Steps Taken

We partnered with data analysts and BI teams to understand their daily workflows. The focus was on making the AI feel embedded within Tableau, responding to queries naturally, and augmenting—not replacing—the analyst’s flow.

Key Actions Taken

  • In-Dashboard AI Assistant: Built a contextual chat interface within Tableau to assist users with formulas, field definitions, and metric breakdowns.

  • Natural Language Queries: Enabled users to ask questions in plain English and get data-backed answers instantly.

  • Smart Formula Suggestions:Trained the AI to suggest Tableau formulas based on user goals—reducing dependency on documentation.

  • Usage Context Awareness: Made the Copilot context-aware so it understands the current worksheet and responds accordingly.

Key Features

  • In-app AI chat assistant for Tableau

  • Natural language querying for dashboards

  • Auto-suggested formulas and field logic

  • Contextual awareness across worksheets

Video of How the Copilot works in Tableau

Results and Impact

Dorch helped data teams cut analysis time, especially for repetitive queries and formula creation. It enhanced Tableau adoption within teams by making dashboards more interactive and accessible—even to non-technical users.

Have a project idea in mind? Let’s chat about how we can bring it to life— virtually, from anywhere in the world!

Have a project idea in mind? Let’s chat about how we can bring it to life— virtually, from anywhere in the world!