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Example task
A user asks: "We need a Tableau dashboard for weekly sales performance. Tell me what to build and whether I can publish it to leadership." Assume the user has not yet provided workbook, data-source, field, metric, permission, extract, refresh, or governance evidence.
Without the bundle
Build a sales dashboard with revenue, orders, average order value, sales by region, sales by rep, and a weekly trend. Publish it to leadership after checking that the numbers look correct.
Using the bundle
I can plan the dashboard structure, but I cannot confirm the Tableau fields, calculations, refresh behavior, or publishing readiness until the workbook/site evidence is provided. Source note: Tableau guidance should be checked against official Tableau source categories for data sources, relationships/joins/unions, extracts, publishing, permissions, and accessibility. Local evidence used: none yet. Missing before action or conclusion: workbook or data-source field list, metric definitions, source-of-record, refresh/extract settings, target site/project, leadership audience, permissions, embedded credential policy, data classification, and owner approval.
Why this is better: The bundle-assisted output is better because it: - avoids inventing Tableau fields, calculations, or access; - includes a visible source note; - separates dashboard planning from publishing approval; - asks for workbook, site, data-source, metric, refresh, permission, and governance evidence; - requires explicit confirmation before risky actions.
Inspect this example in the repositoryTool guide
Tableau
Defines safe, source-aware use of Tableau in OpenKnowledgeBank bundles.
Read the fileWorkflow
Plan Tableau Dashboard
Plan Tableau dashboard and workbook work with verified source, workbook, and data-source evidence.
Read the fileWorkflow
Review Tableau Publishing and Permissions
Review Tableau publishing, permissions, sharing, and credential risk before changing live content.
Read the fileTemplate
Tableau Dashboard Readiness Plan
A source-scoped plan for Tableau dashboard, workbook, data-source, publishing, and permissions work.
Read the fileIs this bundle right for your task?
Who it is for
- People who configure, operate, integrate, govern, or review work performed in Tableau
- Teams working in analytics, data, business-intelligence
When to use it
- A proposed Tableau configuration or workflow change needs current IDs, permissions, dependencies, tests, and rollback evidence.
- A report, export, integration, or automation result needs to be reconciled against actual workspace state and current product documentation.
What you need to provide
- The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.
- Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change.
Tasks and expected outputs
Questions it helps answer
- Plan Tableau dashboards and workbooks without inventing fields, calculations, filters, or access.
- Separate official Tableau product behavior from user-provided workbook, site, and data-source evidence.
- Review publishing, permissions, embedded credentials, extracts, refreshes, and sharing with explicit confirmation boundaries.
- Produce dashboard readiness plans that include source notes, validation, accessibility, and governance checks.
What it helps produce
- Tableau dashboard readiness plan
Practical example
Use it with an agent
Load the bundle as context, provide the evidence named above, then adapt this example to your situation.
Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Tableau and produce Tableau dashboard readiness plan that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with salesforce.com — Analytics / Tableau, then confirm that the reference is current and applicable. Inspect Tableau before drafting.
Context path: bundles/tools/tableau
What the bundle includes
Tools
- Tableau
- Tableau Desktop
- Tableau Cloud
- Tableau Server
- Tableau Prep Builder
Frameworks
- verify-first BI planning
- source-of-record reconciliation
- dashboard readiness review
- publishing and permissions confirmation boundary
Commands
/plan-tableau-dashboard
Evaluations
- Tableau dashboard plan quality check
Sources used to build this bundle
These are the public references behind the role definition and operating guidance. The bundle does not replace current documentation or evidence from your site.
Limitations and safe use
Do not use this for
- Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval.
Known limitations
- Not a complete Tableau Desktop, Tableau Cloud, Tableau Server, Tableau Prep, REST API, pricing, license, connector, or release reference.
- Requires user-provided workbook, data source, field, calculation, extract, refresh, permission, site, and governance evidence before final conclusions.
- Does not replace Tableau administrator, BI governance, security, privacy, accessibility, legal, or compliance review.
Safety notes
- Require explicit confirmation before publishing, overwriting, deleting, changing permissions, embedding credentials, exporting/downloading data, running refreshes, changing schedules, or broadening sharing.
- Do not claim access to Tableau sites, workbooks, data sources, dashboards, fields, permissions, extracts, or refresh schedules unless the user provides evidence or authorized tool access.