From a0aef66414ad7d6d7e28d0ac3498dc3b34398206 Mon Sep 17 00:00:00 2001 From: Joe Constantino Date: Wed, 19 Aug 2026 10:24:13 -0700 Subject: [PATCH] template integration --- .agents/plugins/marketplace.json | 20 + .gitignore | 4 + README.md | 12 +- .../2026-08-18-tableau-plugin-resources.md | 1033 + ...6-08-18-tableau-plugin-resources-design.md | 222 + plugins/tableau/.codex-plugin/plugin.json | 6 +- plugins/tableau/README.md | 55 + .../tableau/resources/catalog-overrides.json | 23 + plugins/tableau/resources/catalog.json | 9514 ++++++ .../resources/examples/calculated-field.json | 36 + .../examples/column-instance-naming.json | 71 + .../resources/examples/dashboard-tiled.json | 79 + .../examples/dashboard-validation-grid.json | 93 + .../tableau/resources/examples/dual-axis.json | 61 + .../examples/encoding-pane-level.json | 32 + .../examples/filter-categorical.json | 37 + .../examples/filter-relative-date.json | 82 + .../tableau/resources/examples/lod-fixed.json | 47 + 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plugins/tableau/resources/templates/reference/ranking__ordered-bar__show-order-when-rank-matters-more-than-value.tbm create mode 100644 plugins/tableau/resources/templates/reference/ranking__ordered-column__show-order-when-rank-matters-more-than-value.tbm create mode 100644 plugins/tableau/resources/templates/reference/ranking__ordered-proportional-symbol__rank-with-large-value-spreads.tbm create mode 100644 plugins/tableau/resources/templates/reference/ranking__slope-rank__show-rank-swaps-between-two-periods.tbm create mode 100644 plugins/tableau/resources/templates/reference/ranking__slope__compare-rank-or-value-change-between-two-points.tbm create mode 100644 plugins/tableau/resources/templates/reference/sankey-viz-extension.tbm create mode 100644 plugins/tableau/resources/templates/reference/slope-chart.tbm create mode 100644 plugins/tableau/resources/templates/reference/spatial-choropleth-map.tbm create mode 100644 plugins/tableau/resources/templates/reference/spatial-symbol-map-latlon.tbm create mode 100644 plugins/tableau/resources/templates/reference/spatial-symbol-map.tbm create mode 100644 plugins/tableau/resources/templates/reference/spatial__cartogram__resize-regions-by-a-value.tbm create mode 100644 plugins/tableau/resources/templates/reference/spatial__choropleth__map-rates-or-ratios-by-region.tbm create mode 100644 plugins/tableau/resources/templates/reference/spatial__contour__show-equal-value-bands-across-geography.tbm create mode 100644 plugins/tableau/resources/templates/reference/spatial__density-map__show-intensity-hotspots-not-tied-to-admin-units.tbm create mode 100644 plugins/tableau/resources/templates/reference/spatial__dot-density__plot-individual-locations-or-events.tbm create mode 100644 plugins/tableau/resources/templates/reference/spatial__equalized-cartogram__give-each-region-equal-shape-weight.tbm create mode 100644 plugins/tableau/resources/templates/reference/spatial__flow-map__show-movement-between-places.tbm create mode 100644 plugins/tableau/resources/templates/reference/spatial__grid-heatmap__map-intensity-on-a-grid-not-admin-boundaries.tbm create mode 100644 plugins/tableau/resources/templates/reference/spatial__hexbin-map__aggregate-geography-into-equal-hex-cells.tbm create mode 100644 plugins/tableau/resources/templates/reference/spatial__proportional-symbol-map__map-totals-with-sized-marks-not-rates.tbm create mode 100644 plugins/tableau/resources/templates/reference/spatial__scaled-cartogram__distort-geography-so-area-encodes-value.tbm create mode 100644 plugins/tableau/resources/templates/reference/spatial__spike-map__show-magnitude-at-locations-with-height.tbm create mode 100644 plugins/tableau/resources/templates/reference/spatial__symbol-map__place-sized-marks-at-coordinates.tbm create mode 100644 plugins/tableau/resources/templates/reference/trend-line-chart.tbm create mode 100644 plugins/tableau/resources/templates/reference/ww-floating-bars.tbm create mode 100644 plugins/tableau/resources/templates/reference/ww-ou-arrow.tbm create mode 100644 plugins/tableau/resources/templates/reference/ww-ou-diff.tbm create mode 100644 plugins/tableau/scripts/generate_resource_catalog.py create mode 100755 plugins/tableau/scripts/tableau_resources.py create mode 100644 plugins/tableau/skills/tableau-pulse-insights/SKILL.md create mode 100644 plugins/tableau/skills/tableau-workbook-authoring/SKILL.md create mode 100644 plugins/tableau/skills/tableau-workbook-authoring/references/resource-guide.md create mode 100644 plugins/tableau/tests/fixtures/existing-workbook.twb create mode 100644 plugins/tableau/tests/fixtures/golden/insights__bar_chart.window.xml create mode 100644 plugins/tableau/tests/fixtures/golden/insights__bar_chart.worksheet.xml create mode 100644 plugins/tableau/tests/fixtures/golden/insights__line_chart.window.xml create mode 100644 plugins/tableau/tests/fixtures/golden/insights__line_chart.worksheet.xml create mode 100644 plugins/tableau/tests/fixtures/golden/magnitude-simple-bar.window.xml create mode 100644 plugins/tableau/tests/fixtures/golden/magnitude-simple-bar.worksheet.xml create mode 100644 plugins/tableau/tests/fixtures/map-workbook.twb create mode 100644 plugins/tableau/tests/fixtures/metadata-records-workbook.twb create mode 100644 plugins/tableau/tests/fixtures/target-datasource.xml create mode 100644 plugins/tableau/tests/golden/insights-bar.twb create mode 100644 plugins/tableau/tests/golden/insights-line-injected.twb create mode 100644 plugins/tableau/tests/test_end_to_end_resources.py create mode 100644 plugins/tableau/tests/test_generate_resource_catalog.py create mode 100644 plugins/tableau/tests/test_resource_layout.py create mode 100644 plugins/tableau/tests/test_skill_resource_contract.py create mode 100644 plugins/tableau/tests/test_tableau_resources_discovery.py create mode 100644 plugins/tableau/tests/test_tableau_resources_render.py create mode 100644 plugins/tableau/tests/test_tableau_resources_target_metadata.py create mode 100644 plugins/tableau/tests/test_tableau_resources_validation.py create mode 100644 plugins/tableau/tests/test_tableau_resources_workbook.py diff --git a/.agents/plugins/marketplace.json b/.agents/plugins/marketplace.json new file mode 100644 index 0000000..de74e6c --- /dev/null +++ b/.agents/plugins/marketplace.json @@ -0,0 +1,20 @@ +{ + "name": "tableau-plugin-marketplace", + "interface": { + "displayName": "Tableau Plugins" + }, + "plugins": [ + { + "name": "tableau", + "source": { + "source": "local", + "path": "./plugins/tableau" + }, + "policy": { + "installation": "AVAILABLE", + "authentication": "ON_INSTALL" + }, + "category": "Productivity" + } + ] +} diff --git a/.gitignore b/.gitignore index 52f96dd..76cb482 100644 --- a/.gitignore +++ b/.gitignore @@ -1,3 +1,7 @@ # Local reference checkout used to model this plugin. sample-plugin/ .cursor + +# OS and interpreter cruft that must never become catalog resources. +.DS_Store +__pycache__/ diff --git a/README.md b/README.md index 651d9b4..68aa2ff 100644 --- a/README.md +++ b/README.md @@ -13,5 +13,15 @@ codex plugin add tableau@tableau-plugin-marketplace ## Included -- Tableau workbook package validation skill +- A resource catalog (`plugins/tableau/resources/catalog.json`) of chart + templates, worked examples, and reference docs, each tagged `executable` + (renderable into a workbook) or `reference` (inspiration only) +- A CLI, `plugins/tableau/scripts/tableau_resources.py`, to discover, + inspect, and safely transform `.twb` workbooks against that catalog +- Skills covering the authoring flow — download-or-starter → transform + (`instantiate`/`inject`) → validate → publish — general workbook + authoring, Pulse Insights charts, and workbook package validation - Hosted Tableau MCP server at + +See `plugins/tableau/README.md` for the full CLI reference and authoring +flow. diff --git a/docs/superpowers/plans/2026-08-18-tableau-plugin-resources.md b/docs/superpowers/plans/2026-08-18-tableau-plugin-resources.md new file mode 100644 index 0000000..3d8da6b --- /dev/null +++ b/docs/superpowers/plans/2026-08-18-tableau-plugin-resources.md @@ -0,0 +1,1033 @@ +# Tableau Plugin Resources Implementation Plan + +> **For agentic workers:** REQUIRED SUB-SKILL: Use superpowers:subagent-driven-development (recommended) or superpowers:executing-plans to implement this plan task-by-task. Steps use checkbox (`- [ ]`) syntax for tracking. + +**Goal:** Expose Tableau workbook resources through Codex skills and provide a deterministic local CLI that can discover, inspect, instantiate, inject, and validate a safe subset of Tableau bookmark templates. + +**Architecture:** All resources are indexed in one generated catalog. Skills provide Codex discovery entry points, while a Python standard-library CLI performs explicit field mapping and bounded XML transformations against starter or existing `.twb` files; publishing remains in the existing Tableau API workflow. + +**Tech Stack:** Python 3.11+ standard library (`argparse`, `dataclasses`, `hashlib`, `json`, `pathlib`, `re`, `tempfile`, `unittest`, `uuid`, `xml.etree.ElementTree`), Markdown Agent Skills, Tableau `.tbm`/`.twb` XML, JSON. + +## Global Constraints + +- Do not depend on Tableau Desktop or its external client API. +- Do not add third-party Python packages. +- Never modify an input `.twb` unless the caller passes `--overwrite`. +- Never classify a template as executable solely from its filename or naming cohort. +- Never fabricate Tableau datasource connection metadata. +- Reference resources are readable but must fail closed if passed to `instantiate` or `inject`. +- Every generated catalog entry records a SHA-256 integrity hash. +- Pin imported Pulse resources to `tableau/tableau-mcp` commit `3e77dd40997a2ffcb89fb25fa40c9abc1ac59a71`. +- Keep authentication, package validation, and publishing outside the resource CLI. +- Do not create a git commit unless the user explicitly requests one. + +## File map + +- `plugins/tableau/resources/catalog.json`: generated resource index consumed at runtime. +- `plugins/tableau/resources/catalog-overrides.json`: reviewed metadata for parameter types and stricter classification. +- `plugins/tableau/resources/provenance.json`: pinned upstream source and import paths. +- `plugins/tableau/resources/templates/{executable,reference}/`: classified Tableau bookmarks. +- `plugins/tableau/resources/examples/`: XML-authoring examples. +- `plugins/tableau/resources/references/`: schema, command, snippet, and diff corpora. +- `plugins/tableau/resources/starters/minimal-workbook.twb`: datasource-free workbook shell. +- `plugins/tableau/scripts/generate_resource_catalog.py`: deterministic catalog generator and eligibility classifier. +- `plugins/tableau/scripts/tableau_resources.py`: discovery and workbook-transformation CLI. +- `plugins/tableau/tests/`: standard-library unit and golden-fixture tests. +- `plugins/tableau/skills/tableau-workbook-authoring/SKILL.md`: primary Codex workflow. +- `plugins/tableau/skills/tableau-pulse-insights/SKILL.md`: focused Pulse Insights entry point. +- `plugins/tableau/README.md`: resource CLI reference for maintainers. +- `plugins/tableau/.codex-plugin/plugin.json`: plugin descriptions and starter prompts. + +--- + +### Task 1: Normalize and pin the resource corpus + +**Files:** +- Move: `plugins/tableau/data/templates/*.tbm` to temporary classified resource directories. +- Move: `plugins/tableau/data/examples/*.json` to `plugins/tableau/resources/examples/`. +- Move: `plugins/tableau/data/{corpus,twb-example-index,workbook-schema-reference,tableau-desktop-commands-reference}.json` to `plugins/tableau/resources/references/`. +- Create: `plugins/tableau/resources/provenance.json` +- Create: `plugins/tableau/resources/catalog-overrides.json` +- Create: `plugins/tableau/resources/starters/minimal-workbook.twb` +- Test: `plugins/tableau/tests/test_resource_layout.py` + +**Interfaces:** +- Produces canonical resource root `plugins/tableau/resources`. +- Produces provenance schema `{schemaVersion, sources[]}`. +- Produces overrides keyed by resource ID. + +- [ ] **Step 1: Write the failing resource-layout test** + +```python +# plugins/tableau/tests/test_resource_layout.py +import hashlib +import json +from pathlib import Path +import unittest +import xml.etree.ElementTree as ET + +PLUGIN = Path(__file__).resolve().parents[1] +RESOURCES = PLUGIN / "resources" + + +class ResourceLayoutTest(unittest.TestCase): + def test_required_layout_and_pinned_pulse_resources(self) -> None: + provenance = json.loads((RESOURCES / "provenance.json").read_text()) + self.assertEqual(provenance["schemaVersion"], 1) + self.assertEqual( + provenance["sources"][0]["commit"], + "3e77dd40997a2ffcb89fb25fa40c9abc1ac59a71", + ) + for name in ("insights__bar_chart.tbm", "insights__line_chart.tbm"): + matches = list((RESOURCES / "templates").glob(f"*/{name}")) + self.assertEqual(len(matches), 1, name) + self.assertEqual(ET.parse(matches[0]).getroot().tag, "bookmark") + + def test_every_declared_import_hash_matches(self) -> None: + provenance = json.loads((RESOURCES / "provenance.json").read_text()) + for source in provenance["sources"]: + for imported in source["imports"]: + matches = list((RESOURCES / "templates").glob(f"*/{imported['filename']}")) + self.assertEqual(len(matches), 1, imported["filename"]) + path = matches[0] + digest = hashlib.sha256(path.read_bytes()).hexdigest() + self.assertEqual(digest, imported["sha256"], path) + + def test_starter_is_datasource_free_workbook(self) -> None: + root = ET.parse(RESOURCES / "starters/minimal-workbook.twb").getroot() + self.assertEqual(root.tag, "workbook") + datasources = root.find("datasources") + self.assertIsNotNone(datasources) + self.assertEqual(len(list(datasources)), 0) + self.assertIsNotNone(root.find("worksheets")) + self.assertIsNotNone(root.find("windows")) +``` + +- [ ] **Step 2: Run the layout test and verify it fails** + +Run: + +```bash +python3 -m unittest plugins/tableau/tests/test_resource_layout.py -v +``` + +Expected: FAIL because `resources/provenance.json` and the normalized layout do not exist. + +- [ ] **Step 3: Create the normalized directories and move the current corpus** + +Run: + +```bash +mkdir -p \ + "plugins/tableau/resources/templates/unclassified" \ + "plugins/tableau/resources/examples" \ + "plugins/tableau/resources/references" \ + "plugins/tableau/resources/starters" +mv plugins/tableau/data/templates/*.tbm "plugins/tableau/resources/templates/unclassified/" +mv plugins/tableau/data/examples/*.json "plugins/tableau/resources/examples/" +mv plugins/tableau/data/corpus.json "plugins/tableau/resources/references/" +mv plugins/tableau/data/twb-example-index.json "plugins/tableau/resources/references/" +mv plugins/tableau/data/workbook-schema-reference.json "plugins/tableau/resources/references/" +mv plugins/tableau/data/tableau-desktop-commands-reference.json "plugins/tableau/resources/references/" +rmdir "plugins/tableau/data/examples" "plugins/tableau/data/templates" "plugins/tableau/data" +``` + +- [ ] **Step 4: Import the two pinned Pulse Insights bookmarks** + +Run both commands at the pinned commit: + +```bash +gh api "repos/tableau/tableau-mcp/contents/src/desktop/data/templates/insights__bar_chart.tbm?ref=3e77dd40997a2ffcb89fb25fa40c9abc1ac59a71" \ + --jq '.content' | base64 --decode \ + > "plugins/tableau/resources/templates/unclassified/insights__bar_chart.tbm" +gh api "repos/tableau/tableau-mcp/contents/src/desktop/data/templates/insights__line_chart.tbm?ref=3e77dd40997a2ffcb89fb25fa40c9abc1ac59a71" \ + --jq '.content' | base64 --decode \ + > "plugins/tableau/resources/templates/unclassified/insights__line_chart.tbm" +``` + +- [ ] **Step 5: Create provenance and reviewed overrides** + +Create `provenance.json` with source repository, commit, and an `imports` +array. Each import contains `filename`, `upstreamPath`, and `sha256`; omitting +the tier directory keeps provenance stable when classification moves a file. +Generate hashes from local bytes; do not hand-copy them. + +Create `catalog-overrides.json`: + +```json +{ + "schemaVersion": 1, + "resources": { + "insights__bar_chart": { + "family": "pulse-insights", + "intent": "Rank products by ARR within a date range", + "parameters": { + "DATE_MIN": {"type": "date", "required": true}, + "DATE_MAX": {"type": "date", "required": true}, + "DIRECTION": { + "type": "enum", + "required": true, + "allowed": ["ASC", "DESC"] + } + } + }, + "insights__line_chart": { + "family": "pulse-insights", + "intent": "Show ARR over close date with a trend line", + "parameters": {} + } + } +} +``` + +- [ ] **Step 6: Create the minimal workbook starter** + +```xml + + + + + + + + + + +``` + +- [ ] **Step 7: Generate provenance hashes and rerun the test** + +Run: + +```bash +python3 -m unittest plugins/tableau/tests/test_resource_layout.py -v +``` + +Expected: PASS with 3 tests. + +### Task 2: Generate the searchable resource catalog + +**Files:** +- Create: `plugins/tableau/scripts/generate_resource_catalog.py` +- Create: `plugins/tableau/resources/catalog.json` +- Create: `plugins/tableau/tests/test_generate_resource_catalog.py` + +**Interfaces:** +- Produces `generate_catalog(plugin_root: Path) -> dict[str, object]`. +- Produces one entry per resource with `id`, `type`, `family`, `intent`, `path`, `tier`, `classificationReasons`, `datasources`, `fields`, `parameters`, `keywords`, and `sha256`. +- Moves each `.tbm` from `templates/unclassified` into `templates/executable` or `templates/reference`. + +- [ ] **Step 1: Write failing catalog tests** + +```python +# plugins/tableau/tests/test_generate_resource_catalog.py +import json +from pathlib import Path +import sys +import unittest + +PLUGIN = Path(__file__).resolve().parents[1] +sys.path.insert(0, str(PLUGIN / "scripts")) +from generate_resource_catalog import generate_catalog + + +class CatalogGenerationTest(unittest.TestCase): + def test_catalog_is_deterministic_and_complete(self) -> None: + first = generate_catalog(PLUGIN) + second = generate_catalog(PLUGIN) + self.assertEqual(first, second) + ids = [item["id"] for item in first["resources"]] + self.assertEqual(ids, sorted(ids)) + self.assertEqual(len(ids), len(set(ids))) + self.assertIn("insights__bar_chart", ids) + self.assertIn("insights__line_chart", ids) + + def test_pulse_bar_contract_is_inferred_and_overridden(self) -> None: + catalog = generate_catalog(PLUGIN) + item = next(r for r in catalog["resources"] if r["id"] == "insights__bar_chart") + self.assertEqual(item["family"], "pulse-insights") + self.assertEqual(item["tier"], "executable") + self.assertEqual( + sorted(item["parameters"]), + ["DATE_MAX", "DATE_MIN", "DIRECTION"], + ) + self.assertEqual( + {field["sourceField"] for field in item["fields"]}, + {"ARR", "Close Date", "Product"}, + ) + + def test_inline_datasource_template_is_reference_only(self) -> None: + catalog = generate_catalog(PLUGIN) + item = next( + r for r in catalog["resources"] + if r["id"] == "magnitude__horizontal-bar__compare-discrete-categories-from-zero" + ) + self.assertEqual(item["tier"], "reference") + self.assertIn("inline-datasource", item["classificationReasons"]) + + def test_checked_in_catalog_matches_generation(self) -> None: + expected = generate_catalog(PLUGIN) + actual = json.loads((PLUGIN / "resources/catalog.json").read_text()) + self.assertEqual(actual, expected) +``` + +- [ ] **Step 2: Run the catalog tests and verify they fail** + +Run: + +```bash +python3 -m unittest plugins/tableau/tests/test_generate_resource_catalog.py -v +``` + +Expected: FAIL because `generate_resource_catalog` does not exist. + +- [ ] **Step 3: Implement bookmark metadata extraction** + +Implement these typed functions in `generate_resource_catalog.py`: + +- `sha256(path: Path) -> str` +- `strip_brackets(value: str) -> str` +- `extract_parameters(text: str) -> list[str]` +- `extract_bookmark(path: Path) -> dict[str, object]` +- `classify_bookmark(metadata: dict[str, object]) -> tuple[str, list[str]]` +- `generate_catalog(plugin_root: Path) -> dict[str, object]` + +`extract_bookmark` must: + +1. Parse the bookmark with `ElementTree`. +2. Collect unique donor datasource names from `datasource@name`, + `datasource-dependencies@datasource`, and qualified field references. +3. Build a column dictionary from each `` and a column-instance map + from each ``. +4. Walk rows, columns, marks encodings, filters, slices, titles, and reference + lines for placed field references. +5. Resolve every placed column instance to a base source field, datatype, + role, derivation, and shelf. +6. Extract uppercase `{{PARAMETER}}` names without treating + `{{DATASOURCE}}` or `{{field_base_N}}` as explicit parameters. +7. Detect inline datasources, connections, viz extensions, unresolved field + references, missing column metadata, and calculation dependencies. + +`classify_bookmark` returns `reference` with stable sorted reason IDs whenever +any blocker exists: + +```python +BLOCKERS = { + "multiple-datasources", + "inline-datasource", + "connection-dependency", + "viz-extension", + "missing-column-metadata", + "unresolved-field-reference", + "external-calculation-dependency", + "invalid-bookmark-shape", +} +``` + +Overrides may provide family, intent, and parameter validation, but may not +remove a blocker or promote a failed resource to executable. + +- [ ] **Step 4: Implement deterministic output and classification moves** + +Scan all three template directories (`unclassified`, `executable`, and +`reference`) and compute each entry's canonical tier path from classification, +not its current location. Sort catalog entries by `id`, sort all string arrays, +serialize with `indent=2`, and end with a newline. In `--write` mode, move +bookmarks into their tier directory only after all entries are generated +successfully; preserve file bytes. In `--check` mode, perform no writes and +exit 1 if catalog content or physical tier paths differ from generation. + +The top-level shape is: + +```json +{ + "schemaVersion": 1, + "generatedFrom": { + "provenance": "./provenance.json", + "overrides": "./catalog-overrides.json" + }, + "resources": [] +} +``` + +- [ ] **Step 5: Generate the catalog and run the tests** + +Run: + +```bash +python3 plugins/tableau/scripts/generate_resource_catalog.py \ + --plugin-root plugins/tableau \ + --write +python3 -m unittest plugins/tableau/tests/test_generate_resource_catalog.py -v +``` + +Expected: PASS with 4 tests and a checked-in `resources/catalog.json`. + +### Task 3: Add catalog discovery and inspection commands + +**Files:** +- Create: `plugins/tableau/scripts/tableau_resources.py` +- Create: `plugins/tableau/tests/test_tableau_resources_discovery.py` + +**Interfaces:** +- Produces `load_catalog(plugin_root: Path) -> dict[str, object]`. +- Produces `search_resources(catalog, query, family, resource_type, tier) -> list[dict[str, object]]`. +- CLI commands: `list` and `inspect`. +- JSON output is the default; `--format text` produces concise human-readable output. + +- [ ] **Step 1: Write failing discovery tests** + +```python +# plugins/tableau/tests/test_tableau_resources_discovery.py +import json +from pathlib import Path +import subprocess +import sys +import unittest + +PLUGIN = Path(__file__).resolve().parents[1] +CLI = PLUGIN / "scripts/tableau_resources.py" + + +class ResourceDiscoveryTest(unittest.TestCase): + def run_cli(self, *args: str) -> subprocess.CompletedProcess[str]: + return subprocess.run( + [sys.executable, str(CLI), *args], + text=True, + capture_output=True, + check=False, + ) + + def test_list_filters_pulse_executable_resources(self) -> None: + result = self.run_cli("list", "--family", "pulse-insights", "--tier", "executable") + self.assertEqual(result.returncode, 0, result.stderr) + ids = [item["id"] for item in json.loads(result.stdout)] + self.assertEqual(ids, ["insights__bar_chart", "insights__line_chart"]) + + def test_list_searches_intent_and_keywords(self) -> None: + result = self.run_cli("list", "--query", "trend ARR") + self.assertEqual(result.returncode, 0, result.stderr) + self.assertIn("insights__line_chart", result.stdout) + + def test_inspect_returns_mapping_contract(self) -> None: + result = self.run_cli("inspect", "insights__bar_chart") + self.assertEqual(result.returncode, 0, result.stderr) + item = json.loads(result.stdout) + self.assertEqual(item["tier"], "executable") + self.assertTrue(item["fields"]) + + def test_unknown_resource_fails_closed(self) -> None: + result = self.run_cli("inspect", "does-not-exist") + self.assertEqual(result.returncode, 2) + self.assertIn("Unknown resource", result.stderr) +``` + +- [ ] **Step 2: Run the discovery tests and verify they fail** + +Run: + +```bash +python3 -m unittest plugins/tableau/tests/test_tableau_resources_discovery.py -v +``` + +Expected: FAIL because the CLI does not exist. + +- [ ] **Step 3: Implement catalog loading, search scoring, and command parsing** + +Implement these typed functions: + +- `load_catalog(plugin_root: Path) -> dict[str, object]` +- `find_resource(catalog: dict[str, object], resource_id: str) -> dict[str, object]` +- `search_resources(catalog: dict[str, object], *, query: str | None, family: str | None, resource_type: str | None, tier: str | None) -> list[dict[str, object]]` +- `build_parser() -> argparse.ArgumentParser` +- `main(argv: list[str] | None = None) -> int` + +Search splits the query into lowercase alphanumeric terms. An entry matches +only when every term appears in its ID, intent, family, or keywords. Sort exact +ID matches first, then entries with terms in intent, then by ID. + +The CLI discovers its plugin root from +`Path(__file__).resolve().parents[1]`; it must not depend on the current working +directory. + +- [ ] **Step 4: Run discovery tests** + +Run: + +```bash +python3 -m unittest plugins/tableau/tests/test_tableau_resources_discovery.py -v +``` + +Expected: PASS with 4 tests. + +### Task 4: Render executable bookmarks with explicit mappings + +**Files:** +- Modify: `plugins/tableau/scripts/tableau_resources.py` +- Create: `plugins/tableau/tests/fixtures/target-datasource.xml` +- Create: `plugins/tableau/tests/test_tableau_resources_render.py` + +**Interfaces:** +- Produces `parse_assignments(values: list[str]) -> dict[str, str]`. +- Produces `render_bookmark(plugin_root, resource_id, worksheet_name, datasource_name, field_mappings, parameters) -> tuple[str, str]` for worksheet and window fragments. +- Consumes catalog field/parameter contracts. + +- [ ] **Step 1: Add failing mapping and rendering tests** + +Use a fixture datasource named `Sales Data` with fields `Revenue`, +`Transaction Date`, and `Offering`. + +```python +def test_render_pulse_bar_rewrites_all_donor_references(self) -> None: + worksheet, window = render_bookmark( + plugin_root=PLUGIN, + resource_id="insights__bar_chart", + worksheet_name="ARR by Offering", + datasource_name="Sales Data", + field_mappings={ + "ARR": "Revenue", + "Close Date": "Transaction Date", + "Product": "Offering", + }, + parameters={ + "DATE_MIN": "2026-01-01", + "DATE_MAX": "2026-06-30", + "DIRECTION": "DESC", + }, + ) + combined = worksheet + window + self.assertNotIn("Sample - Superstore", combined) + self.assertNotIn("{{", combined) + self.assertIn("[Sales Data].[sum:Revenue:qk]", combined) + self.assertIn("[Sales Data].[none:Offering:nk]", combined) + self.assertIn("#2026-01-01#", combined) + self.assertIn("name='ARR by Offering'", combined) + +def test_missing_required_mapping_fails(self) -> None: + with self.assertRaisesRegex(ResourceError, "Missing field mappings: Product"): + render_bookmark( + plugin_root=PLUGIN, + resource_id="insights__bar_chart", + worksheet_name="Incomplete", + datasource_name="Sales Data", + field_mappings={"ARR": "Revenue", "Close Date": "Transaction Date"}, + parameters={ + "DATE_MIN": "2026-01-01", + "DATE_MAX": "2026-06-30", + "DIRECTION": "DESC", + }, + ) + +def test_reference_resource_fails_closed(self) -> None: + with self.assertRaisesRegex(ResourceError, "reference-only"): + render_bookmark( + plugin_root=PLUGIN, + resource_id="magnitude__horizontal-bar__compare-discrete-categories-from-zero", + worksheet_name="Blocked", + datasource_name="Sales Data", + field_mappings={}, + parameters={}, + ) +``` + +- [ ] **Step 2: Run rendering tests and verify they fail** + +Run: + +```bash +python3 -m unittest plugins/tableau/tests/test_tableau_resources_render.py -v +``` + +Expected: FAIL because `render_bookmark` does not exist. + +- [ ] **Step 3: Implement assignment and contract validation** + +Implement `ResourceError(ValueError)` and: + +```python +def parse_assignments(values: list[str]) -> dict[str, str]: + assignments: dict[str, str] = {} + for value in values: + if "=" not in value: + raise ResourceError(f"Expected NAME=VALUE, got: {value}") + name, mapped = value.split("=", 1) + if not name.strip() or not mapped.strip() or name in assignments: + raise ResourceError(f"Invalid or duplicate assignment: {value}") + assignments[name.strip()] = mapped.strip() + return assignments +``` + +Validate dates with `datetime.date.fromisoformat`, enums against +`allowed`, required parameters exactly once, and reject assignments not +declared by the resource contract. + +- [ ] **Step 4: Implement bounded bookmark conversion** + +`render_bookmark` must: + +1. Reject any resource whose tier is not `executable`. +2. Read and hash the `.tbm`; reject drift from the catalog hash. +3. Extract exactly one `` and one `` using parser-confirmed + offsets; hoist root-level `` into the window when needed. +4. Remove `` blocks because they are transient donor state. +5. Replace donor datasource names in attributes and qualified references. +6. Replace source field names only in bracketed base fields and + `derivation:field:role` segments, longest field name first. +7. Replace validated explicit parameters. +8. Wrap the table in a `` whose escaped `name` is the supplied + `worksheet_name`. +9. Set the window class and name to the output worksheet name. +10. Replace fragment `simple-id` values with UUID5 values derived from + `resource_id + worksheet_name + fragment_kind`. +11. Reject output containing donor-qualified references, any source field + whose mapping target differs, text matching `\{\{[^}]+\}\}`, or + `federated.XXXX`. Identity field mappings remain valid. +12. Parse both fragments inside temporary XML wrapper roots before returning. + +Use Tableau bracket escaping (`]` becomes `]]`) and XML-escape attribute +values. Do not serialize the source bookmark through `ElementTree`. + +- [ ] **Step 5: Run rendering tests** + +Run: + +```bash +python3 -m unittest plugins/tableau/tests/test_tableau_resources_render.py -v +``` + +Expected: PASS, including golden output for both Pulse templates and one +portable non-Pulse bar template. + +### Task 5: Instantiate and inject workbook files safely + +**Files:** +- Modify: `plugins/tableau/scripts/tableau_resources.py` +- Create: `plugins/tableau/tests/fixtures/existing-workbook.twb` +- Create: `plugins/tableau/tests/fixtures/target-datasource.xml` +- Create: `plugins/tableau/tests/test_tableau_resources_workbook.py` + +**Interfaces:** +- Produces `inspect_datasources(twb_text: str) -> dict[str, set[str]]`. +- Produces `inject_fragments(twb_text, worksheet, window) -> str`. +- Produces `instantiate_resource` and `inject_resource`, each returning the + complete transformed workbook text before atomic write. +- Produces `atomic_write(path: Path, content: str, overwrite: bool) -> None`. +- CLI commands: `instantiate` and `inject`. + +- [ ] **Step 1: Write failing workbook transformation tests** + +```python +def test_inject_preserves_unrelated_bytes(self) -> None: + original = (FIXTURES / "existing-workbook.twb").read_text() + marker = "" + output = inject_resource( + input_path=FIXTURES / "existing-workbook.twb", + output_path=self.tmp / "output.twb", + resource_id="insights__line_chart", + worksheet_name="ARR Trend", + datasource_name="Sales Data", + field_mappings={"ARR": "Revenue", "Close Date": "Transaction Date"}, + parameters={}, + ) + self.assertIn(marker, output) + self.assertEqual( + original[: original.index("")], + output[: output.index("")], + ) + +def test_instantiate_inserts_one_datasource_and_sheet(self) -> None: + output = instantiate_resource( + datasource_definition_path=FIXTURES / "target-datasource.xml", + output_path=self.tmp / "starter-output.twb", + resource_id="insights__bar_chart", + worksheet_name="ARR by Offering", + field_mappings={ + "ARR": "Revenue", + "Close Date": "Transaction Date", + "Product": "Offering", + }, + parameters={ + "DATE_MIN": "2026-01-01", + "DATE_MAX": "2026-06-30", + "DIRECTION": "DESC", + }, + ) + root = ET.fromstring(output) + self.assertEqual(len(root.find("datasources")), 1) + self.assertEqual(len(root.find("worksheets")), 1) + self.assertEqual(len(root.find("windows")), 1) + +def test_existing_output_requires_overwrite(self) -> None: + output = self.tmp / "existing.twb" + output.write_text("do not replace") + with self.assertRaisesRegex(ResourceError, "--overwrite"): + atomic_write(output, "new", overwrite=False) + self.assertEqual(output.read_text(), "do not replace") +``` + +- [ ] **Step 2: Run workbook tests and verify they fail** + +Run: + +```bash +python3 -m unittest plugins/tableau/tests/test_tableau_resources_workbook.py -v +``` + +Expected: FAIL because workbook transformation functions do not exist. + +- [ ] **Step 3: Implement datasource inspection and validation** + +`inspect_datasources` parses global workbook `` and returns each +datasource internal name with column names from descendant `` nodes. +Before rendering, verify the chosen datasource exists and every target field +mapping exists in it. + +For `instantiate`, require `--datasource-definition` to parse as exactly one +`` element with a nonempty `name`; reject documents with a +`` root or multiple datasource elements. + +- [ ] **Step 4: Implement bounded insertion** + +`inject_fragments` verifies exactly one closing `` and one closing +``, rejects duplicate worksheet/window names, inserts the worksheet +and window immediately before those closing tags, and leaves all preceding and +following bytes unchanged. + +For `instantiate`, insert the caller-supplied datasource immediately before +the starter's ``, then use the same fragment injection path. + +- [ ] **Step 5: Implement atomic output and CLI commands** + +Write output to `tempfile.NamedTemporaryFile` in the destination directory, +flush and `os.fsync`, then use `os.replace`. Remove the temporary file on every +exception. Refuse an existing destination unless `--overwrite` is present. +Require input and output paths to differ unless `--overwrite` is present. + +CLI examples: + +```bash +python3 plugins/tableau/scripts/tableau_resources.py inject \ + insights__line_chart \ + --input workbook.twb \ + --output workbook-with-trend.twb \ + --worksheet-name "ARR Trend" \ + --datasource "Sales Data" \ + --map "ARR=Revenue" \ + --map "Close Date=Transaction Date" + +python3 plugins/tableau/scripts/tableau_resources.py instantiate \ + insights__bar_chart \ + --datasource-definition datasource.xml \ + --output starter-bar.twb \ + --worksheet-name "ARR by Offering" \ + --map "ARR=Revenue" \ + --map "Close Date=Transaction Date" \ + --map "Product=Offering" \ + --param "DATE_MIN=2026-01-01" \ + --param "DATE_MAX=2026-06-30" \ + --param "DIRECTION=DESC" +``` + +- [ ] **Step 6: Run workbook tests** + +Run: + +```bash +python3 -m unittest plugins/tableau/tests/test_tableau_resources_workbook.py -v +``` + +Expected: PASS with input-preservation, starter, and overwrite tests. + +### Task 6: Add fail-closed workbook validation + +**Files:** +- Modify: `plugins/tableau/scripts/tableau_resources.py` +- Create: `plugins/tableau/tests/test_tableau_resources_validation.py` + +**Interfaces:** +- Produces `validate_workbook_text(text: str) -> list[str]`. +- Produces `validate_workbook(path: Path) -> list[str]`. +- CLI command `validate --input ` exits 0 for no errors and 1 with JSON errors otherwise. + +- [ ] **Step 1: Write failing validation and failure-atomicity tests** + +```python +def test_validate_rejects_unresolved_tokens(self) -> None: + path = self.tmp / "tokens.twb" + path.write_text("{{field_base_1}}") + self.assertIn("unresolved-template-token", validate_workbook(path)) + +def test_validate_rejects_missing_datasource_reference(self) -> None: + path = self.tmp / "missing-ds.twb" + path.write_text( + "
" + "[Missing].[none:Category:nk]
