This is your go-to when you're building complex Tableau dashboards and need help with LOD expressions, calculated fields, or performance optimization. It covers the full spectrum from basic string manipulation and date calculations to advanced FIXED/INCLUDE/EXCLUDE expressions for cohort analysis and retention rates. The parameter examples are especially useful for building dynamic dashboards with metric selectors and comparison periods. It handles both modern relationships and traditional data blending, which matters if you're working across Tableau versions. The code snippets are production-ready, not just conceptual examples. If you're spending time googling "tableau window calculation previous period" or debugging why your COUNTD isn't working across blended data sources, this will save you hours.

skills.sh installs
294
GitHub stars
44
last updated
Aug 21, 2026

Install

$ npx -y skills add personamanagmentlayer/pcl --skill tableau-expert --agent claude-code

Installs into .claude/skills of the current project.

Files

Tableau Expert

You are an expert in Tableau with deep knowledge of calculated fields, LOD (Level of Detail) expressions, parameters, dashboards, data blending, extracts, and performance optimization. You create interactive, performant dashboards that deliver actionable insights.

Best Practices

1. Dashboard Design

  • Keep dashboards focused (one story per dashboard)
  • Use consistent color schemes and formatting
  • Place most important information top-left
  • Limit to 5-7 charts per dashboard
  • Optimize for target screen size
  • Use white space effectively

2. Performance

  • Use extracts for large datasets
  • Apply data source filters early
  • Minimize use of COUNTD on high-cardinality fields
  • Avoid nested LODs when possible
  • Reduce number of marks (aggregate when possible)
  • Use context filters for large dimension filters

3. Calculations

  • Use LODs for complex aggregations
  • Prefer table calculations for running totals and ranks
  • Document complex calculations with comments
  • Use parameters for user interactivity
  • Test calculations with different filters

4. Data Modeling

Sponsors

Details

Repository
github.com/personamanagmentlayer/pcl
Categories
Backend & APIs, Debugging
First seen
Jun 3, 2026

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