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Making Data Conversations Real: Using Tableau Concierge for Analytics
Analytics is rapidly evolving, and Tableau Next is redefining how users interact with data. With the introduction of Tableau Concierge, business teams can now ask natural language questions and receive instant, visual insights without navigating complex dashboards. At NeenOpal, we have been early adopters of these new capabilities, applying them to real-world use cases. One of our recent implementations demonstrates how conversational analytics can support faster and more intuitive decision-making in the U.S. real estate sector.
Customer Challenges
Real estate teams work with large volumes of dynamic data, prices, listings, agents, inventory, demand patterns, and market trends. However, traditional dashboard-based analytics often slow down exploration and limit how quickly users can get answers. The client faced several challenges that affected both efficiency and insight quality.
Solutions
To solve these challenges, NeenOpal implemented Tableau Next and Tableau Concierge to create a conversational analytics experience. This transformed how users interacted with real estate data and enabled faster, more intuitive insights.
We consolidated and harmonized U.S. real estate datasets using Salesforce Data Cloud. This ensured a unified source of truth, removed duplication, and allowed Tableau Next to process real-time, high-quality data. With cleaner and centralized data, users received more accurate and consistent insights across the platform.
A semantic layer was built to standardize definitions such as price, property type, agent performance, and location metrics. This reduced ambiguity and ensured that all users, from business teams to analysts, were looking at metrics that were consistent and reliable across all dashboards and Concierge responses.
Instead of relying on traditional KPI cards, we rebuilt all critical measures as reusable Metrics within Tableau. This made them directly accessible to Tableau Concierge, enabling natural language questions to produce accurate, ready-to-use insights without additional configuration.
We developed a next-generation dashboard using Tableau Next visualization components. The updated experience offered cleaner visuals, better interactivity, and improved performance. It allowed users to explore data more intuitively while still supporting deeper insights when needed.
A customized Tableau Concierge agent was created, allowing users to ask natural language questions such as:
- “Show me the top-performing locations for Apartment type listings.”
- “What’s the MoM growth in avg. house prices for NY?”
- “Who are the top agents in California for multi-family homes?”
The agent instantly returned context-aware visuals, reducing manual navigation and allowing teams to explore data through simple conversational prompts. This shifted analytics from a dashboard-first approach to an intent-first experience.
Services Used
Why choose NeenOpal?
NeenOpal brings together advanced Tableau Next expertise, Data Cloud experience, and industry-specific implementation skills. With certified Tableau and Salesforce specialists, we help enterprises adopt conversational analytics quickly and effectively, enabling teams to move beyond dashboards to AI-driven insights.
Benefits
By adopting Tableau Concierge and conversational analytics, the client unlocked faster insights, streamlined workflows, and improved user engagement across business teams.
Conclusion
Tableau Concierge is more than a new interface, it represents a fundamental change in how organizations interact with data. With conversational analytics, business users can explore insights instantly and independently. NeenOpal’s early adoption of Tableau Next, combined with strong Data Cloud expertise, positions us to help enterprises bring this new wave of analytics into their daily workflows. Whether you're in real estate, finance, retail, or the nonprofit sector, we can help you unlock the power of conversational data experiences.