" + "" + ) + self.assertIn("unknown-datasource-reference: Missing", validate_workbook(path)) + +def test_failed_injection_creates_no_partial_output(self) -> None: + output = self.tmp / "partial.twb" + with self.assertRaises(ResourceError): + inject_resource( + input_path=FIXTURES / "existing-workbook.twb", + output_path=output, + resource_id="insights__bar_chart", + worksheet_name="Broken", + datasource_name="Sales Data", + field_mappings={}, + parameters={}, + ) + self.assertFalse(output.exists()) +``` + +- [ ] **Step 2: Run validation tests and verify they fail** + +Run: + +```bash +python3 -m unittest plugins/tableau/tests/test_tableau_resources_validation.py -v +``` + +Expected: FAIL because `validate_workbook` does not exist. + +- [ ] **Step 3: Implement ordered validation rules** + +Return stable, deduplicated error strings in this order: + +1. `malformed-xml` +2. `not-tableau-workbook` +3. `missing-datasources-container` +4. `missing-worksheets-container` +5. `missing-windows-container` +6. `unresolved-template-token` +7. `unresolved-federated-placeholder` +8. `duplicate-worksheet-name: ` +9. `duplicate-window-name: ` +10. `worksheet-window-name-mismatch: ` +11. `unknown-datasource-reference: ` +12. `unknown-field-reference: .` + +Datasource and field validation uses definitions from global datasources and +worksheet-local datasource dependencies. Ignore Tableau pseudo-fields that +start with `:` and generated Latitude/Longitude fields. + +- [ ] **Step 4: Make instantiate and inject validate before atomic write** + +If `validate_workbook_text(output)` returns errors, raise: + +```text +Generated workbook failed validation: +``` + +Do not create or replace the destination. + +- [ ] **Step 5: Run all CLI tests** + +Run: + +```bash +python3 -m unittest discover -s plugins/tableau/tests -p "test_*.py" -v +``` + +Expected: all tests pass with zero failures. + +### Task 7: Expose resources through Codex skills + +**REQUIRED SUB-SKILL:** Use superpowers:writing-skills for the two new skills +and the validation-skill edit. + +**Files:** +- Create: `plugins/tableau/skills/tableau-workbook-authoring/SKILL.md` +- Create: `plugins/tableau/skills/tableau-workbook-authoring/references/resource-guide.md` +- Create: `plugins/tableau/skills/tableau-pulse-insights/SKILL.md` +- Modify: `plugins/tableau/skills/validate-workbook-package/SKILL.md` +- Modify: `plugins/tableau/.codex-plugin/plugin.json` +- Create: `plugins/tableau/README.md` +- Modify: `README.md` +- Test: `plugins/tableau/tests/test_skill_resource_contract.py` + +**Interfaces:** +- Main skill invokes CLI by path relative to its own directory: + `../../scripts/tableau_resources.py`. +- Pulse skill uses catalog family `pulse-insights`. +- Validation skill remains the pre-publish gate. + +- [ ] **Step 1: Write the failing skill contract test** + +```python +class SkillResourceContractTest(unittest.TestCase): + def test_skill_entry_points_and_cli_references_exist(self) -> None: + for skill_name in ("tableau-workbook-authoring", "tableau-pulse-insights"): + path = PLUGIN / "skills" / skill_name / "SKILL.md" + text = path.read_text() + self.assertIn(f"name: {skill_name}", text) + self.assertIn("../../scripts/tableau_resources.py", text) + authoring = ( + PLUGIN / "skills/tableau-workbook-authoring/SKILL.md" + ).read_text() + for command in ("list", "inspect", "instantiate", "inject", "validate"): + self.assertIn(f" {command}", authoring) + + def test_plugin_prompts_surface_template_authoring(self) -> None: + plugin = json.loads((PLUGIN / ".codex-plugin/plugin.json").read_text()) + prompts = plugin["interface"]["defaultPrompt"] + self.assertIn("Build a Tableau workbook from a template", prompts) +``` + +- [ ] **Step 2: Run the skill contract test and verify it fails** + +Run: + +```bash +python3 -m unittest plugins/tableau/tests/test_skill_resource_contract.py -v +``` + +Expected: FAIL because the two entry-point skills do not exist. + +- [ ] **Step 3: Author the workbook skill** + +Frontmatter: + +```yaml +--- +name: tableau-workbook-authoring +description: Use when creating, modifying, templating, validating, or publishing Tableau .twb workbooks, including selecting visualization samples and mapping fields into Tableau bookmark templates. +--- +``` + +The workflow must require: + +1. Inspect an existing workbook or prepare a datasource definition. +2. Run `list` before choosing a chart. +3. Run `inspect` before mapping fields. +4. Use `inject` for existing workbooks and `instantiate` for the starter. +5. Treat reference-only resources as inspiration, never executable input. +6. Run local `validate`. +7. Run `validate-workbook-package`. +8. Publish only with the returned validation receipt. + +Put detailed CLI examples, mapping syntax, and failure recovery in +`references/resource-guide.md`, not in the always-loaded skill body. + +- [ ] **Step 4: Author the Pulse Insights skill** + +Frontmatter: + +```yaml +--- +name: tableau-pulse-insights +description: Use when building Tableau Pulse Insights bar or line visualizations in a .twb workbook, including ARR trends, ranked products, date ranges, and field mapping. +--- +``` + +The skill must begin discovery with: + +```bash +python3 ../../scripts/tableau_resources.py list \ + --family pulse-insights \ + --tier executable +``` + +It must delegate transformation and validation rules to the workbook +authoring skill and shared CLI rather than duplicating them. + +- [ ] **Step 5: Connect validation and plugin install-surface copy** + +Add a short prerequisite to `validate-workbook-package` explaining that local +resource validation occurs before packaging. + +Update plugin prompts to: + +```json +[ + "Build a Tableau workbook from a template", + "Create a Tableau Pulse Insights visualization", + "Validate and publish this Tableau workbook" +] +``` + +Update plugin and root READMEs with resource tiers, CLI location, and the +download-or-starter → transform → validate → publish flow. + +- [ ] **Step 6: Run skill and full tests** + +Run: + +```bash +python3 -m unittest discover -s plugins/tableau/tests -p "test_*.py" -v +python3 plugins/tableau/scripts/generate_resource_catalog.py \ + --plugin-root plugins/tableau \ + --check +python3 plugins/tableau/scripts/tableau_resources.py list \ + --family pulse-insights \ + --tier executable +``` + +Expected: + +- All unit tests pass. +- Catalog check exits 0 without rewriting files. +- Discovery returns exactly `insights__bar_chart` and + `insights__line_chart`. + +### Task 8: Run end-to-end golden workflows + +**Files:** +- Create: `plugins/tableau/tests/test_end_to_end_resources.py` +- Create: `plugins/tableau/tests/golden/insights-bar.twb` +- Create: `plugins/tableau/tests/golden/insights-line-injected.twb` + +**Interfaces:** +- Verifies the public CLI only; does not import private implementation helpers. + +- [ ] **Step 1: Write end-to-end subprocess tests** + +The tests execute: + +1. `instantiate insights__bar_chart` against `target-datasource.xml`. +2. `validate` the generated workbook. +3. `inject insights__line_chart` into `existing-workbook.twb`. +4. `validate` the injected workbook. +5. Compare normalized line endings to checked-in golden files. +6. Assert input fixture hashes are unchanged. + +- [ ] **Step 2: Run end-to-end tests and verify they fail before golden files** + +Run: + +```bash +python3 -m unittest plugins/tableau/tests/test_end_to_end_resources.py -v +``` + +Expected: FAIL because golden files do not exist. + +- [ ] **Step 3: Generate and review golden files** + +Generate golden files only through the public CLI commands from Task 5. +Manually verify: + +- Correct datasource and target field names. +- No donor names or unresolved tokens. +- One worksheet and matching window per generated resource. +- Existing workbook marker and unrelated bytes remain unchanged. + +- [ ] **Step 4: Run final verification** + +Run: + +```bash +python3 -m unittest discover -s plugins/tableau/tests -p "test_*.py" -v +python3 plugins/tableau/scripts/generate_resource_catalog.py \ + --plugin-root plugins/tableau \ + --check +python3 plugins/tableau/scripts/tableau_resources.py validate \ + --input plugins/tableau/tests/golden/insights-bar.twb +python3 plugins/tableau/scripts/tableau_resources.py validate \ + --input plugins/tableau/tests/golden/insights-line-injected.twb +git diff --check +``` + +Expected: every command exits 0, the test suite reports zero failures, both +golden workbooks validate, and `git diff --check` reports no whitespace errors. + diff --git a/docs/superpowers/specs/2026-08-18-tableau-plugin-resources-design.md b/docs/superpowers/specs/2026-08-18-tableau-plugin-resources-design.md new file mode 100644 index 0000000..a81cb48 --- /dev/null +++ b/docs/superpowers/specs/2026-08-18-tableau-plugin-resources-design.md @@ -0,0 +1,222 @@ +# Tableau Plugin Resources Design + +## Goal + +Make the Tableau samples, bookmark templates, XML examples, and reference +corpora discoverable to Codex and make a safe subset deterministically +executable against Tableau workbook files. + +Codex will not depend on the Tableau Desktop external client API. It will +either download and modify an existing `.twb` or create one from a starter, +validate the resulting workbook package, and publish it through Tableau's +existing publish API. + +## Architecture + +The plugin will use a tiered hybrid model: + +1. Every resource is indexed and available as reference material. +2. Templates that pass static portability checks are executable. +3. Templates with inline donor connections, unsupported calculations, viz + extensions, or unresolved references remain inspiration-only. + +```mermaid +flowchart TD + A[Codex loads Tableau skill] + B[Search resource catalog] + C{Resource tier} + D[Read reference resource] + E[Inspect executable contract] + F[Map datasource fields and parameters] + G[Create or inject TWB] + H[Validate and publish] + A --> B --> C + C --> D + C --> E --> F --> G --> H +``` + +The plugin manifest continues to expose `skills` and the hosted Tableau MCP +server. Codex plugin manifests do not provide a generic `data` discovery +surface, so skills are the entry points and a bundled CLI is the execution +surface. + +## Package structure + +```text +plugins/tableau/ + resources/ + catalog.json + templates/ + executable/ + reference/ + examples/ + references/ + starters/ + minimal-workbook.twb + scripts/ + tableau_resources.py + generate_resource_catalog.py + skills/ + tableau-workbook-authoring/ + SKILL.md + references/ + resource-guide.md + tableau-pulse-insights/ + SKILL.md + validate-workbook-package/ + SKILL.md +``` + +The current `data/templates`, `data/examples`, and root JSON files will move +into the corresponding `resources` directories. The two upstream +`insights__bar_chart.tbm` and `insights__line_chart.tbm` bookmarks will be +added with recorded source provenance. + +## Resource catalog + +`resources/catalog.json` is generated, checked into the repository, and used +by both skills and scripts. It contains: + +- Catalog schema version. +- Upstream repository, branch or tag, and source commit. +- Resource ID, type, family, intent, relative path, and keywords. +- `reference` or `executable` tier with classification reasons. +- Donor datasource names. +- Required and optional field slots, including datatype, role, derivation, + shelf placement, and source field. +- Explicit template parameters such as `DATE_MIN`, `DATE_MAX`, and + `DIRECTION`. +- Integrity hash for every source file. + +The generator derives facts from file contents rather than template names +where possible. File names provide discovery keywords and intent, not runtime +field semantics. + +## Discoverability + +`tableau-workbook-authoring` is the main skill for creating, modifying, and +publishing `.twb` workbooks. It instructs Codex to: + +1. Inspect or create the target workbook. +2. Search the resource catalog before hand-authoring a visualization. +3. Use reference resources for patterns and executable resources for + deterministic generation. +4. Validate the resulting package before publishing. + +`tableau-pulse-insights` is a focused entry point for Pulse Insights chart +requests. It filters the shared catalog to the two `insights__` resources and +then uses the same execution CLI. It does not duplicate templates or runtime +logic. + +The existing validation skill remains the final pre-publish gate. + +## Execution CLI + +`scripts/tableau_resources.py` uses the Python standard library and exposes: + +- `list`: search by text, family, resource type, or tier. +- `inspect`: print the selected resource's field and parameter contract. +- `instantiate`: create a workbook from the starter, a caller-supplied + `` definition, and one executable template. +- `inject`: add an executable template to an existing `.twb`. +- `validate`: check a generated `.twb` before package validation. + +The CLI accepts explicit datasource, field, and parameter mappings. It never +guesses a field from its caption and never overwrites an input workbook unless +the caller supplies an explicit overwrite flag. Default behavior writes a new +output file. + +For an existing workbook, the CLI reads available datasource and field +metadata from the `.twb`, verifies every required mapping, transforms the +bookmark into worksheet and window fragments, rewrites donor references, and +inserts the fragments without reserializing the rest of the workbook. + +For a new workbook, the starter supplies a valid workbook shell. +`instantiate` requires `--datasource-definition ` containing exactly one +valid Tableau `` element. The CLI inserts that element, reads its +fields for mapping validation, and will not fabricate connection metadata. + +## Executable eligibility + +A template is executable only when automated checks establish that it: + +- Is a well-formed Tableau bookmark with one worksheet table and window. +- Uses one donor datasource whose references can be rewritten. +- Has complete column metadata for every placed field. +- Has no inline connection or embedded extract dependency. +- Has no unsupported viz extension. +- Has no calculation dependency outside the inferred field contract. +- Has no unresolved bare field reference after tokenization. +- Produces a well-formed worksheet/window pair in a golden fixture. + +Passing these rules, rather than belonging to the lean naming cohort, grants +executable status. The large `family__chart__intent` bookmarks remain +reference-only unless they independently pass. + +## Workbook transformation safety + +The CLI parses XML to inspect and validate structure but uses bounded text +splices for insertion so it does not rewrite unrelated Tableau XML, +namespaces, formatting, or unknown elements. + +Before writing output it verifies: + +- The input is a Tableau workbook with worksheet and window containers. +- The target datasource exists. +- Every required source field and parameter has one mapping. +- The output worksheet name is unique or explicitly renamed. +- No `{{...}}`, `federated.XXXX`, or donor datasource references remain. +- Every datasource-qualified field reference resolves to the selected target + datasource. +- The output is well-formed XML and the input file remains unchanged. + +On failure, the CLI exits nonzero, reports the exact missing mapping or +structural condition, and does not create a partial output. + +## Publish handoff + +Publishing remains outside the resource CLI: + +1. Codex creates or downloads a workspace and `.twb`. +2. The resource CLI modifies a copy. +3. The existing package-validation workflow validates the `.twbx` receipt. +4. Codex passes that receipt to Tableau's create-and-publish API. + +This keeps resource execution deterministic and local while authentication, +packaging, and publishing remain owned by Tableau services. + +## Testing + +Tests will cover: + +- Catalog generation, deterministic ordering, integrity hashes, and provenance. +- Classification reasons for executable and reference-only templates. +- Search and inspection output. +- Field, datasource, derivation, and parameter mapping validation. +- Golden output for a portable bar template and both Pulse Insights templates. +- Injection into an existing workbook without changing unrelated bytes. +- Starter workbook generation. +- Duplicate worksheet names, missing containers, malformed XML, unsupported + templates, unresolved tokens, and incomplete mappings. +- Input preservation and no partial output on every failure path. +- Catalog drift detection so resource changes require regeneration. + +## Out of scope + +- Tableau Desktop or its external client API. +- Reimplementing the complete Tableau MCP bookmark compiler. +- Executing every large inline-datasource bookmark in the first release. +- Generating datasource connection metadata without caller input. +- Publishing directly from the resource CLI. + +## Success criteria + +1. Codex discovers the authoring and Pulse skills from this plugin. +2. A catalog query returns relevant samples and templates without scanning all + resource files. +3. Codex can inspect any resource as inspiration. +4. Codex can create or inject each eligible template with explicit mappings. +5. Generated workbooks pass local structural validation and the existing + package-validation workflow. +6. Reference-only templates fail closed with a clear classification reason. + diff --git a/plugins/tableau/.codex-plugin/plugin.json b/plugins/tableau/.codex-plugin/plugin.json index 7bf67da..e896496 100644 --- a/plugins/tableau/.codex-plugin/plugin.json +++ b/plugins/tableau/.codex-plugin/plugin.json @@ -28,9 +28,9 @@ ], "websiteURL": "https://www.tableau.com", "defaultPrompt": [ - "Analyze this data with Tableau", - "Help me build a Tableau visualization", - "Validate this Tableau workbook package" + "Build a Tableau workbook from a template", + "Create a Tableau Pulse Insights visualization", + "Validate and publish this Tableau workbook" ] } } diff --git a/plugins/tableau/README.md b/plugins/tableau/README.md new file mode 100644 index 0000000..affe9f2 --- /dev/null +++ b/plugins/tableau/README.md @@ -0,0 +1,55 @@ +# Tableau Plugin + +Teaches Codex to analyze data, build and modify Tableau `.twb` workbooks +from a curated resource catalog, validate workbook packages, and use the +hosted Tableau MCP server. + +## Skills + +- `tableau-workbook-authoring` — build, edit, template, and validate `.twb` + workbooks using the resource catalog and CLI. +- `tableau-pulse-insights` — build Pulse Insights bar/line visualizations + (ARR trends, ranked products) using the `pulse-insights` catalog family. +- `validate-workbook-package` — the pre-publish validation gate. + +## Resource catalog and CLI + +`resources/catalog.json` indexes every chart template, worked example, and +reference document under `resources/`. Each entry declares a `tier`: + +- `executable` — a bookmark template that `instantiate`/`inject` can + render into a real worksheet and window, with a typed field-mapping and + parameter contract. +- `reference` — a worked example, corpus entry, or schema document to + study, never to render directly. + +The CLI, `scripts/tableau_resources.py`, is the only supported way to +discover and transform these resources: + +```bash +python3 scripts/tableau_resources.py list --tier executable +python3 scripts/tableau_resources.py inspect +python3 scripts/tableau_resources.py instantiate \ + --datasource-definition --output --worksheet-name \ + --map SOURCE=TARGET --param NAME=VALUE +python3 scripts/tableau_resources.py inject \ + --input --output --datasource \ + --worksheet-name --map SOURCE=TARGET --param NAME=VALUE +python3 scripts/tableau_resources.py validate --input +``` + +## Authoring flow + +1. **Download-or-starter** — inspect an existing workbook's datasources, or + prepare a `` definition for a new one built from + `resources/starters/minimal-workbook.twb`. +2. **Transform** — `list` and `inspect` a catalog resource, then + `instantiate` (new workbook) or `inject` (existing workbook) it with the + required field mappings and parameters. +3. **Validate** — run the CLI's `validate` locally, then run + `validate-workbook-package` as the pre-publish gate. +4. **Publish** — call `create-and-publish-workbook` with the validation + receipt `validate-workbook-package` returned. + +See `skills/tableau-workbook-authoring/references/resource-guide.md` for +full CLI flags, mapping syntax, and failure recovery. diff --git a/plugins/tableau/resources/catalog-overrides.json b/plugins/tableau/resources/catalog-overrides.json new file mode 100644 index 0000000..6e04648 --- /dev/null +++ b/plugins/tableau/resources/catalog-overrides.json @@ -0,0 +1,23 @@ +{ + "schemaVersion": 1, + "resources": { + "insights__bar_chart": { + "family": "pulse-insights", + "intent": "Rank products by ARR within a date range", + "parameters": { + "DATE_MIN": {"type": "date", "required": true}, + "DATE_MAX": {"type": "date", "required": true}, + "DIRECTION": { + "type": "enum", + "required": true, + "allowed": ["ASC", "DESC"] + } + } + }, + "insights__line_chart": { + "family": "pulse-insights", + "intent": "Show ARR over close date with a trend line", + "parameters": {} + } + } +} diff --git a/plugins/tableau/resources/catalog.json b/plugins/tableau/resources/catalog.json new file mode 100644 index 0000000..1fc94de --- /dev/null +++ b/plugins/tableau/resources/catalog.json @@ -0,0 +1,9514 @@ +{ + "schemaVersion": 1, + "generatedFrom": { + "provenance": "./provenance.json", + "overrides": "./catalog-overrides.json" + }, + "resources": [ + { + "id": "box-plot-chart", + "type": "template", + "family": null, + "intent": "box plot chart", + "path": "./templates/executable/box-plot-chart.tbm", + "tier": "executable", + "classificationReasons": [], + "datasources": [ + "Sample - Superstore" + ], + "fields": [ + { + "sourceField": "Customer Name", + "datasource": "Sample - Superstore", + "datatype": "string", + "role": "dimension", + "derivation": "None", + "shelf": "marks" + }, + { + "sourceField": "Product Name", + "datasource": "Sample - Superstore", + "datatype": "string", + "role": "dimension", + "derivation": "None", + "shelf": "columns" + }, + { + "sourceField": "Profit", + "datasource": "Sample - Superstore", + "datatype": "real", + "role": "measure", + "derivation": "Sum", + "shelf": "reference-line" + }, + { + "sourceField": "Profit", + "datasource": "Sample - Superstore", + "datatype": "real", + "role": "measure", + "derivation": "Sum", + "shelf": "rows" + } + ], + "parameters": [], + "keywords": [ + "box", + "chart", + "executable", + "plot", + "template" + ], + "sha256": "ff857d1b1dc998b5abb052ad37b366070b28258ad9cf2e7e110eef35d2feb177" + }, + { + "id": "bullet-variance-chart", + "type": "template", + "family": null, + "intent": "bullet variance chart", + "path": "./templates/executable/bullet-variance-chart.tbm", + "tier": "executable", + "classificationReasons": [], + "datasources": [ + "Sample - Superstore" + ], + "fields": [ + { + "sourceField": "Customer Name", + "datasource": "Sample - Superstore", + "datatype": "string", + "role": "dimension", + "derivation": "None", + "shelf": "rows" + }, + { + "sourceField": "Profit", + "datasource": "Sample - Superstore", + "datatype": "real", + "role": "measure", + "derivation": "Sum", + "shelf": "columns" + }, + { + "sourceField": "Profit", + "datasource": "Sample - Superstore", + "datatype": "real", + "role": "measure", + "derivation": "Sum", + "shelf": "reference-line" + }, + { + "sourceField": "Sales", + "datasource": "Sample - Superstore", + "datatype": "real", + "role": "measure", + "derivation": "Sum", + "shelf": "marks" + }, + { + "sourceField": "Sales", + "datasource": "Sample - Superstore", + "datatype": "real", + "role": "measure", + "derivation": "Sum", + "shelf": "reference-line" + } + ], + "parameters": [], + "keywords": [ + "bullet", + "chart", + "executable", + "template", + "variance" + ], + "sha256": "110108cadf3d0a94fd47cbaa642abe3f892dc1247fe2c2092b9fa63dc53fbe19" + }, + { + "id": "calculated-field", + "type": "example", + "family": null, + "intent": "calculated field", + "path": "./examples/calculated-field.json", + "tier": "reference", + "classificationReasons": [], + "datasources": [], + "fields": [], + "parameters": [], + "keywords": [ + "calculated", + "example", + "field" + ], + "sha256": "7b6c4094dbfdce0b6d175ac29174fc278c25a1a86f042e938ed7a6201516cc07" + }, + { + "id": "change-over-time-area-chart", + "type": "template", + "family": null, + "intent": "change over time area chart", + "path": "./templates/executable/change-over-time-area-chart.tbm", + "tier": "executable", + "classificationReasons": [], + "datasources": [ + "Sample - Superstore" + ], + "fields": [ + { + "sourceField": "Customer Name", + "datasource": "Sample - Superstore", + "datatype": "string", + "role": "dimension", + "derivation": "None", + "shelf": "marks" + }, + { + "sourceField": "Order Date", + "datasource": "Sample - Superstore", + "datatype": "date", + "role": "dimension", + "derivation": "Quarter-Trunc", + "shelf": "columns" + }, + { + "sourceField": "Profit", + "datasource": "Sample - Superstore", + "datatype": "real", + "role": "measure", + "derivation": "Sum", + "shelf": "rows" + } + ], + "parameters": [], + "keywords": [ + "area", + "change", + "chart", + "executable", + "over", + "template", + "time" + ], + "sha256": "4586e8265f3030633d19925f0fd9716296069cab5f9afdf4a25c77218012ec8b" + }, + { + "id": "change-over-time-calendar-heatmap", + "type": "template", + "family": null, + "intent": "change over time calendar heatmap", + "path": "./templates/executable/change-over-time-calendar-heatmap.tbm", + "tier": "executable", + "classificationReasons": [], + "datasources": [ + "Sample - Superstore" + ], + "fields": [ + { + "sourceField": "Order Date", + "datasource": "Sample - Superstore", + "datatype": "date", + "role": "dimension", + "derivation": "Year", + "shelf": "columns" + }, + { + "sourceField": "Order Date", + "datasource": "Sample - Superstore", + "datatype": "date", + "role": "dimension", + "derivation": "Month", + "shelf": "rows" + }, + { + "sourceField": "Profit", + "datasource": "Sample - Superstore", + "datatype": "real", + "role": "measure", + "derivation": "Sum", + "shelf": "marks" + } + ], + "parameters": [], + "keywords": [ + "calendar", + "change", + "executable", + "heatmap", + "over", + "template", + "time" + ], + "sha256": "e27d67feff12c12cee6fd9a9550e744e17f163a7b04cbacb631ad7840877299a" + }, + { + "id": "change-over-time-stacked-area-chart", + "type": "template", + "family": null, + "intent": "change over time stacked area chart", + "path": "./templates/executable/change-over-time-stacked-area-chart.tbm", + "tier": "executable", + "classificationReasons": [], + "datasources": [ + "Sample - Superstore" + ], + "fields": [ + { + "sourceField": "Customer Name", + "datasource": "Sample - Superstore", + "datatype": "string", + "role": "dimension", + "derivation": "None", + "shelf": "marks" + }, + { + "sourceField": "Order Date", + "datasource": "Sample - Superstore", + "datatype": "date", + "role": "dimension", + "derivation": "Quarter-Trunc", + "shelf": "columns" + }, + { + "sourceField": "Profit", + "datasource": "Sample - Superstore", + "datatype": "real", + "role": "measure", + "derivation": "Sum", + "shelf": "rows" + } + ], + "parameters": [], + "keywords": [ + "area", + "change", + "chart", + "executable", + "over", + "stacked", + "template", + "time" + ], + "sha256": "bb3dcbeb826bc764ec6b209583af0e30430f66d254d544fb3c1007c1f2dc4fde" + }, + { + "id": "change-over-time__area__emphasize-total-change-more-than-parts", + "type": "template", + "family": "change-over-time", + "intent": "emphasize total change more than parts", + "path": "./templates/reference/change-over-time__area__emphasize-total-change-more-than-parts.tbm", + "tier": "reference", + "classificationReasons": [ + "external-calculation-dependency", + "inline-datasource" + ], + "datasources": [ + "Sample - 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(copy)_3985421014155269", + "datasource": "Sample - Superstore", + "datatype": "real", + "role": "measure", + "derivation": "Sum", + "shelf": "reference-line" + }, + { + "sourceField": "Profit", + "datasource": "Sample - Superstore", + "datatype": "real", + "role": "measure", + "derivation": "Sum", + "shelf": "filters" + }, + { + "sourceField": "Profit", + "datasource": "Sample - Superstore", + "datatype": "real", + "role": "measure", + "derivation": "Sum", + "shelf": "rows" + }, + { + "sourceField": "Super Bowl - Split 2", + "datasource": "Sample - Superstore", + "datatype": "integer", + "role": "dimension", + "derivation": "None", + "shelf": "filters" + }, + { + "sourceField": "Super Bowl - Split 2", + "datasource": "Sample - Superstore", + "datatype": "integer", + "role": "dimension", + "derivation": "None", + "shelf": "rows" + } + ], + "parameters": [], + "keywords": [ + "diff", + "ou", + "reference", + "template", + "ww" + ], + "sha256": "a831d3228f137d9182008123fed389e11c9cfba17222a52a443eb90792dfd936" + } + ] +} diff --git a/plugins/tableau/resources/examples/calculated-field.json b/plugins/tableau/resources/examples/calculated-field.json new file mode 100644 index 0000000..be2cfcf --- /dev/null +++ b/plugins/tableau/resources/examples/calculated-field.json @@ -0,0 +1,36 @@ +{ + "_description": "Add a calculated field (measure) to a datasource", + "_feature": "calculated-field", + "_usage": "Insert this node as a child of the target datasource node. Change name, caption, formula, role, type, and datatype to match your field.", + "example": { + "type": "column", + "attrs": { + "name": "[Calculation_20260303120000_001]", + "caption": "Profit Ratio", + "role": "measure", + "type": "quantitative", + "datatype": "real" + }, + "children": [ + { + "type": "calculation", + "attrs": { + "formula": "SUM([Profit]) / SUM([Sales])", + "class": "tableau" + } + } + ] + }, + "notes": { + "name_format": "[Calculation_YYYYMMDDHHMMSS_NNN] — must be unique within the datasource", + "role_values": ["dimension", "measure"], + "type_values": ["nominal", "ordinal", "quantitative"], + "datatype_values": ["string", "integer", "real", "boolean", "date", "datetime"], + "dimension_example": { + "role": "dimension", + "type": "nominal", + "datatype": "string", + "formula_example": "IF [Profit] > 0 THEN 'Profitable' ELSE 'Unprofitable' END" + } + } +} diff --git a/plugins/tableau/resources/examples/column-instance-naming.json b/plugins/tableau/resources/examples/column-instance-naming.json new file mode 100644 index 0000000..cabb551 --- /dev/null +++ b/plugins/tableau/resources/examples/column-instance-naming.json @@ -0,0 +1,71 @@ +{ + "_description": "Column instance naming conventions for rows, cols, and datasource-dependencies", + "_feature": "worksheet,encoding", + "naming_pattern": "[derivation:FieldName:typePivot]", + "derivation_values": { + "None": "No aggregation (dimensions)", + "Sum": "SUM aggregation", + "Avg": "AVERAGE aggregation", + "Min": "MIN aggregation", + "Max": "MAX aggregation", + "Count": "COUNT aggregation", + "CountD": "COUNTD aggregation", + "Median": "MEDIAN aggregation", + "Attr": "ATTR aggregation", + "Stdev": "Standard deviation", + "Var": "Variance", + "Year": "YEAR date part", + "Quarter": "QUARTER date part", + "Month": "MONTH date part", + "Day": "DAY date part", + "Week": "WEEK date part", + "TruncYear": "Date truncated to year", + "TruncQuarter": "Date truncated to quarter", + "TruncMonth": "Date truncated to month", + "TruncDay": "Date truncated to day" + }, + "type_pivot_values": { + "nk": "nominal-key (discrete dimension)", + "qk": "quantitative-key (continuous measure)", + "ok": "ordinal-key (ordered discrete)", + "nq": "nominal-quantitative (discrete measure — rare)" + }, + "examples": { + "discrete_dimension": { + "column": "[Category]", + "instance_name": "[none:Category:nk]", + "derivation": "None", + "type": "nominal", + "pivot": "key" + }, + "sum_measure": { + "column": "[Sales]", + "instance_name": "[sum:Sales:qk]", + "derivation": "Sum", + "type": "quantitative", + "pivot": "key" + }, + "year_date": { + "column": "[Order Date]", + "instance_name": "[yr:Order Date:ok]", + "derivation": "Year", + "type": "ordinal", + "pivot": "key" + }, + "truncated_month": { + "column": "[Order Date]", + "instance_name": "[tmo:Order Date:qk]", + "derivation": "TruncMonth", + "type": "quantitative", + "pivot": "key" + }, + "count_distinct": { + "column": "[Customer ID]", + "instance_name": "[ctd:Customer ID:qk]", + "derivation": "CountD", + "type": "quantitative", + "pivot": "key" + } + }, + "rows_cols_usage": "[datasourceId].[column-instance-name] — e.g. [federated.XXXX].