Tableau Conference 2024: Key Takeaways

calendar iconMay 20, 2024

Using data to drive optimal business outcomes was the recent talk of San Diego at The Tableau Conference 2024. Cherry Bekaert was front and center of the discussion as a proud sponsor of the conference which was attended by more than 9,000 data lovers.

A key message during Tableau’s keynote was that “data makes the world a better place.” At Cherry Bekaert, we couldn’t agree more because in a digital age, every company is a data company. Leveraging company, customer, and external data and integrating it into your business decision-making cycles can be transformative for your organization.

Tableau from Salesforce highlighted the capabilities of its data management solutions that improve visibility, reliability, security and scalability. It also promoted the capabilities of Tableau AI and the benefits of moving to the cloud. Not to be left out of the discussion, we showcased its Tableau services and capabilities at our booth.

Why Data Management?

Data management is the process of gathering, arranging, securing and preserving an entity’s data to enable informed business choices. With the ever-increasing creation and consumption of data, data management systems are crucial in comprehending the immense volumes of information. Modern data management software guarantees the use of trustworthy and current data for decision-making purposes. Tableau assists in tasks ranging from data organization to indexing to searching and administration. It also facilitates fast retrieval of relevant data for analysis.

At our booth, we highlighted that implementing an effective data management strategy is an essential initial phase in achieving efficient large-scale data analysis, leading to valuable insights that enhance customer satisfaction and boost profits. With robust data management, personnel throughout an entity can access reliable data for their inquiries. Numerous advantages of an efficient data management solution consist of and include visibility, reliability and scalability.


By implementing data management, an entity can enhance the discoverability of its data resources, simplifying and accelerating the process of locating the appropriate data for analysis. Increased data visibility enables a business to function with greater efficiency and organization, enabling employees to access the necessary data to perform their duties optimally.


The implementation of data management minimizes the likelihood of errors by establishing protocols and guidelines for data usage, ultimately instilling trust in the data employed to drive decisions throughout an entity. With dependable and current data, businesses can respond more efficiently to shifts in the market and consumer requirements.


The application of data management enables entities to efficiently expand their data and usage frequency with easily replicated procedures, ensuring the accuracy of both data and metadata. By employing easily repeatable processes, companies can avoid extraneous expenses associated with duplication, such as employees conducting repetitive research or re-executing costly queries.

Transform Your Data into Stunning Visual Representations

Data visualization pertains to the depiction of data and information in graphical form. By utilizing visual components such as graphs, charts, and maps, data visualization software facilitates a user-friendly approach to identifying trends, outliers and patterns in data.

In today’s age of voluminous data, data visualization tools and technologies are indispensable in analyzing colossal amounts of information and making informed decisions. Our society is predominantly visual, from art and advertising to television and film, and we are instinctively drawn to colors and patterns. Consequently, our interaction with data must align with this reality.

Cherry Bekaert can train you on how to maximize data visualization with Tableau. We know data visualization can be a more efficient means of comprehension than analyzing large spreadsheets of data. If you have ever struggled to identify a pattern in an extensive data spreadsheet, you understand firsthand the effectiveness of data visualization. We are here to help you.

What Are Tableau AI and Tableau Pulse?

Tableau AI

Tableau AI introduces reliable generative AI to the complete Tableau Platform, democratizing data analysis and simplifying insights consumption on a large scale. This new iteration of Tableau expedites the time to deliver value and decreases repetitive duties for data analysts with intelligent recommendations and in-product instructions.

It’s important to know that Tableau AI’s foundation is the Einstein Trust Layer, which addresses apprehensions regarding risks linked with the adoption of generative AI. This trust layer empowers customers to satisfy their enterprise data security and compliance requirements while still reaping the benefits of generative AI. Administrators can authorize the creation of reliable, ethical, and transparent AI-driven interactions that correspond to the business’s necessities without compromising data security and confidentiality.

To remain competitive and establish robust customer relationships, businesses must adopt data-driven decision-making since the gap in performance between organizations that utilize data effectively and those that don’t is expected to increase exponentially. Companies that are unable to leverage their data will be left behind.

Tableau Pulse

Tableau Pulse offers an innovative data experience that enhances data accessibility, regardless of an individual’s proficiency with data visualization tools. This feature is accessible exclusively to Tableau Cloud users and utilizes the capabilities of Tableau AI to provide data in personalized, contextual, and intelligent ways.

Tableau Pulse introduces the adaptability and potency of a Metrics Layer, also known as headless BI, to the Tableau platform. This feature allows metrics and KPIs to be established once and subsequently employed across the organization. As a result, not only does it save analysts time, but it also guarantees that teams are utilizing the same reliable figures due to a single source of truth.

Migrating to the Cloud

As mentioned, Tableau Pulse is only available in the cloud. Cherry Bekaert can help organizations move from on-premises to the cloud.

Migrating to the cloud is much like moving to a new home. During this time, most people take the opportunity to purge and move into their new home only what they think they will need and use. The same principle applies when moving data to the cloud. Now is your chance to clean up your data.

During content preparation, ask yourself:

  • Do you have enough room for what you want to move the cloud?
  • Will the content work in the new space?
  • What logistics are involved?
  • What authentication is required?
  • What are the data connectivity requirements?
  • Are updates or modifications required?
  • Do you need to install anything new?

Cherry Bekaert can walk you through this assessment to successfully move you to the cloud.

Einstein Copilot

Another topic of discussion was Einstein Copilot for Tableau. As your intelligent analytics AI assistant, Einstein Copilot for Tableau guides users through the process of creating data visualizations in Tableau by assisting with recommended questions, conversational data exploration, guided calculation creation, and much more. Einstein Copilot:

  • Accelerates insights by offering relevant questions that fit the context of your data
  • Acts as an in-product “assistant” that creates and automates tasks (from writing calculations to formatting), increasing productivity from typically repetitive or time-consuming tasks
  • Integrates sentiment analysis and natural language to be user-friendly and conversational

Tableau Public

Several sessions also promoted Tableau Public, which was first launched in 2010 with a mission to make data more accessible and a part of everyday conversations. This free platform enables users to explore, create and publicly share data visualizations online.

Tableau Public is driven by users known as the DataFam, a group of data enthusiasts within the Salesforce ecosystem. Use shared visualization from Tableau Public to create custom maps, charts and graphs with just a few clicks.

Why Cherry Bekaert?

Cherry Bekaert is proud to be a Salesforce Partner and a leader in digital transformation for organizations. We offer multiple Tableau-related service offerings, including:

  • Licensing management: Transforming data into actionable insights
  • Visualization implementation: Enabling business decisions and insights through data and visualization best practices
  • Platform deployment and administration: Deploying and administering a scalable, high-performance environment that support your analytics strategy
  • Optimized use of Tableau capabilities: Optimizing your business intelligence strategy and maximizing your investment with embedded and AP extensibility
  • Change management: Maximizing the ROI of business intelligence modernization investments with upskilling and business change enablement

We focus on helping organizations ignite growth by quickly assessing, transforming, and sustaining business strategies based upon priorities, strategic plans and budget. Using an agile and flexible approach, we can help you reengineer your business operations and services offered, examining each area with a focus on people, process, technology and culture.

Questions? Contact Us