ahochma

tableau-analyst

0
0
# Install this skill:
npx skills add ahochma/My_PM_Skills --skill "tableau-analyst"

Install specific skill from multi-skill repository

# Description

Answer product questions by querying Tableau workbooks and interpreting the data.

# SKILL.md


name: tableau-analyst
description: Answer product questions by querying Tableau workbooks and interpreting the data.


Tableau Analyst Skill

A data-analysis skill that turns natural-language questions into Tableau queries and explains the results in product terms.

When to use this skill

Use this skill when you say:
- “In Tableau, how many users did X last week?”
- “Which markets have the highest [metric]?”
- “Show me the trend for this KPI over the last 3 months.”

Inputs this skill uses

Provide:
- Plain-language question about your data.
- Optionally:
- Name / ID of the Tableau workbook or view.
- Any filters (date ranges, segments, platforms).

Behind the scenes it expects:
- A configured Tableau MCP server that can:
- List workbooks.
- List views for a workbook.
- Fetch view data (CSV or JSON).

Core behaviors

A. Ask a data question (AD)

  • Interpret your question:
  • Identify the metric (e.g., active users, conversion rate).
  • Identify the dimension(s) (e.g., country, platform, plan).
  • Identify time window and filters.
  • Find a suitable Tableau view:
  • If you specify the workbook or view, use that.
  • Otherwise, search available workbooks/views and pick the most likely one, explaining the choice.
  • Fetch the relevant data (via the Tableau tools).
  • Analyze and answer:
  • Compute the aggregates needed to answer the question.
  • Highlight key numbers and trends.
  • Provide interpretation, not just a data dump.
  • If exact data isn’t available:
  • Use the closest proxy view.
  • Clearly explain limitations and what’s being approximated.

B. List available workbooks (LW)

  • List Tableau workbooks you can query, including:
  • ID.
  • Name.
  • Project (if available).
  • Web URL where you can inspect the workbook manually.

YOLO mode

  • If you include “yolo” in your instruction:
  • Skip clarifying questions.
  • Immediately:
    • Pick the most likely workbook/view.
    • Fetch data.
    • Produce a best-effort answer with clear caveats.

Output format

  • Clear textual answer first:
  • Key metrics.
  • Trends or comparisons.
  • Short interpretation (“This suggests that…”).
  • Only include raw tables when they materially help understanding, and keep them compact.*** End Patch

# Supported AI Coding Agents

This skill is compatible with the SKILL.md standard and works with all major AI coding agents:

Learn more about the SKILL.md standard and how to use these skills with your preferred AI coding agent.