[sum:Sales:qk]" +} diff --git a/plugins/tableau/resources/examples/dashboard-tiled.json b/plugins/tableau/resources/examples/dashboard-tiled.json new file mode 100644 index 0000000..25b007c --- /dev/null +++ b/plugins/tableau/resources/examples/dashboard-tiled.json @@ -0,0 +1,79 @@ +{ + "_description": "Minimal tiled dashboard with two worksheets side by side", + "_feature": "dashboard", + "dashboard": { + "type": "dashboard", + "attrs": { "name": "Overview Dashboard" }, + "children": [ + { + "type": "size", + "attrs": { + "sizing-mode": "fixed", + "minwidth": "1200", "maxwidth": "1200", + "minheight": "800", "maxheight": "800" + } + }, + { + "type": "zones", + "children": [ + { + "type": "zone", + "attrs": { + "id": 2, "x": 0, "y": 0, "w": 1200, "h": 800, + "type-v2": "layout-basic", + "layout-strategy-id": "flow" + }, + "children": [ + { + "type": "zone", + "attrs": { + "id": 3, "x": 0, "y": 0, "w": 1200, "h": 40, + "type-v2": "title" + } + }, + { + "type": "zone", + "attrs": { + "id": 4, "x": 0, "y": 40, "w": 600, "h": 760, + "type-v2": "visual", + "name": "Sheet 1" + } + }, + { + "type": "zone", + "attrs": { + "id": 5, "x": 600, "y": 40, "w": 600, "h": 760, + "type-v2": "visual", + "name": "Sheet 2" + } + } + ] + } + ] + } + ] + }, + "window": { + "type": "window", + "attrs": { "name": "Overview Dashboard", "class": "dashboard", "maximized": "true" }, + "children": [ + { + "type": "viewpoints", + "children": [ + { "type": "viewpoint", "attrs": { "name": "Sheet 1" } }, + { "type": "viewpoint", "attrs": { "name": "Sheet 2" } } + ] + }, + { "type": "active", "attrs": { "id": "-1" } } + ] + }, + "notes": { + "zone_id_uniqueness": "Zone IDs must be unique across all dashboards in the workbook. Find max existing ID first.", + "visual_zone_name": "The 'name' attribute on a visual zone must exactly match an existing worksheet name (case-sensitive).", + "fixed_sizing_requires_equal_min_max": "For sizing-mode='fixed', minwidth MUST equal maxwidth and minheight MUST equal maxheight. Otherwise Tableau fires a CheckSizeValidity LogicAssert (DashboardSizePresModelBuilder.cpp:180) and rejects the workbook load. Use sizing-mode='automatic' to allow ranges.", + "dashboard_window_viewpoints": "The element MUST contain a child holding one bare per included worksheet. Nesting full elements inside causes HasVisualDoc to fail in DashboardController_VisualControllers.cpp and the workbook load is rejected.", + "sizing_mode_values": ["automatic", "fixed", "range", "vscroll"], + "zone_type_values": ["layout-basic", "layout-flow", "visual", "text", "bitmap", "web", "filter", "paramctrl", "color", "shape", "size", "map", "title", "empty"], + "layout_strategy_values": ["basic", "free-form", "flow", "distribute-evenly", "trivial"] + } +} diff --git a/plugins/tableau/resources/examples/dashboard-validation-grid.json b/plugins/tableau/resources/examples/dashboard-validation-grid.json new file mode 100644 index 0000000..d45e52d --- /dev/null +++ b/plugins/tableau/resources/examples/dashboard-validation-grid.json @@ -0,0 +1,93 @@ +{ + "_description": "Multi-row before/after validation grid (3 rows × 2 cols of worksheets) using nested layout-flow row zones with explicit per-child coordinates in 100000-based percentages. Pattern extracted from a working production workbook ('Validation Comparison' dashboard). Use this when you want before/after side-by-side bar charts proving a datasource refactor preserved totals.", + "_feature": "dashboard", + "_when_to_use": "Need to lay out N pairs of worksheets in a tall grid where left column = 'before' and right column = 'after'. For simple side-by-side without rows, use dashboard-tiled.json instead.", + "dashboard": { + "type": "dashboard", + "attrs": { "enable-sort-zone-taborder": "true", "name": "Before vs After Validation" }, + "children": [ + { "type": "style" }, + { + "type": "size", + "attrs": { + "sizing-mode": "fixed", + "minwidth": "1400", "maxwidth": "1400", + "minheight": "1200", "maxheight": "1200" + } + }, + { + "type": "zones", + "children": [ + { + "_comment": "Outer layout-basic with full 100000x100000 percentage grid. All children use percentages, NOT pixels.", + "type": "zone", + "attrs": { "id": 200, "x": 0, "y": 0, "w": 100000, "h": 100000, "type-v2": "layout-basic" }, + "children": [ + { + "type": "zone", + "attrs": { "id": 201, "x": 0, "y": 0, "w": 100000, "h": 5000, "is-fixed": "true", "type-v2": "title" } + }, + { + "_comment": "Outer vertical flow holding the rows.", + "type": "zone", + "attrs": { "id": 202, "x": 0, "y": 5000, "w": 100000, "h": 95000, "type-v2": "layout-flow", "param": "vert" }, + "children": [ + { + "_comment": "Row 1: horizontal flow with two sheet zones (Sales · Before | Sales · After).", + "type": "zone", + "attrs": { "id": 210, "x": 0, "y": 5000, "w": 100000, "h": 31666, "type-v2": "layout-flow", "param": "horz" }, + "children": [ + { "type": "zone", "attrs": { "id": 211, "name": "Validate Sales · Before", "x": 0, "y": 5000, "w": 50000, "h": 31666 } }, + { "type": "zone", "attrs": { "id": 212, "name": "Validate Sales · After", "x": 50000, "y": 5000, "w": 50000, "h": 31666 } } + ] + }, + { + "type": "zone", + "attrs": { "id": 220, "x": 0, "y": 36666, "w": 100000, "h": 31667, "type-v2": "layout-flow", "param": "horz" }, + "children": [ + { "type": "zone", "attrs": { "id": 221, "name": "Validate Quantity · Before", "x": 0, "y": 36666, "w": 50000, "h": 31667 } }, + { "type": "zone", "attrs": { "id": 222, "name": "Validate Quantity · After", "x": 50000, "y": 36666, "w": 50000, "h": 31667 } } + ] + }, + { + "type": "zone", + "attrs": { "id": 230, "x": 0, "y": 68333, "w": 100000, "h": 31667, "type-v2": "layout-flow", "param": "horz" }, + "children": [ + { "type": "zone", "attrs": { "id": 231, "name": "Validate Profit · Before", "x": 0, "y": 68333, "w": 50000, "h": 31667 } }, + { "type": "zone", "attrs": { "id": 232, "name": "Validate Profit · After", "x": 50000, "y": 68333, "w": 50000, "h": 31667 } } + ] + } + ] + } + ] + } + ] + } + ] + }, + "window": { + "type": "window", + "attrs": { "name": "Before vs After Validation", "class": "dashboard", "maximized": "true" }, + "children": [ + { + "type": "viewpoints", + "children": [ + { "type": "viewpoint", "attrs": { "name": "Validate Sales · Before" } }, + { "type": "viewpoint", "attrs": { "name": "Validate Sales · After" } }, + { "type": "viewpoint", "attrs": { "name": "Validate Quantity · Before" } }, + { "type": "viewpoint", "attrs": { "name": "Validate Quantity · After" } }, + { "type": "viewpoint", "attrs": { "name": "Validate Profit · Before" } }, + { "type": "viewpoint", "attrs": { "name": "Validate Profit · After" } } + ] + }, + { "type": "active", "attrs": { "id": "-1" } } + ] + }, + "notes": { + "coordinate_system": "Inside row-wrapping layout-flow zones, child x/y/w/h use the 100000-based percentage coordinate system (h='31666' = 31.666% of parent height). The reference 'Validation Comparison' dashboard in the agentdemo finished workbook uses this convention. Pixel coords also work in flat layout-basic dashboards (see dashboard-tiled.json), but inside layout-flow rows, mismatched coordinate systems cause silent zone drops.", + "row_height_distribution": "Three equal rows of 31666/31667/31667 sum to 95000 to fit under the 5000-tall title. The 1-unit asymmetry handles 95000 not being divisible by 3.", + "fixed_sizing_requires_equal_min_max": "Same constraint as dashboard-tiled.json: for sizing-mode='fixed', min == max for both width and height.", + "viewpoint_per_sheet": " needs one per included worksheet. Bare leaves only — never nest elements.", + "verify_post_apply": "After tableau-apply-workbook, re-fetch with tableau-get-dashboard and count zones. If zones went down, your layout structure was rejected silently." + } +} diff --git a/plugins/tableau/resources/examples/dual-axis.json b/plugins/tableau/resources/examples/dual-axis.json new file mode 100644 index 0000000..58ef22e --- /dev/null +++ b/plugins/tableau/resources/examples/dual-axis.json @@ -0,0 +1,61 @@ +{ + "_description": "Dual-axis worksheet: two measures on the same axis using the + operator in the cols/rows shelf. Generates 3 panes (one per measure plus the combined-axes pane).", + "_feature": "dual-axis,encoding", + "shelf_expression": { + "_description": "Dual-axis cols shelf: sum both measures using + operator", + "_note": "The + operator on the shelf creates a dual axis. Both CI names must be distinct.", + "cols_content": "([federated.XXXX].[sum:Sales:qk]+[federated.XXXX].[sum:Profit:qk])" + }, + "column_instances": { + "_description": "Both column-instances go into datasource-dependencies", + "measure1": { + "type": "column-instance", + "attrs": { + "column": "[Sales]", + "derivation": "Sum", + "name": "[sum:Sales:qk]", + "pivot": "key", + "type": "quantitative" + } + }, + "measure2": { + "type": "column-instance", + "attrs": { + "column": "[Profit]", + "derivation": "Sum", + "name": "[sum:Profit:qk]", + "pivot": "key", + "type": "quantitative" + } + } + }, + "panes": { + "_description": "A dual-axis view generates 3 panes: pane id=1 (first measure), pane id=2 (second measure), and the combined-axes pane (id=3 with name='__combined_axes')", + "pane_1": { + "type": "pane", + "attrs": { "id": "1" }, + "children": [ + { "type": "mark", "attrs": { "class": "Bar" } } + ] + }, + "pane_2": { + "type": "pane", + "attrs": { "id": "2" }, + "children": [ + { "type": "mark", "attrs": { "class": "Line" } } + ] + }, + "combined_axes_pane": { + "_note": "This pane is auto-generated by Tableau for dual-axis. Do not manually add it.", + "type": "pane", + "attrs": { "id": "3", "name": "__combined_axes" } + } + }, + "notes": { + "shelf_format": "([ds].[ci1]+[ds].[ci2]) — parens + + operator, both CI references", + "vs_multi_measure": "Single axis multi-measure uses ([ds].[ci1]*[ds].[ci2]) with * operator", + "mark_class_per_pane": "Each pane can have its own mark class — pane 1 and 2 are independently configurable", + "synchronize_axes": "To synchronize Y axes: add synchronize-axis node in the view", + "combined_axes_pane": "The __combined_axes pane is auto-created; don't manually add it — Tableau will create it" + } +} diff --git a/plugins/tableau/resources/examples/encoding-pane-level.json b/plugins/tableau/resources/examples/encoding-pane-level.json new file mode 100644 index 0000000..426228d --- /dev/null +++ b/plugins/tableau/resources/examples/encoding-pane-level.json @@ -0,0 +1,32 @@ +{ + "_description": "Correct pane-level encoding placement for color, text, size, shape, lod. Encodings go in pane > encodings (NOT inside pane > view > mark — mark-level encodings get stripped by loadMetadataFromXml).", + "_feature": "encoding,color,mark,pane", + "full_pane_structure": { + "_description": "Complete pane showing correct encoding placement", + "type": "pane", + "attrs": { "id": "2", "selection-relaxation-option": "selection-relaxation-disallow" }, + "children": [ + { + "type": "view", + "children": [{ "type": "breakdown", "attrs": { "value": "auto" } }] + }, + { "type": "mark", "attrs": { "class": "Bar" } }, + { + "type": "encodings", + "children": [ + { "type": "color", "attrs": { "column": "[federated.XXXX].[none:Category:nk]" } }, + { "type": "size", "attrs": { "column": "[federated.XXXX].[sum:Profit:qk]" } }, + { "type": "text", "attrs": { "column": "[federated.XXXX].[sum:Sales:qk]" } }, + { "type": "lod", "attrs": { "column": "[federated.XXXX].[none:Region:nk]" } } + ] + } + ] + }, + "notes": { + "encoding_types": ["color", "size", "text", "shape", "lod", "tooltip", "path", "angle"], + "mark_class_values": ["Automatic", "Text", "Shape", "Bar", "GanttBar", "Line", "Area", "Circle", "Square", "Pie", "Polygon", "Heatmap", "Multipolygon"], + "schema_path": "PaneSpecification-G > PaneSpecification-MarkEncodings-G", + "WRONG_placement": "pane > view > mark > encoding — gets STRIPPED by loadMetadataFromXml", + "CORRECT_placement": "pane > encodings > [color|size|text|shape|lod|tooltip]" + } +} diff --git a/plugins/tableau/resources/examples/filter-categorical.json b/plugins/tableau/resources/examples/filter-categorical.json new file mode 100644 index 0000000..b17b394 --- /dev/null +++ b/plugins/tableau/resources/examples/filter-categorical.json @@ -0,0 +1,37 @@ +{ + "_description": "Add a categorical filter to a worksheet (include specific values)", + "_feature": "filter", + "filter": { + "type": "filter", + "attrs": { + "column": "[federated.XXXX].[[Segment]]", + "class": "categorical" + }, + "children": [ + { + "type": "groupfilter", + "attrs": { + "user:ui-enumeration": "exclusive", + "user:ui-marker": "enumerate", + "function": "union" + }, + "children": [ + { "type": "groupfilter", "attrs": { "function": "member", "level": "[Segment]", "member": "Consumer" } }, + { "type": "groupfilter", "attrs": { "function": "member", "level": "[Segment]", "member": "Corporate" } } + ] + } + ] + }, + "placement": "Insert as a child of the worksheet's table > view node", + "notes": { + "column_format": "[datasourceId].[[FieldName]] — note the double brackets around the field name", + "filter_class_values": ["categorical", "quantitative", "relative-date"], + "groupfilter_function_values": ["union", "member", "intersection", "except", "range", "filter", "level-members"], + "exclusive_vs_inclusive": "exclusive means 'show only these values', inclusive is not commonly used in TWB files", + "quantitative_filter_example": { + "class": "quantitative", + "column": "[federated.XXXX].[[Sales]]", + "children": [{ "type": "min", "content": "100" }, { "type": "max", "content": "10000" }] + } + } +} diff --git a/plugins/tableau/resources/examples/filter-relative-date.json b/plugins/tableau/resources/examples/filter-relative-date.json new file mode 100644 index 0000000..b832e90 --- /dev/null +++ b/plugins/tableau/resources/examples/filter-relative-date.json @@ -0,0 +1,82 @@ +{ + "_description": "Relative date filter on a date dimension. Uses class='relative-date' with a date-range node specifying anchor, period, and range units.", + "_feature": "filter,filter-relative-date", + "filter_last_n_days": { + "_description": "Show data for the last 30 days relative to today", + "_placement": "Inside worksheet > table > view node (sibling to datasources)", + "type": "filter", + "attrs": { + "column": "[federated.XXXX].[[Order Date]]", + "class": "relative-date" + }, + "children": [ + { + "type": "date-range", + "attrs": { + "anchor": "today", + "first-period": "-30", + "period-type": "days" + } + } + ] + }, + "filter_last_n_months": { + "_description": "Show data for the last 3 complete months", + "type": "filter", + "attrs": { + "column": "[federated.XXXX].[[Order Date]]", + "class": "relative-date" + }, + "children": [ + { + "type": "date-range", + "attrs": { + "anchor": "today", + "first-period": "-3", + "period-type": "months" + } + } + ] + }, + "filter_year_to_date": { + "_description": "Show data for the current year to date", + "type": "filter", + "attrs": { + "column": "[federated.XXXX].[[Order Date]]", + "class": "relative-date" + }, + "children": [ + { + "type": "date-range", + "attrs": { + "anchor": "today", + "first-period": "0", + "period-type": "years", + "to-date": "true" + } + } + ] + }, + "filter_date_range_absolute": { + "_description": "Absolute date range filter (fixed start/end dates)", + "type": "filter", + "attrs": { + "column": "[federated.XXXX].[[Order Date]]", + "class": "quantitative" + }, + "children": [ + { "type": "min", "content": "#2024-01-01#" }, + { "type": "max", "content": "#2024-12-31#" } + ] + }, + "notes": { + "column_format": "[datasourceId].[[FieldName]] — double brackets around field name", + "class_relative_date": "class='relative-date' for rolling/relative filters", + "period_type_values": ["days", "weeks", "months", "quarters", "years"], + "anchor_values": ["today", "now", "last-full-period"], + "first_period": "Negative = looking back (e.g., -30 = last 30 days); 0 = current period", + "to_date": "to-date='true' for YTD/MTD/QTD — truncates to start of current period", + "absolute_date_format": "Use #YYYY-MM-DD# format for date literals in min/max children", + "filter_placement": "Filters go inside the view node (worksheet > table > view), alongside datasource-dependencies" + } +} diff --git a/plugins/tableau/resources/examples/lod-fixed.json b/plugins/tableau/resources/examples/lod-fixed.json new file mode 100644 index 0000000..6f47bf9 --- /dev/null +++ b/plugins/tableau/resources/examples/lod-fixed.json @@ -0,0 +1,47 @@ +{ + "_description": "FIXED LOD expression: computes a value at a fixed granularity, independent of view dimensions. Place the calculated column in the datasource columns section.", + "_feature": "lod,calculated-field", + "column_in_datasource": { + "_description": "Define the FIXED LOD calculated field in the datasource > columns section", + "type": "column", + "attrs": { + "caption": "Total Sales per Customer", + "datatype": "real", + "name": "[Calculation_LOD_Fixed]", + "role": "measure", + "type": "quantitative" + }, + "children": [ + { + "type": "calculation", + "attrs": { + "class": "tableau", + "formula": "{ FIXED [Customer Name] : SUM([Sales]) }" + } + } + ] + }, + "column_instance_in_view": { + "_description": "Reference the LOD field in datasource-dependencies as a column-instance", + "type": "column-instance", + "attrs": { + "column": "[Calculation_LOD_Fixed]", + "derivation": "Sum", + "name": "[sum:Calculation_LOD_Fixed:qk]", + "pivot": "key", + "type": "quantitative" + } + }, + "lod_variants": { + "FIXED": "{ FIXED [Dim1], [Dim2] : AGG([Measure]) } — ignores view dims, computes at specified dims", + "INCLUDE": "{ INCLUDE [Dim] : AGG([Measure]) } — adds extra dim to view granularity", + "EXCLUDE": "{ EXCLUDE [Dim] : AGG([Measure]) } — removes a dim from view granularity" + }, + "notes": { + "formula_syntax": "{ FIXED [DimField] : AGG([Measure]) } — curly braces required", + "naming_convention": "[Calculation_LOD_Fixed] — use descriptive names with timestamp suffix in production", + "derivation": "LOD fields typically use Sum derivation in column-instance; the formula itself specifies the aggregation", + "context_filters": "Context filters (context='true') ARE respected by FIXED LOD; regular filters are not", + "FIXED_vs_INCLUDE_EXCLUDE": "FIXED ignores all view dimensions; INCLUDE/EXCLUDE modify view grain relatively" + } +} diff --git a/plugins/tableau/resources/examples/mark-encoding.json b/plugins/tableau/resources/examples/mark-encoding.json new file mode 100644 index 0000000..45f4238 --- /dev/null +++ b/plugins/tableau/resources/examples/mark-encoding.json @@ -0,0 +1,44 @@ +{ + "_description": "Configure mark type and color/text/detail encoding on a worksheet. Encodings go in pane > encodings (NOT inside pane > view > mark — that gets stripped by loadMetadataFromXml).", + "_feature": "mark,encoding,color", + "mark_node": { + "_placement": "Inside worksheet > table > panes > pane", + "type": "mark", + "attrs": { "class": "Bar" } + }, + "color_encoding": { + "_placement": "Inside worksheet > table > panes > pane > encodings (NOT inside mark node)", + "_warning": "WRONG placement: pane > view > mark > encoding — this gets stripped by loadMetadataFromXml", + "type": "encodings", + "children": [ + { + "type": "color", + "attrs": { "column": "[federated.XXXX].[none:Category:nk]" } + } + ] + }, + "full_pane_example": { + "_description": "Complete pane structure showing correct encoding placement", + "type": "pane", + "attrs": { "id": "2", "selection-relaxation-option": "selection-relaxation-disallow" }, + "children": [ + { "type": "view", "children": [{ "type": "breakdown", "attrs": { "value": "auto" } }] }, + { "type": "mark", "attrs": { "class": "Bar" } }, + { + "type": "encodings", + "children": [ + { "type": "color", "attrs": { "column": "[federated.XXXX].[none:Category:nk]" } }, + { "type": "text", "attrs": { "column": "[federated.XXXX].[sum:Sales:qk]" } }, + { "type": "lod", "attrs": { "column": "[federated.XXXX].[none:Region:nk]" } } + ] + } + ] + }, + "notes": { + "mark_class_values_PrimitiveType_ST": ["Automatic", "Text", "Shape", "Bar", "GanttBar", "Line", "Area", "Circle", "Square", "Pie", "Polygon", "Heatmap", "Multipolygon"], + "encoding_types_in_pane_encodings": ["color", "size", "text", "shape", "lod", "tooltip", "path", "angle"], + "color_format": "Hex values like #4e79a7", + "setting_mark_type": "Change the 'class' attribute on the mark node inside panes > pane", + "CRITICAL": "Encodings MUST be direct children of pane (inside an 'encodings' wrapper), NOT inside the mark node. Mark-level encodings are stripped by loadMetadataFromXml." + } +} diff --git a/plugins/tableau/resources/examples/parameter.json b/plugins/tableau/resources/examples/parameter.json new file mode 100644 index 0000000..000038e --- /dev/null +++ b/plugins/tableau/resources/examples/parameter.json @@ -0,0 +1,78 @@ +{ + "_description": "Parameter definition and usage in a calculated field. Parameters live in a special datasource named 'Parameters'. Reference with [Parameters].[Parameter N].", + "_feature": "parameter,calculated-field", + "parameter_datasource": { + "_description": "The Parameters datasource is a special built-in datasource. Add parameter columns to it.", + "type": "datasource", + "attrs": { + "name": "Parameters", + "inline": "true" + }, + "children": [ + { + "type": "column", + "attrs": { + "caption": "Top N", + "datatype": "integer", + "name": "[Parameter 1]", + "param-domain-type": "range", + "role": "measure", + "type": "quantitative", + "value": "10" + }, + "children": [ + { + "type": "calculation", + "attrs": { + "class": "tableau", + "formula": "10" + } + }, + { + "type": "range", + "attrs": { + "granularity": "1", + "max": "100", + "min": "1" + } + } + ] + } + ] + }, + "calc_using_parameter": { + "_description": "A calculated field in a regular datasource that references the parameter", + "type": "column", + "attrs": { + "caption": "Is Top N", + "datatype": "boolean", + "name": "[Calculation_TopN_Check]", + "role": "dimension", + "type": "nominal" + }, + "children": [ + { + "type": "calculation", + "attrs": { + "class": "tableau", + "formula": "RANK(SUM([Sales])) <= [Parameters].[Parameter 1]" + } + } + ] + }, + "parameter_types": { + "integer_range": { "datatype": "integer", "param-domain-type": "range", "min": "1", "max": "100" }, + "float_range": { "datatype": "real", "param-domain-type": "range", "min": "0.0", "max": "1.0" }, + "string_list": { "datatype": "string", "param-domain-type": "list" }, + "boolean": { "datatype": "boolean", "param-domain-type": "all" }, + "all_values": { "datatype": "integer", "param-domain-type": "all", "note": "No min/max/list constraint" } + }, + "notes": { + "datasource_name": "Parameters datasource name is ALWAYS exactly 'Parameters' (capital P)", + "column_name_format": "[Parameter 1], [Parameter 2], etc. — Tableau auto-numbers them", + "reference_in_calc": "[Parameters].[Parameter N] — always reference by datasource name + column name", + "value_attr": "Current parameter value is stored in the 'value' attribute of the column node", + "param_domain_type_values": ["all", "list", "range"], + "formula_attr": "The calculation formula just echoes the default value: formula='10' for default=10" + } +} diff --git a/plugins/tableau/resources/examples/reference-line.json b/plugins/tableau/resources/examples/reference-line.json new file mode 100644 index 0000000..b0f9f7e --- /dev/null +++ b/plugins/tableau/resources/examples/reference-line.json @@ -0,0 +1,56 @@ +{ + "_description": "Add an average reference line to a worksheet axis. The reference-line node goes inside a pane in the panes section.", + "_feature": "reference-line", + "reference_line_average": { + "_description": "Average reference line on a quantitative axis. Place inside the pane node in panes.", + "_placement": "worksheet > table > panes > pane > reference-line", + "type": "reference-line", + "attrs": { + "type": "average", + "column": "[federated.XXXX].[sum:Sales:qk]" + }, + "children": [ + { + "type": "label", + "attrs": { + "label-type": "value", + "format": "#,##0" + } + } + ] + }, + "reference_line_constant": { + "_description": "Constant reference line at a fixed value", + "type": "reference-line", + "attrs": { + "type": "constant", + "value": "10000", + "column": "[federated.XXXX].[sum:Sales:qk]" + }, + "children": [ + { + "type": "label", + "attrs": { + "label-type": "custom", + "label": "Target" + } + } + ] + }, + "reference_line_parameter": { + "_description": "Reference line using a parameter value", + "type": "reference-line", + "attrs": { + "type": "constant", + "column": "[federated.XXXX].[sum:Sales:qk]", + "param-column": "[Parameters].[Parameter 1]" + } + }, + "notes": { + "placement": "reference-line is a direct child of pane (inside panes section), NOT inside view", + "type_values_ReferenceLineType-ST": ["constant", "average", "median", "minimum", "maximum", "sum", "percentile", "quantile"], + "column_format": "[datasourceId].[column-instance-name] — same format as shelf references", + "label_type_values": ["value", "custom", "none"], + "scope": "One pane corresponds to one measure; add reference-line to the correct pane for the target measure" + } +} diff --git a/plugins/tableau/resources/examples/sort.json b/plugins/tableau/resources/examples/sort.json new file mode 100644 index 0000000..b92bf8a --- /dev/null +++ b/plugins/tableau/resources/examples/sort.json @@ -0,0 +1,25 @@ +{ + "_description": "Sort a dimension by a measure using a view-level sort node. This is the ONLY reliable sort method — CDP tabdoc:sort is unreliable and datasource-level sorts get stripped.", + "_feature": "sort,sort-computed", + "sort_node": { + "_placement": "Direct child of worksheet > table > view (sibling to datasources, filter, slices)", + "type": "sort", + "attrs": { + "column": "[federated.XXXX].[none:Sub-Category:nk]", + "using": "[federated.XXXX].[sum:Sales:qk]", + "class": "computed", + "direction": "DESC" + } + }, + "notes": { + "column": "The dimension column-instance being sorted", + "using": "The measure column-instance to sort by", + "class_values_Sort-G": ["computed", "manual", "natural", "alphabetic"], + "direction_values_SortDirection-ST": ["ASC", "DESC"], + "WRONG_placements": [ + "Inside column node in datasource-dependencies — stripped by loadMetadataFromXml", + "shelf-sort-deltas at table level — stripped by loadMetadataFromXml" + ], + "CDP_sort_command": "tabdoc:sort is unreliable — use workbook JSON view-level sort instead" + } +} diff --git a/plugins/tableau/resources/examples/table-calc.json b/plugins/tableau/resources/examples/table-calc.json new file mode 100644 index 0000000..b714482 --- /dev/null +++ b/plugins/tableau/resources/examples/table-calc.json @@ -0,0 +1,53 @@ +{ + "_description": "Table calculation with Compute Using configuration. The table-calc node goes inside the column-instance in datasource-dependencies, NOT at the worksheet level.", + "_feature": "table-calc,calculation", + "calc_field_in_datasource": { + "_description": "Step 1: Define the calculated field in the datasource columns section", + "type": "column", + "attrs": { + "caption": "Rank by Sales", + "datatype": "integer", + "name": "[Calculation_20260306190005]", + "role": "measure", + "type": "quantitative" + }, + "children": [ + { + "type": "calculation", + "attrs": { + "class": "tableau", + "formula": "RANK(SUM([Sales]))" + } + } + ] + }, + "column_instance_with_table_calc": { + "_description": "Step 2: Add column-instance in datasource-dependencies with table-calc child for Compute Using", + "_placement": "Inside worksheet > table > view > datasource-dependencies > datasource-dependency", + "type": "column-instance", + "attrs": { + "name": "[usr:Calculation_20260306190005:qk:2]", + "column": "[Calculation_20260306190005]", + "pivot": "key", + "type": "quantitative", + "derivation": "User" + }, + "children": [ + { + "type": "table-calc", + "attrs": { + "ordering-type": "Field", + "ordering-field": "[Sample - Superstore].[Sub-Category]" + } + } + ] + }, + "notes": { + "column_instance_naming": "usr: prefix (User derivation), :2 suffix (table calc instance ID)", + "ordering_type_values_OrderingType-ST": ["None", "Table", "TableCol", "Rows", "Columns", "Pane", "PaneCol", "RowInPane", "ColumnInPane", "CellInPane", "Field"], + "compute_using_table_down": "ordering-type: 'Rows'", + "compute_using_specific_field": "ordering-type: 'Field', ordering-field: '[ds].[field]'", + "common_table_calc_functions": ["INDEX()", "RANK()", "RUNNING_SUM()", "RUNNING_AVG()", "WINDOW_SUM()", "WINDOW_AVG()", "FIRST()", "LAST()", "LOOKUP()", "SIZE()", "TOTAL()"], + "CRITICAL": "table-calc config MUST be in the column-instance in datasource-dependencies. Worksheet-level table-calculations section gets STRIPPED by loadMetadataFromXml." + } +} diff --git a/plugins/tableau/resources/examples/topn-table-calc-filter.json b/plugins/tableau/resources/examples/topn-table-calc-filter.json new file mode 100644 index 0000000..dce60a1 --- /dev/null +++ b/plugins/tableau/resources/examples/topn-table-calc-filter.json @@ -0,0 +1,97 @@ +{ + "_description": "Top N per partition using Rank on Rows pattern. Uses INDEX() as both the row axis (discrete/ordinal) and filter (continuous/quantitative). Each partition (e.g., month) independently ranks its items. Native Top N filters (class=function) are unreliable through loadMetadataFromXml.", + "_feature": "filter,topn,table-calc,rank", + "step1_calc_field": { + "_description": "Define INDEX() calc field in datasource columns — serves as both rank display and filter", + "_placement": "Inside datasource > column definitions", + "type": "column", + "attrs": { + "caption": "Rank", + "datatype": "integer", + "name": "[Calculation_Rank]", + "role": "measure", + "type": "ordinal" + }, + "children": [ + { + "type": "calculation", + "attrs": { + "class": "tableau", + "formula": "INDEX()" + } + } + ] + }, + "step2a_column_instance_discrete": { + "_description": "Discrete (ordinal) column-instance for Rows shelf — creates rank partitions 1, 2, 3...", + "_placement": "Inside worksheet > table > view > datasource-dependencies", + "type": "column-instance", + "attrs": { + "name": "[usr:Calculation_Rank:ok:1]", + "column": "[Calculation_Rank]", + "pivot": "key", + "type": "ordinal", + "derivation": "User" + }, + "children": [ + { + "type": "table-calc", + "attrs": { + "ordering-type": "Field", + "level-address": "[DatasourceName].[none:Sub-Category:nk]" + } + } + ] + }, + "step2b_column_instance_continuous": { + "_description": "Continuous (quantitative) column-instance for Filter shelf — allows range filtering (max: 10)", + "_placement": "Inside worksheet > table > view > datasource-dependencies", + "type": "column-instance", + "attrs": { + "name": "[usr:Calculation_Rank:qk]", + "column": "[Calculation_Rank]", + "pivot": "key", + "type": "quantitative", + "derivation": "User" + }, + "children": [ + { + "type": "table-calc", + "attrs": { + "ordering-type": "Field", + "level-address": "[DatasourceName].[none:Sub-Category:nk]" + } + } + ] + }, + "step3_rows": { + "_description": "Put the discrete Rank on Rows, the dimension on Label encoding (NOT on Rows)", + "rows": "[DatasourceName].[usr:Calculation_Rank:ok:1]", + "label_encoding": { + "type": "text", + "attrs": { "column": "[DatasourceName].[none:Sub-Category:nk]" } + } + }, + "step4_filter": { + "_description": "Quantitative range filter on the continuous Rank CI — keeps ranks 1 through N", + "_placement": "Inside worksheet > table > view (sibling to datasources, datasource-dependencies)", + "type": "filter", + "attrs": { + "column": "[DatasourceName].[usr:Calculation_Rank:qk]", + "class": "quantitative", + "included-values": "in-range" + }, + "children": [ + { "type": "max", "content": "10" } + ] + }, + "notes": { + "why_two_column_instances": "The same INDEX() field needs two forms: discrete (ordinal, :ok:) on Rows creates partitions; continuous (quantitative, :qk) on Filter allows range comparisons. A quantitative filter on an ordinal CI is INVALID.", + "why_not_dimension_on_rows": "Putting the dimension (e.g., Sub-Category) on a shared Rows axis creates a union of all partitions' top N — not independent top N per partition. With Rank on Rows, each partition column independently fills rank positions.", + "why_not_boolean_index_le_10": "A separate INDEX() <= 10 boolean calc is unnecessary. The Rank field itself serves as both the display axis and the filter target. Using a separate boolean calc risks misaligned compute-using configs between the two INDEX() calculations.", + "level_address_vs_ordering_field": "Use level-address (not ordering-field) for Specific Dimensions mode. Maps to 'At the level' in the Table Calculation dialog.", + "filter_ci_suffix": "The filter CI may have no numeric suffix (just :qk). Tableau assigns suffixes; don't assume :2.", + "order_of_operations": "Table calc filters compute at step 9 (after sorts, FIXED LODs, dimension filters)", + "change_N": "To change the number of results, modify the max content value in the filter (e.g., '20' for top 20)" + } +} diff --git a/plugins/tableau/resources/examples/worksheet-bar-chart.json b/plugins/tableau/resources/examples/worksheet-bar-chart.json new file mode 100644 index 0000000..33fc67c --- /dev/null +++ b/plugins/tableau/resources/examples/worksheet-bar-chart.json @@ -0,0 +1,76 @@ +{ + "_description": "Minimal worksheet with a bar chart (dimension on rows, measure on cols)", + "_feature": "worksheet", + "worksheet": { + "type": "worksheet", + "attrs": { "name": "Sales by Category" }, + "children": [ + { + "type": "table", + "children": [ + { + "type": "view", + "children": [ + { + "type": "datasources", + "children": [ + { "type": "datasource", "attrs": { "name": "federated.XXXX" } } + ] + }, + { + "type": "datasource-dependencies", + "attrs": { "datasource": "federated.XXXX" }, + "children": [ + { + "type": "column-instance", + "attrs": { + "column": "[Category]", + "derivation": "None", + "name": "[none:Category:nk]", + "pivot": "key", + "type": "nominal" + } + }, + { + "type": "column-instance", + "attrs": { + "column": "[Sales]", + "derivation": "Sum", + "name": "[sum:Sales:qk]", + "pivot": "key", + "type": "quantitative" + } + } + ] + } + ] + }, + { + "type": "panes", + "children": [ + { + "type": "pane", + "attrs": { "id": "2", "selection-relaxation-option": "selection-relaxation-disallow" }, + "children": [ + { "type": "view", "children": [{ "type": "breakdown", "attrs": { "value": "auto" } }] }, + { "type": "mark", "attrs": { "class": "Automatic" } } + ] + } + ] + }, + { "type": "rows", "content": "[federated.XXXX].[none:Category:nk]" }, + { "type": "cols", "content": "[federated.XXXX].[sum:Sales:qk]" } + ] + } + ] + }, + "window": { + "type": "window", + "attrs": { "name": "Sales by Category", "class": "worksheet", "saved-hidden": "true", "maximized": "true" } + }, + "notes": { + "column_instance_naming": "[derivation:FieldName:typePivot] — derivation is the aggregation (None, Sum, Avg, etc.), typePivot is 'nk' for nominal-key, 'qk' for quantitative-key, 'ok' for ordinal-key", + "mark_class_values": ["Automatic", "Text", "Shape", "Bar", "Line", "Area", "Circle", "Square", "Pie", "GanttBar", "Polygon", "Heatmap"], + "rows_cols_format": "[datasourceId].[column-instance-name]" + } +} diff --git a/plugins/tableau/resources/provenance.json b/plugins/tableau/resources/provenance.json new file mode 100644 index 0000000..900c643 --- /dev/null +++ b/plugins/tableau/resources/provenance.json @@ -0,0 +1,21 @@ +{ + "schemaVersion": 1, + "sources": [ + { + "repo": "tableau/tableau-mcp", + "commit": "3e77dd40997a2ffcb89fb25fa40c9abc1ac59a71", + "imports": [ + { + "filename": "insights__bar_chart.tbm", + "upstreamPath": "src/desktop/data/templates/insights__bar_chart.tbm", + "sha256": "8bee7866c7b5b008d5385f8dcbbc8d8b5994818362f433735992c58ce095f022" + }, + { + "filename": "insights__line_chart.tbm", + "upstreamPath": "src/desktop/data/templates/insights__line_chart.tbm", + "sha256": "2e223555446c9f940e3ac5f869114d42b3f2a25f5526e9f6af3188d2b19aaf71" + } + ] + } + ] +} diff --git a/plugins/tableau/resources/references/corpus.json b/plugins/tableau/resources/references/corpus.json new file mode 100644 index 0000000..8dd6c58 --- /dev/null +++ b/plugins/tableau/resources/references/corpus.json @@ -0,0 +1,904 @@ +{ + "version": "2.0", + "description": "Tableau workbook transformation examples with XML diffs at multiple granularity levels", + "example_count": 62, + "examples": [ + { + "id": "experiment_20260105_162540_0", + "title": "New workbook", + "description": "New workbook", + "user_input": "New workbook", + "tags": [ + "create" + ], + "complexity": "medium", + "diff_lines": 63, + "timestamp": "2026-01-05", + "scope": "workbook", + "diff": "--- \"experiments\\\\experiment_20260105_162540_0\\\\workbook_before.twb\"\t2026-01-06 10:22:15.753673800 -0800\n+++ \"experiments\\\\experiment_20260105_162540_0\\\\workbook_after.twb\"\t2026-01-06 10:22:15.755671700 -0800\n@@ -5,9 +5,59 @@\n \n \n \n+ \n+ \n \n \n \n \n \n+ \n+ \n+ \n+ \n+ \n+ \n+ \n+ \n+ \n \n \n \n \n \n \n+ \n+ \n+ \n \n \n- \n- \n+ [Sample - Superstore].[Latitude (generated)]\n+ [Sample - Superstore].[Longitude (generated)]\n
\n \n \n" + }, + { + "id": "experiment_20260105_162635_8", + "title": "Add profit to the view", + "description": "Add profit to the view", + "user_input": "Add profit to the view", + "tags": [ + "view", + "create" + ], + "complexity": "simple", + "diff_lines": 33, + "timestamp": "2026-01-05", + "scope": "worksheet", + "diff": "--- \"experiments\\\\experiment_20260105_162635_8\\\\workbook_before.twb\"\t2026-01-06 10:22:15.535356500 -0800\n+++ \"experiments\\\\experiment_20260105_162635_8\\\\workbook_after.twb\"\t2026-01-06 10:22:15.531833800 -0800\n@@ -2903,7 +2903,9 @@\n \n \n \n+ \n \n+ \n \n \n \n@@ -2920,6 +2922,7 @@\n \n \n \n+ \n \n \n \n@@ -2950,6 +2953,11 @@\n \n \n \n+ \n+ \n+ \n+ \n+ \n \n \n \n" + }, + { + "id": "experiment_20260105_162648_9", + "title": "Create a new sheet", + "description": "Create a new sheet", + "user_input": "Create a new sheet", + "tags": [ + "worksheet", + "create" + ], + "complexity": "medium", + "diff_lines": 63, + "timestamp": "2026-01-05", + "scope": "workbook", + "diff": "--- \"experiments\\\\experiment_20260105_162648_9\\\\workbook_before.twb\"\t2026-01-06 10:22:15.368165100 -0800\n+++ \"experiments\\\\experiment_20260105_162648_9\\\\workbook_after.twb\"\t2026-01-06 10:22:15.364173700 -0800\n@@ -2931,9 +2931,29 @@\n \n \n \n+ \n+ \n+ \n+ \n+ \n+ \n+ \n \n \n \n@@ -476,6 +480,12 @@\n \n \n \n+ \n \n \n [World Indicators].[sum:Population 15-64:qk]\n" + }, + { + "id": "experiment_20260105_163403_57", + "title": "Change encoding to size", + "description": "Change encoding to size", + "user_input": "Change encoding to size", + "tags": [ + "size", + "encoding" + ], + "complexity": "simple", + "diff_lines": 21, + "timestamp": "2026-01-05", + "scope": "worksheet", + "diff": "--- \"experiments\\\\experiment_20260105_163403_57\\\\workbook_before.twb\"\t2026-01-06 10:22:15.466627200 -0800\n+++ \"experiments\\\\experiment_20260105_163403_57\\\\workbook_after.twb\"\t2026-01-06 10:22:15.468627000 -0800\n@@ -478,7 +478,7 @@\n \n \n \n- \n+ \n \n \n \n@@ -489,7 +489,7 @@\n \n \n [World Indicators].[sum:Population 15-64:qk]\n- [World Indicators].[yr:Year:ok]\n+ [World Indicators].[none:Year:qk]\n
