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tableau-plan

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更新日2026年6月24日 06:16

Produces the strict DASHBOARD-PLAN.md for the tableau-dashboard-plugin workflow — the complete blueprint tableau-mock and tableau-build build against. Decides screen size here (so slot sizing is correct downstream), lays out a grid of named slots, and assigns every KPI, chart, filter, and interaction a stable id that later steps reference. Reads DATA-MODEL.md (field names) and, if present, PRD.md and DESIGN-TOKENS.md; proposes extra KPIs and patterns beyond the literal request. Use when the user wants to plan the dashboard, lay out KPIs/charts/filters, or when tableau-route reports plan is next. Step 5 of 8 in the workflow.

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laviDrori0702

laviDrori0702/tableau-dashboard-creator-skill

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ソフトウェア開発者コンピュータ・数学職·SOC 15-1252

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tableau-spec

laviDrori0702/tableau-dashboard-creator-skill

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Renders the interactive HTML demo (mock.html) for the tableau-dashboard-plugin workflow at the plan's screen size, populated from the real sample CSVs, so the analyst can share a realistic demo and validate direction before any Tableau work. Builds strictly from DASHBOARD-PLAN.md — every KPI, chart, filter, and interaction — and ends with a coverage checklist proving each plan element (screen size, every filter, every interaction) was rendered, so omissions are visible before the stakeholder sees it. Enforces readable slot sizing (no compressed, out-of-bounds, or empty-space-heavy charts). Reads DASHBOARD-PLAN.md and the sample CSVs, and DESIGN-TOKENS.md if present. Use when the user wants to build the mock, render the demo, or when tableau-route reports mock is next. Step 6 of 8 in the workflow.

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laviDrori0702/tableau-dashboard-creator-skill

Extracts design tokens (palette, type, spacing) into DESIGN-TOKENS.md for the tableau-dashboard-plugin workflow, so the mock and the Tableau workbook match the brand. Reads the analyst's branding/ (a branding.md spec and/or an org template .twb, plus logo/icons), or runs a short brand interview when none exists. Every value guessed from a Tableau default is flagged. Skippable only once branding/branding.md exists. Use when the user wants to set up branding/design tokens, or when tableau-route reports brand is next. Step 4 of 8 in the workflow.

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laviDrori0702/tableau-dashboard-creator-skill

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Scaffolds a new tableau-dashboard-plugin project. Creates a scaffold/ folder of demo examples (EXAMPLE-DASHBOARD-REQUEST.md, EXAMPLE-datasources.json, .env.example, branding/EXAMPLE-branding.md, starter sample-data/) and initializes the STATE.md manifest, recording the target Tableau Desktop version so the build step never has to re-ask. Use when the user wants to start a new Tableau dashboard project, scaffold the workflow, or when tableau-route reports a fresh project. Step 1 of 8 in the workflow.

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laviDrori0702/tableau-dashboard-creator-skill

Turns a free-form dashboard request into a structured PRD.md for the tableau-dashboard-plugin workflow. Reads the analyst's DASHBOARD-REQUEST.md (or text pasted into the terminal, or the scaffold/ demo example) and authors a schema-complete PRD.md. Optional and idempotent — if a PRD.md already exists it offers to refine rather than overwrite. Use when the user wants to structure a dashboard request, write a PRD, or when tableau-route reports intake is next. Step 2 of 8 in the workflow.

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name	tableau-plan
description	Produces the strict DASHBOARD-PLAN.md for the tableau-dashboard-plugin workflow — the complete blueprint tableau-mock and tableau-build build against. Decides screen size here (so slot sizing is correct downstream), lays out a grid of named slots, and assigns every KPI, chart, filter, and interaction a stable id that later steps reference. Reads DATA-MODEL.md (field names) and, if present, PRD.md and DESIGN-TOKENS.md; proposes extra KPIs and patterns beyond the literal request. Use when the user wants to plan the dashboard, lay out KPIs/charts/filters, or when tableau-route reports plan is next. Step 5 of 8 in the workflow.
disable-model-invocation	true
allowed-tools	Read, Write, Edit, AskUserQuestion, Bash(python ), Bash(python3 )

tableau-plan

Step 5 of 8, and non-skippable. It turns the request and the data model into a strict, complete DASHBOARD-PLAN.md — the single blueprint tableau-mock (the HTML demo) and, downstream, tableau-build (the .twb) build against. The plan is deliberately strict so the mock can never silently drop a requirement: screen size, the layout grid, and every element/filter/interaction are pinned down here, each with a stable id that later steps reference.


Reads	Required: `DATA-MODEL.md` (from `data`) — the real field names to plan against. Optional (enrich, never block): `PRD.md` (from `intake`; falls back to root `DASHBOARD-REQUEST.md`, then the `scaffold/` demo) and `DESIGN-TOKENS.md` (from `brand`; absent ⇒ neutral styling).
Writes	`DASHBOARD-PLAN.md` at the project root (latest approved truth; overwritten in place).
STATE.md update	Sets `plan` = `approved`; flips every downstream `approved` step (`mock`/`spec`/`build`) to `stale` on a re-run (CONTRACT.md §4.2).
Entry gate	Refuses to run until `data` is resolved and `DATA-MODEL.md` exists (CONTRACT.md §4.1).
Next step	`tableau-mock` (or `tableau-route` to confirm).

