Board Dashboard Due Tomorrow
Sprint NewFrom Salesforce to Tableau workbooks in minutes. Templates + .twbx publish for executive reporting.
Note: Templates mean assembly from pre-built viz types (bar, line, table), not free-form dashboard creation.
The Prompt
We need Tableau workbooks for tomorrow's board meeting showing: - Pipeline by stage (bar chart) - Revenue trend last 6 months (line chart) - Top 10 deals by amount (table) Pull fresh data from Salesforce and publish to our 'Executive' project in Tableau Cloud.
Template-Based Viz Creation
Templates use canonical column naming (Dimension, Metric, Date) — we rename your CSV columns to match, then package as .twbx for reliable Tableau Cloud publishing. This approach eliminates brittle XML manipulation while enabling rapid dashboard assembly from pre-built viz types.
How It Works
Four steps from Salesforce data to published Tableau workbooks.
Query Salesforce
Extract opportunity data with aggregations for each visualization
Select Templates
Auto-match data to bar_chart, line_chart, and table templates
Bind Data
Map CSV columns to canonical template roles. Create .twbx packages
Publish to Tableau
Upload .twbx workbooks to Tableau Cloud Executive project
How Claude Code Executes It
Board meeting needs 3 viz types. Let me query Salesforce for pipeline, revenue trend, and top deals.
g-gremlin sfdc query "SELECT StageName, SUM(Amount) TotalAmount FROM Opportunity WHERE IsClosed=false GROUP BY StageName" --output pipeline.csv
✓ Query complete: 6 stages, 142 opportunities
✓ Written: pipeline.csv
g-gremlin sfdc query "SELECT CALENDAR_MONTH(CloseDate) Month, SUM(Amount) Revenue FROM Opportunity WHERE IsClosed=true AND IsWon=true AND CloseDate=LAST_N_MONTHS:6 GROUP BY CALENDAR_MONTH(CloseDate)" --output revenue_trend.csv
✓ Query complete: 6 months of revenue data
✓ Written: revenue_trend.csv
Data ready. Now binding to templates: pipeline → bar_chart, revenue → line_chart, top deals → table.
g-gremlin tableau template bind bar_chart pipeline.csv --map Dimension=StageName --map Metric=TotalAmount --output pipeline.twbx
✓ Created: pipeline.twbx (bar chart, 6 categories)
g-gremlin tableau workbooks publish pipeline.twbx --project Executive --name "Pipeline by Stage"
✓ Published: https://tableau.company.com/views/PipelineByStage
3 Tableau workbooks published to Executive project. Links sent to Slack.
Results
Try This Workflow
Ship board reporting in minutes, not hours.