\n \n \n" + }, + { + "id": "experiment_20260105_163515_59", + "title": "switch to a text table", + "description": "switch to a text table", + "user_input": "switch to a text table", + "tags": [ + "switch" + ], + "complexity": "medium", + "diff_lines": 58, + "timestamp": "2026-01-05", + "scope": "worksheet", + "diff": "--- \"experiments\\\\experiment_20260105_163515_59\\\\workbook_before.twb\"\t2026-01-06 10:22:15.416446100 -0800\n+++ \"experiments\\\\experiment_20260105_163515_59\\\\workbook_after.twb\"\t2026-01-06 10:22:15.419442600 -0800\n@@ -461,16 +461,12 @@\n \n \n \n- \n \n+ \n \n \n \n- \n+ \n \n \n- [World Indicators].[sum:Population 15-64:qk]\n- [World Indicators].[none:Year:qk]\n+ [World Indicators].[none:Region:nk]\n+ [World Indicators].[yr:Year:ok]\n \n \n \n@@ -515,11 +510,6 @@\n \n \n \n- \n- \n- \n- \n- \n \n \n \n" + }, + { + "id": "experiment_20260105_163523_60", + "title": "make it a set of pie charts", + "description": "make it a set of pie charts", + "user_input": "make it a set of pie charts", + "tags": [ + "chart" + ], + "complexity": "simple", + "diff_lines": 42, + "timestamp": "2026-01-05", + "scope": "worksheet", + "diff": "--- \"experiments\\\\experiment_20260105_163523_60\\\\workbook_before.twb\"\t2026-01-06 10:22:15.651200500 -0800\n+++ \"experiments\\\\experiment_20260105_163523_60\\\\workbook_after.twb\"\t2026-01-06 10:22:15.656197800 -0800\n@@ -472,19 +472,16 @@\n \n \n \n- \n+ \n \n- \n+ \n+ \n+ \n \n- \n \n \n- [World Indicators].[none:Region:nk]\n- [World Indicators].[yr:Year:ok]\n+ [World Indicators].[yr:Year:ok]\n+ \n \n \n \n@@ -510,6 +507,12 @@\n \n \n \n+ \n+ \n+ \n+ \n+ \n+ \n \n \n \n" + }, + { + "id": "experiment_20260105_163531_61", + "title": "make a tree map", + "description": "make a tree map", + "user_input": "make a tree map", + "tags": [ + "chart" + ], + "complexity": "medium", + "diff_lines": 50, + "timestamp": "2026-01-05", + "scope": "worksheet", + "diff": "--- \"experiments\\\\experiment_20260105_163531_61\\\\workbook_before.twb\"\t2026-01-06 10:22:15.737707200 -0800\n+++ \"experiments\\\\experiment_20260105_163531_61\\\\workbook_after.twb\"\t2026-01-06 10:22:15.734706500 -0800\n@@ -470,17 +470,31 @@\n \n \n \n- \n+ \n \n- \n+ \n \n- \n- \n \n+ \n+ \n+ \n \n+ \n \n \n- [World Indicators].[yr:Year:ok]\n+ \n \n \n \n@@ -509,8 +523,7 @@\n \n \n \n- \n- \n+ \n \n \n \n" + }, + { + "id": "experiment_20260105_163540_62", + "title": "Close the workbook", + "description": "Close the workbook", + "user_input": "Close the workbook", + "tags": [], + "complexity": "simple", + "diff_lines": 12, + "timestamp": "2026-01-05", + "scope": "workbook", + "diff": "--- \"experiments\\\\experiment_20260105_163540_62\\\\workbook_before.twb\"\t2026-01-06 10:22:15.474705600 -0800\n+++ \"experiments\\\\experiment_20260105_163540_62\\\\workbook_after.twb\"\t2026-01-06 10:22:15.472708200 -0800\n@@ -500,7 +500,7 @@\n \n \n \n- \n+ \n \n \n \n" + }, + { + "id": "experiment_20260105_163544_63", + "title": "close the workbook", + "description": "close the workbook", + "user_input": "close the workbook", + "tags": [], + "complexity": "medium", + "diff_lines": 63, + "timestamp": "2026-01-05", + "scope": "workbook", + "diff": "--- \"experiments\\\\experiment_20260105_163544_63\\\\workbook_before.twb\"\t2026-01-06 10:22:15.615719600 -0800\n+++ \"experiments\\\\experiment_20260105_163544_63\\\\workbook_after.twb\"\t2026-01-06 10:22:15.613718900 -0800\n@@ -5,9 +5,59 @@\n \n \n \n+ \n+ \n \n \n \n \n \n+ \n+ \n+ \n+ \n+ \n+ \n+ \n+ \n+ \n \n \n- ([federated.1nes5701jlp1e01ee2tb00mkmpcm].[none:GAGBKVGBIF:nk] / [federated.1nes5701jlp1e01ee2tb00mkmpcm].[none:NAHIDAAUIM:nk])\n+ \n \n
\n \n@@ -179,11 +179,6 @@\n \n \n \n- \n- \n- \n- \n- \n \n \n \n" + }, + { + "id": "experiment_20260106_085359_18", + "title": "Removing an encoding", + "description": "Removing an encoding", + "user_input": "Removing an encoding", + "tags": [ + "encoding" + ], + "complexity": "simple", + "diff_lines": 32, + "timestamp": "2026-01-06", + "scope": "worksheet", + "diff": "--- \"experiments\\\\experiment_20260106_085359_18\\\\workbook_before.twb\"\t2026-01-06 10:22:15.784948500 -0800\n+++ \"experiments\\\\experiment_20260106_085359_18\\\\workbook_after.twb\"\t2026-01-06 10:22:15.786946300 -0800\n@@ -113,19 +113,13 @@\n \n \n \n- \n- \n \n \n \n \n \n \n- \n+ "}}},{"name":"analyticobjects_testv1_staples","relativePath":"product-tests/data/client/workbooks/visual_analysis/AnalyticObjects_TestV1_Staples.twb","features":["filter-categorical","encoding-color","reference-line","dual-axis"],"snippets":{"filter-categorical":{"xml":""},"encoding-color":{"xml":"\"CONSUMER\"\"HOME OFFICE\"%all%\"SMALL BUSINESS\"\"CORPORATE\""},"reference-line":{"xml":""},"dual-axis":{"xml":""}}},{"name":"cloud-connect-code-coverage","relativePath":"product-tests/data/cloud_connect/scripts/code-coverage/Cloud Connect Code Coverage.twb","features":["sort","filter-categorical","filter-quantitative","encoding-color","encoding-space","table-calc","reference-line","filter-relative-date","dual-axis","parameter"],"snippets":{"sort":{"xml":"\"Salesforce\"\"GoogleSheets\"%all%"},"filter-categorical":{"xml":""},"filter-quantitative":{"xml":"02"},"encoding-color":{"xml":"%null%\"PASS\"\"SKIPPED\"\"FAIL\"\"ERROR\""},"encoding-space":{"xml":""},"table-calc":{"xml":""},"reference-line":{"xml":""},"filter-relative-date":{"xml":""},"dual-axis":{"xml":"
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+ diff --git a/plugins/tableau/resources/templates/executable/change-over-time-area-chart.tbm b/plugins/tableau/resources/templates/executable/change-over-time-area-chart.tbm new file mode 100644 index 0000000..d322fd0 --- /dev/null +++ b/plugins/tableau/resources/templates/executable/change-over-time-area-chart.tbm @@ -0,0 +1,59 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + [Sample - Superstore].[mn:Order Date:ok] + [Sample - Superstore].[yr:Order Date:ok] +
+ diff --git a/plugins/tableau/resources/templates/executable/change-over-time-stacked-area-chart.tbm b/plugins/tableau/resources/templates/executable/change-over-time-stacked-area-chart.tbm new file mode 100644 index 0000000..4894f85 --- /dev/null +++ b/plugins/tableau/resources/templates/executable/change-over-time-stacked-area-chart.tbm @@ -0,0 +1,59 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + [Sample - Superstore].[avg:Profit:qk] + [Sample - Superstore].[sum:Sales:qk] +
+ diff --git a/plugins/tableau/resources/templates/executable/correlation-dual-axis-chart.tbm b/plugins/tableau/resources/templates/executable/correlation-dual-axis-chart.tbm new file mode 100644 index 0000000..25a6e8a --- /dev/null +++ b/plugins/tableau/resources/templates/executable/correlation-dual-axis-chart.tbm @@ -0,0 +1,85 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + ([Sample - Superstore].[sum:Profit:qk] + [Sample - Superstore].[avg:Sales:qk]) + [Sample - Superstore].[tmn:Order Date:qk] +
+ diff --git a/plugins/tableau/resources/templates/executable/distribution-bar-code-chart.tbm b/plugins/tableau/resources/templates/executable/distribution-bar-code-chart.tbm new file mode 100644 index 0000000..57e7670 --- /dev/null +++ b/plugins/tableau/resources/templates/executable/distribution-bar-code-chart.tbm @@ -0,0 +1,71 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + [Sample - Superstore].[none:Customer Name:nk] + [Sample - Superstore].[avg:Profit:qk] +
+ diff --git a/plugins/tableau/resources/templates/executable/funnel-chart.tbm b/plugins/tableau/resources/templates/executable/funnel-chart.tbm new file mode 100644 index 0000000..42bb90f --- /dev/null +++ b/plugins/tableau/resources/templates/executable/funnel-chart.tbm @@ -0,0 +1,61 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + [Sample - Superstore].[none:Customer Name:nk] + [Sample - Superstore].[sum:Profit:qk] +
+ diff --git a/plugins/tableau/resources/templates/executable/gantt-task-rollup-chart.tbm b/plugins/tableau/resources/templates/executable/gantt-task-rollup-chart.tbm new file mode 100644 index 0000000..b3a1cfd --- /dev/null +++ b/plugins/tableau/resources/templates/executable/gantt-task-rollup-chart.tbm @@ -0,0 +1,62 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + +
+ diff --git a/plugins/tableau/resources/templates/executable/magnitude-paired-bar.tbm b/plugins/tableau/resources/templates/executable/magnitude-paired-bar.tbm new file mode 100644 index 0000000..937e199 --- /dev/null +++ b/plugins/tableau/resources/templates/executable/magnitude-paired-bar.tbm @@ -0,0 +1,71 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + [Sample - Superstore].[yr:Order Date:ok] + + + + + + + + + + + + + [Sample - Superstore].[none:Customer Name:nk] + [Sample - Superstore].[sum:Profit:qk] +
+ diff --git a/plugins/tableau/resources/templates/executable/part-to-whole-pie-chart.tbm b/plugins/tableau/resources/templates/executable/part-to-whole-pie-chart.tbm new file mode 100644 index 0000000..adf5c9a --- /dev/null +++ b/plugins/tableau/resources/templates/executable/part-to-whole-pie-chart.tbm @@ -0,0 +1,64 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + +
+ diff --git a/plugins/tableau/resources/templates/executable/part-to-whole-stacked-bar-chart.tbm b/plugins/tableau/resources/templates/executable/part-to-whole-stacked-bar-chart.tbm new file mode 100644 index 0000000..0f8306b --- /dev/null +++ b/plugins/tableau/resources/templates/executable/part-to-whole-stacked-bar-chart.tbm @@ -0,0 +1,72 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + [Sample - Superstore].[none:Customer Name:nk] + [Sample - Superstore].[sum:Profit:qk] +
+ diff --git a/plugins/tableau/resources/templates/executable/part-to-whole-treemap-chart.tbm b/plugins/tableau/resources/templates/executable/part-to-whole-treemap-chart.tbm new file mode 100644 index 0000000..9578569 --- /dev/null +++ b/plugins/tableau/resources/templates/executable/part-to-whole-treemap-chart.tbm @@ -0,0 +1,69 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + +
+ diff --git a/plugins/tableau/resources/templates/executable/quota-attainment-bullet.tbm b/plugins/tableau/resources/templates/executable/quota-attainment-bullet.tbm new file mode 100644 index 0000000..a0de9fb --- /dev/null +++ b/plugins/tableau/resources/templates/executable/quota-attainment-bullet.tbm @@ -0,0 +1,64 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + [Sample - Superstore].[none:Customer Name:nk] + [Sample - Superstore].[sum:Profit:qk] +
+ diff --git a/plugins/tableau/resources/templates/executable/ranking-dot-strip-plot.tbm b/plugins/tableau/resources/templates/executable/ranking-dot-strip-plot.tbm new file mode 100644 index 0000000..77924c5 --- /dev/null +++ b/plugins/tableau/resources/templates/executable/ranking-dot-strip-plot.tbm @@ -0,0 +1,104 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + [Sample - Superstore].[mn:Order Date:ok] + + + + + + + + + + + + + + + + + + + [Sample - Superstore].[mn:Order Date:ok] + [Sample - Superstore].[sum:Profit:qk] +
+ diff --git a/plugins/tableau/resources/templates/executable/ranking-ordered-bar.tbm b/plugins/tableau/resources/templates/executable/ranking-ordered-bar.tbm new file mode 100644 index 0000000..ce60e4e --- /dev/null +++ b/plugins/tableau/resources/templates/executable/ranking-ordered-bar.tbm @@ -0,0 +1,67 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + [Sample - Superstore].[none:Customer Name:nk] + [Sample - Superstore].[sum:Profit:qk] +
+ diff --git a/plugins/tableau/resources/templates/executable/ranking-ordered-column.tbm b/plugins/tableau/resources/templates/executable/ranking-ordered-column.tbm new file mode 100644 index 0000000..ff61c71 --- /dev/null +++ b/plugins/tableau/resources/templates/executable/ranking-ordered-column.tbm @@ -0,0 +1,66 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + [Sample - Superstore].[sum:Profit:qk] + [Sample - Superstore].[none:Customer Name:nk] +
+ diff --git a/plugins/tableau/resources/templates/reference/change-over-time__area__emphasize-total-change-more-than-parts.tbm b/plugins/tableau/resources/templates/reference/change-over-time__area__emphasize-total-change-more-than-parts.tbm new file mode 100644 index 0000000..6107fb8 --- /dev/null +++ b/plugins/tableau/resources/templates/reference/change-over-time__area__emphasize-total-change-more-than-parts.tbm @@ -0,0 +1,4237 @@ + + + + + + + + + + + + + + + + + + <formatted-text> + <run fontcolor='#40414c' fontname='Tableau Semibold' fontsize='12'><Sheet Name> </run> + </formatted-text> + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + 0 + [Orders] + + Count + true + + 0 + "A1:U10195:no:A1:U10195:0" + true + 2 + + + + + 0 + [Sheet1] + + Count + true + + 0 + "A1:B201:no:A1:B201:0" + true + 6 + + + + Row ID + 20 + [Row ID] + [Orders] + Row ID + 0 + integer + Sum + true + + "I8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Order ID + 130 + [Order ID] + [Orders] + Order ID + 1 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Order Date + 7 + [Order Date] + [Orders] + Order Date + 2 + date + Year + true + + "DATE" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Dispatch Date + 7 + [Dispatch Date] + [Orders] + Dispatch Date + 3 + date + Year + true + + "DATE" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Delivery Mode + 130 + [Delivery Mode] + [Orders] + Delivery Mode + 4 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Customer ID + 130 + [Customer ID] + [Orders] + Customer ID + 5 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Customer Name + 130 + [Customer Name] + [Orders] + Customer Name + 6 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Segment + 130 + [Segment] + [Orders] + Segment + 7 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + City + 130 + [City] + [Orders] + City + 8 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + State/Province + 130 + [State/Province] + [Orders] + State/Province + 9 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Country/Region + 130 + [Country/Region] + [Orders] + Country/Region + 10 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Region + 130 + [Region] + [Orders] + Region + 11 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Product ID + 130 + [Product ID] + [Orders] + Product ID + 12 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Category + 130 + [Category] + [Orders] + Category + 13 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Sub-Category + 130 + [Sub-Category] + [Orders] + Sub-Category + 14 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Product Name + 130 + [Product Name] + [Orders] + Product Name + 15 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Sales + 5 + [Sales] + [Orders] + Sales + 16 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Quantity + 20 + [Quantity] + [Orders] + Quantity + 17 + integer + Sum + true + + "I8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Discount + 5 + [Discount] + [Orders] + Discount + 18 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Profit + 5 + [Profit] + [Orders] + Profit + 19 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Postcode + 130 + [Postcode] + [Orders] + Postcode + 20 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Range + 20 + [Range] + [Sheet1] + Range + 21 + integer + Sum + true + + "I8" + + [Sheet1_F37365A782B541658041CC3614B2B70E] + + + X + 20 + [X] + [Sheet1] + X + 22 + integer + Sum + true + + "I8" + + [Sheet1_F37365A782B541658041CC3614B2B70E] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + <[Sample - EU Superstore].[none:Region:nk]> + - <[Sample - EU Superstore].[tqr:Order Date:qk]> + Æ + Total Sales: + <[Sample - EU Superstore].[sum:Sales:qk]> + + + + + + [Sample - EU Superstore].[sum:Sales:qk] + [Sample - EU Superstore].[tqr:Order Date:qk] +
+ diff --git a/plugins/tableau/resources/templates/reference/change-over-time__calendar-heatmap__reveal-daily-weekly-seasonal-patterns.tbm b/plugins/tableau/resources/templates/reference/change-over-time__calendar-heatmap__reveal-daily-weekly-seasonal-patterns.tbm new file mode 100644 index 0000000..1077d25 --- /dev/null +++ b/plugins/tableau/resources/templates/reference/change-over-time__calendar-heatmap__reveal-daily-weekly-seasonal-patterns.tbm @@ -0,0 +1,4271 @@ + + + + + + + + + + + + + + + + + + <formatted-text> + <run fontcolor='#40414c' fontname='Tableau Semibold' fontsize='12'><Sheet Name> </run> + </formatted-text> + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + 0 + [Orders] + + Count + true + + 0 + "A1:U10195:no:A1:U10195:0" + true + 2 + + + + + 0 + [Sheet1] + + Count + true + + 0 + "A1:B201:no:A1:B201:0" + true + 6 + + + + Row ID + 20 + [Row ID] + [Orders] + Row ID + 0 + integer + Sum + true + + "I8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Order ID + 130 + [Order ID] + [Orders] + Order ID + 1 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Order Date + 7 + [Order Date] + [Orders] + Order Date + 2 + date + Year + true + + "DATE" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Dispatch Date + 7 + [Dispatch Date] + [Orders] + Dispatch Date + 3 + date + Year + true + + "DATE" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Delivery Mode + 130 + [Delivery Mode] + [Orders] + Delivery Mode + 4 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Customer ID + 130 + [Customer ID] + [Orders] + Customer ID + 5 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Customer Name + 130 + [Customer Name] + [Orders] + Customer Name + 6 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Segment + 130 + [Segment] + [Orders] + Segment + 7 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + City + 130 + [City] + [Orders] + City + 8 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + State/Province + 130 + [State/Province] + [Orders] + State/Province + 9 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Country/Region + 130 + [Country/Region] + [Orders] + Country/Region + 10 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Region + 130 + [Region] + [Orders] + Region + 11 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Product ID + 130 + [Product ID] + [Orders] + Product ID + 12 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Category + 130 + [Category] + [Orders] + Category + 13 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Sub-Category + 130 + [Sub-Category] + [Orders] + Sub-Category + 14 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Product Name + 130 + [Product Name] + [Orders] + Product Name + 15 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Sales + 5 + [Sales] + [Orders] + Sales + 16 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Quantity + 20 + [Quantity] + [Orders] + Quantity + 17 + integer + Sum + true + + "I8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Discount + 5 + [Discount] + [Orders] + Discount + 18 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Profit + 5 + [Profit] + [Orders] + Profit + 19 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Postcode + 130 + [Postcode] + [Orders] + Postcode + 20 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Range + 20 + [Range] + [Sheet1] + Range + 21 + integer + Sum + true + + "I8" + + [Sheet1_F37365A782B541658041CC3614B2B70E] + + + X + 20 + [X] + [Sheet1] + X + 22 + integer + Sum + true + + "I8" + + [Sheet1_F37365A782B541658041CC3614B2B70E] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + [Sample - EU Superstore].[mn:Order Date:ok] + + + + + + + + + + + + + + + + + <[Sample - EU Superstore].[mn:Order Date:ok]> <[Sample - EU Superstore].[yr:Order Date:ok]> + Æ + Total Orders: + <[Sample - EU Superstore].[ctd:Order ID:qk]> + + + + + + [Sample - EU Superstore].[mn:Order Date:ok] + [Sample - EU Superstore].[yr:Order Date:ok] +
+ diff --git a/plugins/tableau/resources/templates/reference/change-over-time__candlestick__show-open-high-low-close-activity.tbm b/plugins/tableau/resources/templates/reference/change-over-time__candlestick__show-open-high-low-close-activity.tbm new file mode 100644 index 0000000..00e4a05 --- /dev/null +++ b/plugins/tableau/resources/templates/reference/change-over-time__candlestick__show-open-high-low-close-activity.tbm @@ -0,0 +1,575 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + 0 + [SP.csv] + + Count + true + + "UTF-8" + "en_GB" + "£" + "," + "true" + "en_GB" + "" + + + + Date + 133 + [Date] + [SP.csv] + Date + 0 + date + Year + true + [SP.csv_0561621678254F248CD8C5578F63C5D5] + + + Open + 5 + [Open] + [SP.csv] + Open + 1 + real + Sum + true + [SP.csv_0561621678254F248CD8C5578F63C5D5] + + + High + 5 + [High] + [SP.csv] + High + 2 + real + Sum + true + [SP.csv_0561621678254F248CD8C5578F63C5D5] + + + Low + 5 + [Low] + [SP.csv] + Low + 3 + real + Sum + true + [SP.csv_0561621678254F248CD8C5578F63C5D5] + + + Close + 5 + [Close] + [SP.csv] + Close + 4 + real + Sum + true + [SP.csv_0561621678254F248CD8C5578F63C5D5] + + + Adj Close + 5 + [Adj Close] + [SP.csv] + Adj Close + 5 + real + Sum + true + [SP.csv_0561621678254F248CD8C5578F63C5D5] + + + Volume + 20 + [Volume] + [SP.csv] + Volume + 6 + integer + Sum + true + [SP.csv_0561621678254F248CD8C5578F63C5D5] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + [federated.0q5aijb1kryaw91eb1rim0uwj8p5].[dy:Date:ok] + + + + + + + + + + + + + + + + + + + + + SP + Æ + <[federated.0q5aijb1kryaw91eb1rim0uwj8p5].[tdy:Date:qk]> + Æ + Lowest Price: + <[federated.0q5aijb1kryaw91eb1rim0uwj8p5].[sum:Low:qk]> + Æ + Highest Price: + <[federated.0q5aijb1kryaw91eb1rim0uwj8p5].[sum:High:qk]> + Æ + Price Range: + <[federated.0q5aijb1kryaw91eb1rim0uwj8p5].[usr:Calculation_3464112593743679493:qk]> + Æ + Opening Price: + <[federated.0q5aijb1kryaw91eb1rim0uwj8p5].[sum:Open:qk]> + Æ + Closing Price: + <[federated.0q5aijb1kryaw91eb1rim0uwj8p5].[sum:Close:qk]> + Æ + Open vs Close Range: + <[federated.0q5aijb1kryaw91eb1rim0uwj8p5].[usr:Calculation_3464112593743745030:qk]> + + + + + + + + + + + + + + + + + + + + + + SP + Æ + <[federated.0q5aijb1kryaw91eb1rim0uwj8p5].[tdy:Date:qk]> + Æ + Lowest Price: + <[federated.0q5aijb1kryaw91eb1rim0uwj8p5].[sum:Low:qk]> + Æ + Highest Price: + <[federated.0q5aijb1kryaw91eb1rim0uwj8p5].[sum:High:qk]> + Æ + Price Range: + <[federated.0q5aijb1kryaw91eb1rim0uwj8p5].[usr:Calculation_3464112593743679493:qk]> + Æ + Opening Price: + <[federated.0q5aijb1kryaw91eb1rim0uwj8p5].[sum:Open:qk]> + Æ + Closing Price: + <[federated.0q5aijb1kryaw91eb1rim0uwj8p5].[sum:Close:qk]> + Æ + Open vs Close Range: + <[federated.0q5aijb1kryaw91eb1rim0uwj8p5].[usr:Calculation_3464112593743745030:qk]> + + + + + + + + + + + + + + + + + + + + + + + SP + Æ + <[federated.0q5aijb1kryaw91eb1rim0uwj8p5].[tdy:Date:qk]> + Æ + Lowest Price: + <[federated.0q5aijb1kryaw91eb1rim0uwj8p5].[sum:Low:qk]> + Æ + Highest Price: + <[federated.0q5aijb1kryaw91eb1rim0uwj8p5].[sum:High:qk]> + Æ + Price Range: + <[federated.0q5aijb1kryaw91eb1rim0uwj8p5].[usr:Calculation_3464112593743679493:qk]> + Æ + Opening Price: + <[federated.0q5aijb1kryaw91eb1rim0uwj8p5].[sum:Open:qk]> + Æ + Closing Price: + <[federated.0q5aijb1kryaw91eb1rim0uwj8p5].[sum:Close:qk]> + Æ + Open vs Close Range: + <[federated.0q5aijb1kryaw91eb1rim0uwj8p5].[usr:Calculation_3464112593743745030:qk]> + + + + + + ([federated.0q5aijb1kryaw91eb1rim0uwj8p5].[sum:Low:qk] + [federated.0q5aijb1kryaw91eb1rim0uwj8p5].[sum:Open:qk]) + [federated.0q5aijb1kryaw91eb1rim0uwj8p5].[tdy:Date:qk] +
+ diff --git a/plugins/tableau/resources/templates/reference/change-over-time__circle-timeline__show-sized-events-across-time-and-categories.tbm b/plugins/tableau/resources/templates/reference/change-over-time__circle-timeline__show-sized-events-across-time-and-categories.tbm new file mode 100644 index 0000000..4ec0504 --- /dev/null +++ b/plugins/tableau/resources/templates/reference/change-over-time__circle-timeline__show-sized-events-across-time-and-categories.tbm @@ -0,0 +1,4346 @@ + + + + + + + + + + + + + + + + + + <formatted-text> + <run fontcolor='#40414c' fontname='Tableau Semibold' fontsize='12'><Sheet Name> </run> + </formatted-text> + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + 0 + [Orders] + + Count + true + + 0 + "A1:U10195:no:A1:U10195:0" + true + 2 + + + + + 0 + [Sheet1] + + Count + true + + 0 + "A1:B201:no:A1:B201:0" + true + 6 + + + + Row ID + 20 + [Row ID] + [Orders] + Row ID + 0 + integer + Sum + true + + "I8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Order ID + 130 + [Order ID] + [Orders] + Order ID + 1 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Order Date + 7 + [Order Date] + [Orders] + Order Date + 2 + date + Year + true + + "DATE" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Dispatch Date + 7 + [Dispatch Date] + [Orders] + Dispatch Date + 3 + date + Year + true + + "DATE" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Delivery Mode + 130 + [Delivery Mode] + [Orders] + Delivery Mode + 4 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Customer ID + 130 + [Customer ID] + [Orders] + Customer ID + 5 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Customer Name + 130 + [Customer Name] + [Orders] + Customer Name + 6 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Segment + 130 + [Segment] + [Orders] + Segment + 7 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + City + 130 + [City] + [Orders] + City + 8 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + State/Province + 130 + [State/Province] + [Orders] + State/Province + 9 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Country/Region + 130 + [Country/Region] + [Orders] + Country/Region + 10 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Region + 130 + [Region] + [Orders] + Region + 11 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Product ID + 130 + [Product ID] + [Orders] + Product ID + 12 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Category + 130 + [Category] + [Orders] + Category + 13 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Sub-Category + 130 + [Sub-Category] + [Orders] + Sub-Category + 14 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Product Name + 130 + [Product Name] + [Orders] + Product Name + 15 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Sales + 5 + [Sales] + [Orders] + Sales + 16 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Quantity + 20 + [Quantity] + [Orders] + Quantity + 17 + integer + Sum + true + + "I8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Discount + 5 + [Discount] + [Orders] + Discount + 18 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Profit + 5 + [Profit] + [Orders] + Profit + 19 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Postcode + 130 + [Postcode] + [Orders] + Postcode + 20 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Range + 20 + [Range] + [Sheet1] + Range + 21 + integer + Sum + true + + "I8" + + [Sheet1_F37365A782B541658041CC3614B2B70E] + + + X + 20 + [X] + [Sheet1] + X + 22 + integer + Sum + true + + "I8" + + [Sheet1_F37365A782B541658041CC3614B2B70E] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + [Sample - EU Superstore].[yr:Order Date:ok] + + + + + + + + + + + + + + <[Sample - EU Superstore].[none:Region:nk]> + Æ + <[Sample - EU Superstore].[tmn:Order Date:qk]> + Æ + Total Sales: + <[Sample - EU Superstore].[sum:Sales:qk]> + + + + + + + + + + + + + + + + <[Sample - EU Superstore].[none:Region:nk]> + Æ + <[Sample - EU Superstore].[tmn:Order Date:qk]> + Æ + Total Sales: + <[Sample - EU Superstore].[sum:Sales:qk]> + + + + + + + + + + + + + + + + + <[Sample - EU Superstore].[none:Region:nk]> + Æ + <[Sample - EU Superstore].[tmn:Order Date:qk]> + Æ + Total Sales: + <[Sample - EU Superstore].[sum:Sales:qk]> + + + + + + [Sample - EU Superstore].[none:Region:nk] + ([Sample - EU Superstore].[tmn:Order Date:qk] + [Sample - EU Superstore].[tmn:Order Date:qk]) +
+ diff --git a/plugins/tableau/resources/templates/reference/change-over-time__column__show-one-series-changing-across-periods.tbm b/plugins/tableau/resources/templates/reference/change-over-time__column__show-one-series-changing-across-periods.tbm new file mode 100644 index 0000000..30d5e5e --- /dev/null +++ b/plugins/tableau/resources/templates/reference/change-over-time__column__show-one-series-changing-across-periods.tbm @@ -0,0 +1,1397 @@ + + + + + + + + + + + + + + + + + <formatted-text> + <run><Sheet Name> </run> + <run fontname='Tableau Light' fontsize='9'>The standard way to compare the size of things. Must always start at 0 on the axis.</run> + </formatted-text> + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + Row ID + 20 + [Row ID] + [Orders] + Row ID + 0 + integer + Sum + true + + "I8" + + [Migrated Data] + + + Order ID + 130 + [Order ID] + [Orders] + Order ID + 1 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Order Date + 7 + [Order Date] + [Orders] + Order Date + 2 + date + Year + true + + "DATE" + + [Migrated Data] + + + Ship Date + 7 + [Ship Date] + [Orders] + Ship Date + 3 + date + Year + true + + "DATE" + + [Migrated Data] + + + Ship Mode + 130 + [Ship Mode] + [Orders] + Ship Mode + 4 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Customer ID + 130 + [Customer ID] + [Orders] + Customer ID + 5 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Customer Name + 130 + [Customer Name] + [Orders] + Customer Name + 6 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Segment + 130 + [Segment] + [Orders] + Segment + 7 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Country + 130 + [Country] + [Orders] + Country + 8 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + City + 130 + [City] + [Orders] + City + 9 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + State + 130 + [State] + [Orders] + State + 10 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Postal Code + 20 + [Postal Code] + [Orders] + Postal Code + 11 + integer + Sum + true + + "I8" + + [Migrated Data] + + + Region + 130 + [Region] + [Orders] + Region + 12 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Product ID + 130 + [Product ID] + [Orders] + Product ID + 13 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Category + 130 + [Category] + [Orders] + Category + 14 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Sub-Category + 130 + [Sub-Category] + [Orders] + Sub-Category + 15 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Product Name + 130 + [Product Name] + [Orders] + Product Name + 16 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Sales + 5 + [Sales] + [Orders] + Sales + 17 + real + Sum + 15 + true + + "R8" + + [Migrated Data] + + + Quantity + 20 + [Quantity] + [Orders] + Quantity + 18 + integer + Sum + true + + "I8" + + [Migrated Data] + + + Discount + 5 + [Discount] + [Orders] + Discount + 19 + real + Sum + 15 + true + + "R8" + + [Migrated Data] + + + Profit + 5 + [Profit] + [Orders] + Profit + 20 + real + Sum + 15 + true + + "R8" + + [Migrated Data] + + + + 0 + [Orders] + + Count + true + + 0 + "A1:U9995:no:A1:U9995:0" + true + 6 + + [Migrated Data] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + +
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+ diff --git a/plugins/tableau/resources/templates/reference/change-over-time__connected-scatter__trace-two-metrics-evolving-together.tbm b/plugins/tableau/resources/templates/reference/change-over-time__connected-scatter__trace-two-metrics-evolving-together.tbm new file mode 100644 index 0000000..ce7beac --- /dev/null +++ b/plugins/tableau/resources/templates/reference/change-over-time__connected-scatter__trace-two-metrics-evolving-together.tbm @@ -0,0 +1,1369 @@ + + + + + + + + + + + + + + + + <formatted-text> + <run fontcolor='#40414c' fontname='Tableau Semibold' fontsize='12'><Sheet Name> </run> + </formatted-text> + + + + + + + + + + + + + + Birth Rate + 5 + [Birth Rate] + [Extract] + Birth Rate + 0 + World Indicators.csv + real + Sum + 47 + true + [Migrated Data] + + + Business Tax Rate + 5 + [Business Tax Rate] + [Extract] + Business Tax Rate + 1 + World Indicators.csv + real + Sum + 397 + true + [Migrated Data] + + + CO2 Emissions + 20 + [CO2 Emissions] + [Extract] + CO2 Emissions + 2 + World Indicators.csv + integer + Sum + 1261 + true + [Migrated Data] + + + Country/Region + 129 + [Country/Region] + [Extract] + Country/Region + 3 + World Indicators.csv + string + Count + 208 + true + + [Migrated Data] + + + Days to Start Business + 20 + [Days to Start Business] + [Extract] + Days to Start Business + 4 + World Indicators.csv + integer + Sum + 115 + true + [Migrated Data] + + + Ease of Business + 20 + [Ease of Business] + [Extract] + Ease of Business + 5 + World Indicators.csv + integer + Sum + 334 + true + [Migrated Data] + + + Energy Usage + 20 + [Energy Usage] + [Extract] + Energy Usage + 6 + World Indicators.csv + integer + Sum + 1520 + true + [Migrated Data] + + + GDP + 20 + [GDP] + [Extract] + GDP + 7 + World Indicators.csv + integer + Sum + 1605 + true + [Migrated Data] + + + Health Exp % GDP + 5 + [Health Exp % GDP] + [Extract] + Health Exp % GDP + 8 + World Indicators.csv + real + Sum + 131 + true + [Migrated Data] + + + Health Exp/Capita + 20 + [Health Exp/Capita] + [Extract] + Health Exp/Capita + 9 + World Indicators.csv + integer + Sum + 836 + true + [Migrated Data] + + + Hours to do Tax + 20 + [Hours to do Tax] + [Extract] + Hours to do Tax + 10 + World Indicators.csv + integer + Sum + 262 + true + [Migrated Data] + + + Infant Mortality Rate + 5 + [Infant Mortality Rate] + [Extract] + Infant Mortality Rate + 11 + World Indicators.csv + real + Sum + 128 + true + [Migrated Data] + + + Internet Usage + 5 + [Internet Usage] + [Extract] + Internet Usage + 12 + World Indicators.csv + real + Sum + 617 + true + [Migrated Data] + + + Lending Interest + 5 + [Lending Interest] + [Extract] + Lending Interest + 13 + World Indicators.csv + real + Sum + 319 + true + [Migrated Data] + + + Life Expectancy Female + 20 + [Life Expectancy Female] + [Extract] + Life Expectancy Female + 14 + World Indicators.csv + integer + Sum + 48 + true + [Migrated Data] + + + Life Expectancy Male + 20 + [Life Expectancy Male] + [Extract] + Life Expectancy Male + 15 + World Indicators.csv + integer + Sum + 47 + true + [Migrated Data] + + + Mobile Phone Usage + 5 + [Mobile Phone Usage] + [Extract] + Mobile Phone Usage + 16 + World Indicators.csv + real + Sum + 950 + true + [Migrated Data] + + + Population 0-14 + 5 + [Population 0-14] + [Extract] + Population 0-14 + 17 + World Indicators.csv + real + Sum + 391 + true + [Migrated Data] + + + Population 15-64 + 5 + [Population 15-64] + [Extract] + Population 15-64 + 18 + World Indicators.csv + real + Sum + 287 + true + [Migrated Data] + + + Population 65+ + 5 + [Population 65+] + [Extract] + Population 65+ + 19 + World Indicators.csv + real + Sum + 199 + true + [Migrated Data] + + + Population Total + 20 + [Population Total] + [Extract] + Population Total + 20 + World Indicators.csv + integer + Sum + 2691 + true + [Migrated Data] + + + Population Urban + 5 + [Population Urban] + [Extract] + Population Urban + 21 + World Indicators.csv + real + Sum + 782 + true + [Migrated Data] + + + Region + 129 + [Region] + [Extract] + Region + 22 + World Indicators.csv + string + Count + 6 + true + + [Migrated Data] + + + Tourism Inbound + 20 + [Tourism Inbound] + [Extract] + Tourism Inbound + 23 + World Indicators.csv + integer + Sum + 1207 + true + [Migrated Data] + + + Tourism Outbound + 20 + [Tourism Outbound] + [Extract] + Tourism Outbound + 24 + World Indicators.csv + integer + Sum + 1082 + true + [Migrated Data] + + + Year + 133 + [Year] + [Extract] + Year + 25 + World Indicators.csv + date + Year + 13 + true + [Migrated Data] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + [World Indicators].[none:Country/Region:nk] + + + + + + + + + + + + + + + + + + + + <[World Indicators].[none:Country/Region:nk]>, <[World Indicators].[yr:Year:ok]> + Æ + GDP: + <[World Indicators].[sum:GDP:qk]> + Æ + Internet Usage: + <[World Indicators].[sum:Internet Usage:qk]> + + + + + + [World Indicators].[sum:GDP:qk] + [World Indicators].[sum:Internet Usage:qk] +
+ diff --git a/plugins/tableau/resources/templates/reference/change-over-time__dual-line__compare-two-time-series-directly.tbm b/plugins/tableau/resources/templates/reference/change-over-time__dual-line__compare-two-time-series-directly.tbm new file mode 100644 index 0000000..5e89df9 --- /dev/null +++ b/plugins/tableau/resources/templates/reference/change-over-time__dual-line__compare-two-time-series-directly.tbm @@ -0,0 +1,4316 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + 0 + [Orders] + + Count + true + + 0 + "A1:U10195:no:A1:U10195:0" + true + 2 + + + + + 0 + [Sheet1] + + Count + true + + 0 + "A1:B201:no:A1:B201:0" + true + 6 + + + + Row ID + 20 + [Row ID] + [Orders] + Row ID + 0 + integer + Sum + true + + "I8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Order ID + 130 + [Order ID] + [Orders] + Order ID + 1 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Order Date + 7 + [Order Date] + [Orders] + Order Date + 2 + date + Year + true + + "DATE" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Dispatch Date + 7 + [Dispatch Date] + [Orders] + Dispatch Date + 3 + date + Year + true + + "DATE" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Delivery Mode + 130 + [Delivery Mode] + [Orders] + Delivery Mode + 4 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Customer ID + 130 + [Customer ID] + [Orders] + Customer ID + 5 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Customer Name + 130 + [Customer Name] + [Orders] + Customer Name + 6 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Segment + 130 + [Segment] + [Orders] + Segment + 7 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + City + 130 + [City] + [Orders] + City + 8 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + State/Province + 130 + [State/Province] + [Orders] + State/Province + 9 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Country/Region + 130 + [Country/Region] + [Orders] + Country/Region + 10 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Region + 130 + [Region] + [Orders] + Region + 11 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Product ID + 130 + [Product ID] + [Orders] + Product ID + 12 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Category + 130 + [Category] + [Orders] + Category + 13 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Sub-Category + 130 + [Sub-Category] + [Orders] + Sub-Category + 14 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Product Name + 130 + [Product Name] + [Orders] + Product Name + 15 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Sales + 5 + [Sales] + [Orders] + Sales + 16 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Quantity + 20 + [Quantity] + [Orders] + Quantity + 17 + integer + Sum + true + + "I8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Discount + 5 + [Discount] + [Orders] + Discount + 18 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Profit + 5 + [Profit] + [Orders] + Profit + 19 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Postcode + 130 + [Postcode] + [Orders] + Postcode + 20 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Range + 20 + [Range] + [Sheet1] + Range + 21 + integer + Sum + true + + "I8" + + [Sheet1_F37365A782B541658041CC3614B2B70E] + + + X + 20 + [X] + [Sheet1] + X + 22 + integer + Sum + true + + "I8" + + [Sheet1_F37365A782B541658041CC3614B2B70E] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + "[Sample - 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EU Superstore].[sum:Calculation_1778077472749178880:qk]) + [Sample - EU Superstore].[mn:Order Date:ok] +
