bi-dashboard

name

bi-dashboard

description

Full pipeline where an agent team collaborates to generate data warehouse design, KPI definitions, visualizations, and automated reports for a BI dashboard. Use this skill for requests like 'build me a BI dashboard', 'dashboard design', 'define KPIs', 'executive reporting dashboard', 'data visualization design', 'report automation', 'data warehouse design', 'build a KPI tree', 'sales dashboard', 'performance metrics framework', and other BI dashboard construction tasks. Also supports visualization or report automation when existing data models or KPI lists are available. Note: direct manipulation of BI tools (Tableau/PowerBI/Looker), database instance creation, and real-time data pipeline operation are outside the scope of this skill.

BI Dashboard — Data Analytics Dashboard Full Pipeline

An agent team collaborates to generate data warehouse design, KPI definitions, visualizations, and automated reports in one pass.

Execution Mode

Agent Team — Five agents communicate directly via SendMessage and perform cross-validation.

Agent Composition

Agent	File	Role	Type
data-engineer	.claude/agents/data-engineer.md	Warehouse design, ETL, data modeling	general-purpose
kpi-designer	.claude/agents/kpi-designer.md	Metric definition, calculation logic, target setting	general-purpose
dashboard-builder	.claude/agents/dashboard-builder.md	Visualization design, layout, interactions	general-purpose
report-automator	.claude/agents/report-automator.md	Scheduled reporting, alert configuration, distribution	general-purpose
bi-reviewer	.claude/agents/bi-reviewer.md	Consistency verification, data flow QA	general-purpose

Workflow

Phase 1: Preparation (performed directly by the orchestrator)

1. Extract the following from user input:
   • Business domain: E-commerce/SaaS/Manufacturing/Finance/Education, etc.
   • Data sources: Available DB, API, file information
   • Key questions: Business questions the dashboard should answer
   • User tiers: Executives/team leads/practitioners — dashboard users
   • Existing assets (optional): Existing KPIs, data models, reports, etc.
2. Create the _workspace/ directory at the project root
3. Organize the input and save it to _workspace/00_input.md
4. If pre-existing files are available, copy them to _workspace/ and skip the corresponding phase
5. Determine the execution mode based on the scope of the request (see "Execution Modes by Request Scope" below)

Phase 2: Team Assembly and Execution

Order	Task	Owner	Dependencies	Deliverable
1	Data warehouse design	data-engineer	None	_workspace/01_data_warehouse_design.md
2	KPI definition	kpi-designer	Task 1	_workspace/02_kpi_definition.md
3a	Dashboard visualization	dashboard-builder	Tasks 1, 2	_workspace/03_dashboard_spec.md
3b	Report automation	report-automator	Task 2	_workspace/04_report_automation.md
4	BI review	bi-reviewer	Tasks 3a, 3b	_workspace/05_review_report.md

Tasks 3a (dashboard) and 3b (report) run in parallel.

Inter-agent communication flow:

• data-engineer completes > passes Measure/Dimension list to kpi-designer
• kpi-designer completes > passes KPI priorities/drill-down to dashboard-builder, passes reporting schedule/thresholds to report-automator
• dashboard-builder completes > passes snapshot capture method to report-automator
• bi-reviewer cross-validates all deliverables. On CRITICAL findings, requests corrections from the relevant agent > rework > re-verify (up to 2 rounds)

Phase 3: Integration and Final Deliverables

Finalize deliverables based on the reviewer's report:

1. Verify all files in _workspace/
2. Confirm that all CRITICAL findings have been addressed
3. Report the final summary to the user

Execution Modes by Request Scope

User Request Pattern	Execution Mode	Agents Deployed
"Build me a BI dashboard", "full dashboard design"	Full pipeline	All 5 agents
"Just define KPIs"	KPI mode	data-engineer + kpi-designer + reviewer
"Design a dashboard with these KPIs" (existing KPIs)	Visualization mode	dashboard-builder + reviewer
"Set up report automation"	Report mode	report-automator + reviewer
"Review this dashboard design"	Review mode	reviewer only

Reusing existing files: If the user provides existing KPI lists, data models, etc., copy them to the appropriate numbered location in _workspace/ and skip the corresponding agent.

Data Transfer Protocol

Strategy	Method	Purpose
File-based	_workspace/ directory	Store and share primary deliverables
Message-based	SendMessage	Real-time key information transfer, correction requests

Error Handling

Error Type	Strategy
No data source information	Design with domain-standard schema, specify customization points
Business objectives unclear	Propose domain-standard KPI frameworks, guide selection
Agent failure	Retry once > if still failing, proceed without that deliverable, note in review report
CRITICAL finding in review	Request correction from relevant agent > rework > re-verify (up to 2 rounds)

Test Scenarios

Normal Flow

Prompt: "Design a BI dashboard for an e-commerce store covering sales, customers, and inventory management" Expected result:

• Data model: E-commerce Star Schema (fact_orders, dim_product, dim_customer, dim_date)
• KPIs: Purchase funnel (visits > cart > checkout), revenue, average order value, repurchase rate, inventory turnover
• Dashboard: Executive Summary + Sales + Customer + Inventory, 4 tabs
• Reports: Daily sales summary, weekly team report, monthly executive report
• Review: Full consistency matrix verification

Existing File Reuse Flow

Prompt: "Design a dashboard layout with this KPI list" + KPI file attached Expected result:

• Copy existing KPIs to _workspace/02_kpi_definition.md
• Visualization mode: Deploy dashboard-builder + reviewer
• Skip data-engineer and kpi-designer

Error Flow

Prompt: "Build a dashboard for our company" Expected result:

• Domain/data source unknown > propose 3 common business domains, guide selection
• After selection, proceed with full pipeline based on domain-standard schema

Agent Extension Skills

Skill	File	Target Agent	Role
kpi-tree-builder	.claude/skills/kpi-tree-builder/skill.md	kpi-designer, dashboard-builder	KPI tree decomposition methodology, domain templates, threshold setting, drill-down design
chart-selector	.claude/skills/chart-selector/skill.md	dashboard-builder, kpi-designer	Chart type decision tree, per-chart rules, color palettes, layout principles