of it is it's a capability that allows

37:52The cloud platform to run more smoothly.

37:56It probably has capabilities around deployment as well

37:59But Tableau Cloud recently moved to Hyperforce.

38:03And so just think of it as a cloud instance that's managed and run by Salesforce and it's got a specific design.

38:09that then allows it to be quite resilient and work with the rest of Salesforce very easily.

38:14That's the bas is the best way to think think about it.

38:17It will borrow heavily from AWS because that's what underpins Salesforce.

38:21It's probably a rebrand of some of the capabilities that

38:24Salesforce gives you around sort of uh networking, regional sort of constraints around

38:32resources and observability and a few other sort of contexts.

38:36I'm struggling for words because this is just a completely different topic area to what I'm typically used to talking about.

38:42I need to redo my AWS certification.

38:45Okay, let's go back.

38:47What have we got left?

38:49Hyperforce, we've talked about agent force.

38:52This is the

38:53agentic sort of world of Salesforce to be honest with you I've not used it so I'm not going to pretend to tell you what all the different agents can or should do

39:02Agent Force AI Studio is essentially a place where you can go and use AI to build agents.

39:07That's my understanding of that.

39:09And then of course you've got agents themselves.

39:11So I believe that I have gone from vo

39:16this list of stuff and I've covered everything and I've put it into this diagram.

39:20Okay.

39:22So this is very much version one of this video.

39:25When I made this diagram I quickly realized we need to do a revised architecture diagram for Tableau.

39:30with all of these things and a bit more care taken in in in in terms of sales force.

39:34So that's where you come in.

39:35I'd love you to help me do that.

39:37I'll leave a link to this in the comments in ExcaliDraw

39:40I'll probably put it on GitHub somewhere so you can try and iterate on it and build it.

39:45And yeah, I'd love your feedback in the comments below.

39:47If you've learned something new, let me know in the comments if I've missed something, which I definitely have

39:52Also let me know in the comments.

39:53Thanks for watching.

39:54See you in the next one