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+ diff --git a/plugins/tableau/resources/templates/reference/change-over-time__ohlc__show-open-close-and-high-low-ranges.tbm b/plugins/tableau/resources/templates/reference/change-over-time__ohlc__show-open-close-and-high-low-ranges.tbm new file mode 100644 index 0000000..423b2d7 --- /dev/null +++ b/plugins/tableau/resources/templates/reference/change-over-time__ohlc__show-open-close-and-high-low-ranges.tbm @@ -0,0 +1,450 @@ + + + + + + + + + + + + + + + + + <formatted-text> + <run><Sheet Name> </run> + <run fontname='Tableau Light' fontsize='9'>Usually focused on day-to-day activity, these charts show opening/closing and hi/low points of each day.</run> + </formatted-text> + + + + + + + + + + + + + + + + + + + + + + + + Date + 7 + [Date] + [Stocks] + Date + 0 + date + Year + true + + "DATE" + + [Migrated Data] + + + Open + 5 + [Open] + [Stocks] + Open + 1 + real + Sum + 15 + true + + "R8" + + [Migrated Data] + + + High + 5 + [High] + [Stocks] + High + 2 + real + Sum + 15 + true + + "R8" + + [Migrated Data] + + + Low + 5 + [Low] + [Stocks] + Low + 3 + real + Sum + 15 + true + + "R8" + + [Migrated Data] + + + Close + 5 + [Close] + [Stocks] + Close + 4 + real + Sum + 15 + true + + "R8" + + [Migrated Data] + + + Volume + 20 + [Volume] + [Stocks] + Volume + 5 + integer + Sum + true + + "I8" + + [Migrated Data] + + + Stock + 130 + [Stock] + [Stocks] + Stock + 6 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + + 0 + [Stocks] + + Count + true + + 0 + "A1:G1995:no:A1:G1995:0" + true + 6 + + [Migrated Data] + + + + + + + + + + + + + + + + + + + + + + + + + Date + 133 + [Date] + [Extract] + Date + 0 + Stocks + date + Year + 256 + true + [Migrated Data] + + + Open + 5 + [Open] + [Extract] + Open + 1 + Stocks + real + Sum + 1403 + true + [Migrated Data] + + + High + 5 + [High] + [Extract] + High + 2 + Stocks + real + Sum + 1404 + true + [Migrated Data] + + + Low + 5 + [Low] + [Extract] + Low + 3 + Stocks + real + Sum + 1377 + true + [Migrated Data] + + + Close + 5 + [Close] + [Extract] + Close + 4 + Stocks + real + Sum + 1390 + true + [Migrated Data] + + + Volume + 20 + [Volume] + [Extract] + Volume + 5 + Stocks + integer + Sum + 1994 + true + [Migrated Data] + + + Stock + 129 + [Stock] + [Extract] + Stock + 6 + Stocks + string + Count + 9 + true + + [Migrated Data] + + + + + + + + + + + + + "Actual" + "Estimate" + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + [federated.0mr55js0pwmp4611a4sho0rbgmji].[none:Stock:nk] + [federated.0mr55js0pwmp4611a4sho0rbgmji].[my:Date:ok] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + ([federated.0mr55js0pwmp4611a4sho0rbgmji].[avg:Close:qk] + [federated.0mr55js0pwmp4611a4sho0rbgmji].[avg:Low:qk]) + [federated.0mr55js0pwmp4611a4sho0rbgmji].[tdy:Date:ok] +
+ diff --git a/plugins/tableau/resources/templates/reference/change-over-time__priestley-timeline__show-date-and-duration-of-intervals.tbm b/plugins/tableau/resources/templates/reference/change-over-time__priestley-timeline__show-date-and-duration-of-intervals.tbm new file mode 100644 index 0000000..4965fa8 --- /dev/null +++ b/plugins/tableau/resources/templates/reference/change-over-time__priestley-timeline__show-date-and-duration-of-intervals.tbm @@ -0,0 +1,304 @@ + + + + + + + + + + + + + + + + + <formatted-text> + <run><Sheet Name> </run> + <run fontname='Tableau Light' fontsize='9'>Great when date and duration are key elements of the story in the data.</run> + </formatted-text> + + + + + + + + + + + + + + + + + + + + + 0 + [Composers.csv] + + Count + true + + "UTF-8" + "en_GB" + "£" + "" + "" + "," + "true" + "en_GB" + "" + + [Migrated Data] + + + name + 129 + [name] + [Composers.csv] + name + 0 + string + Count + 1 + 1073741823 + true + + [Migrated Data] + + + born + 133 + [born] + [Composers.csv] + born + 1 + date + Year + true + [Migrated Data] + + + died + 133 + [died] + [Composers.csv] + died + 2 + date + Year + true + [Migrated Data] + + + + + + + + + + + + + + + + + + + + + + + name + 129 + [name] + [Extract] + name + 0 + Composers.csv + string + Count + 11 + true + + [Migrated Data] + + + born + 133 + [born] + [Extract] + born + 1 + Composers.csv + date + Year + 11 + true + [Migrated Data] + + + died + 133 + [died] + [Extract] + died + 2 + Composers.csv + date + Year + 11 + true + [Migrated Data] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + [federated.0gx040s1dzf8p31bd8azb1ew2wy2].[none:name:nk] + + + + + + + + + + + + + + + + + + + + [federated.0gx040s1dzf8p31bd8azb1ew2wy2].[none:name:nk] + [federated.0gx040s1dzf8p31bd8azb1ew2wy2].[tdy:born:qk] +
+ diff --git a/plugins/tableau/resources/templates/reference/change-over-time__seismogram__show-high-variance-series-as-mirrored-spikes.tbm b/plugins/tableau/resources/templates/reference/change-over-time__seismogram__show-high-variance-series-as-mirrored-spikes.tbm new file mode 100644 index 0000000..e9d65bb --- /dev/null +++ b/plugins/tableau/resources/templates/reference/change-over-time__seismogram__show-high-variance-series-as-mirrored-spikes.tbm @@ -0,0 +1,4273 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + 0 + [Orders] + + Count + true + + 0 + "A1:U10195:no:A1:U10195:0" + true + 2 + + + + + 0 + [Sheet1] + + Count + true + + 0 + "A1:B201:no:A1:B201:0" + true + 6 + + + + Row ID + 20 + [Row ID] + [Orders] + Row ID + 0 + integer + Sum + true + + "I8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Order ID + 130 + [Order ID] + [Orders] + Order ID + 1 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Order Date + 7 + [Order Date] + [Orders] + Order Date + 2 + date + Year + true + + "DATE" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Dispatch Date + 7 + [Dispatch Date] + [Orders] + Dispatch Date + 3 + date + Year + true + + "DATE" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Delivery Mode + 130 + [Delivery Mode] + [Orders] + Delivery Mode + 4 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Customer ID + 130 + [Customer ID] + [Orders] + Customer ID + 5 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Customer Name + 130 + [Customer Name] + [Orders] + Customer Name + 6 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Segment + 130 + [Segment] + [Orders] + Segment + 7 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + City + 130 + [City] + [Orders] + City + 8 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + State/Province + 130 + [State/Province] + [Orders] + State/Province + 9 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Country/Region + 130 + [Country/Region] + [Orders] + Country/Region + 10 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Region + 130 + [Region] + [Orders] + Region + 11 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Product ID + 130 + [Product ID] + [Orders] + Product ID + 12 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Category + 130 + [Category] + [Orders] + Category + 13 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Sub-Category + 130 + [Sub-Category] + [Orders] + Sub-Category + 14 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Product Name + 130 + [Product Name] + [Orders] + Product Name + 15 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Sales + 5 + [Sales] + [Orders] + Sales + 16 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Quantity + 20 + [Quantity] + [Orders] + Quantity + 17 + integer + Sum + true + + "I8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Discount + 5 + [Discount] + [Orders] + Discount + 18 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Profit + 5 + [Profit] + [Orders] + Profit + 19 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Postcode + 130 + [Postcode] + [Orders] + Postcode + 20 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Range + 20 + [Range] + [Sheet1] + Range + 21 + integer + Sum + true + + "I8" + + [Sheet1_F37365A782B541658041CC3614B2B70E] + + + X + 20 + [X] + [Sheet1] + X + 22 + integer + Sum + true + + "I8" + + [Sheet1_F37365A782B541658041CC3614B2B70E] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + [Sample - EU Superstore].[:Measure Names] + [Sample - EU Superstore].[yr:Order Date:ok] + [Sample - EU Superstore].[none:Category:nk] + [Sample - EU Superstore].[mn:Order Date:ok] + + + + + + + + + + + + + + + + + + <[Sample - EU Superstore].[mn:Order Date:ok]> + Æ + Total Sales: + <[Sample - EU Superstore].[sum:Calculation_3464112593755459591:qk]> + + + + + + [Sample - EU Superstore].[mn:Order Date:ok] + [Sample - EU Superstore].[Multiple Values] +
+ diff --git a/plugins/tableau/resources/templates/reference/change-over-time__stacked-area__show-composition-changing-over-time.tbm b/plugins/tableau/resources/templates/reference/change-over-time__stacked-area__show-composition-changing-over-time.tbm new file mode 100644 index 0000000..31703e9 --- /dev/null +++ b/plugins/tableau/resources/templates/reference/change-over-time__stacked-area__show-composition-changing-over-time.tbm @@ -0,0 +1,4192 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + 0 + [Orders] + + Count + true + + 0 + "A1:U10195:no:A1:U10195:0" + true + 2 + + + + + 0 + [Sheet1] + + Count + true + + 0 + "A1:B201:no:A1:B201:0" + true + 6 + + + + Row ID + 20 + [Row ID] + [Orders] + Row ID + 0 + integer + Sum + true + + "I8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Order ID + 130 + [Order ID] + [Orders] + Order ID + 1 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Order Date + 7 + [Order Date] + [Orders] + Order Date + 2 + date + Year + true + + "DATE" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Dispatch Date + 7 + [Dispatch Date] + [Orders] + Dispatch Date + 3 + date + Year + true + + "DATE" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Delivery Mode + 130 + [Delivery Mode] + [Orders] + Delivery Mode + 4 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Customer ID + 130 + [Customer ID] + [Orders] + Customer ID + 5 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Customer Name + 130 + [Customer Name] + [Orders] + Customer Name + 6 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Segment + 130 + [Segment] + [Orders] + Segment + 7 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + City + 130 + [City] + [Orders] + City + 8 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + State/Province + 130 + [State/Province] + [Orders] + State/Province + 9 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Country/Region + 130 + [Country/Region] + [Orders] + Country/Region + 10 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Region + 130 + [Region] + [Orders] + Region + 11 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Product ID + 130 + [Product ID] + [Orders] + Product ID + 12 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Category + 130 + [Category] + [Orders] + Category + 13 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Sub-Category + 130 + [Sub-Category] + [Orders] + Sub-Category + 14 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Product Name + 130 + [Product Name] + [Orders] + Product Name + 15 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Sales + 5 + [Sales] + [Orders] + Sales + 16 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Quantity + 20 + [Quantity] + [Orders] + Quantity + 17 + integer + Sum + true + + "I8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Discount + 5 + [Discount] + [Orders] + Discount + 18 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Profit + 5 + [Profit] + [Orders] + Profit + 19 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Postcode + 130 + [Postcode] + [Orders] + Postcode + 20 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Range + 20 + [Range] + [Sheet1] + Range + 21 + integer + Sum + true + + "I8" + + [Sheet1_F37365A782B541658041CC3614B2B70E] + + + X + 20 + [X] + [Sheet1] + X + 22 + integer + Sum + true + + "I8" + + [Sheet1_F37365A782B541658041CC3614B2B70E] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + <[Sample - EU Superstore].[none:Category:nk]> + Æ + % of Total + Æ + <[Sample - EU Superstore].[tqr:Order Date:qk]> + Æ + Sales: + <[Sample - EU Superstore].[pcto:sum:Sales:qk:4]> + + + + + + [Sample - EU Superstore].[pcto:sum:Sales:qk:4] + [Sample - EU Superstore].[tqr:Order Date:qk] +
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+ diff --git a/plugins/tableau/resources/templates/reference/connected-scatterplot.tbm b/plugins/tableau/resources/templates/reference/connected-scatterplot.tbm new file mode 100644 index 0000000..79274a4 --- /dev/null +++ b/plugins/tableau/resources/templates/reference/connected-scatterplot.tbm @@ -0,0 +1,65 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + [Sample - Superstore].[sum:Profit:qk] + [Sample - Superstore].[md:Order Date:ok] +
+ diff --git a/plugins/tableau/resources/templates/reference/correlation-highlight-table.tbm b/plugins/tableau/resources/templates/reference/correlation-highlight-table.tbm new file mode 100644 index 0000000..682d717 --- /dev/null +++ b/plugins/tableau/resources/templates/reference/correlation-highlight-table.tbm @@ -0,0 +1,132 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + [Sample - Superstore].[none:Sub-Category:nk] + + + + + + + + + + + + + + + + + + [Sample - Superstore].[mn:Order Date:ok] + ([Sample - Superstore].[none:Customer Name:nk] / [Sample - Superstore].[yr:Order Date:ok]) +
+ diff --git a/plugins/tableau/resources/templates/reference/correlation-scatter-plot-chart.tbm b/plugins/tableau/resources/templates/reference/correlation-scatter-plot-chart.tbm new file mode 100644 index 0000000..241f191 --- /dev/null +++ b/plugins/tableau/resources/templates/reference/correlation-scatter-plot-chart.tbm @@ -0,0 +1,84 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + [Sample - Superstore].[sum:Sales:qk] + [Sample - Superstore].[sum:Profit:qk] +
+ diff --git a/plugins/tableau/resources/templates/reference/correlation__bubble-scatter__relate-two-measures-and-encode-a-third-by-size.tbm b/plugins/tableau/resources/templates/reference/correlation__bubble-scatter__relate-two-measures-and-encode-a-third-by-size.tbm new file mode 100644 index 0000000..a5d0045 --- /dev/null +++ b/plugins/tableau/resources/templates/reference/correlation__bubble-scatter__relate-two-measures-and-encode-a-third-by-size.tbm @@ -0,0 +1,1395 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + Birth Rate + 5 + [Birth Rate] + [Extract] + Birth Rate + 0 + World Indicators.csv + real + Sum + 47 + true + [Migrated Data] + + + Business Tax Rate + 5 + [Business Tax Rate] + [Extract] + Business Tax Rate + 1 + World Indicators.csv + real + Sum + 397 + true + [Migrated Data] + + + CO2 Emissions + 20 + [CO2 Emissions] + [Extract] + CO2 Emissions + 2 + World Indicators.csv + integer + Sum + 1261 + true + [Migrated Data] + + + Country/Region + 129 + [Country/Region] + [Extract] + Country/Region + 3 + World Indicators.csv + string + Count + 208 + true + + [Migrated Data] + + + Days to Start Business + 20 + [Days to Start Business] + [Extract] + Days to Start Business + 4 + World Indicators.csv + integer + Sum + 115 + true + [Migrated Data] + + + Ease of Business + 20 + [Ease of Business] + [Extract] + Ease of Business + 5 + World Indicators.csv + integer + Sum + 334 + true + [Migrated Data] + + + Energy Usage + 20 + [Energy Usage] + [Extract] + Energy Usage + 6 + World Indicators.csv + integer + Sum + 1520 + true + [Migrated Data] + + + GDP + 20 + [GDP] + [Extract] + GDP + 7 + World Indicators.csv + integer + Sum + 1605 + true + [Migrated Data] + + + Health Exp % GDP + 5 + [Health Exp % GDP] + [Extract] + Health Exp % GDP + 8 + World Indicators.csv + real + Sum + 131 + true + [Migrated Data] + + + Health Exp/Capita + 20 + [Health Exp/Capita] + [Extract] + Health Exp/Capita + 9 + World Indicators.csv + integer + Sum + 836 + true + [Migrated Data] + + + Hours to do Tax + 20 + [Hours to do Tax] + [Extract] + Hours to do Tax + 10 + World Indicators.csv + integer + Sum + 262 + true + [Migrated Data] + + + Infant Mortality Rate + 5 + [Infant Mortality Rate] + [Extract] + Infant Mortality Rate + 11 + World Indicators.csv + real + Sum + 128 + true + [Migrated Data] + + + Internet Usage + 5 + [Internet Usage] + [Extract] + Internet Usage + 12 + World Indicators.csv + real + Sum + 617 + true + [Migrated Data] + + + Lending Interest + 5 + [Lending Interest] + [Extract] + Lending Interest + 13 + World Indicators.csv + real + Sum + 319 + true + [Migrated Data] + + + Life Expectancy Female + 20 + [Life Expectancy Female] + [Extract] + Life Expectancy Female + 14 + World Indicators.csv + integer + Sum + 48 + true + [Migrated Data] + + + Life Expectancy Male + 20 + [Life Expectancy Male] + [Extract] + Life Expectancy Male + 15 + World Indicators.csv + integer + Sum + 47 + true + [Migrated Data] + + + Mobile Phone Usage + 5 + [Mobile Phone Usage] + [Extract] + Mobile Phone Usage + 16 + World Indicators.csv + real + Sum + 950 + true + [Migrated Data] + + + Population 0-14 + 5 + [Population 0-14] + [Extract] + Population 0-14 + 17 + World Indicators.csv + real + Sum + 391 + true + [Migrated Data] + + + Population 15-64 + 5 + [Population 15-64] + [Extract] + Population 15-64 + 18 + World Indicators.csv + real + Sum + 287 + true + [Migrated Data] + + + Population 65+ + 5 + [Population 65+] + [Extract] + Population 65+ + 19 + World Indicators.csv + real + Sum + 199 + true + [Migrated Data] + + + Population Total + 20 + [Population Total] + [Extract] + Population Total + 20 + World Indicators.csv + integer + Sum + 2691 + true + [Migrated Data] + + + Population Urban + 5 + [Population Urban] + [Extract] + Population Urban + 21 + World Indicators.csv + real + Sum + 782 + true + [Migrated Data] + + + Region + 129 + [Region] + [Extract] + Region + 22 + World Indicators.csv + string + Count + 6 + true + + [Migrated Data] + + + Tourism Inbound + 20 + [Tourism Inbound] + [Extract] + Tourism Inbound + 23 + World Indicators.csv + integer + Sum + 1207 + true + [Migrated Data] + + + Tourism Outbound + 20 + [Tourism Outbound] + [Extract] + Tourism Outbound + 24 + World Indicators.csv + integer + Sum + 1082 + true + [Migrated Data] + + + Year + 133 + [Year] + [Extract] + Year + 25 + World Indicators.csv + date + Year + 13 + true + [Migrated Data] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + "Bahrain" + "Iran" + "Iraq" + "Israel" + "Jordan" + "Kuwait" + "Lebanon" + "Oman" + "Qatar" + "Saudi Arabia" + "Syria" + "United Arab Emirates" + "Yemen" + + + + + + + + + [World Indicators].[none:Region:nk] + [World Indicators].[none:Country/Region:nk] + [World Indicators].[sum:CO2 Emissions:qk] + [World Indicators].[sum:GDP:qk] + + + + + + + + + + + + + + + + + + + + <[World Indicators].[none:Country/Region:nk]>, <[World Indicators].[yr:Year:ok]> + Æ + CO2 Emissions: + <[World Indicators].[sum:CO2 Emissions:qk]> + Æ + GDP: + <[World Indicators].[sum:GDP:qk]> + Æ + Population: + Æ + <[World Indicators].[sum:Population Total:qk]> + + + + + + [World Indicators].[sum:GDP:qk] + [World Indicators].[sum:CO2 Emissions:qk] +
+ diff --git a/plugins/tableau/resources/templates/reference/correlation__category-heatmap__show-patterns-across-two-categorical-axes.tbm b/plugins/tableau/resources/templates/reference/correlation__category-heatmap__show-patterns-across-two-categorical-axes.tbm new file mode 100644 index 0000000..ce090d8 --- /dev/null +++ b/plugins/tableau/resources/templates/reference/correlation__category-heatmap__show-patterns-across-two-categorical-axes.tbm @@ -0,0 +1,344 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + 0 + [Population Data.csv] + + Count + true + + "UTF-8" + "en_GB" + "£" + "," + "true" + "en_GB" + "" + + + + Age Group + 129 + [Age Group] + [Population Data.csv] + Age Group + 0 + string + Count + 1 + 1073741823 + true + + [Population Data.csv_EF62FD7779BC4604B7232FB369021EF8] + + + Income Bracket + 129 + [Income Bracket] + [Population Data.csv] + Income Bracket + 1 + string + Count + 1 + 1073741823 + true + + [Population Data.csv_EF62FD7779BC4604B7232FB369021EF8] + + + Est. Population + 20 + [Est. Population] + [Population Data.csv] + Est. Population + 2 + integer + Sum + true + [Population Data.csv_EF62FD7779BC4604B7232FB369021EF8] + + + Trend Note + 129 + [Trend Note] + [Population Data.csv] + Trend Note + 3 + string + Count + 1 + 1073741823 + true + + [Population Data.csv_EF62FD7779BC4604B7232FB369021EF8] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + Age Group: + <[federated.0y7zfam0ipwbfv122vvev1ykr655].[none:Age Group:nk]> + Æ + Income Bracket: + <[federated.0y7zfam0ipwbfv122vvev1ykr655].[none:Income Bracket:nk]> + Æ + % of Total Population: + <[federated.0y7zfam0ipwbfv122vvev1ykr655].[pcto:sum:Est. Population:qk:2]> + Æ + Population: + <[federated.0y7zfam0ipwbfv122vvev1ykr655].[sum:Est. Population:qk]> + + + + + + [federated.0y7zfam0ipwbfv122vvev1ykr655].[none:Income Bracket:nk] + [federated.0y7zfam0ipwbfv122vvev1ykr655].[none:Age Group:nk] + + [Sample - EU Superstore].[Profit (bin)] + +
+ diff --git a/plugins/tableau/resources/templates/reference/correlation__connected-scatter__show-how-two-metrics-move-together-over-time.tbm b/plugins/tableau/resources/templates/reference/correlation__connected-scatter__show-how-two-metrics-move-together-over-time.tbm new file mode 100644 index 0000000..9ab339e --- /dev/null +++ b/plugins/tableau/resources/templates/reference/correlation__connected-scatter__show-how-two-metrics-move-together-over-time.tbm @@ -0,0 +1,757 @@ + + + + + + + + + + + + + + + + <formatted-text> + <run><Sheet Name> </run> + <run fontname='Tableau Light' fontsize='9'>Usually used to show how the relationship between 2 variables has changed over time.</run> + </formatted-text> + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + Year + 20 + [Year] + [Data] + Year + 0 + integer + Sum + true + + "I8" + + [Migrated Data] + + + Bottom 90% + 5 + [Bottom 90%] + [Data] + Bottom 90% + 1 + real + Sum + 15 + true + + "R8" + + [Migrated Data] + + + Top 10% + 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+ diff --git a/plugins/tableau/resources/templates/reference/correlation__line-plus-column__relate-an-amount-series-to-a-rate-series.tbm b/plugins/tableau/resources/templates/reference/correlation__line-plus-column__relate-an-amount-series-to-a-rate-series.tbm new file mode 100644 index 0000000..1293da5 --- /dev/null +++ b/plugins/tableau/resources/templates/reference/correlation__line-plus-column__relate-an-amount-series-to-a-rate-series.tbm @@ -0,0 +1,1416 @@ + + + + + + + + + + + + + + + + + <formatted-text> + <run><Sheet Name> </run> + <run fontname='Tableau Light' fontsize='9'>A good way of showing the relationship between an amount (columns) and a rate (line).</run> + </formatted-text> + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + Row ID + 20 + [Row ID] + [Orders] + Row ID + 0 + integer + Sum + true + + "I8" + + [Migrated Data] + + + Order ID + 130 + [Order ID] + [Orders] + Order ID + 1 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Order Date + 7 + [Order Date] + [Orders] + Order Date + 2 + date + Year + true + + "DATE" + + [Migrated Data] + + + Ship Date + 7 + [Ship Date] + [Orders] + Ship Date + 3 + date + Year + true + + "DATE" + + [Migrated Data] + + + Ship Mode + 130 + [Ship Mode] + [Orders] + Ship Mode + 4 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Customer ID + 130 + [Customer ID] + [Orders] + Customer ID + 5 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Customer Name + 130 + [Customer Name] + [Orders] + Customer Name + 6 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Segment + 130 + [Segment] + [Orders] + Segment + 7 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Country + 130 + [Country] + [Orders] + Country + 8 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + City + 130 + [City] + [Orders] + City + 9 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + State + 130 + [State] + [Orders] + State + 10 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Postal Code + 20 + [Postal Code] + [Orders] + Postal Code + 11 + integer + Sum + true + + "I8" + + [Migrated Data] + + + Region + 130 + [Region] + [Orders] + Region + 12 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Product ID + 130 + [Product ID] + [Orders] + Product ID + 13 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Category + 130 + [Category] + [Orders] + Category + 14 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Sub-Category + 130 + [Sub-Category] + [Orders] + Sub-Category + 15 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Product Name + 130 + [Product Name] + [Orders] + Product Name + 16 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Sales + 5 + [Sales] + [Orders] + Sales + 17 + real + Sum + 15 + true + + "R8" + + [Migrated Data] + + + Quantity + 20 + [Quantity] + [Orders] + Quantity + 18 + integer + Sum + true + + "I8" + + [Migrated Data] + + + Discount + 5 + [Discount] + [Orders] + Discount + 19 + real + Sum + 15 + true + + "R8" + + [Migrated Data] + + + Profit + 5 + [Profit] + [Orders] + Profit + 20 + real + Sum + 15 + true + + "R8" + + [Migrated Data] + + + + 0 + [Orders] + + Count + true + + 0 + "A1:U9995:no:A1:U9995:0" + true + 6 + + [Migrated Data] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + +
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+ diff --git a/plugins/tableau/resources/templates/reference/correlation__scatter__relate-two-continuous-measures.tbm b/plugins/tableau/resources/templates/reference/correlation__scatter__relate-two-continuous-measures.tbm new file mode 100644 index 0000000..5aff2f2 --- /dev/null +++ b/plugins/tableau/resources/templates/reference/correlation__scatter__relate-two-continuous-measures.tbm @@ -0,0 +1,1383 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + Birth Rate + 5 + [Birth Rate] + [Extract] + Birth Rate + 0 + World Indicators.csv + real + Sum + 47 + true + [Migrated Data] + + + Business Tax Rate + 5 + [Business Tax Rate] + [Extract] + Business Tax Rate + 1 + World Indicators.csv + real + Sum + 397 + true + [Migrated Data] + + + CO2 Emissions + 20 + [CO2 Emissions] + [Extract] + CO2 Emissions + 2 + World Indicators.csv + integer + Sum + 1261 + true + [Migrated Data] + + + Country/Region + 129 + [Country/Region] + [Extract] + Country/Region + 3 + World Indicators.csv + string + 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23 + World Indicators.csv + integer + Sum + 1207 + true + [Migrated Data] + + + Tourism Outbound + 20 + [Tourism Outbound] + [Extract] + Tourism Outbound + 24 + World Indicators.csv + integer + Sum + 1082 + true + [Migrated Data] + + + Year + 133 + [Year] + [Extract] + Year + 25 + World Indicators.csv + date + Year + 13 + true + [Migrated Data] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + "Bahrain" + "Iran" + "Iraq" + "Israel" + "Jordan" + "Kuwait" + "Lebanon" + "Oman" + "Qatar" + "Saudi Arabia" + "Syria" + "United Arab Emirates" + "Yemen" + + + + + + + + + [World Indicators].[none:Region:nk] + [World Indicators].[none:Country/Region:nk] + [World Indicators].[sum:CO2 Emissions:qk] + [World Indicators].[sum:GDP:qk] + + + + + + + + + + + + + + + + + + + <[World Indicators].[none:Country/Region:nk]>, <[World Indicators].[yr:Year:ok]> + Æ + CO2 Emissions: + <[World Indicators].[sum:CO2 Emissions:qk]> + Æ + GDP: + <[World Indicators].[sum:GDP:qk]> + + + + + + [World Indicators].[sum:GDP:qk] + [World Indicators].[sum:CO2 Emissions:qk] +
+ diff --git a/plugins/tableau/resources/templates/reference/correlation__xy-heatmap__show-patterns-between-two-category-dimensions.tbm b/plugins/tableau/resources/templates/reference/correlation__xy-heatmap__show-patterns-between-two-category-dimensions.tbm new file mode 100644 index 0000000..f8be29d --- /dev/null +++ b/plugins/tableau/resources/templates/reference/correlation__xy-heatmap__show-patterns-between-two-category-dimensions.tbm @@ -0,0 +1,345 @@ + + + + + + + + + + + + + + + + + <formatted-text> + <run><Sheet Name> </run> + <run fontname='Tableau Light' fontsize='9'>A good way of showing the patterns between 2 categories of data, less good at showing fine differences in amounts.</run> + </formatted-text> + + + + + #f2e5da + #e6d9ce + #ccc1b7 + #b3a9a0 + #999189 + #807973 + #66605c + #4d4845 + #33302e + #1a1817 + + + + + + + + + + + + + + + + + + + + + Age Group + 130 + [Age Group] + [Sheet1] + Age Group + 0 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Age Range + 130 + [Age Range] + [Sheet1] + Age Range + 1 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Savings Amount + 130 + [Savings Amount] + [Sheet1] + Savings Amount + 2 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Response Rate + 5 + [Response Rate] + [Sheet1] + Response Rate + 3 + real + Sum + 15 + true + + "R8" + + [Migrated Data] + + + + 0 + [Sheet1] + + Count + true + + 0 + "A1:D50:no:A1:D50:0" + true + 2 + + [Migrated Data] + + + + + + + + + + + + + + + + + + + + + + + Age Group + 129 + [Age Group] + [Extract] + Age Group + 0 + Sheet1 + string + Count + 7 + true + + [Migrated Data] + + + Age Range + 129 + [Age Range] + [Extract] + Age Range + 1 + Sheet1 + string + Count + 7 + true + + [Migrated Data] + + + Savings Amount + 129 + [Savings Amount] + [Extract] + Savings Amount + 2 + Sheet1 + string + Count + 7 + true + + [Migrated Data] + + + Response Rate + 5 + [Response Rate] + [Extract] + Response Rate + 3 + Sheet1 + real + Sum + 45 + true + [Migrated Data] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + "I don't have a savings account" + "$0" + "Just the minimum balance requirement" + "Less than $1,000" + "$1,000-$4,999" + "$5,000-$9,999" + "$10,000 or more" + + + + + + + + + + + + + + + + + + [federated.09c20je0q5g3r21bbot2n14oiosj].[none:Age Range:nk] + [federated.09c20je0q5g3r21bbot2n14oiosj].[none:Savings Amount:nk] +
+ diff --git a/plugins/tableau/resources/templates/reference/deviation-arrow.tbm b/plugins/tableau/resources/templates/reference/deviation-arrow.tbm new file mode 100644 index 0000000..fc6d329 --- /dev/null +++ b/plugins/tableau/resources/templates/reference/deviation-arrow.tbm @@ -0,0 +1,102 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + [Sample - Superstore].[:Measure Names] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + [Sample - Superstore].[none:Customer Name:nk] + ([Sample - Superstore].[Multiple Values] + [Sample - Superstore].[sum:Profit:qk]) +
+ diff --git a/plugins/tableau/resources/templates/reference/deviation-diverging-bar.tbm b/plugins/tableau/resources/templates/reference/deviation-diverging-bar.tbm new file mode 100644 index 0000000..91f3395 --- /dev/null +++ b/plugins/tableau/resources/templates/reference/deviation-diverging-bar.tbm @@ -0,0 +1,78 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + [Sample - Superstore].[none:Customer Name:nk] + [Sample - Superstore].[usr:Calculation_1368249927221915648:qk] +
+ diff --git a/plugins/tableau/resources/templates/reference/deviation-gain-loss-chart.tbm b/plugins/tableau/resources/templates/reference/deviation-gain-loss-chart.tbm new file mode 100644 index 0000000..4786502 --- /dev/null +++ b/plugins/tableau/resources/templates/reference/deviation-gain-loss-chart.tbm @@ -0,0 +1,170 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + <[Sample - Superstore].[mn:Order Date:ok]> + , + <[Sample - Superstore].[yr:Order Date:ok]> + Æ + Æ + + <[Sample - Superstore].[none:Customer Name:nk]> : + <[Sample - Superstore].[sum:Profit:qk]> + Æ + + Sales : + <[Sample - Superstore].[usr:Calculation_44402728363008000:qk:5]> + Difference : + <[Sample - Superstore].[usr:Calculation_44402728363352065:qk:1]> + <[Sample - Superstore].[usr:Calculation_44402728363454466:qk:1]> + + + + + + [Sample - Superstore].[usr:Calculation_44402728364228614:qk:22] + ([Sample - Superstore].[mn:Order Date:ok] / [Sample - Superstore].[yr:Order Date:ok]) +
+ diff --git a/plugins/tableau/resources/templates/reference/deviation-spine-chart.tbm b/plugins/tableau/resources/templates/reference/deviation-spine-chart.tbm new file mode 100644 index 0000000..692bbca --- /dev/null +++ b/plugins/tableau/resources/templates/reference/deviation-spine-chart.tbm @@ -0,0 +1,104 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + [federated.1ko0q9z0cybhx212227b819gayqi].[none:Measure:nk] + [federated.1ko0q9z0cybhx212227b819gayqi].[:Measure Names] + [federated.1ko0q9z0cybhx212227b819gayqi].[none:Calculation_2084392578409873414:nk] + + + + + + + + + + + + + + + + [federated.1ko0q9z0cybhx212227b819gayqi].[none:Customer Name:nk] + [federated.1ko0q9z0cybhx212227b819gayqi].[Multiple Values] +
+ diff --git a/plugins/tableau/resources/templates/reference/deviation__barbell__compare-two-values-per-category.tbm b/plugins/tableau/resources/templates/reference/deviation__barbell__compare-two-values-per-category.tbm new file mode 100644 index 0000000..ecbfe93 --- /dev/null +++ b/plugins/tableau/resources/templates/reference/deviation__barbell__compare-two-values-per-category.tbm @@ -0,0 +1,4329 @@ + + + + + + + + + + + + + + + + + + <formatted-text> + <run fontcolor='#40414c' fontname='Tableau Semibold' fontsize='12'><Sheet Name> </run> + </formatted-text> + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + 0 + [Orders] + + Count + true + + 0 + "A1:U10195:no:A1:U10195:0" + true + 2 + + + + + 0 + [Sheet1] + + Count + true + + 0 + "A1:B201:no:A1:B201:0" + true + 6 + + + + Row ID + 20 + [Row ID] + [Orders] + Row ID + 0 + integer + Sum + true + + "I8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Order ID + 130 + [Order ID] + [Orders] + Order ID + 1 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Order Date + 7 + [Order Date] + [Orders] + Order Date + 2 + date + Year + true + + "DATE" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Dispatch Date + 7 + [Dispatch Date] + [Orders] + Dispatch Date + 3 + date + Year + true + + "DATE" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Delivery Mode + 130 + [Delivery Mode] + [Orders] + Delivery Mode + 4 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Customer ID + 130 + [Customer ID] + [Orders] + Customer ID + 5 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Customer Name + 130 + [Customer Name] + [Orders] + Customer Name + 6 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Segment + 130 + [Segment] + [Orders] + Segment + 7 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + City + 130 + [City] + [Orders] + City + 8 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + State/Province + 130 + [State/Province] + [Orders] + State/Province + 9 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Country/Region + 130 + [Country/Region] + [Orders] + Country/Region + 10 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Region + 130 + [Region] + [Orders] + Region + 11 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Product ID + 130 + [Product ID] + [Orders] + Product ID + 12 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Category + 130 + [Category] + [Orders] + Category + 13 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Sub-Category + 130 + [Sub-Category] + [Orders] + Sub-Category + 14 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Product Name + 130 + [Product Name] + [Orders] + Product Name + 15 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Sales + 5 + [Sales] + [Orders] + Sales + 16 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Quantity + 20 + [Quantity] + [Orders] + Quantity + 17 + integer + Sum + true + + "I8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Discount + 5 + [Discount] + [Orders] + Discount + 18 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Profit + 5 + [Profit] + [Orders] + Profit + 19 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Postcode + 130 + [Postcode] + [Orders] + Postcode + 20 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Range + 20 + [Range] + [Sheet1] + Range + 21 + integer + Sum + true + + "I8" + + [Sheet1_F37365A782B541658041CC3614B2B70E] + + + X + 20 + [X] + [Sheet1] + X + 22 + integer + Sum + true + + "I8" + + [Sheet1_F37365A782B541658041CC3614B2B70E] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + [Sample - EU Superstore].[yr:Order Date:ok] + + + + + + + + + + + + + + + + + <[Sample - EU Superstore].[yr:Order Date:ok]> + Æ + Total Sales: <[Sample - EU Superstore].[sum:Sales:qk]> + + + + + + + + + + + + + + + + + <[Sample - EU Superstore].[yr:Order Date:ok]> + Æ + Total Sales: <[Sample - EU Superstore].[sum:Sales:qk]> + + + + + + + + + + + + + + + + + <[Sample - EU Superstore].[yr:Order Date:ok]> + Æ + Total Sales: <[Sample - EU Superstore].[sum:Sales:qk]> + + + + + + [Sample - EU Superstore].[none:Segment:nk] + ([Sample - EU Superstore].[sum:Sales:qk] + [Sample - EU Superstore].[sum:Sales:qk]) +