The mechanical guarantees — the entry gate, the strict-schema check (required sections, stable unique ids, shared interaction vocabulary), and the STATE.md transition — live in plan.py, this skill's executable mirror of the contract. Your job is the judgment part: designing a layout that fits the request and the screen, mapping elements to real fields, and proposing extra value beyond what was asked. Run the script at the points below; do not hand-edit STATE.md.

How to run

Precheck. From the project directory, run:
```
python "${CLAUDE_SKILL_DIR}/scripts/plan.py" precheck "<project-dir>"
```
(Use python3 if python is unavailable.) If it prints [BLOCKED], relay the reason and stop — the analyst must run tableau-data first (plan needs DATA-MODEL.md). Otherwise note its signals: whether a DASHBOARD-PLAN.md already exists (refine vs overwrite), the requirements source (PRD.md, the raw request, the scaffold/ demo, or none), and whether DESIGN-TOKENS.md is present.
Refine vs overwrite. If precheck reports a DASHBOARD-PLAN.md already exists, use AskUserQuestion to offer Refine (keep its ids/structure, update values) or Overwrite (author fresh). Never silently overwrite the analyst's plan — its ids are referenced by any mock/spec/build already built.
Read the inputs. Always read DATA-MODEL.md for the exact field names and types (use them verbatim in the columns cells). Read the requirements source precheck reported for what to build; if it was the scaffold/ demo, say so (you're demoing, not using a real request). If DESIGN-TOKENS.md is present, let it inform layout density and sizing; if absent, plan for neutral styling.
Decide the screen size first. Pick mode (fixed / range / automatic) and the design dimensions, and record the rationale (primary device / embed target). Every slot size is relative to this canvas, so it is decided here, not in the mock.

Author DASHBOARD-PLAN.md. Write (or Edit, when refining) the plan at the project root using references/DASHBOARD-PLAN-TEMPLATE.md as the structure. It must contain every required section:

section	what goes there
`## Screen Size`	Mode + design dimensions + rationale.
`## Layout Grid`	Named slots with position + size (the `slot` ids elements reference).
`## Elements`	Per-element table `id \| type \| columns \| slot \| size` — every KPI and chart.
`## Filters`	`id \| field \| control type \| scope \| default` — every filter (a single `none` row if there are none).
`## Interactions`	`id \| interaction \| source \| target \| detail` — the `interaction` term must come from the shared vocabulary below.

Plus the recommended ## Summary and ## Suggestions (and optional ## Data Gaps).

Stable ids are the contract. Give every KPI, chart, filter, and interaction a short, stable, unique id (e.g. kpi-revenue, chart-trend, flt-region, int-region-filter). Later steps reference these — don't renumber them on a refine.

Propose extra value. Beyond the literal request, suggest additional KPIs and interesting patterns the data supports (a discount-impact view, a segment mix, a target-vs-actual delta) in ## Suggestions. Surface anything the request wants that the data cannot support under ## Data Gaps — better visible here than dropped in the mock.
Self-check, then present. Validate the draft before showing it:
```
python "${CLAUDE_SKILL_DIR}/scripts/plan.py" validate "<project-dir>"
```
If it prints [INVALID], fix the named sections/ids/terms and re-run. When it prints [OK], present the plan to the analyst for approval.
Commit — only after the analyst approves:
```
python "${CLAUDE_SKILL_DIR}/scripts/plan.py" commit "<project-dir>"
```
Commit re-validates the plan (plan is non-skippable, so it only ever sets approved). If it prints [REFUSED], fix what it names and re-run. On success it records plan = approved and reports any downstream steps it marked stale. Relay the summary and tell the analyst to open a fresh conversation and run the next step (tableau-mock, or tableau-route to confirm).

Shared interactions vocabulary (CONTRACT.md §6)

The interaction column must use one of these intent-level terms, so plan → mock → spec all mean the same thing. The Tableau construct is chosen later, in spec.

term	meaning
`toggle panel`	Show/hide a region of the dashboard on demand.
`swap view`	Replace one chart with an alternative in the same slot (bar ⇄ line).
`drill`	Move between levels of a hierarchy (year → quarter → month) in place.
`cross-filter`	Selecting marks in one chart filters the others.
`highlight`	Selecting marks highlights related marks elsewhere without filtering.
`parameter swap`	A control changes a measure/dimension/threshold across the dashboard.

If a requested interaction fits none of these, add the term to CONTRACT.md §6 first (with its intent and Tableau construct), then use it here — keep plan, mock, and spec aligned.

Notes

Non-skippable. Unlike intake/brand, plan cannot be skipped — the mock and workbook have no blueprint without it. commit only ever sets approved.
Root file, no version bump. DASHBOARD-PLAN.md lives at the project root and is overwritten in place; re-running flips downstream approved steps to stale (CONTRACT.md §4.2/§4.3). It does not create a version directory.
Plan against real fields. The columns cells must use the exact field names from DATA-MODEL.md — that's how the mock and the .twb line up with the data, and how Replace Data Source swaps in live data later.

The full STATE.md schema and the ordering / staleness / versioning rules live in CONTRACT.md at the repo root. This skill restates only its own slice; plan.py is the executable mirror of the contract it enforces.