Tableau Specification Generator

Automate specifications for Tableau Desktop and Prep

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A sample specification sheet will be generated and can be downloaded in Excel.

The uploaded file will be deleted after the specification is generated.

Tableau Dektop( .twb .twbx)   Tableau Prep( .tfl .tflx)

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SampleDesktop

Tableau Desktop Specification

Datasources

No. Datasource Name Detail
1 Parameters
Object Field No. Field Type Field Name Alias Data Type Calculation
- 1 Parameter Base Salary integer 50000.0
- 2 Parameter Commission Rate real 18.4
- 3 Parameter New Quota integer 500000.0
- 4 Parameter Sort by string "Names"
- 5 Parameter New Business Growth real 0.6
- 6 Parameter Churn Rate real 0.064
2 Sample - Superstore
Object Field No. Field Type Field Name Alias Data Type Calculation
Orders 1 Datasource Row ID integer
Orders 2 Datasource Order ID string
Orders 3 Datasource Order Date date
Orders 4 Datasource Ship Date date
Orders 5 Datasource Ship Mode string
Orders 6 Datasource Customer ID string
Orders 7 Datasource Customer Name string
Orders 8 Datasource Segment string
Orders 9 Datasource Country/Region string
Orders 10 Datasource City string
Orders 11 Datasource State/Province string
Orders 12 Datasource Postal Code string
Orders 13 Datasource Region string
Orders 14 Datasource Product ID string
Orders 15 Datasource Category string
Orders 16 Datasource Sub-Category string
Orders 17 Datasource Product Name string
Orders 18 Datasource Sales real
Orders 19 Datasource Quantity integer
Orders 20 Datasource Discount real
Orders 21 Datasource Profit real
People 1 Datasource Regional Manager string
People 2 Datasource Region string
Returns 1 Datasource Returned string
Returns 2 Datasource Order ID string
- 1 Calculation Days to Ship Actual integer DATEDIFF('day',[Order Date],[Ship Date])
- 2 Calculation Sales Forecast real [Sales]*(1-[Parameters].[Churn Rate])*(1+[Parameters].[New Business Growth])
- 3 Calculation Ship Status string if [Days to Ship Actual]> [Days to Ship Scheduled] then "Shipped Late" elseIF [Days to Ship Actual]= [Days to Ship Scheduled] then "Shipped On Time" Else "Shipped Early" end
- 4 Calculation Days to Ship Scheduled integer CASE [Ship Mode] WHEN "Same Day" THEN 0 WHEN "First Class" THEN 1 WHEN "Second Class" THEN 3 WHEN "Standard Class" THEN 6 END
- 5 Calculation Order Profitable? boolean {fixed [Order ID]:sum([Profit])}>0 // calculates the profit at the order level
- 6 Calculation Sales per Customer real Sum([Sales])/countD([Customer Name])
- 7 Calculation Profit Ratio real sum([Profit])/sum([Sales])
- 8 Calculation Sales above Target? string If Sum([Sales])>SUM([Sales Target].[Sales Target]) then "Above Target" else "Below Target" end
- 9 Calculation Units estimate real ROUND([Quantity]*(1-[Parameters].[Churn Rate])*(1+[Parameters].[New Business Growth]),0)
- 10 Calculation Profit per Order real Sum([Profit])/countD([Order ID])
3 Sales Target
Object Field No. Field Type Field Name Alias Data Type Calculation
Sales Target 1 Datasource Category string
Sales Target 2 Datasource Order Date date
Sales Target 3 Datasource Segment string
Sales Target 4 Datasource Sales Target integer
4 Sales Commission
Object Field No. Field Type Field Name Alias Data Type Calculation
Sales Commission 1 Datasource Order Date datetime
Sales Commission 2 Datasource Region string
Sales Commission 3 Datasource Sales Person string
Sales Commission 4 Datasource Sales integer
- 1 Calculation Achievement (estimated) integer [Sales]
- 2 Calculation Achieved Quota string if SUM([Achievement (estimated)]) >= [Parameters].[New Quota] then "100% +" elseif SUM([Achievement (estimated)]) >= 0.75 * [Parameters].[New Quota] then "75-100%" elseif SUM([Achievement (estimated)]) >= 0.5 * [Parameters].[New Quota] then "50-75%" else "Below 50%" end
- 3 Calculation % of quota achieved real AVG([Achievement (estimated)])/[Parameters].[New Quota]
- 4 Calculation Rank over 3 real ROUND(INDEX() / 3 - 0.6,0) + 1
- 5 Calculation Sort by field real if [Parameters].[Sort by]="Names" then 0 elseif [Parameters].[Sort by]="% quota descending" then -[% of quota achieved] else [% of quota achieved] end

Views

No. Name Class Detail
1 Overview dashboard
Worksheet No. Worksheet Name
1 Total Sales
2 Sale Map
3 Sales by Segment
4 Sales by Product
2 Product dashboard
Worksheet No. Worksheet Name
1 ProductView
2 ProductDetails
3 Customers dashboard
Worksheet No. Worksheet Name
1 CustomerScatter
2 CustomerRank
3 CustomerOverview
4 Shipping dashboard
Worksheet No. Worksheet Name
1 ShipSummary
2 ShippingTrend
3 DaystoShip
5 Performance worksheet
Worksheet No. Worksheet Name
6 Commission Model dashboard
Worksheet No. Worksheet Name
1 QuotaAttainment
2 CommissionProjection
3 Sales
4 OTE
7 Order Details dashboard
Worksheet No. Worksheet Name
1 Product Detail Sheet
8 Forecast worksheet
Worksheet No. Worksheet Name
9 What If Forecast worksheet
Worksheet No. Worksheet Name

Actions

No. Caption Run On Auto Clear Activation Type Soruce Dashboard Source Type Source Worksheet
1 State/Province Filter 1 Filter true Select Overview sheet Sale Map
2 State/Province Highlight (map) 1 Highlight true Select Overview sheet None
3 Month Highlight 1 Highlight true Select Overview sheet None
4 Filter Product Sales 1 Filter true Select Product sheet ProductView
5 Highlight Customer Name (Hover) 1 Highlight true Hover Customers sheet None
6 Filter Region 1 Filter true Select Customers sheet CustomerOverview
7 Highlight 1 (generated) 1 Highlight true Select Customers sheet None
8 Filter Details 1 Filter true Select Shipping sheet ShippingTrend
9 Filter 1 (generated) 1 Filter true Select Shipping sheet ShipSummary
10 Highlight 3 (generated) 1 Highlight true Select Commission Model sheet None