+ diff --git a/plugins/tableau/resources/templates/reference/deviation__bullet__track-actual-vs-target-and-performance-bands.tbm b/plugins/tableau/resources/templates/reference/deviation__bullet__track-actual-vs-target-and-performance-bands.tbm new file mode 100644 index 0000000..af536b9 --- /dev/null +++ b/plugins/tableau/resources/templates/reference/deviation__bullet__track-actual-vs-target-and-performance-bands.tbm @@ -0,0 +1,4291 @@ + + + + + + + + + + + + + + + + + + + <formatted-text> + <run fontcolor='#40414c' fontname='Tableau Semibold' fontsize='12'><Sheet Name> </run> + </formatted-text> + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + 0 + [Orders] + + Count + true + + 0 + "A1:U10195:no:A1:U10195:0" + true + 2 + + + + + 0 + [Sheet1] + + Count + true + + 0 + "A1:B201:no:A1:B201:0" + true + 6 + + + + Row ID + 20 + [Row ID] + [Orders] + Row ID + 0 + integer + Sum + true + + "I8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Order ID + 130 + [Order ID] + [Orders] + Order ID + 1 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Order Date + 7 + [Order Date] + [Orders] + Order Date + 2 + date + Year + true + + "DATE" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Dispatch Date + 7 + [Dispatch Date] + [Orders] + Dispatch Date + 3 + date + Year + true + + "DATE" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Delivery Mode + 130 + [Delivery Mode] + [Orders] + Delivery Mode + 4 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Customer ID + 130 + [Customer ID] + [Orders] + Customer ID + 5 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Customer Name + 130 + [Customer Name] + [Orders] + Customer Name + 6 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Segment + 130 + [Segment] + [Orders] + Segment + 7 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + City + 130 + [City] + [Orders] + City + 8 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + State/Province + 130 + [State/Province] + [Orders] + State/Province + 9 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Country/Region + 130 + [Country/Region] + [Orders] + Country/Region + 10 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Region + 130 + [Region] + [Orders] + Region + 11 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Product ID + 130 + [Product ID] + [Orders] + Product ID + 12 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Category + 130 + [Category] + [Orders] + Category + 13 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Sub-Category + 130 + [Sub-Category] + [Orders] + Sub-Category + 14 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Product Name + 130 + [Product Name] + [Orders] + Product Name + 15 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Sales + 5 + [Sales] + [Orders] + Sales + 16 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Quantity + 20 + [Quantity] + [Orders] + Quantity + 17 + integer + Sum + true + + "I8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Discount + 5 + [Discount] + [Orders] + Discount + 18 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Profit + 5 + [Profit] + [Orders] + Profit + 19 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Postcode + 130 + [Postcode] + [Orders] + Postcode + 20 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Range + 20 + [Range] + [Sheet1] + Range + 21 + integer + Sum + true + + "I8" + + [Sheet1_F37365A782B541658041CC3614B2B70E] + + + X + 20 + [X] + [Sheet1] + X + 22 + integer + Sum + true + + "I8" + + [Sheet1_F37365A782B541658041CC3614B2B70E] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + Æ + Total Sales: <[Sample - 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+ diff --git a/plugins/tableau/resources/templates/reference/deviation__surplus-deficit-area__show-above-below-baseline-over-time.tbm b/plugins/tableau/resources/templates/reference/deviation__surplus-deficit-area__show-above-below-baseline-over-time.tbm new file mode 100644 index 0000000..66eef68 --- /dev/null +++ b/plugins/tableau/resources/templates/reference/deviation__surplus-deficit-area__show-above-below-baseline-over-time.tbm @@ -0,0 +1,4303 @@ + + + + + + + + + + + + + + + + + + + <formatted-text> + <run fontcolor='#40414c' fontname='Tableau Semibold' fontsize='12'><Sheet Name></run> + </formatted-text> + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + 0 + [Orders] + + Count + true + + 0 + "A1:U10195:no:A1:U10195:0" + true + 2 + + + + + 0 + [Sheet1] + + Count + true + + 0 + "A1:B201:no:A1:B201:0" + true + 6 + + + + Row ID + 20 + [Row ID] + [Orders] + Row ID + 0 + integer + Sum + true + + "I8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Order ID + 130 + [Order ID] + [Orders] + Order ID + 1 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Order Date + 7 + [Order Date] + [Orders] + Order Date + 2 + date + Year + true + + "DATE" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Dispatch Date + 7 + [Dispatch Date] + [Orders] + Dispatch Date + 3 + date + Year + true + + "DATE" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Delivery Mode + 130 + [Delivery Mode] + [Orders] + Delivery Mode + 4 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Customer ID + 130 + [Customer ID] + [Orders] + Customer ID + 5 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Customer Name + 130 + [Customer Name] + [Orders] + Customer Name + 6 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Segment + 130 + [Segment] + [Orders] + Segment + 7 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + City + 130 + [City] + [Orders] + City + 8 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + State/Province + 130 + [State/Province] + [Orders] + State/Province + 9 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Country/Region + 130 + [Country/Region] + [Orders] + Country/Region + 10 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Region + 130 + [Region] + [Orders] + Region + 11 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Product ID + 130 + [Product ID] + [Orders] + Product ID + 12 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Category + 130 + [Category] + [Orders] + Category + 13 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Sub-Category + 130 + [Sub-Category] + [Orders] + Sub-Category + 14 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Product Name + 130 + [Product Name] + [Orders] + Product Name + 15 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Sales + 5 + [Sales] + [Orders] + Sales + 16 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Quantity + 20 + [Quantity] + [Orders] + Quantity + 17 + integer + Sum + true + + "I8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Discount + 5 + [Discount] + [Orders] + Discount + 18 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Profit + 5 + [Profit] + [Orders] + Profit + 19 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Postcode + 130 + [Postcode] + [Orders] + Postcode + 20 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Range + 20 + [Range] + [Sheet1] + Range + 21 + integer + Sum + true + + "I8" + + [Sheet1_F37365A782B541658041CC3614B2B70E] + + + X + 20 + [X] + [Sheet1] + X + 22 + integer + Sum + true + + "I8" + + [Sheet1_F37365A782B541658041CC3614B2B70E] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + +
+ -1 +
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+ diff --git a/plugins/tableau/resources/templates/reference/distribution-histogram.tbm b/plugins/tableau/resources/templates/reference/distribution-histogram.tbm new file mode 100644 index 0000000..ac29c47 --- /dev/null +++ b/plugins/tableau/resources/templates/reference/distribution-histogram.tbm @@ -0,0 +1,60 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + "Actual" + "Estimate" + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + +
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+ diff --git a/plugins/tableau/resources/templates/reference/distribution__population-pyramid__compare-mirrored-group-distributions.tbm b/plugins/tableau/resources/templates/reference/distribution__population-pyramid__compare-mirrored-group-distributions.tbm new file mode 100644 index 0000000..db14eab --- /dev/null +++ b/plugins/tableau/resources/templates/reference/distribution__population-pyramid__compare-mirrored-group-distributions.tbm @@ -0,0 +1,394 @@ + + + + + + + + + + + + + + + + <formatted-text> + <run fontcolor='#40414c' fontname='Tableau Semibold' fontsize='12'><Sheet Name> </run> + </formatted-text> + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + 0 + [AGE data.csv] + + Count + true + + "UTF-8" + "en_GB" + "£" + "," + "true" + "en_GB" + "" + + + + Age + 20 + [Age] + [AGE data.csv] + Age + 0 + integer + Sum + true + [AGE data.csv_83DDB57C1E42458C86FBA2A0B16D8F07] + + + Total + 20 + [Total] + [AGE data.csv] + Total + 1 + integer + Sum + true + [AGE data.csv_83DDB57C1E42458C86FBA2A0B16D8F07] + + + Pivot Field Names + 129 + [Pivot Field Names] + [Pivot] + Pivot Field Names + 2 + string + Count + true + [AGE data.csv_83DDB57C1E42458C86FBA2A0B16D8F07] + + + Pivot Field Values + 20 + [Pivot Field Values] + [Pivot] + Pivot Field Values + 3 + integer + Sum + true + [AGE data.csv_83DDB57C1E42458C86FBA2A0B16D8F07] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + <[federated.11xs2hw1547p7c12z6rii15tk9xk].[none:Age (bin):ok]> Age Bin + Æ + Total Population: + <[federated.11xs2hw1547p7c12z6rii15tk9xk].[sum:Pivot Field Values:qk]> + + + + + + [federated.11xs2hw1547p7c12z6rii15tk9xk].[none:Age:qk] + [federated.11xs2hw1547p7c12z6rii15tk9xk].[sum:M (copy)_95983007992475649:qk] + + [Sample - EU Superstore].[Sales (bin)] + [federated.11xs2hw1547p7c12z6rii15tk9xk].[Age (bin)] + +
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+ diff --git a/plugins/tableau/resources/templates/reference/flow__waterfall__sequence-budget-or-process-steps-with-plus-minus.tbm b/plugins/tableau/resources/templates/reference/flow__waterfall__sequence-budget-or-process-steps-with-plus-minus.tbm new file mode 100644 index 0000000..0523451 --- /dev/null +++ b/plugins/tableau/resources/templates/reference/flow__waterfall__sequence-budget-or-process-steps-with-plus-minus.tbm @@ -0,0 +1,322 @@ + + + + + + + + + + + + + + + + + <formatted-text> + <run><Sheet Name> </run> + <run fontname='Tableau Light' fontsize='9'>Designed to show the sequencing of data through a flow process, typically budgets. Can include +/- components.</run> + </formatted-text> + + + + + + + + + + + + + + + + + + + + Item + 130 + [Item] + [Financial] + Item + 0 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Date + 7 + [Date] + [Financial] + Date + 1 + date + Year + true + + "DATE" + + [Migrated Data] + + + Amount + 20 + [Amount] + [Financial] + Amount + 2 + integer + Sum + true + + "I8" + + [Migrated Data] + + + + 0 + [Financial] + + Count + true + + 0 + "A1:C29:no:A1:C29:0" + true + 6 + + [Migrated Data] + + + + + + + + + + + + + + + + + + + + + + + + + + Item + 129 + [Item] + [Extract] + Item + 0 + Financial + string + Count + 7 + true + + [Migrated Data] + + + Date + 133 + [Date] + [Extract] + Date + 1 + Financial + date + Year + 1 + true + [Migrated Data] + + + Amount + 20 + [Amount] + [Extract] + Amount + 2 + Financial + integer + Sum + 7 + true + [Migrated Data] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + [federated.1q3xxhn1t1nxoz17152l71ng6tqf].[md:Pivot Field Names:ok] + [federated.1q3xxhn1t1nxoz17152l71ng6tqf].[none:Category:nk] + [federated.1q3xxhn1t1nxoz17152l71ng6tqf].[none:Order:ok] + [federated.1q3xxhn1t1nxoz17152l71ng6tqf].[sum:Amount:qk] + [federated.1q3xxhn1t1nxoz17152l71ng6tqf].[yr:Pivot Field Names:ok] + [federated.1s4iy760mr8q5k1bhiupl0u002ul].[none:Item:nk] + [federated.1s4iy760mr8q5k1bhiupl0u002ul].[usr:Calculation_5073656843881439273:nk] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + "Total Revenue" + "Cost of Revenue" + "Add'l income items" + "Income Tax" + "Research and Development" + "Sales, General and Admin." + "Add'l expense items" + %all% + + + + + + + + + + + + + + + + + + [federated.1s4iy760mr8q5k1bhiupl0u002ul].[cum:sum:Amount:qk] + [federated.1s4iy760mr8q5k1bhiupl0u002ul].[none:Item:nk] +
+ diff --git a/plugins/tableau/resources/templates/reference/gantt-chart.tbm b/plugins/tableau/resources/templates/reference/gantt-chart.tbm new file mode 100644 index 0000000..d8d50be --- /dev/null +++ b/plugins/tableau/resources/templates/reference/gantt-chart.tbm @@ -0,0 +1,118 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + [Sample - Superstore].[yr:Order Date:ok] + [Sample - Superstore].[none:Product Name:nk] + [Sample - Superstore].[none:Profit (bin):nk] + + + + + + + + + + + + + + + + + + ([Sample - Superstore].[none:Customer Name:nk] / ([Sample - Superstore].[none:Product Name:nk] / ([Sample - Superstore].[none:Profit (bin):nk] / [Sample - Superstore].[none:Region:nk]))) + ([Sample - Superstore].[yr:Order Date:ok] / [Sample - Superstore].[mn:Order Date:ok]) +
+ diff --git a/plugins/tableau/resources/templates/reference/magnitude__bubble-pack__compare-part-sizes-without-axes.tbm b/plugins/tableau/resources/templates/reference/magnitude__bubble-pack__compare-part-sizes-without-axes.tbm new file mode 100644 index 0000000..f1935eb --- /dev/null +++ b/plugins/tableau/resources/templates/reference/magnitude__bubble-pack__compare-part-sizes-without-axes.tbm @@ -0,0 +1,4260 @@ + + + + + + + + + + + + + + + + + + <formatted-text> + <run fontcolor='#40414c' fontname='Tableau Semibold' fontsize='12'><Sheet Name> (vertical)</run> + <run>Æ </run> + </formatted-text> + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + 0 + [Orders] + + Count + true + + 0 + "A1:U10195:no:A1:U10195:0" + true + 2 + + + + + 0 + [Sheet1] + + Count + true + + 0 + "A1:B201:no:A1:B201:0" + true + 6 + + + + Row ID + 20 + [Row ID] + [Orders] + Row ID + 0 + integer + Sum + true + + "I8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Order ID + 130 + [Order ID] + [Orders] + Order ID + 1 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Order Date + 7 + [Order Date] + [Orders] + Order Date + 2 + date + Year + true + + "DATE" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Dispatch Date + 7 + [Dispatch Date] + [Orders] + Dispatch Date + 3 + date + Year + true + + "DATE" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Delivery Mode + 130 + [Delivery Mode] + [Orders] + Delivery Mode + 4 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Customer ID + 130 + [Customer ID] + [Orders] + Customer ID + 5 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Customer Name + 130 + [Customer Name] + [Orders] + Customer Name + 6 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Segment + 130 + [Segment] + [Orders] + Segment + 7 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + City + 130 + [City] + [Orders] + City + 8 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + State/Province + 130 + [State/Province] + [Orders] + State/Province + 9 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Country/Region + 130 + [Country/Region] + [Orders] + Country/Region + 10 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Region + 130 + [Region] + [Orders] + Region + 11 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Product ID + 130 + [Product ID] + [Orders] + Product ID + 12 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Category + 130 + [Category] + [Orders] + Category + 13 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Sub-Category + 130 + [Sub-Category] + [Orders] + Sub-Category + 14 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Product Name + 130 + [Product Name] + [Orders] + Product Name + 15 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Sales + 5 + [Sales] + [Orders] + Sales + 16 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Quantity + 20 + [Quantity] + [Orders] + Quantity + 17 + integer + Sum + true + + "I8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Discount + 5 + [Discount] + [Orders] + Discount + 18 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Profit + 5 + [Profit] + [Orders] + Profit + 19 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Postcode + 130 + [Postcode] + [Orders] + Postcode + 20 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Range + 20 + [Range] + [Sheet1] + Range + 21 + integer + Sum + true + + "I8" + + [Sheet1_F37365A782B541658041CC3614B2B70E] + + + X + 20 + [X] + [Sheet1] + X + 22 + integer + Sum + true + + "I8" + + [Sheet1_F37365A782B541658041CC3614B2B70E] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + [Sample - EU Superstore].[none:Region:nk] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + <[Sample - EU Superstore].[none:Region:nk]> + Æ + Total Sales: + <[Sample - EU Superstore].[sum:Sales:qk]> + + + + + <[Sample - EU Superstore].[none:Region:nk]> + <[Sample - EU Superstore].[sum:Sales:qk]> + + + + + + + +
+ diff --git a/plugins/tableau/resources/templates/reference/magnitude__column__compare-sizes-from-zero.tbm b/plugins/tableau/resources/templates/reference/magnitude__column__compare-sizes-from-zero.tbm new file mode 100644 index 0000000..afd53e6 --- /dev/null +++ b/plugins/tableau/resources/templates/reference/magnitude__column__compare-sizes-from-zero.tbm @@ -0,0 +1,4298 @@ + + + + + + + + + + + + + + + + + + + + <formatted-text> + <run fontcolor='#40414c' fontname='Tableau Semibold' fontsize='12'><Sheet Name> (vertical)</run> + <run>Æ </run> + </formatted-text> + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + 0 + [Orders] + + Count + true + + 0 + "A1:U10195:no:A1:U10195:0" + true + 2 + + + + + 0 + [Sheet1] + + Count + true + + 0 + "A1:B201:no:A1:B201:0" + true + 6 + + + + Row ID + 20 + [Row ID] + [Orders] + Row ID + 0 + integer + Sum + true + + "I8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Order ID + 130 + [Order ID] + [Orders] + Order ID + 1 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Order Date + 7 + [Order Date] + [Orders] + Order Date + 2 + date + Year + true + + "DATE" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Dispatch Date + 7 + [Dispatch Date] + [Orders] + Dispatch Date + 3 + date + Year + true + + "DATE" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Delivery Mode + 130 + [Delivery Mode] + [Orders] + Delivery Mode + 4 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Customer ID + 130 + [Customer ID] + [Orders] + Customer ID + 5 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Customer Name + 130 + [Customer Name] + [Orders] + Customer Name + 6 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Segment + 130 + [Segment] + [Orders] + Segment + 7 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + City + 130 + [City] + [Orders] + City + 8 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + State/Province + 130 + [State/Province] + [Orders] + State/Province + 9 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Country/Region + 130 + [Country/Region] + [Orders] + Country/Region + 10 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Region + 130 + [Region] + [Orders] + Region + 11 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Product ID + 130 + [Product ID] + [Orders] + Product ID + 12 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Category + 130 + [Category] + [Orders] + Category + 13 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Sub-Category + 130 + [Sub-Category] + [Orders] + Sub-Category + 14 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Product Name + 130 + [Product Name] + [Orders] + Product Name + 15 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Sales + 5 + [Sales] + [Orders] + Sales + 16 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Quantity + 20 + [Quantity] + [Orders] + Quantity + 17 + integer + Sum + true + + "I8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Discount + 5 + [Discount] + [Orders] + Discount + 18 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Profit + 5 + [Profit] + [Orders] + Profit + 19 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Postcode + 130 + [Postcode] + [Orders] + Postcode + 20 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Range + 20 + [Range] + [Sheet1] + Range + 21 + integer + Sum + true + + "I8" + + [Sheet1_F37365A782B541658041CC3614B2B70E] + + + X + 20 + [X] + [Sheet1] + X + 22 + integer + Sum + true + + "I8" + + [Sheet1_F37365A782B541658041CC3614B2B70E] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + [Sample - EU Superstore].[none:Delivery Mode:nk] + + + + + + + + + + + + + + Delivery Mode - <[Sample - EU Superstore].[none:Delivery Mode:nk]> + Æ + Total Orders: + <[Sample - EU Superstore].[ctd:Order ID:qk]> + + + + + + + + + + + + + Delivery Mode - <[Sample - EU Superstore].[none:Delivery Mode:nk]> + Æ + Total Orders: + <[Sample - EU Superstore].[ctd:Order ID:qk]> + + + + + + + + + + + + + Delivery Mode - <[Sample - EU Superstore].[none:Delivery Mode:nk]> + Æ + Total Orders: + <[Sample - EU Superstore].[ctd:Order ID:qk]> + + + + + + ([Sample - EU Superstore].[ctd:Order ID:qk] + [Sample - EU Superstore].[ctd:Order ID:qk]) + [Sample - EU Superstore].[none:Delivery Mode:nk] +
+ diff --git a/plugins/tableau/resources/templates/reference/magnitude__horizontal-bar__compare-discrete-categories-from-zero.tbm b/plugins/tableau/resources/templates/reference/magnitude__horizontal-bar__compare-discrete-categories-from-zero.tbm new file mode 100644 index 0000000..72d047c --- /dev/null +++ b/plugins/tableau/resources/templates/reference/magnitude__horizontal-bar__compare-discrete-categories-from-zero.tbm @@ -0,0 +1,4301 @@ + + + + + + + + + + + + + + + + + + + + <formatted-text> + <run fontcolor='#40414c' fontname='Tableau Semibold' fontsize='12'><Sheet Name> (horizontal)</run> + <run>Æ </run> + <run fontcolor='#6e7383' fontname='Tableau Regular' fontsize='10'>Best for comparing discrete categories with a shared baseline (zero). Good when categories don't follow a natural order (e.g. income brackets or time series), and makes reading headers easier than vertical bars. </run> + <run>Æ </run> + </formatted-text> + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + 0 + [Orders] + + Count + true + + 0 + "A1:U10195:no:A1:U10195:0" + true + 2 + + + + + 0 + [Sheet1] + + Count + true + + 0 + "A1:B201:no:A1:B201:0" + true + 6 + + + + Row ID + 20 + [Row ID] + [Orders] + Row ID + 0 + integer + Sum + true + + "I8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Order ID + 130 + [Order ID] + [Orders] + Order ID + 1 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Order Date + 7 + [Order Date] + [Orders] + Order Date + 2 + date + Year + true + + "DATE" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Dispatch Date + 7 + [Dispatch Date] + [Orders] + Dispatch Date + 3 + date + Year + true + + "DATE" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Delivery Mode + 130 + [Delivery Mode] + [Orders] + Delivery Mode + 4 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Customer ID + 130 + [Customer ID] + [Orders] + Customer ID + 5 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Customer Name + 130 + [Customer Name] + [Orders] + Customer Name + 6 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Segment + 130 + [Segment] + [Orders] + Segment + 7 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + City + 130 + [City] + [Orders] + City + 8 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + State/Province + 130 + [State/Province] + [Orders] + State/Province + 9 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Country/Region + 130 + [Country/Region] + [Orders] + Country/Region + 10 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Region + 130 + [Region] + [Orders] + Region + 11 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Product ID + 130 + [Product ID] + [Orders] + Product ID + 12 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Category + 130 + [Category] + [Orders] + Category + 13 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Sub-Category + 130 + [Sub-Category] + [Orders] + Sub-Category + 14 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Product Name + 130 + [Product Name] + [Orders] + Product Name + 15 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Sales + 5 + [Sales] + [Orders] + Sales + 16 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Quantity + 20 + [Quantity] + [Orders] + Quantity + 17 + integer + Sum + true + + "I8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Discount + 5 + [Discount] + [Orders] + Discount + 18 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Profit + 5 + [Profit] + [Orders] + Profit + 19 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Postcode + 130 + [Postcode] + [Orders] + Postcode + 20 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Range + 20 + [Range] + [Sheet1] + Range + 21 + integer + Sum + true + + "I8" + + [Sheet1_F37365A782B541658041CC3614B2B70E] + + + X + 20 + [X] + [Sheet1] + X + 22 + integer + Sum + true + + "I8" + + [Sheet1_F37365A782B541658041CC3614B2B70E] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + [Sample - EU Superstore].[none:Delivery Mode:nk] + + + + + + + + + + + + + + Delivery Mode - <[Sample - EU Superstore].[none:Delivery Mode:nk]> + Æ + Total Orders: + <[Sample - EU Superstore].[ctd:Order ID:qk]> + + + + + + + + + + + + + Delivery Mode - <[Sample - EU Superstore].[none:Delivery Mode:nk]> + Æ + Total Orders: + <[Sample - EU Superstore].[ctd:Order ID:qk]> + + + + + + + + + + + + + Delivery Mode - <[Sample - EU Superstore].[none:Delivery Mode:nk]> + Æ + Total Orders: + <[Sample - EU Superstore].[ctd:Order ID:qk]> + + + + + + [Sample - EU Superstore].[none:Delivery Mode:nk] + ([Sample - EU Superstore].[ctd:Order ID:qk] + [Sample - EU Superstore].[ctd:Order ID:qk]) +
+ diff --git a/plugins/tableau/resources/templates/reference/magnitude__lollipop__emphasize-values-over-bar-ink.tbm b/plugins/tableau/resources/templates/reference/magnitude__lollipop__emphasize-values-over-bar-ink.tbm new file mode 100644 index 0000000..3a88eb5 --- /dev/null +++ b/plugins/tableau/resources/templates/reference/magnitude__lollipop__emphasize-values-over-bar-ink.tbm @@ -0,0 +1,4291 @@ + + + + + + + + + + + + + + + + + + + + <formatted-text /> + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + 0 + [Orders] + + Count + true + + 0 + "A1:U10195:no:A1:U10195:0" + true + 2 + + + + + 0 + [Sheet1] + + Count + true + + 0 + "A1:B201:no:A1:B201:0" + true + 6 + + + + Row ID + 20 + [Row ID] + [Orders] + Row ID + 0 + integer + Sum + true + + "I8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Order ID + 130 + [Order ID] + [Orders] + Order ID + 1 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Order Date + 7 + [Order Date] + [Orders] + Order Date + 2 + date + Year + true + + "DATE" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Dispatch Date + 7 + [Dispatch Date] + [Orders] + Dispatch Date + 3 + date + Year + true + + "DATE" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Delivery Mode + 130 + [Delivery Mode] + [Orders] + Delivery Mode + 4 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Customer ID + 130 + [Customer ID] + [Orders] + Customer ID + 5 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Customer Name + 130 + [Customer Name] + [Orders] + Customer Name + 6 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Segment + 130 + [Segment] + [Orders] + Segment + 7 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + City + 130 + [City] + [Orders] + City + 8 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + State/Province + 130 + [State/Province] + [Orders] + State/Province + 9 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Country/Region + 130 + [Country/Region] + [Orders] + Country/Region + 10 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Region + 130 + [Region] + [Orders] + Region + 11 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Product ID + 130 + [Product ID] + [Orders] + Product ID + 12 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Category + 130 + [Category] + [Orders] + Category + 13 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Sub-Category + 130 + [Sub-Category] + [Orders] + Sub-Category + 14 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Product Name + 130 + [Product Name] + [Orders] + Product Name + 15 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Sales + 5 + [Sales] + [Orders] + Sales + 16 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Quantity + 20 + [Quantity] + [Orders] + Quantity + 17 + integer + Sum + true + + "I8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Discount + 5 + [Discount] + [Orders] + Discount + 18 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Profit + 5 + [Profit] + [Orders] + Profit + 19 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Postcode + 130 + [Postcode] + [Orders] + Postcode + 20 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Range + 20 + [Range] + [Sheet1] + Range + 21 + integer + Sum + true + + "I8" + + [Sheet1_F37365A782B541658041CC3614B2B70E] + + + X + 20 + [X] + [Sheet1] + X + 22 + integer + Sum + true + + "I8" + + [Sheet1_F37365A782B541658041CC3614B2B70E] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + Delivery Mode - <[Sample - EU Superstore].[none:Delivery Mode:nk]> + Æ + Total Orders: + <[Sample - EU Superstore].[ctd:Order ID:qk]> + + + + + + + + + + + + + Delivery Mode - <[Sample - EU Superstore].[none:Delivery Mode:nk]> + Æ + Total Orders: + <[Sample - EU Superstore].[ctd:Order ID:qk]> + + + + + + + + + + + + + Delivery Mode - <[Sample - EU Superstore].[none:Delivery Mode:nk]> + Æ + Total Orders: + <[Sample - EU Superstore].[ctd:Order ID:qk]> + + + + + + [Sample - EU Superstore].[none:Delivery Mode:nk] + ([Sample - EU Superstore].[ctd:Order ID:qk] + [Sample - EU Superstore].[ctd:Order ID:qk]) +
+ diff --git a/plugins/tableau/resources/templates/reference/magnitude__paired-bar__compare-two-series-across-categories.tbm b/plugins/tableau/resources/templates/reference/magnitude__paired-bar__compare-two-series-across-categories.tbm new file mode 100644 index 0000000..82f0c29 --- /dev/null +++ b/plugins/tableau/resources/templates/reference/magnitude__paired-bar__compare-two-series-across-categories.tbm @@ -0,0 +1,4281 @@ + + + + + + + + + + + + + + + + + + + + <formatted-text> + <run fontcolor='#40414c' fontname='Tableau Semibold' fontsize='12'><Sheet Name> (horizontal)</run> + <run>Æ </run> + </formatted-text> + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + 0 + [Orders] + + Count + true + + 0 + "A1:U10195:no:A1:U10195:0" + true + 2 + + + + + 0 + [Sheet1] + + Count + true + + 0 + "A1:B201:no:A1:B201:0" + true + 6 + + + + Row ID + 20 + [Row ID] + [Orders] + Row ID + 0 + integer + Sum + true + + "I8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Order ID + 130 + [Order ID] + [Orders] + Order ID + 1 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Order Date + 7 + [Order Date] + [Orders] + Order Date + 2 + date + Year + true + + "DATE" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Dispatch Date + 7 + [Dispatch Date] + [Orders] + Dispatch Date + 3 + date + Year + true + + "DATE" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Delivery Mode + 130 + [Delivery Mode] + [Orders] + Delivery Mode + 4 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Customer ID + 130 + [Customer ID] + [Orders] + Customer ID + 5 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Customer Name + 130 + [Customer Name] + [Orders] + Customer Name + 6 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Segment + 130 + [Segment] + [Orders] + Segment + 7 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + City + 130 + [City] + [Orders] + City + 8 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + State/Province + 130 + [State/Province] + [Orders] + State/Province + 9 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Country/Region + 130 + [Country/Region] + [Orders] + Country/Region + 10 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Region + 130 + [Region] + [Orders] + Region + 11 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Product ID + 130 + [Product ID] + [Orders] + Product ID + 12 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Category + 130 + [Category] + [Orders] + Category + 13 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Sub-Category + 130 + [Sub-Category] + [Orders] + Sub-Category + 14 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Product Name + 130 + [Product Name] + [Orders] + Product Name + 15 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Sales + 5 + [Sales] + [Orders] + Sales + 16 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Quantity + 20 + [Quantity] + [Orders] + Quantity + 17 + integer + Sum + true + + "I8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Discount + 5 + [Discount] + [Orders] + Discount + 18 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Profit + 5 + [Profit] + [Orders] + Profit + 19 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Postcode + 130 + [Postcode] + [Orders] + Postcode + 20 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Range + 20 + [Range] + [Sheet1] + Range + 21 + integer + Sum + true + + "I8" + + [Sheet1_F37365A782B541658041CC3614B2B70E] + + + X + 20 + [X] + [Sheet1] + X + 22 + integer + Sum + true + + "I8" + + [Sheet1_F37365A782B541658041CC3614B2B70E] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + [Sample - EU Superstore].[yr:Order Date:ok] + [Sample - EU Superstore].[none:Delivery Mode:nk] + + + + + + + + + + + + + + + + + <[Sample - EU Superstore].[yr:Order Date:ok]> + Æ + Delivery Mode - <[Sample - EU Superstore].[none:Delivery Mode:nk]> + Æ + Total Orders: + <[Sample - EU Superstore].[ctd:Order ID:qk]> + + + + + + ([Sample - EU Superstore].[none:Delivery Mode:nk] / [Sample - EU Superstore].[yr:Order Date:ok]) + [Sample - EU Superstore].[ctd:Order ID:qk] +
