tableau-dashboard-creator

Tableau Dashboard Creator

A multi-step workflow that transforms a human-language dashboard request into an implementable Tableau specification with an interactive HTML mock and an optional generated workbook.

Prerequisites

Before starting, scan the user's project root for:

Checklist (all paths are inside the project directory the skill is executed in, except `.env` — see note below):
- [ ] QUERIES.md — SQL queries grouped under database type headings (e.g., PostgreSQL)
      OR sample-data/ directory with CSV files
- [ ] <DASHBOARD-NAME>-PRD.md — Human-language dashboard request
- [ ] .env — Database credentials (skip if using sample-data/). Does **not** need to live
      inside the project directory — `load_dotenv()` walks upward from the current
      working directory and picks up the closest `.env` it finds, so the user can keep
      credentials in a parent directory and avoid copying secrets into the project.
      Required variables (PostgreSQL): `PG_HOST`, `PG_DATABASE`, `PG_USER`, `PG_PASSWORD`,
      and optionally `PG_PORT` (defaults to `5432`).
- [ ] branding/ directory (required) containing ONE of:
      - branding.md — brand spec (palette, fonts, padding, sizing)
      - template.twb — Organization's Tableau template workbook
      Optionally, a logo (.svg or .jpg) can be added to branding/ in either case.

If any are missing, immediately run Project Scaffolding (below) before doing anything else. Do NOT ask the user to manually provide files — scaffold first, then let them customize.

Only check for the files listed above. Do NOT check for design-tokens.md, DS-ARCHITECTURE.md, DASHBOARD-PLAN.md, or any files inside mock-version/ — those are outputs generated by the workflow steps, not user-provided inputs.

QUERIES.md Format

Queries must be grouped under a heading matching the database type:

## PostgreSQL
SELECT * FROM public.table2

The agent selects the correct query script based on the heading.