Portfolio / Data Stories
AI/ML NLG Data Storytelling Tableau · Salesforce

Integrating an NLG-based data storytelling feature into Tableau — at acquisition speed.

After the DataStories acquisition, I led design for integrating its natural-language generation feature into Tableau. New team, new design system, new work environment — and a hard delivery date for the Tableau Conference. We shipped it in record time, demoed it on stage, and used live conference feedback to shape the next iteration.

Lead Designer Post-acquisition integration
Record time From acquisition to TC demo
Tableau Conf Live on-stage showcase
Data Stories — NLG narrative summary integrated next to Tableau visualizations on a Rossman Daily Exec Overview dashboard

The integration story, in one paragraph.

As the lead designer, I integrated an NLG-based data storytelling feature from DataStories into Tableau — overcoming the challenge of a new team and a new design system. I mapped and redesigned the feature to align with Tableau's UX principles and collaborated closely with the CX team. The project was delivered in record time and showcased at the Tableau Conference, receiving positive feedback. In-person user testing at the conference produced valuable insights that fed directly into the next iteration.

A demonstration of how to land an acquired feature inside a host product fast — without losing its soul, and without breaking the host's design system.

Acquisition speed. New everything.

When DataStories was acquired, I was appointed lead designer for integrating its NLG-based data storytelling feature into Tableau. The transition meant adapting to a new team, a new design system, and a new work environment — simultaneously. Despite the constraints, I leaned hard on core UX design principles to keep the integration coherent, fast, and trustworthy.

Four pressures, stacked.

Challenge 01 New team dynamics Collaborating with a fresh set of partners — design, eng, PM — across two formerly separate product cultures.
Challenge 02 Existing feature integration Breaking down a fully formed DataStories feature and mapping it cleanly into Tableau's product surface.
Challenge 03 Design system alignment Honoring Tableau's established design language while bringing in something that didn't grow up inside it.
Challenge 04 Stakeholder management Continuous communication across both orgs — keeping leadership, eng, content, and PM aligned through a compressed timeline.

Analysis, redesign, collaboration.

01 · Analysis
Feature breakdown & gap analysis
Deconstructed the NLG-based storytelling feature from DataStories. Identified discrepancies and gaps between the feature and Tableau's design system — what could move as-is, what needed a redesign, and what required net-new patterns.
02 · Redesign
Mapping & adaptation
Mapped the DataStories feature to Tableau's framework, then redesigned key areas to align with Tableau's UX and visual design principles — keeping the NLG behavior intact while making it feel native.
03 · Collaboration
Team, CX, and stakeholder engagement
Built strong working relationships with the new team. Partnered closely with the CX team to update and refine content for the new feature. Kept all stakeholders informed and folded their feedback into every iteration.
04 · Implementation
Rapid prototyping & in-person testing
Developed prototypes and iterated quickly against feedback. Conducted in-person user testing at the Tableau Conference to gather real-world insights from the people who would actually use it.

Mapping Quill — the existing Narrative Science product.

Before redesigning anything, I built an experience map of Quill, the Narrative Science product that lived as a Tableau plugin pre-acquisition. Documenting the existing object model — the Quill Extension Container, the Intelligent Quill Story, story configuration affordances, and the moments a user could directly manipulate the story — made it clear what to preserve and what to rebuild.

Experience map of the existing Narrative Science Quill product inside Tableau — object behavior, configuration, story manipulation
Experience map of the existing Quill plugin — Extension Container, Intelligent Quill Story, configuration paths, and the ways a user could directly manipulate the story.

Mapping & designing the full flow inside Tableau.

From the Quill map I designed the full Data Stories flow native to Tableau — Configuration → Narrative → Settings → Edit — across 25+ screens. The flowchart below captures the screen-by-screen structure: configuring the worksheet, selecting fields and measures, generating the narrative, dialing in language / characteristics / analytics / drivers / relationships / display, and editing custom stories.

Full Data Stories flow inside Tableau — Configuration, Narrative, Settings, and Edit screens mapped end-to-end
Full flow inside Tableau — 25+ screens across Configuration, Narrative, Settings dialog (Language, Characteristics, Analytics, Drivers, Relationships, Display), and Edit / Custom Story modals.

Native to Tableau. Faithful to the source.

The shipped experience embeds NLG-generated narratives next to Tableau visualizations — describing trends, anomalies, and comparisons in plain language while staying inside Tableau's familiar workspace.

Prototype walkthrough — narrated by my PM partner.

Below is a video walkthrough of the Figma prototype, narrated by my PM partner. This is the recording that was shown at Salesforce CKO and the Tableau Conference — the same flow that won the room over and triggered the in-person testing sessions that followed.

Watch on YouTube →

Shipped on stage. Validated in the room.

Record time All project deadlines met under a compressed post-acquisition timeline
Tableau Conf Prototype showcased on stage — received applause for innovation and seamless integration
Live testing In-person user testing sessions at the conference — direct insights from real Tableau users

The successful integration of the NLG-based data storytelling feature into Tableau was a result of collaborative design, strict adherence to UX principles, and effective stakeholder management. The project not only extended Tableau's capabilities — it demonstrated how agility and user-centered design can deliver high-impact solutions under acquisition-speed constraints.

User testing feedback

Detailed feedback from in-person user testing at the Tableau Conference was brought back to the team for further improvements — a tight loop between live audience reaction, observed task performance, and the next design iteration.

Acquired features live or die on their first integration. Move too literally and the host product rejects it. Move too far and you've lost the thing you bought. The Data Stories integration worked because we kept the NLG behavior intact while rebuilding the surface in Tableau's vocabulary.

Compressed timelines reward strong relationships, not strong opinions. The reason we shipped in record time wasn't speed — it was trust. Tight loops with the new team, the CX team, and stakeholders meant fewer rework cycles and faster decisions.

In-person testing at a real event is undervalued. The conference floor produced more honest, in-context feedback in two days than weeks of remote sessions would have. It's a model I've reused since.

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