Tableau Data

tableau-data

Step 3 of 8, and non-skippable. It turns the analyst's data into DATA-MODEL.md — the documented field names and types that tableau-mock and tableau-build build against. The CSVs under data/ are the single source of truth for those field names, so this step also validates that the documented names match the real CSV headers exactly before approving.

The two acquisition routes (and no third)

There are exactly two ways to get the mimicking CSVs (CONTRACT.md §3.2). There is no synthesized/random-data path — when no real data exists, the floor is the clearly-labelled scaffold/sample-data/ demo, never invented rows.

• Route 1 — data_mode: csv (default, zero-credential). The analyst drops CSV file(s) in data/. Each CSV is one data source. profile → enrich → commit.
• Route 2 — data_mode: published-ds (VizQL Data Service). The analyst lists published sources in datasources.json (one entry each: ds_name + project_name) and supplies a Tableau connection in .env. pull signs in with the Personal Access Token and samples each source through the VDS — read-metadata (authoritative field names/types/descriptions) then query-datasource (a capped row sample) — writing one data/<slug>.csv per source plus DATA-MODEL.md. Then enrich → commit, exactly as Route 1. Fires only when data/ has no production CSVs (real CSVs always win).

The mechanical guarantees — the entry gate, CSV profiling/type inference, the VDS pull, the header↔model validation, and the STATE.md transition — live in data.py (with the VDS client in vds.py), this skill's executable mirror of the contract. Your job is the judgment part: confirming which route applies and enriching each field's Description in DATA-MODEL.md. Run the script at the points below; do not hand-edit STATE.md.

How to run

1. Precheck. From the project directory, run:

   python "${CLAUDE_PLUGIN_ROOT}/skills/tableau-data/scripts/data.py" precheck "<project-dir>"
   

   (Use python3 if python is unavailable.) If it prints [BLOCKED], relay the reason and stop — the analyst must run tableau-init first. Otherwise note its signals: the csv source (production data/, demo scaffold/sample-data/, or none), whether Route 2 inputs are present, whether a DATA-MODEL.md already exists, and the current data status (a re-run).

2. Branch on the situation precheck reported:

   • CSV available (data/ or the demo) → go to step 3 (profile).
   • Route 2 (datasources.json + .env, no production CSVs) → go to step 3a (pull). If datasources.json is present but .env is missing, tell the analyst to copy scaffold/.env.example to .env and fill in their Tableau connection first.
   • Nothing → tell the analyst to either drop CSV(s) in data/, or add datasources.json + .env for the published-ds route. To just demo the workflow they can re-run tableau-init to lay down the scaffold/sample-data/ examples. Stop.

3a. Pull (published-ds route only). Sample the listed published sources via VDS:

python "${CLAUDE_PLUGIN_ROOT}/skills/tableau-data/scripts/data.py" pull "<project-dir>"

This signs in with the PAT, and for each source pulls metadata + a capped row sample, writing one data/<slug>.csv (slug = lowercased ds_name, e.g. Regional Sales → regional_sales.csv) and a schema-complete DATA-MODEL.md (tier published-ds (VDS query), types/descriptions taken from VDS metadata). It also sets data_mode: published-ds in STATE.md. The row cap is --row-limit (default 100, silent up to 1000); a value above 1000 is refused until you confirm the larger sample with the analyst and re-run with --confirm-large. pull is non-destructive (refuses if DATA-MODEL.md exists; re-run with --force to re-sample). If it prints [REFUSED], relay the actionable reason and stop — no artifact is written on failure (sign-in/connection error, the source's API Access capability is off, the named source is not a published source — it may be embedded, in which case export it to CSV and use Route 1 — or the query returned zero rows). On success, go to step 4 (enrich) — there is no separate profile step for this route.

3. Profile (csv route only). Generate the field tables from the resolved CSVs:

   python "${CLAUDE_PLUGIN_ROOT}/skills/tableau-data/scripts/data.py" profile "<project-dir>"
   

   This infers a type per column and writes a schema-complete DATA-MODEL.md. It is non-destructive: if DATA-MODEL.md already exists it refuses (so prior descriptions aren't clobbered) — Edit it in place to refine, or re-run with --force to regenerate from the CSVs (e.g. after the data changed). If precheck said the source was the demo fallback, tell the analyst you're profiling demo data, not their real source.

4. Enrich DATA-MODEL.md. Edit each data source's field table to fill the Description column (and refine Role — Dimension/Measure — where the numeric heuristic guessed wrong). Do not rename fields — the documented field names must stay identical to the CSV headers (commit enforces this). Present the DATA-MODEL.md for approval.

5. Commit — only after the analyst approves:

   python "${CLAUDE_PLUGIN_ROOT}/skills/tableau-data/scripts/data.py" commit "<project-dir>"
   

   The script validates every documented field name against the real CSV header (exact match, case included). If it prints [REFUSED] naming missing/extra fields, fix the drift in DATA-MODEL.md (or the CSV) and re-run. On success it records data = 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-route to confirm).

The DATA-MODEL.md schema

profile (csv route) or pull (published-ds route) generates this; the model enriches the Description (and refines Role) cells. For the published-ds route, Type and any Description come pre-filled from authoritative VDS metadata.

## Acquisition
- tier: csv (provided in data/)        # or: csv (demo - scaffold/sample-data/), or: published-ds (VDS query)

## Data source: `sales_orders.csv`
- rows profiled: 40

| Field      | Type    | Role      | Sample values        | Description    |
|------------|---------|-----------|----------------------|----------------|
| order_id   | string  | Dimension | ORD-001, ORD-002     | <model fills>  |
| revenue    | real    | Measure   | 971.89, 1499.95      | <model fills>  |

• One ## Data source: section per CSV (CONTRACT.md §3.2 — "csv = datasource").
• Type is one of string, integer, real, date, datetime, boolean.
• Acquisition tier is recorded so downstream steps know whether this is the analyst's real data or the demo fallback.
• commit re-parses the Field column and checks it against the CSV headers, so keep the table structure intact when enriching.

Notes

• Non-skippable. Unlike intake/brand, data cannot be skipped — the pipeline has no field names to build against without it. commit only ever sets approved.
• Latest-truth file. DATA-MODEL.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.
• CSV-only here. This step reads *.csv. Excel (.xlsx) is not profiled — export to CSV, or use the published-ds route.

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; data.py is the executable mirror of the contract it enforces.