+ diff --git a/plugins/tableau/resources/templates/reference/magnitude__paired-column__compare-two-series-across-categories.tbm b/plugins/tableau/resources/templates/reference/magnitude__paired-column__compare-two-series-across-categories.tbm new file mode 100644 index 0000000..bd175b2 --- /dev/null +++ b/plugins/tableau/resources/templates/reference/magnitude__paired-column__compare-two-series-across-categories.tbm @@ -0,0 +1,4279 @@ + + + + + + + + + + + + + + + + + + + + <formatted-text> + <run fontcolor='#40414c' fontname='Tableau Semibold' fontsize='12'><Sheet Name> (vertical)</run> + <run>Æ </run> + </formatted-text> + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + 0 + [Orders] + + Count + true + + 0 + "A1:U10195:no:A1:U10195:0" + true + 2 + + + + + 0 + [Sheet1] + + Count + true + + 0 + "A1:B201:no:A1:B201:0" + true + 6 + + + + Row ID + 20 + [Row ID] + [Orders] + Row ID + 0 + integer + Sum + true + + "I8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Order ID + 130 + [Order ID] + [Orders] + Order ID + 1 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Order Date + 7 + [Order Date] + [Orders] + Order Date + 2 + date + Year + true + + "DATE" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Dispatch Date + 7 + [Dispatch Date] + [Orders] + Dispatch Date + 3 + date + Year + true + + "DATE" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Delivery Mode + 130 + [Delivery Mode] + [Orders] + Delivery Mode + 4 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Customer ID + 130 + [Customer ID] + [Orders] + Customer ID + 5 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Customer Name + 130 + [Customer Name] + [Orders] + Customer Name + 6 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Segment + 130 + [Segment] + [Orders] + Segment + 7 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + City + 130 + [City] + [Orders] + City + 8 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + State/Province + 130 + [State/Province] + [Orders] + State/Province + 9 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Country/Region + 130 + [Country/Region] + [Orders] + Country/Region + 10 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Region + 130 + [Region] + [Orders] + Region + 11 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Product ID + 130 + [Product ID] + [Orders] + Product ID + 12 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Category + 130 + [Category] + [Orders] + Category + 13 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Sub-Category + 130 + [Sub-Category] + [Orders] + Sub-Category + 14 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Product Name + 130 + [Product Name] + [Orders] + Product Name + 15 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Sales + 5 + [Sales] + [Orders] + Sales + 16 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Quantity + 20 + [Quantity] + [Orders] + Quantity + 17 + integer + Sum + true + + "I8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Discount + 5 + [Discount] + [Orders] + Discount + 18 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Profit + 5 + [Profit] + [Orders] + Profit + 19 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Postcode + 130 + [Postcode] + [Orders] + Postcode + 20 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Range + 20 + [Range] + [Sheet1] + Range + 21 + integer + Sum + true + + "I8" + + [Sheet1_F37365A782B541658041CC3614B2B70E] + + + X + 20 + [X] + [Sheet1] + X + 22 + integer + Sum + true + + "I8" + + [Sheet1_F37365A782B541658041CC3614B2B70E] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + [Sample - EU Superstore].[yr:Order Date:ok] + [Sample - EU Superstore].[none:Delivery Mode:nk] + + + + + + + + + + + + + + + + + <[Sample - EU Superstore].[yr:Order Date:ok]> + Æ + Delivery Mode - <[Sample - EU Superstore].[none:Delivery Mode:nk]> + Æ + Total Orders: + <[Sample - EU Superstore].[ctd:Order ID:qk]> + + + + + + [Sample - EU Superstore].[ctd:Order ID:qk] + ([Sample - EU Superstore].[none:Delivery Mode:nk] / [Sample - EU Superstore].[yr:Order Date:ok]) +
+ diff --git a/plugins/tableau/resources/templates/reference/magnitude__parallel-coordinates__compare-entities-across-many-variables.tbm b/plugins/tableau/resources/templates/reference/magnitude__parallel-coordinates__compare-entities-across-many-variables.tbm new file mode 100644 index 0000000..c4312a1 --- /dev/null +++ b/plugins/tableau/resources/templates/reference/magnitude__parallel-coordinates__compare-entities-across-many-variables.tbm @@ -0,0 +1,1177 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + Metric + 129 + [Metric] + [Extract] + Metric + 0 + string + Count + 6 + true + + [Extract (Extract.Extract)_A383FBDAF4EB43879CEF3BE262079867] + + + Value + 5 + [Value] + [Extract] + Value + 1 + real + Sum + 47 + true + [Extract (Extract.Extract)_A383FBDAF4EB43879CEF3BE262079867] + + + Country/Region + 129 + [Country/Region] + [Extract] + Country/Region + 2 + string + Count + 48 + true + + [Extract (Extract.Extract)_A383FBDAF4EB43879CEF3BE262079867] + + + Region + 129 + [Region] + [Extract] + Region + 3 + string + Count + 1 + true + + [Extract (Extract.Extract)_A383FBDAF4EB43879CEF3BE262079867] + + + Year + 133 + [Year] + [Extract] + Year + 4 + date + Year + 1 + true + [Extract (Extract.Extract)_A383FBDAF4EB43879CEF3BE262079867] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + "Birth Rate Percentile Rank" + "Energy Usage Percentile RANK" + "GDP Percentile Rank" + "Health Exp Percentile Rank" + "Infant Mortality Percentile Rank" + + + + [federated.0luwvdb15h38a719e117k10zo3f4].[none:Metric:nk] + [federated.0luwvdb15h38a719e117k10zo3f4].[none:Country/Region:nk] + + + + + + + + + + + + + + + + <[federated.0luwvdb15h38a719e117k10zo3f4].[none:Country/Region:nk]> + Æ + <[federated.0luwvdb15h38a719e117k10zo3f4].[none:Metric:nk]> Percentile Rank: + <[federated.0luwvdb15h38a719e117k10zo3f4].[usr:Calculation_3198400214763864065:qk]> Percentile + + + + + + + + + + + + + + + + + + + <[federated.0luwvdb15h38a719e117k10zo3f4].[none:Country/Region:nk]> + Æ + <[federated.0luwvdb15h38a719e117k10zo3f4].[none:Metric:nk]> Percentile Rank: + <[federated.0luwvdb15h38a719e117k10zo3f4].[usr:Calculation_3198400214763864065:qk]> Percentile + + + + + + + + + + + + + + + + + <[federated.0luwvdb15h38a719e117k10zo3f4].[none:Country/Region:nk]> + Æ + <[federated.0luwvdb15h38a719e117k10zo3f4].[none:Metric:nk]> Percentile Rank: + <[federated.0luwvdb15h38a719e117k10zo3f4].[usr:Calculation_3198400214763864065:qk]> Percentile + + + + + + ([federated.0luwvdb15h38a719e117k10zo3f4].[rank:avg:Value:qk:7] + [federated.0luwvdb15h38a719e117k10zo3f4].[rank:avg:Value:qk:7]) + [federated.0luwvdb15h38a719e117k10zo3f4].[none:Metric:nk] +
+ diff --git a/plugins/tableau/resources/templates/reference/magnitude__pictogram__count-with-repeated-icons-whole-numbers-only.tbm b/plugins/tableau/resources/templates/reference/magnitude__pictogram__count-with-repeated-icons-whole-numbers-only.tbm new file mode 100644 index 0000000..5f534b4 --- /dev/null +++ b/plugins/tableau/resources/templates/reference/magnitude__pictogram__count-with-repeated-icons-whole-numbers-only.tbm @@ -0,0 +1,619 @@ + + + + + + + + + + + + + + + + + <formatted-text> + <run fontcolor='#40414c' fontname='Tableau Semibold' fontsize='12'><Sheet Name> </run> + </formatted-text> + + + + + + + + + + + + + + QUESTION + 129 + [QUESTION] + [Extract] + QUESTION + 0 + string + Count + 20 + true + + [Extract (Extract.Extract)_8EB3E64D9145413880F3922DEE6B8197] + + + Q + 129 + [Q] + [Extract] + Q + 1 + string + Count + 20 + true + + [Extract (Extract.Extract)_8EB3E64D9145413880F3922DEE6B8197] + + + Answer + 5 + [Answer] + [Extract] + Answer + 2 + real + Sum + 464 + true + [Extract (Extract.Extract)_8EB3E64D9145413880F3922DEE6B8197] + + + RespID + 20 + [RespID] + [Extract] + RespID + 3 + integer + Sum + 1714 + true + [Extract (Extract.Extract)_8EB3E64D9145413880F3922DEE6B8197] + + + Gender + 129 + [Gender] + [Extract] + Gender + 4 + string + Count + 2 + true + + [Extract (Extract.Extract)_8EB3E64D9145413880F3922DEE6B8197] + + + Location + 129 + [Location] + [Extract] + Location + 5 + string + Count + 6 + true + + [Extract (Extract.Extract)_8EB3E64D9145413880F3922DEE6B8197] + + + Generation + 129 + [Generation] + [Extract] + Generation + 6 + string + Count + 4 + true + + [Extract (Extract.Extract)_8EB3E64D9145413880F3922DEE6B8197] + + + Weight + 5 + [Weight] + [Extract] + Weight + 7 + real + Sum + 8 + true + [Extract (Extract.Extract)_8EB3E64D9145413880F3922DEE6B8197] + + + Question ID + 129 + [Question ID] + [Extract] + Question ID + 8 + string + Count + 20 + true + + [Extract (Extract.Extract)_8EB3E64D9145413880F3922DEE6B8197] + + + Wording + 129 + [Wording] + [Extract] + Wording + 9 + string + Count + 20 + true + + [Extract (Extract.Extract)_8EB3E64D9145413880F3922DEE6B8197] + + + Question Grouping + 129 + [Question Grouping] + [Extract] + Question Grouping + 10 + string + Count + 4 + true + + [Extract (Extract.Extract)_8EB3E64D9145413880F3922DEE6B8197] + + + Question Type + 129 + [Question Type] + [Extract] + Question Type + 11 + string + Count + 4 + true + + [Extract (Extract.Extract)_8EB3E64D9145413880F3922DEE6B8197] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + "Male" + "Female" + + + + + + + + 2 + 1 + + + + [federated.0sqeay81nbhomo1gxl1y71cdj990].[none:Location:nk] + + + + + + + + + + + + + + + + + + + <[federated.0sqeay81nbhomo1gxl1y71cdj990].[none:Gender:nk]> - <[federated.0sqeay81nbhomo1gxl1y71cdj990].[none:Generation:nk]> + Æ + + + + + + [federated.0sqeay81nbhomo1gxl1y71cdj990].[usr:Calculation_2535526642859171842:ok:20] + ([federated.0sqeay81nbhomo1gxl1y71cdj990].[none:Generation:nk] / [federated.0sqeay81nbhomo1gxl1y71cdj990].[usr:Calculation_2535526642859171842:ok:14]) +
+ diff --git a/plugins/tableau/resources/templates/reference/magnitude__proportional-symbol__show-size-when-fine-differences-do-not-matter.tbm b/plugins/tableau/resources/templates/reference/magnitude__proportional-symbol__show-size-when-fine-differences-do-not-matter.tbm new file mode 100644 index 0000000..18cea79 --- /dev/null +++ b/plugins/tableau/resources/templates/reference/magnitude__proportional-symbol__show-size-when-fine-differences-do-not-matter.tbm @@ -0,0 +1,1403 @@ + + + + + + + + + + + + + + + + <formatted-text> + <run fontcolor='#40414c' fontname='Tableau Semibold' fontsize='12'><Sheet Name> </run> + </formatted-text> + + + + + + + + + + + + + + Birth Rate + 5 + [Birth Rate] + [Extract] + Birth Rate + 0 + World Indicators.csv + real + Sum + 47 + true + [Migrated Data] + + + Business Tax Rate + 5 + [Business Tax Rate] + [Extract] + Business Tax Rate + 1 + World Indicators.csv + real + Sum + 397 + true + [Migrated Data] + + + CO2 Emissions + 20 + [CO2 Emissions] + [Extract] + CO2 Emissions + 2 + World Indicators.csv + integer + Sum + 1261 + true + [Migrated Data] + + + Country/Region + 129 + [Country/Region] + [Extract] + Country/Region + 3 + World Indicators.csv + string + Count + 208 + true + + [Migrated Data] + + + Days to Start Business + 20 + [Days to Start Business] + [Extract] + Days to Start Business + 4 + World Indicators.csv + integer + Sum + 115 + true + [Migrated Data] + + + Ease of Business + 20 + [Ease of Business] + [Extract] + Ease of Business + 5 + World Indicators.csv + integer + Sum + 334 + true + [Migrated Data] + + + Energy Usage + 20 + [Energy Usage] + [Extract] + Energy Usage + 6 + World Indicators.csv + integer + Sum + 1520 + true + [Migrated Data] + + + GDP + 20 + [GDP] + [Extract] + GDP + 7 + World Indicators.csv + integer + Sum + 1605 + true + [Migrated Data] + + + Health Exp % GDP + 5 + [Health Exp % GDP] + [Extract] + Health Exp % GDP + 8 + World Indicators.csv + real + Sum + 131 + true + [Migrated Data] + + + Health 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EU Superstore].[none:Delivery Mode:nk] + + + + + + + + + + + + + + + + + + + Delivery Mode - + <[Sample - EU Superstore].[none:Delivery Mode:nk]> + Æ + Segment - + <[Sample - EU Superstore].[none:Segment:nk]> + Æ + Total Orders: <[Sample - EU Superstore].[sum:Calculation_1690820235271180288:qk]> + Æ + % of <[Sample - EU Superstore].[none:Delivery Mode:nk]> Total: <[Sample - EU Superstore].[pcto:ctd:Order ID:qk:5]> + + + + + + [Sample - EU Superstore].[pcto:ctd:Order ID:qk:5] + [Sample - EU Superstore].[cum:sum:Calculation_1690820235271180288:qk:2] +
+ diff --git a/plugins/tableau/resources/templates/reference/part-to-whole__pie__simple-few-part-composition.tbm b/plugins/tableau/resources/templates/reference/part-to-whole__pie__simple-few-part-composition.tbm new file mode 100644 index 0000000..aa3f6f8 --- /dev/null +++ b/plugins/tableau/resources/templates/reference/part-to-whole__pie__simple-few-part-composition.tbm @@ -0,0 +1,4256 @@ + + + + + + + + + + + + + + + + + + <formatted-text> + <run fontcolor='#40414c' fontname='Tableau Semibold' fontsize='12'><Sheet Name> (vertical)</run> + <run>Æ </run> + </formatted-text> + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + 0 + [Orders] + + Count + true + + 0 + "A1:U10195:no:A1:U10195:0" + true + 2 + + + + + 0 + [Sheet1] + + Count + true + + 0 + "A1:B201:no:A1:B201:0" + true + 6 + + + + Row ID + 20 + [Row ID] + [Orders] + Row ID + 0 + integer + Sum + true + + "I8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Order ID + 130 + [Order ID] + [Orders] + Order ID + 1 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Order Date + 7 + [Order Date] + [Orders] + Order Date + 2 + date + Year + true + + "DATE" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Dispatch Date + 7 + [Dispatch Date] + [Orders] + Dispatch Date + 3 + date + Year + true + + "DATE" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Delivery Mode + 130 + [Delivery Mode] + [Orders] + Delivery Mode + 4 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Customer ID + 130 + [Customer ID] + [Orders] + Customer ID + 5 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Customer Name + 130 + [Customer Name] + [Orders] + Customer Name + 6 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Segment + 130 + [Segment] + [Orders] + Segment + 7 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + City + 130 + [City] + [Orders] + City + 8 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + State/Province + 130 + [State/Province] + [Orders] + State/Province + 9 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Country/Region + 130 + [Country/Region] + [Orders] + Country/Region + 10 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Region + 130 + [Region] + [Orders] + Region + 11 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Product ID + 130 + [Product ID] + [Orders] + Product ID + 12 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Category + 130 + [Category] + [Orders] + Category + 13 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Sub-Category + 130 + [Sub-Category] + [Orders] + Sub-Category + 14 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Product Name + 130 + [Product Name] + [Orders] + Product Name + 15 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Sales + 5 + [Sales] + [Orders] + Sales + 16 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Quantity + 20 + [Quantity] + [Orders] + Quantity + 17 + integer + Sum + true + + "I8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Discount + 5 + [Discount] + [Orders] + Discount + 18 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Profit + 5 + [Profit] + [Orders] + Profit + 19 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Postcode + 130 + [Postcode] + [Orders] + Postcode + 20 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Range + 20 + [Range] + [Sheet1] + Range + 21 + integer + Sum + true + + "I8" + + [Sheet1_F37365A782B541658041CC3614B2B70E] + + + X + 20 + [X] + [Sheet1] + X + 22 + integer + Sum + true + + "I8" + + [Sheet1_F37365A782B541658041CC3614B2B70E] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + <[Sample - EU Superstore].[yr:Order Date:ok]> + <[Sample - EU Superstore].[none:Category:nk]> + Æ + <[Sample - EU Superstore].[pcto:ctd:Order ID:qk:3]> + of Total Orders + + + + + + [Sample - EU Superstore].[usr:Calculation_1230327185361571841:qk] + +
+ diff --git a/plugins/tableau/resources/templates/reference/part-to-whole__polar-area__compare-parts-on-a-radial-axis.tbm b/plugins/tableau/resources/templates/reference/part-to-whole__polar-area__compare-parts-on-a-radial-axis.tbm new file mode 100644 index 0000000..bc38654 --- /dev/null +++ b/plugins/tableau/resources/templates/reference/part-to-whole__polar-area__compare-parts-on-a-radial-axis.tbm @@ -0,0 +1,687 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + 0 + [Sheet1] + + Count + true + + 0 + "A1:A104:no:A1:A104:0" + true + 6 + + + + Percentile Rank + 5 + [Percentile Rank] + [Extract] + Percentile Rank + 0 + real + Sum + 19 + true + [Extract (Extract.Extract)_2363FB1A4F434CB184243B518D96DB24] + + + Metric + 129 + [Metric] + [Extract] + Metric + 1 + string + Count + 10 + true + + [Extract (Extract.Extract)_2363FB1A4F434CB184243B518D96DB24] + + + team + 129 + [team] + [Extract] + team + 2 + string + Count + 3 + true + + [Extract (Extract.Extract)_2363FB1A4F434CB184243B518D96DB24] + + + player + 129 + [player] + [Extract] + player + 3 + string + Count + 3 + true + + [Extract (Extract.Extract)_2363FB1A4F434CB184243B518D96DB24] + + + Pad + 20 + [Pad] + [Sheet1] + Pad + 4 + integer + Sum + true + + "I8" + + [Sheet1_DD2C9AE4B947401EB520BA2FEC5C298F] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + [federated.0ekaykw02fhokp0zlnc6r075pqpt].[none:player:nk] + + + + + + + + + + + + + + + + + + + + <[federated.0ekaykw02fhokp0zlnc6r075pqpt].[none:player:nk]> + Æ + <[federated.0ekaykw02fhokp0zlnc6r075pqpt].[none:Metric:nk]> + Æ + Percentile Rank: + <[federated.0ekaykw02fhokp0zlnc6r075pqpt].[sum:Percentile Rank:qk]> + + + + + + [federated.0ekaykw02fhokp0zlnc6r075pqpt].[usr:Calculation_674414107083878420:qk:9] + [federated.0ekaykw02fhokp0zlnc6r075pqpt].[usr:Calculation_674414107083653139:qk:13] +
+ diff --git a/plugins/tableau/resources/templates/reference/part-to-whole__proportional-stacked-bar__show-size-and-share-together.tbm b/plugins/tableau/resources/templates/reference/part-to-whole__proportional-stacked-bar__show-size-and-share-together.tbm new file mode 100644 index 0000000..d90ed40 --- /dev/null +++ b/plugins/tableau/resources/templates/reference/part-to-whole__proportional-stacked-bar__show-size-and-share-together.tbm @@ -0,0 +1,1410 @@ + + + + + + + + + + + + + + + + + <formatted-text> + <run><Sheet Name> </run> + <run fontname='Tableau Light' fontsize='9'>A good way of showing the size and proportion of data at the same time – as long as the data are not too complicated.</run> + </formatted-text> + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + Row ID + 20 + [Row ID] + [Orders] + Row ID + 0 + integer + Sum + true + + "I8" + + [Migrated Data] + + + Order ID + 130 + [Order ID] + [Orders] + Order ID + 1 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Order Date + 7 + [Order Date] + [Orders] + Order Date + 2 + date + Year + true + + "DATE" + + [Migrated Data] + + + Ship Date + 7 + [Ship Date] + [Orders] + Ship Date + 3 + date + Year + true + + "DATE" + + [Migrated Data] + + + Ship Mode + 130 + [Ship Mode] + [Orders] + Ship Mode + 4 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Customer ID + 130 + [Customer ID] + [Orders] + Customer ID + 5 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Customer Name + 130 + [Customer Name] + [Orders] + Customer Name + 6 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Segment + 130 + [Segment] + [Orders] + Segment + 7 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Country + 130 + [Country] + [Orders] + Country + 8 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + City + 130 + [City] + [Orders] + City + 9 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + State + 130 + [State] + [Orders] + State + 10 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Postal Code + 20 + [Postal Code] + [Orders] + Postal Code + 11 + integer + Sum + true + + "I8" + + [Migrated Data] + + + Region + 130 + [Region] + [Orders] + Region + 12 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Product ID + 130 + [Product ID] + [Orders] + Product ID + 13 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Category + 130 + [Category] + [Orders] + Category + 14 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Sub-Category + 130 + [Sub-Category] + [Orders] + Sub-Category + 15 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Product Name + 130 + [Product Name] + [Orders] + Product Name + 16 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Sales + 5 + [Sales] + [Orders] + Sales + 17 + real + Sum + 15 + true + + "R8" + + [Migrated Data] + + + Quantity + 20 + [Quantity] + [Orders] + Quantity + 18 + integer + Sum + true + + "I8" + + [Migrated Data] + + + Discount + 5 + [Discount] + [Orders] + Discount + 19 + real + Sum + 15 + true + + "R8" + + [Migrated Data] + + + Profit + 5 + [Profit] + [Orders] + Profit + 20 + real + Sum + 15 + true + + "R8" + + [Migrated Data] + + + + 0 + [Orders] + + Count + true + + 0 + "A1:U9995:no:A1:U9995:0" + true + 6 + + [Migrated Data] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + +
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+ diff --git a/plugins/tableau/resources/templates/reference/part-to-whole__stacked-column__compare-composition-across-categories.tbm b/plugins/tableau/resources/templates/reference/part-to-whole__stacked-column__compare-composition-across-categories.tbm new file mode 100644 index 0000000..8a4b271 --- /dev/null +++ b/plugins/tableau/resources/templates/reference/part-to-whole__stacked-column__compare-composition-across-categories.tbm @@ -0,0 +1,4260 @@ + + + + + + + + + + + + + + + + + + <formatted-text> + <run fontcolor='#40414c' fontname='Tableau Semibold' fontsize='12'><Sheet Name> (vertical)</run> + <run>Æ </run> + </formatted-text> + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + 0 + [Orders] + + Count + true + + 0 + "A1:U10195:no:A1:U10195:0" + true + 2 + + + + + 0 + [Sheet1] + + Count + true + + 0 + "A1:B201:no:A1:B201:0" + true + 6 + + + + Row ID + 20 + [Row ID] + [Orders] + Row ID + 0 + integer + Sum + true + + "I8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Order ID + 130 + [Order ID] + [Orders] + Order ID + 1 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Order Date + 7 + [Order Date] + [Orders] + Order Date + 2 + date + Year + true + + "DATE" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Dispatch Date + 7 + [Dispatch Date] + [Orders] + Dispatch Date + 3 + date + Year + true + + "DATE" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Delivery Mode + 130 + [Delivery Mode] + [Orders] + Delivery Mode + 4 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Customer ID + 130 + [Customer ID] + [Orders] + Customer ID + 5 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Customer Name + 130 + [Customer Name] + [Orders] + Customer Name + 6 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Segment + 130 + [Segment] + [Orders] + Segment + 7 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + City + 130 + [City] + [Orders] + City + 8 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + State/Province + 130 + [State/Province] + [Orders] + State/Province + 9 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Country/Region + 130 + [Country/Region] + [Orders] + Country/Region + 10 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Region + 130 + [Region] + [Orders] + Region + 11 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Product ID + 130 + [Product ID] + [Orders] + Product ID + 12 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Category + 130 + [Category] + [Orders] + Category + 13 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Sub-Category + 130 + [Sub-Category] + [Orders] + Sub-Category + 14 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Product Name + 130 + [Product Name] + [Orders] + Product Name + 15 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Sales + 5 + [Sales] + [Orders] + Sales + 16 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Quantity + 20 + [Quantity] + [Orders] + Quantity + 17 + integer + Sum + true + + "I8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Discount + 5 + [Discount] + [Orders] + Discount + 18 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Profit + 5 + [Profit] + [Orders] + Profit + 19 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Postcode + 130 + [Postcode] + [Orders] + Postcode + 20 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Range + 20 + [Range] + [Sheet1] + Range + 21 + integer + Sum + true + + "I8" + + [Sheet1_F37365A782B541658041CC3614B2B70E] + + + X + 20 + [X] + [Sheet1] + X + 22 + integer + Sum + true + + "I8" + + [Sheet1_F37365A782B541658041CC3614B2B70E] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + <[Sample - EU Superstore].[yr:Order Date:ok]> + <[Sample - EU Superstore].[none:Segment:nk]> + Æ + <[Sample - EU Superstore].[pcto:ctd:Order ID:qk:3]> + of Total Orders + + + + + + [Sample - EU Superstore].[pcto:ctd:Order ID:qk:3] + [Sample - EU Superstore].[yr:Order Date:ok] +
+ diff --git a/plugins/tableau/resources/templates/reference/part-to-whole__sunburst__show-nested-hierarchy-as-rings.tbm b/plugins/tableau/resources/templates/reference/part-to-whole__sunburst__show-nested-hierarchy-as-rings.tbm new file mode 100644 index 0000000..e470d85 --- /dev/null +++ b/plugins/tableau/resources/templates/reference/part-to-whole__sunburst__show-nested-hierarchy-as-rings.tbm @@ -0,0 +1,4383 @@ + + + + + + + + + + + + + + + + + + + <formatted-text> + <run fontcolor='#40414c' fontname='Tableau Semibold' fontsize='12'><Sheet Name> (vertical)</run> + <run>Æ </run> + </formatted-text> + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + 0 + [Orders] + + Count + true + + 0 + "A1:U10195:no:A1:U10195:0" + true + 2 + + + + + 0 + [Sheet1] + + Count + true + + 0 + "A1:B201:no:A1:B201:0" + true + 6 + + + + Row ID + 20 + [Row ID] + [Orders] + Row ID + 0 + integer + Sum + true + + "I8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Order ID + 130 + [Order ID] + [Orders] + Order ID + 1 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Order Date + 7 + [Order Date] + [Orders] + Order Date + 2 + date + Year + true + + "DATE" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Dispatch Date + 7 + [Dispatch Date] + [Orders] + Dispatch Date + 3 + date + Year + true + + "DATE" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Delivery Mode + 130 + [Delivery Mode] + [Orders] + Delivery Mode + 4 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Customer ID + 130 + [Customer ID] + [Orders] + Customer ID + 5 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Customer Name + 130 + [Customer Name] + [Orders] + Customer Name + 6 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Segment + 130 + [Segment] + [Orders] + Segment + 7 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + City + 130 + [City] + [Orders] + City + 8 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + State/Province + 130 + [State/Province] + [Orders] + State/Province + 9 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Country/Region + 130 + [Country/Region] + [Orders] + Country/Region + 10 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Region + 130 + [Region] + [Orders] + Region + 11 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Product ID + 130 + [Product ID] + [Orders] + Product ID + 12 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Category + 130 + [Category] + [Orders] + Category + 13 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Sub-Category + 130 + [Sub-Category] + [Orders] + Sub-Category + 14 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Product Name + 130 + [Product Name] + [Orders] + Product Name + 15 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Sales + 5 + [Sales] + [Orders] + Sales + 16 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Quantity + 20 + [Quantity] + [Orders] + Quantity + 17 + integer + Sum + true + + "I8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Discount + 5 + [Discount] + [Orders] + Discount + 18 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Profit + 5 + [Profit] + [Orders] + Profit + 19 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Postcode + 130 + [Postcode] + [Orders] + Postcode + 20 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Range + 20 + [Range] + [Sheet1] + Range + 21 + integer + Sum + true + + "I8" + + [Sheet1_F37365A782B541658041CC3614B2B70E] + + + X + 20 + [X] + [Sheet1] + X + 22 + integer + Sum + true + + "I8" + + [Sheet1_F37365A782B541658041CC3614B2B70E] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + <[Sample - EU Superstore].[none:Segment:nk]> - <[Sample - EU Superstore].[none:Category (copy)_1230327185380192275:nk]> - <[Sample - EU Superstore].[none:Region (copy)_1230327185378156562:nk]> + Total Sales: + Æ + <[Sample - EU Superstore].[pcto:sum:Sales:qk]> + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + <[Sample - EU Superstore].[none:Category (copy)_1230327185380192275:nk]> - <[Sample - EU Superstore].[none:Region (copy)_1230327185378156562:nk]> + Total Sales: + Æ + <[Sample - EU Superstore].[pcto:sum:Sales:qk]> + + + + + + + + + + + + + + + + + + + + + + + + + + + + + <[Sample - EU Superstore].[none:Region (copy)_1230327185378156562:nk]> + Total Sales: + Æ + <[Sample - EU Superstore].[pcto:sum:Sales:qk]> + + + + + + [Sample - EU Superstore].[Latitude (generated)] + [Sample - EU Superstore].[Longitude (generated)] +
+ diff --git a/plugins/tableau/resources/templates/reference/part-to-whole__treemap__show-hierarchical-sizes-in-nested-rectangles.tbm b/plugins/tableau/resources/templates/reference/part-to-whole__treemap__show-hierarchical-sizes-in-nested-rectangles.tbm new file mode 100644 index 0000000..9c5716b --- /dev/null +++ b/plugins/tableau/resources/templates/reference/part-to-whole__treemap__show-hierarchical-sizes-in-nested-rectangles.tbm @@ -0,0 +1,4252 @@ + + + + + + + + + + + + + + + + + + <formatted-text> + <run fontcolor='#40414c' fontname='Tableau Semibold' fontsize='12'><Sheet Name> (vertical)</run> + <run>Æ </run> + </formatted-text> + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + 0 + [Orders] + + Count + true + + 0 + "A1:U10195:no:A1:U10195:0" + true + 2 + + + + + 0 + [Sheet1] + + Count + true + + 0 + "A1:B201:no:A1:B201:0" + true + 6 + + + + Row ID + 20 + [Row ID] + [Orders] + Row ID + 0 + integer + Sum + true + + "I8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Order ID + 130 + [Order ID] + [Orders] + Order ID + 1 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Order Date + 7 + [Order Date] + [Orders] + Order Date + 2 + date + Year + true + + "DATE" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Dispatch Date + 7 + [Dispatch Date] + [Orders] + Dispatch Date + 3 + date + Year + true + + "DATE" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Delivery Mode + 130 + [Delivery Mode] + [Orders] + Delivery Mode + 4 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Customer ID + 130 + [Customer ID] + [Orders] + Customer ID + 5 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Customer Name + 130 + [Customer Name] + [Orders] + Customer Name + 6 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Segment + 130 + [Segment] + [Orders] + Segment + 7 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + City + 130 + [City] + [Orders] + City + 8 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + State/Province + 130 + [State/Province] + [Orders] + State/Province + 9 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Country/Region + 130 + [Country/Region] + [Orders] + Country/Region + 10 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Region + 130 + [Region] + [Orders] + Region + 11 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Product ID + 130 + [Product ID] + [Orders] + Product ID + 12 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Category + 130 + [Category] + [Orders] + Category + 13 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Sub-Category + 130 + [Sub-Category] + [Orders] + Sub-Category + 14 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Product Name + 130 + [Product Name] + [Orders] + Product Name + 15 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Sales + 5 + [Sales] + [Orders] + Sales + 16 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Quantity + 20 + [Quantity] + [Orders] + Quantity + 17 + integer + Sum + true + + "I8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Discount + 5 + [Discount] + [Orders] + Discount + 18 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Profit + 5 + [Profit] + [Orders] + Profit + 19 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Postcode + 130 + [Postcode] + [Orders] + Postcode + 20 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Range + 20 + [Range] + [Sheet1] + Range + 21 + integer + Sum + true + + "I8" + + [Sheet1_F37365A782B541658041CC3614B2B70E] + + + X + 20 + [X] + [Sheet1] + X + 22 + integer + Sum + true + + "I8" + + [Sheet1_F37365A782B541658041CC3614B2B70E] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + <[Sample - EU Superstore].[none:Country/Region:nk]> + , + <[Sample - EU Superstore].[none:Region:nk]> + Æ + <[Sample - EU Superstore].[pcto:sum:Sales:qk]> + of Total Sales + + + + + + + +
+ diff --git a/plugins/tableau/resources/templates/reference/part-to-whole__unit-grid__show-percentages-as-filled-cells.tbm b/plugins/tableau/resources/templates/reference/part-to-whole__unit-grid__show-percentages-as-filled-cells.tbm new file mode 100644 index 0000000..a07a274 --- /dev/null +++ b/plugins/tableau/resources/templates/reference/part-to-whole__unit-grid__show-percentages-as-filled-cells.tbm @@ -0,0 +1,4464 @@ + + + + + + + + + + + + + + + + + + <formatted-text> + <run fontcolor='#40414c' fontname='Tableau Semibold' fontsize='12'><Sheet Name> (vertical)</run> + <run>Æ </run> + </formatted-text> + + + + + + + + + + + + + + Row + 20 + [Row] + [Extract] + Row + 0 + Waffle - Sheet1.csv + integer + Sum + 10 + true + [Extract (Extract.Extract)_27F043AF92BC49A08782D1C4E18C60CA] + + + Column + 20 + [Column] + [Extract] + Column + 1 + Waffle - Sheet1.csv + integer + Sum + 10 + true + [Extract (Extract.Extract)_27F043AF92BC49A08782D1C4E18C60CA] + + + Percentage + 5 + [Percentage] + [Extract] + Percentage + 2 + Waffle - 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+ diff --git a/plugins/tableau/resources/templates/reference/part-to-whole__waterfall__bridge-start-to-end-with-plus-minus-steps.tbm b/plugins/tableau/resources/templates/reference/part-to-whole__waterfall__bridge-start-to-end-with-plus-minus-steps.tbm new file mode 100644 index 0000000..c3a3731 --- /dev/null +++ b/plugins/tableau/resources/templates/reference/part-to-whole__waterfall__bridge-start-to-end-with-plus-minus-steps.tbm @@ -0,0 +1,427 @@ + + + + + + + + + + + + + + + + + <formatted-text> + <run fontcolor='#40414c' fontname='Tableau Semibold' fontsize='12'><Sheet Name> (vertical)</run> + <run>Æ </run> + </formatted-text> + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + 0 + [Sheet1] + + Count + true + + 0 + "A1:E2:no:A1:E2:0" + true + 6 + + + + Region + 130 + [Region] + [Sheet1] + Region + 0 + string + Count + true + + + "WSTR" + + [Sheet1_18377676AB764F25A15F8865E5C0EB30] + + + Pivot Field Names + 129 + [Pivot Field Names] + [Pivot] + Pivot Field Names + 1 + string + Count + true + [Sheet1_18377676AB764F25A15F8865E5C0EB30] + + + Pivot Field Values + 20 + [Pivot Field Values] + [Pivot] + Pivot Field Values + 2 + integer + Sum + true + [Sheet1_18377676AB764F25A15F8865E5C0EB30] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + "Sales" + "Cost" + "Expenses" + "Profit" + + + + + + + + + + + + + + + + + + + + <[federated.1h2onm80d10fnc0zqfka50nszgpx].[none:Pivot Field Names:nk]> + : <[federated.1h2onm80d10fnc0zqfka50nszgpx].[sum:Pivot Field Values:qk]> + + + + + + [federated.1h2onm80d10fnc0zqfka50nszgpx].[cum:usr:Calculation_3900961764665905157:qk] + [federated.1h2onm80d10fnc0zqfka50nszgpx].[none:Pivot Field Names:nk] +
+ diff --git a/plugins/tableau/resources/templates/reference/ranking-bump-chart.tbm b/plugins/tableau/resources/templates/reference/ranking-bump-chart.tbm new file mode 100644 index 0000000..ef5a21b --- /dev/null +++ b/plugins/tableau/resources/templates/reference/ranking-bump-chart.tbm @@ -0,0 +1,170 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + [Sample - Superstore].[yr:Order Date:ok] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + ([Sample - Superstore].[usr:Calculation_508343847073411072:qk:1] + [Sample - Superstore].[usr:Calculation_508343847073411072:qk:1]) + ([Sample - Superstore].[yr:Order Date:ok] / [Sample - Superstore].[mn:Order Date:ok]) +
