Transforming Data Analytics — Next-Gen Tableau With AI

Apphienz
3 min readJul 10, 2023

Data is the new gold in today’s digital age, and analytics is the key to unlocking its value. Everyone, from small businesses to large corporations, is trying to leverage data analytics to drive growth and make better decisions.

But what about data analytics? Salesforce recently launched the next generation of Tableau, a data analytics platform that gives everyone access to generative AI.

This blog will discuss how Tableau with AI can transform data analytics for non-profits.

What Exactly Is Tableau?

Tableau, acquired by Salesforce in 2019, is a leading data analytics platform enabling users to visualize and understand data.

With Tableau, users can connect to various data sources, create interactive dashboards, and share insights with others. However, Tableau’s latest release takes data analytics to the next level by introducing generative AI.

Tableau Pulse uses personalized, automated analytics to help individuals make better decisions quickly. Pulse, which Tableau GPT supports, displays insights in both textual and graphical formats. This ensures that users receive the necessary information in an understandable form.

Additionally, because these insights are tightly integrated with collaboration tools such as Slack and email, users can interact with them and work on them as part of their regular workflow.

Generative AI, or augmented analytics, uses machine learning algorithms to automatically discover insights, suggest visualizations, and explain the results. With generative AI, users can save time and effort by letting the machine do the heavy lifting of data analysis.

For Non-Profits, Data Analytics Is Crucial for Measuring the Impact

For non-profits, data analytics is crucial for measuring impact, identifying donor trends, and optimizing programs. With Tableau and generative AI, non-profits can gain deeper insights into their data, leading to better decision-making and more effective programs.

For example, a non-profit could use Tableau to analyze its donation data and discover that most of its donations come from a particular age group.

With generative AI, Tableau could automatically suggest a visualization highlighting this trend and explaining why it is happening. This insight could help the non-profit target its fundraising efforts more effectively.

Analyzing Salesforce Data in Real-Time

Salesforce for non-profits is a powerful CRM solution that helps non-profits manage their donor relationships, track program outcomes, and measure impact. With Tableau and generative AI, non-profits can take their data analytics to the next level by analyzing their Salesforce data in real-time.

For example, a non-profit could use Tableau to analyze its donor data and discover that donors who volunteer are more likely to give again in the future. With this insight, the non-profit could create a targeted volunteer program that engages donors and increases donations.

To conclude, Data analytics is crucial for non-profits, and Tableau’s latest release with generative AI can transform how non-profits analyze their data. By leveraging this technology, non-profits can gain deeper insights into their donors, programs, and impact, leading to better decision-making and more effective programs.

With Tableau and generative AI, non-profits can take their data analytics to the next level and unlock the true value of their data.

Ready to transform your non-profit’s data analytics with Salesforce and Tableau with AI? Contact Apphienz today, a Salesforce consulting partner with expertise in helping non-profits leverage Salesforce for their specific needs. Contact us now to learn more about our Salesforce services!

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Apphienz

Your Salesforce partner from Inception to Support