+ diff --git a/plugins/tableau/resources/templates/reference/ranking__bump__track-rank-changes-across-many-periods.tbm b/plugins/tableau/resources/templates/reference/ranking__bump__track-rank-changes-across-many-periods.tbm new file mode 100644 index 0000000..66f08bc --- /dev/null +++ b/plugins/tableau/resources/templates/reference/ranking__bump__track-rank-changes-across-many-periods.tbm @@ -0,0 +1,4365 @@ + + + + + + + + + + + + + + + + + + + <formatted-text /> + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + 0 + [Orders] + + Count + true + + 0 + "A1:U10195:no:A1:U10195:0" + true + 2 + + + + + 0 + [Sheet1] + + Count + true + + 0 + "A1:B201:no:A1:B201:0" + true + 6 + + + + Row ID + 20 + [Row ID] + [Orders] + Row ID + 0 + integer + Sum + true + + "I8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Order ID + 130 + [Order ID] + [Orders] + Order ID + 1 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Order Date + 7 + [Order Date] + [Orders] + Order Date + 2 + date + Year + true + + "DATE" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Dispatch Date + 7 + [Dispatch Date] + [Orders] + Dispatch Date + 3 + date + Year + true + + "DATE" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Delivery Mode + 130 + [Delivery Mode] + [Orders] + Delivery Mode + 4 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Customer ID + 130 + [Customer ID] + [Orders] + Customer ID + 5 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Customer Name + 130 + [Customer Name] + [Orders] + Customer Name + 6 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Segment + 130 + [Segment] + [Orders] + Segment + 7 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + City + 130 + [City] + [Orders] + City + 8 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + State/Province + 130 + [State/Province] + [Orders] + State/Province + 9 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Country/Region + 130 + [Country/Region] + [Orders] + Country/Region + 10 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Region + 130 + [Region] + [Orders] + Region + 11 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Product ID + 130 + [Product ID] + [Orders] + Product ID + 12 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Category + 130 + [Category] + [Orders] + Category + 13 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Sub-Category + 130 + [Sub-Category] + [Orders] + Sub-Category + 14 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Product Name + 130 + [Product Name] + [Orders] + Product Name + 15 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Sales + 5 + [Sales] + [Orders] + Sales + 16 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Quantity + 20 + [Quantity] + [Orders] + Quantity + 17 + integer + Sum + true + + "I8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Discount + 5 + [Discount] + [Orders] + Discount + 18 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Profit + 5 + [Profit] + [Orders] + Profit + 19 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Postcode + 130 + [Postcode] + [Orders] + Postcode + 20 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Range + 20 + [Range] + [Sheet1] + Range + 21 + integer + Sum + true + + "I8" + + [Sheet1_F37365A782B541658041CC3614B2B70E] + + + X + 20 + [X] + [Sheet1] + X + 22 + integer + Sum + true + + "I8" + + [Sheet1_F37365A782B541658041CC3614B2B70E] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + [Sample - EU Superstore].[none:Region:nk] + [Sample - EU Superstore].[none:Country/Region:nk] + + + + + + + + + + + + + + + + + + <[Sample - EU Superstore].[none:Country/Region:nk]> <[Sample - EU Superstore].[yr:Order Date:ok]> + Æ + Rank: + Æ + <[Sample - EU Superstore].[rank:ctd:Order ID:qk:9]> + Æ + Total Orders: + <[Sample - EU Superstore].[ctd:Order ID:qk]> + + + + + + + + + + + + + + + + + + <[Sample - EU Superstore].[none:Country/Region:nk]> <[Sample - EU Superstore].[yr:Order Date:ok]> + Æ + Rank: + Æ + <[Sample - EU Superstore].[rank:ctd:Order ID:qk:9]> + Æ + Total Orders: + <[Sample - EU Superstore].[ctd:Order ID:qk]> + + + + + < + [Sample - EU Superstore].[none:Country/Region:nk] + > + + + + + + + + + + + + + + + + + + <[Sample - EU Superstore].[none:Country/Region:nk]> <[Sample - EU Superstore].[yr:Order Date:ok]> + Æ + Rank: + Æ + <[Sample - EU Superstore].[rank:ctd:Order ID:qk:9]> + Æ + Total Orders: + <[Sample - EU Superstore].[ctd:Order ID:qk]> + + + + + < + [Sample - EU Superstore].[rank:ctd:Order ID:qk:9] + > + + + + + + ([Sample - EU Superstore].[rank:ctd:Order ID:qk:9] + [Sample - EU Superstore].[rank:ctd:Order ID:qk:9]) + [Sample - EU Superstore].[yr:Order Date:ok] +
+ diff --git a/plugins/tableau/resources/templates/reference/ranking__dot-strip__space-efficient-ranks-across-many-categories.tbm b/plugins/tableau/resources/templates/reference/ranking__dot-strip__space-efficient-ranks-across-many-categories.tbm new file mode 100644 index 0000000..435afc1 --- /dev/null +++ b/plugins/tableau/resources/templates/reference/ranking__dot-strip__space-efficient-ranks-across-many-categories.tbm @@ -0,0 +1,1432 @@ + + + + + + + + + + + + + + + + + <formatted-text> + <run><Sheet Name> </run> + <run fontname='Tableau Light' fontsize='9'>Dots placed in order on a strip are a space-efficient method of laying out ranks across multiple categories.</run> + </formatted-text> + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + Row ID + 20 + [Row ID] + [Orders] + Row ID + 0 + integer + Sum + true + + "I8" + + [Migrated Data] + + + Order ID + 130 + [Order ID] + [Orders] + Order ID + 1 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Order Date + 7 + [Order Date] + [Orders] + Order Date + 2 + date + Year + true + + "DATE" + + [Migrated Data] + + + Ship Date + 7 + [Ship Date] + [Orders] + Ship Date + 3 + date + Year + true + + "DATE" + + [Migrated Data] + + + Ship Mode + 130 + [Ship Mode] + [Orders] + Ship Mode + 4 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Customer ID + 130 + [Customer ID] + [Orders] + Customer ID + 5 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Customer Name + 130 + [Customer Name] + [Orders] + Customer Name + 6 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Segment + 130 + [Segment] + [Orders] + Segment + 7 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Country + 130 + [Country] + [Orders] + Country + 8 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + City + 130 + [City] + [Orders] + City + 9 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + State + 130 + [State] + [Orders] + State + 10 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Postal Code + 20 + [Postal Code] + [Orders] + Postal Code + 11 + integer + Sum + true + + "I8" + + [Migrated Data] + + + Region + 130 + [Region] + [Orders] + Region + 12 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Product ID + 130 + [Product ID] + [Orders] + Product ID + 13 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Category + 130 + [Category] + [Orders] + Category + 14 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Sub-Category + 130 + [Sub-Category] + [Orders] + Sub-Category + 15 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Product Name + 130 + [Product Name] + [Orders] + Product Name + 16 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Sales + 5 + [Sales] + [Orders] + Sales + 17 + real + Sum + 15 + true + + "R8" + + [Migrated Data] + + + Quantity + 20 + [Quantity] + [Orders] + Quantity + 18 + integer + Sum + true + + "I8" + + [Migrated Data] + + + Discount + 5 + [Discount] + [Orders] + Discount + 19 + real + Sum + 15 + true + + "R8" + + [Migrated Data] + + + Profit + 5 + [Profit] + [Orders] + Profit + 20 + real + Sum + 15 + true + + "R8" + + [Migrated Data] + + + + 0 + [Orders] + + Count + true + + 0 + "A1:U9995:no:A1:U9995:0" + true + 6 + + [Migrated Data] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + +
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+ diff --git a/plugins/tableau/resources/templates/reference/ranking__lollipop__rank-and-highlight-values-with-less-ink.tbm b/plugins/tableau/resources/templates/reference/ranking__lollipop__rank-and-highlight-values-with-less-ink.tbm new file mode 100644 index 0000000..12cac67 --- /dev/null +++ b/plugins/tableau/resources/templates/reference/ranking__lollipop__rank-and-highlight-values-with-less-ink.tbm @@ -0,0 +1,4298 @@ + + + + + + + + + + + + + + + + + + + + <formatted-text /> + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + 0 + [Orders] + + Count + true + + 0 + "A1:U10195:no:A1:U10195:0" + true + 2 + + + + + 0 + [Sheet1] + + Count + true + + 0 + "A1:B201:no:A1:B201:0" + true + 6 + + + + Row ID + 20 + [Row ID] + [Orders] + Row ID + 0 + integer + Sum + true + + "I8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Order ID + 130 + [Order ID] + [Orders] + Order ID + 1 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Order Date + 7 + [Order Date] + [Orders] + Order Date + 2 + date + Year + true + + "DATE" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Dispatch Date + 7 + [Dispatch Date] + [Orders] + Dispatch Date + 3 + date + Year + true + + "DATE" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Delivery Mode + 130 + [Delivery Mode] + [Orders] + Delivery Mode + 4 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Customer ID + 130 + [Customer ID] + [Orders] + Customer ID + 5 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Customer Name + 130 + [Customer Name] + [Orders] + Customer Name + 6 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Segment + 130 + [Segment] + [Orders] + Segment + 7 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + City + 130 + [City] + [Orders] + City + 8 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + State/Province + 130 + [State/Province] + [Orders] + State/Province + 9 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Country/Region + 130 + [Country/Region] + [Orders] + Country/Region + 10 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Region + 130 + [Region] + [Orders] + Region + 11 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Product ID + 130 + [Product ID] + [Orders] + Product ID + 12 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Category + 130 + [Category] + [Orders] + Category + 13 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Sub-Category + 130 + [Sub-Category] + [Orders] + Sub-Category + 14 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Product Name + 130 + [Product Name] + [Orders] + Product Name + 15 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Sales + 5 + [Sales] + [Orders] + Sales + 16 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Quantity + 20 + [Quantity] + [Orders] + Quantity + 17 + integer + Sum + true + + "I8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Discount + 5 + [Discount] + [Orders] + Discount + 18 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Profit + 5 + [Profit] + [Orders] + Profit + 19 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Postcode + 130 + [Postcode] + [Orders] + Postcode + 20 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Range + 20 + [Range] + [Sheet1] + Range + 21 + integer + Sum + true + + "I8" + + [Sheet1_F37365A782B541658041CC3614B2B70E] + + + X + 20 + [X] + [Sheet1] + X + 22 + integer + Sum + true + + "I8" + + [Sheet1_F37365A782B541658041CC3614B2B70E] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + Delivery Mode - <[Sample - EU Superstore].[none:Delivery Mode:nk]> + Æ + Total Orders: + <[Sample - EU Superstore].[ctd:Order ID:qk]> + + + + + + + + + + + + + Delivery Mode - <[Sample - EU Superstore].[none:Delivery Mode:nk]> + Æ + Total Orders: + <[Sample - EU Superstore].[ctd:Order ID:qk]> + + + + + + + + + + + + + Delivery Mode - <[Sample - EU Superstore].[none:Delivery Mode:nk]> + Æ + Total Orders: + <[Sample - EU Superstore].[ctd:Order ID:qk]> + + + + + + ([Sample - EU Superstore].[none:Delivery Mode:nk] / [Sample - EU Superstore].[rank:ctd:Order ID:ok]) + ([Sample - EU Superstore].[ctd:Order ID:qk] + [Sample - EU Superstore].[ctd:Order ID:qk]) +
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+ diff --git a/plugins/tableau/resources/templates/reference/ranking__ordered-column__show-order-when-rank-matters-more-than-value.tbm b/plugins/tableau/resources/templates/reference/ranking__ordered-column__show-order-when-rank-matters-more-than-value.tbm new file mode 100644 index 0000000..423f22a --- /dev/null +++ b/plugins/tableau/resources/templates/reference/ranking__ordered-column__show-order-when-rank-matters-more-than-value.tbm @@ -0,0 +1,4297 @@ + + + + + + + + + + + + + + + + + + + + <formatted-text> + <run fontcolor='#40414c' fontname='Tableau Semibold' fontsize='12'><Sheet Name> </run> + </formatted-text> + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + 0 + [Orders] + + Count + true + + 0 + "A1:U10195:no:A1:U10195:0" + true + 2 + + + + + 0 + [Sheet1] + + Count + true + + 0 + "A1:B201:no:A1:B201:0" + true + 6 + + + + Row ID + 20 + [Row ID] + [Orders] + Row ID + 0 + integer + Sum + true + + "I8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Order ID + 130 + [Order ID] + [Orders] + Order ID + 1 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Order Date + 7 + [Order Date] + [Orders] + Order Date + 2 + date + Year + true + + "DATE" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Dispatch Date + 7 + [Dispatch Date] + [Orders] + Dispatch Date + 3 + date + Year + true + + "DATE" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Delivery Mode + 130 + [Delivery Mode] + [Orders] + Delivery Mode + 4 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Customer ID + 130 + [Customer ID] + [Orders] + Customer ID + 5 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Customer Name + 130 + [Customer Name] + [Orders] + Customer Name + 6 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Segment + 130 + [Segment] + [Orders] + Segment + 7 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + City + 130 + [City] + [Orders] + City + 8 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + State/Province + 130 + [State/Province] + [Orders] + State/Province + 9 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Country/Region + 130 + [Country/Region] + [Orders] + Country/Region + 10 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Region + 130 + [Region] + [Orders] + Region + 11 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Product ID + 130 + [Product ID] + [Orders] + Product ID + 12 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Category + 130 + [Category] + [Orders] + Category + 13 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Sub-Category + 130 + [Sub-Category] + [Orders] + Sub-Category + 14 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Product Name + 130 + [Product Name] + [Orders] + Product Name + 15 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Sales + 5 + [Sales] + [Orders] + Sales + 16 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Quantity + 20 + [Quantity] + [Orders] + Quantity + 17 + integer + Sum + true + + "I8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Discount + 5 + [Discount] + [Orders] + Discount + 18 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Profit + 5 + [Profit] + [Orders] + Profit + 19 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Postcode + 130 + [Postcode] + [Orders] + Postcode + 20 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Range + 20 + [Range] + [Sheet1] + Range + 21 + integer + Sum + true + + "I8" + + [Sheet1_F37365A782B541658041CC3614B2B70E] + + + X + 20 + [X] + [Sheet1] + X + 22 + integer + Sum + true + + "I8" + + [Sheet1_F37365A782B541658041CC3614B2B70E] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + Delivery Mode - 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+ diff --git a/plugins/tableau/resources/templates/reference/ranking__ordered-proportional-symbol__rank-with-large-value-spreads.tbm b/plugins/tableau/resources/templates/reference/ranking__ordered-proportional-symbol__rank-with-large-value-spreads.tbm new file mode 100644 index 0000000..45f2e35 --- /dev/null +++ b/plugins/tableau/resources/templates/reference/ranking__ordered-proportional-symbol__rank-with-large-value-spreads.tbm @@ -0,0 +1,4273 @@ + + + + + + + + + + + + + + + + + + <formatted-text> + <run fontcolor='#40414c' fontname='Tableau Semibold' fontsize='12'><Sheet Name> </run> + </formatted-text> + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + 0 + [Orders] + + Count + true + + 0 + "A1:U10195:no:A1:U10195:0" + true + 2 + + + + + 0 + [Sheet1] + + Count + true + + 0 + "A1:B201:no:A1:B201:0" + true + 6 + + + + Row ID + 20 + [Row ID] + [Orders] + Row ID + 0 + integer + Sum + true + + "I8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Order ID + 130 + [Order ID] + [Orders] + Order ID + 1 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Order Date + 7 + [Order Date] + [Orders] + Order Date + 2 + date + Year + true + + "DATE" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Dispatch Date + 7 + [Dispatch Date] + [Orders] + Dispatch Date + 3 + date + Year + true + + "DATE" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Delivery Mode + 130 + [Delivery Mode] + [Orders] + Delivery Mode + 4 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Customer ID + 130 + [Customer ID] + [Orders] + Customer ID + 5 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Customer Name + 130 + [Customer Name] + [Orders] + Customer Name + 6 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Segment + 130 + [Segment] + [Orders] + Segment + 7 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + City + 130 + [City] + [Orders] + City + 8 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + State/Province + 130 + [State/Province] + [Orders] + State/Province + 9 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Country/Region + 130 + [Country/Region] + [Orders] + Country/Region + 10 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Region + 130 + [Region] + [Orders] + Region + 11 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Product ID + 130 + [Product ID] + [Orders] + Product ID + 12 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Category + 130 + [Category] + [Orders] + Category + 13 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Sub-Category + 130 + [Sub-Category] + [Orders] + Sub-Category + 14 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Product Name + 130 + [Product Name] + [Orders] + Product Name + 15 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Sales + 5 + [Sales] + [Orders] + Sales + 16 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Quantity + 20 + [Quantity] + [Orders] + Quantity + 17 + integer + Sum + true + + "I8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Discount + 5 + [Discount] + [Orders] + Discount + 18 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Profit + 5 + [Profit] + [Orders] + Profit + 19 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Postcode + 130 + [Postcode] + [Orders] + Postcode + 20 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Range + 20 + [Range] + [Sheet1] + Range + 21 + integer + Sum + true + + "I8" + + [Sheet1_F37365A782B541658041CC3614B2B70E] + + + X + 20 + [X] + [Sheet1] + X + 22 + integer + Sum + true + + "I8" + + [Sheet1_F37365A782B541658041CC3614B2B70E] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + [Sample - EU Superstore].[yr:Order Date:ok] + + + + + + + + + + + + + + + + + + + <[Sample - EU Superstore].[qr:Order Date:ok]> + Æ + Total Orders: + <[Sample - EU Superstore].[ctd:Order ID:qk]> + + + + + <[Sample - EU Superstore].[qr:Order Date:ok]> + Æ + <[Sample - EU Superstore].[ctd:Order ID:qk]> + + + + + + + [Sample - EU Superstore].[rank:ctd:Order ID:qk:12] +
+ diff --git a/plugins/tableau/resources/templates/reference/ranking__slope-rank__show-rank-swaps-between-two-periods.tbm b/plugins/tableau/resources/templates/reference/ranking__slope-rank__show-rank-swaps-between-two-periods.tbm new file mode 100644 index 0000000..0d129f7 --- /dev/null +++ b/plugins/tableau/resources/templates/reference/ranking__slope-rank__show-rank-swaps-between-two-periods.tbm @@ -0,0 +1,4383 @@ + + + + + + + + + + + + + + + + + + + <formatted-text> + <run fontcolor='#40414c' fontname='Tableau Semibold' fontsize='12'><Sheet Name> </run> + </formatted-text> + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + 0 + [Orders] + + Count + true + + 0 + "A1:U10195:no:A1:U10195:0" + true + 2 + + + + + 0 + [Sheet1] + + Count + true + + 0 + "A1:B201:no:A1:B201:0" + true + 6 + + + + Row ID + 20 + [Row ID] + [Orders] + Row ID + 0 + integer + Sum + true + + "I8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Order ID + 130 + [Order ID] + [Orders] + Order ID + 1 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Order Date + 7 + [Order Date] + [Orders] + Order Date + 2 + date + Year + true + + "DATE" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Dispatch Date + 7 + [Dispatch Date] + [Orders] + Dispatch Date + 3 + date + Year + true + + "DATE" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Delivery Mode + 130 + [Delivery Mode] + [Orders] + Delivery Mode + 4 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Customer ID + 130 + [Customer ID] + [Orders] + Customer ID + 5 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Customer Name + 130 + [Customer Name] + [Orders] + Customer Name + 6 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Segment + 130 + [Segment] + [Orders] + Segment + 7 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + City + 130 + [City] + [Orders] + City + 8 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + State/Province + 130 + [State/Province] + [Orders] + State/Province + 9 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Country/Region + 130 + [Country/Region] + [Orders] + Country/Region + 10 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Region + 130 + [Region] + [Orders] + Region + 11 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Product ID + 130 + [Product ID] + [Orders] + Product ID + 12 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Category + 130 + [Category] + [Orders] + Category + 13 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Sub-Category + 130 + [Sub-Category] + [Orders] + Sub-Category + 14 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Product Name + 130 + [Product Name] + [Orders] + Product Name + 15 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Sales + 5 + [Sales] + [Orders] + Sales + 16 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Quantity + 20 + [Quantity] + [Orders] + Quantity + 17 + integer + Sum + true + + "I8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Discount + 5 + [Discount] + [Orders] + Discount + 18 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Profit + 5 + [Profit] + [Orders] + Profit + 19 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Postcode + 130 + [Postcode] + [Orders] + Postcode + 20 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Range + 20 + [Range] + [Sheet1] + Range + 21 + integer + Sum + true + + "I8" + + [Sheet1_F37365A782B541658041CC3614B2B70E] + + + X + 20 + [X] + [Sheet1] + X + 22 + integer + Sum + true + + "I8" + + [Sheet1_F37365A782B541658041CC3614B2B70E] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + [Sample - EU Superstore].[yr:Order Date:ok] + [Sample - EU Superstore].[none:Category:nk] + + + + + + + + + + + + + + + + + + + <[Sample - EU Superstore].[none:Sub-Category:nk]> - <[Sample - EU Superstore].[yr:Order Date:ok]> + Æ + Total Sales: + <[Sample - EU Superstore].[sum:Sales:qk]> + Æ + Rank within Year: + <[Sample - EU Superstore].[rank:sum:Sales:qk:3]> + + + + + + + + + + + + + + + + + + <[Sample - EU Superstore].[none:Sub-Category:nk]> - <[Sample - EU Superstore].[yr:Order Date:ok]> + Æ + Total Sales: + <[Sample - EU Superstore].[sum:Sales:qk]> + Æ + Rank within Year: + <[Sample - EU Superstore].[rank:sum:Sales:qk:3]> + + + + + + + + + + + + + + + + + + + <[Sample - EU Superstore].[none:Sub-Category:nk]> - <[Sample - EU Superstore].[yr:Order Date:ok]> + Æ + Total Sales: + <[Sample - EU Superstore].[sum:Sales:qk]> + Æ + Rank within Year: + <[Sample - EU Superstore].[rank:sum:Sales:qk:3]> + + + + + + ([Sample - EU Superstore].[rank:sum:Sales:qk:3] + [Sample - EU Superstore].[rank:sum:Sales:qk:3]) + [Sample - EU Superstore].[yr:Order Date:ok] +
+ diff --git a/plugins/tableau/resources/templates/reference/ranking__slope__compare-rank-or-value-change-between-two-points.tbm b/plugins/tableau/resources/templates/reference/ranking__slope__compare-rank-or-value-change-between-two-points.tbm new file mode 100644 index 0000000..eb91e1b --- /dev/null +++ b/plugins/tableau/resources/templates/reference/ranking__slope__compare-rank-or-value-change-between-two-points.tbm @@ -0,0 +1,4369 @@ + + + + + + + + + + + + + + + + + + + <formatted-text> + <run fontcolor='#40414c' fontname='Tableau Semibold' fontsize='12'><Sheet Name></run> + </formatted-text> + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + 0 + [Orders] + + Count + true + + 0 + "A1:U10195:no:A1:U10195:0" + true + 2 + + + + + 0 + [Sheet1] + + Count + true + + 0 + "A1:B201:no:A1:B201:0" + true + 6 + + + + Row ID + 20 + [Row ID] + [Orders] + Row ID + 0 + integer + Sum + true + + "I8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Order ID + 130 + [Order ID] + [Orders] + Order ID + 1 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Order Date + 7 + [Order Date] + [Orders] + Order Date + 2 + date + Year + true + + "DATE" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Dispatch Date + 7 + [Dispatch Date] + [Orders] + Dispatch Date + 3 + date + Year + true + + "DATE" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Delivery Mode + 130 + [Delivery Mode] + [Orders] + Delivery Mode + 4 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Customer ID + 130 + [Customer ID] + [Orders] + Customer ID + 5 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Customer Name + 130 + [Customer Name] + [Orders] + Customer Name + 6 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Segment + 130 + [Segment] + [Orders] + Segment + 7 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + City + 130 + [City] + [Orders] + City + 8 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + State/Province + 130 + [State/Province] + [Orders] + State/Province + 9 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Country/Region + 130 + [Country/Region] + [Orders] + Country/Region + 10 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Region + 130 + [Region] + [Orders] + Region + 11 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Product ID + 130 + [Product ID] + [Orders] + Product ID + 12 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Category + 130 + [Category] + [Orders] + Category + 13 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Sub-Category + 130 + [Sub-Category] + [Orders] + Sub-Category + 14 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Product Name + 130 + [Product Name] + [Orders] + Product Name + 15 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Sales + 5 + [Sales] + [Orders] + Sales + 16 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Quantity + 20 + [Quantity] + [Orders] + Quantity + 17 + integer + Sum + true + + "I8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Discount + 5 + [Discount] + [Orders] + Discount + 18 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Profit + 5 + [Profit] + [Orders] + Profit + 19 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Postcode + 130 + [Postcode] + [Orders] + Postcode + 20 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Range + 20 + [Range] + [Sheet1] + Range + 21 + integer + Sum + true + + "I8" + + [Sheet1_F37365A782B541658041CC3614B2B70E] + + + X + 20 + [X] + [Sheet1] + X + 22 + integer + Sum + true + + "I8" + + [Sheet1_F37365A782B541658041CC3614B2B70E] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + [Sample - 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EU Superstore].[sum:Sales:qk] + [Sample - EU Superstore].[sum:Sales:qk]) + [Sample - EU Superstore].[yr:Order Date:ok] +
+ diff --git a/plugins/tableau/resources/templates/reference/sankey-viz-extension.tbm b/plugins/tableau/resources/templates/reference/sankey-viz-extension.tbm new file mode 100644 index 0000000..2e994cd --- /dev/null +++ b/plugins/tableau/resources/templates/reference/sankey-viz-extension.tbm @@ -0,0 +1,336 @@ + + + + + + + + + + + + <_.fcp.VizExtensionsDupEncodingUUID.true...VizExtensionsDupEncodingUUID /> + + + + + + + + + + + + + + + + + + + + + + + + + + + + + 0 + [worldcup-standings-tableau.csv] + + Count + true + + "UTF-8" + "en_US" + "," + "true" + "en_US" + "" + + + + country + 129 + [country] + [worldcup-standings-tableau.csv] + country + 0 + string + Count + 1 + 1073741823 + true + + [worldcup-standings-tableau.csv_5A3A8A104E604BF0A28B029C13919047] + + + countryCode + 129 + [countryCode] + [worldcup-standings-tableau.csv] + countryCode + 1 + string + Count + 1 + 1073741823 + true + + [worldcup-standings-tableau.csv_5A3A8A104E604BF0A28B029C13919047] + + + group + 129 + [group] + [worldcup-standings-tableau.csv] + group + 2 + string + Count + 1 + 1073741823 + true + + [worldcup-standings-tableau.csv_5A3A8A104E604BF0A28B029C13919047] + + + position + 20 + [position] + [worldcup-standings-tableau.csv] + position + 3 + integer + Sum + true + [worldcup-standings-tableau.csv_5A3A8A104E604BF0A28B029C13919047] + + + played + 20 + [played] + [worldcup-standings-tableau.csv] + played + 4 + integer + Sum + true + [worldcup-standings-tableau.csv_5A3A8A104E604BF0A28B029C13919047] + + + won + 20 + [won] + [worldcup-standings-tableau.csv] + won + 5 + integer + Sum + true + [worldcup-standings-tableau.csv_5A3A8A104E604BF0A28B029C13919047] + + + drawn + 20 + [drawn] + [worldcup-standings-tableau.csv] + drawn + 6 + integer + Sum + true + [worldcup-standings-tableau.csv_5A3A8A104E604BF0A28B029C13919047] + + + lost + 20 + [lost] + [worldcup-standings-tableau.csv] + lost + 7 + integer + Sum + true + [worldcup-standings-tableau.csv_5A3A8A104E604BF0A28B029C13919047] + + + goalsFor + 20 + [goalsFor] + [worldcup-standings-tableau.csv] + goalsFor + 8 + integer + Sum + true + [worldcup-standings-tableau.csv_5A3A8A104E604BF0A28B029C13919047] + + + goalsAgainst + 20 + [goalsAgainst] + [worldcup-standings-tableau.csv] + goalsAgainst + 9 + integer + Sum + true + [worldcup-standings-tableau.csv_5A3A8A104E604BF0A28B029C13919047] + + + points + 20 + [points] + [worldcup-standings-tableau.csv] + points + 10 + integer + Sum + true + [worldcup-standings-tableau.csv_5A3A8A104E604BF0A28B029C13919047] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + [federated.0sws74t0fh46kq19oyksf18yjlvo].[none:country:nk] + [federated.0sws74t0fh46kq19oyksf18yjlvo].[none:group:nk] + + + + + + + + + + + + + + + + + + + + + + + + + + + + [Sample - Superstore].[sum:Profit:qk] + [Sample - Superstore].[tqr:Order Date:qk] +
+ diff --git a/plugins/tableau/resources/templates/reference/spatial-choropleth-map.tbm b/plugins/tableau/resources/templates/reference/spatial-choropleth-map.tbm new file mode 100644 index 0000000..aa09e54 --- /dev/null +++ b/plugins/tableau/resources/templates/reference/spatial-choropleth-map.tbm @@ -0,0 +1,122 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + [Sample - Superstore].[Latitude (generated)] + [Sample - Superstore].[Longitude (generated)] +
+ diff --git a/plugins/tableau/resources/templates/reference/spatial-symbol-map-latlon.tbm b/plugins/tableau/resources/templates/reference/spatial-symbol-map-latlon.tbm new file mode 100644 index 0000000..a5db2c7 --- /dev/null +++ b/plugins/tableau/resources/templates/reference/spatial-symbol-map-latlon.tbm @@ -0,0 +1,86 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + [Sample - Superstore].[avg:Sales:qk] + [Sample - Superstore].[avg:Profit:qk] +
+ diff --git a/plugins/tableau/resources/templates/reference/spatial-symbol-map.tbm b/plugins/tableau/resources/templates/reference/spatial-symbol-map.tbm new file mode 100644 index 0000000..11f78d3 --- /dev/null +++ b/plugins/tableau/resources/templates/reference/spatial-symbol-map.tbm @@ -0,0 +1,85 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + [Sample - Superstore].[Latitude (generated)] + [Sample - Superstore].[Longitude (generated)] +
+ diff --git a/plugins/tableau/resources/templates/reference/spatial__cartogram__resize-regions-by-a-value.tbm b/plugins/tableau/resources/templates/reference/spatial__cartogram__resize-regions-by-a-value.tbm new file mode 100644 index 0000000..e580896 --- /dev/null +++ b/plugins/tableau/resources/templates/reference/spatial__cartogram__resize-regions-by-a-value.tbm @@ -0,0 +1,622 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + id + 20 + [id] + [5 Background.shp] + id + 0 + integer + Sum + true + [5 Background.shp_62EE71AC49C3439590A31E7F3AFAAF4E] + + + Name + 129 + [Name] + [5 Background.shp] + Name + 1 + string + Count + true + + [5 Background.shp_62EE71AC49C3439590A31E7F3AFAAF4E] + + + Geometry + 8 + [Geometry] + [5 Background.shp] + Geometry + 2 + spatial + Collect + true + [5 Background.shp_62EE71AC49C3439590A31E7F3AFAAF4E] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + 0 + [uk_group_population.csv] + + Count + true + + "UTF-8" + "en_GB" + "£" + "," + "true" + "en_GB" + "" + + + + Group + 129 + [Group] + [2 Group outlines.shp] + Group + 0 + string + Count + true + + [2 Group outlines.shp_99EEC23FE2D64DDBA7FE7D2FAE4CDD6B] + + + Group-labe + 129 + [Group-labe] + [2 Group outlines.shp] + Group-labe + 1 + string + Count + true + + [2 Group outlines.shp_99EEC23FE2D64DDBA7FE7D2FAE4CDD6B] + + + RegionNati + 129 + [RegionNati] + [2 Group outlines.shp] + RegionNati + 2 + string + Count + true + + [2 Group outlines.shp_99EEC23FE2D64DDBA7FE7D2FAE4CDD6B] + + + Geometry + 8 + [Geometry] + [2 Group outlines.shp] + Geometry + 3 + spatial + Collect + true + [2 Group outlines.shp_99EEC23FE2D64DDBA7FE7D2FAE4CDD6B] + + + Group + 129 + [Group (uk_group_population.csv)] + [uk_group_population.csv] + Group + 4 + string + Count + 1 + 1073741823 + true + + [uk_group_population.csv_351ECDD659DD4379A31F67AFC21AE5AD] + + + Population + 20 + [Population] + [uk_group_population.csv] + Population + 5 + integer + Sum + true + [uk_group_population.csv_351ECDD659DD4379A31F67AFC21AE5AD] + + + Label + 129 + [Label] + [uk_group_population.csv] + Label + 6 + string + Count + 1 + 1073741823 + true + + [uk_group_population.csv_351ECDD659DD4379A31F67AFC21AE5AD] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + [federated.054wmni0kuswrm10p9guf09s1ka5].[none:Group:nk] + [federated.054wmni0kuswrm10p9guf09s1ka5].[none:pcon-name:nk] + [federated.18kmj8g0nbq4nj108jil60nhvj7v].[none:Group (uk_group_population.csv):nk] + [federated.18kmj8g0nbq4nj108jil60nhvj7v].[sum:Population:qk] + [federated.1cdmrio0h0k6lq1buaesf0xtg6ml].[clct:Geometry:nk] + [federated.1cdmrio0h0k6lq1buaesf0xtg6ml].[none:CityLabel:nk] + [federated.1cdmrio0h0k6lq1buaesf0xtg6ml].[none:Group-labe:nk] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + <[federated.18kmj8g0nbq4nj108jil60nhvj7v].[none:Group (uk_group_population.csv):nk]> + Æ + Total Population: + <[federated.18kmj8g0nbq4nj108jil60nhvj7v].[sum:Population:qk]> + + + + + + [federated.09day2w0kb7skl1fs2awr1az2gv9].[Latitude (generated)] + [federated.09day2w0kb7skl1fs2awr1az2gv9].[Longitude (generated)] +
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+ diff --git a/plugins/tableau/resources/templates/reference/spatial__contour__show-equal-value-bands-across-geography.tbm b/plugins/tableau/resources/templates/reference/spatial__contour__show-equal-value-bands-across-geography.tbm new file mode 100644 index 0000000..3af60f2 --- /dev/null +++ b/plugins/tableau/resources/templates/reference/spatial__contour__show-equal-value-bands-across-geography.tbm @@ -0,0 +1,348 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + + + ID + 129 + [ID] + [Extract] + ID + 0 + string + Count + 1330 + true + + [Extract (Extract.Extract)_8A319B668F6C4A118CE265664F2358B1] + + + FEAT_TYPE + 129 + [FEAT_TYPE] + [Extract] + FEAT_TYPE + 1 + string + Count + 2 + true + + [Extract (Extract.Extract)_8A319B668F6C4A118CE265664F2358B1] + + + SUB_TYPE + 129 + [SUB_TYPE] + [Extract] + SUB_TYPE + 2 + string + Count + 3 + true + + [Extract (Extract.Extract)_8A319B668F6C4A118CE265664F2358B1] + + + PROP_VALUE + 5 + [PROP_VALUE] + [Extract] + PROP_VALUE + 3 + real + Sum + 40 + true + [Extract (Extract.Extract)_8A319B668F6C4A118CE265664F2358B1] + + + SpatialObj + 128 + [SpatialObj] + [Extract] + SpatialObj + 4 + spatial + Collect + 1317 + true + [Extract (Extract.Extract)_8A319B668F6C4A118CE265664F2358B1] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + [federated.1dac6fs09zddmk18appyy0imrhcl].[clct:SpatialObj:nk] + [federated.1dac6fs09zddmk18appyy0imrhcl].[none:ID:nk] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + [federated.1dac6fs09zddmk18appyy0imrhcl].[Latitude (generated)] + [federated.1dac6fs09zddmk18appyy0imrhcl].[Longitude (generated)] + +
+ diff --git a/plugins/tableau/resources/templates/reference/spatial__density-map__show-intensity-hotspots-not-tied-to-admin-units.tbm b/plugins/tableau/resources/templates/reference/spatial__density-map__show-intensity-hotspots-not-tied-to-admin-units.tbm new file mode 100644 index 0000000..7e58b7f --- /dev/null +++ b/plugins/tableau/resources/templates/reference/spatial__density-map__show-intensity-hotspots-not-tied-to-admin-units.tbm @@ -0,0 +1,751 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + 0 + [London Summer Crimes.csv] + + Count + true + + "UTF-8" + "en_GB" + "£" + "," + "true" + "en_GB" + "" + + + + Crime ID + 129 + [Crime ID] + [London Summer Crimes.csv] + Crime ID + 0 + string + Count + 1 + 1073741823 + true + + [London Summer Crimes.csv_1A139DDCBAE641B8B4A2C34FBA7FC9C4] + + + Month + 129 + [Month] + [London Summer Crimes.csv] + Month + 1 + string + Count + 1 + 1073741823 + true + + [London Summer Crimes.csv_1A139DDCBAE641B8B4A2C34FBA7FC9C4] + + + Reported by + 129 + [Reported by] + [London Summer Crimes.csv] + Reported by + 2 + string + Count + 1 + 1073741823 + true + + [London Summer Crimes.csv_1A139DDCBAE641B8B4A2C34FBA7FC9C4] + + + Falls within + 129 + [Falls within] + [London Summer Crimes.csv] + Falls within + 3 + string + Count + 1 + 1073741823 + true + + [London Summer Crimes.csv_1A139DDCBAE641B8B4A2C34FBA7FC9C4] + + + Longitude + 5 + [Longitude] + [London Summer Crimes.csv] + Longitude + 4 + real + Sum + true + [London Summer Crimes.csv_1A139DDCBAE641B8B4A2C34FBA7FC9C4] + + + Latitude + 5 + [Latitude] + [London Summer Crimes.csv] + Latitude + 5 + real + Sum + true + [London Summer Crimes.csv_1A139DDCBAE641B8B4A2C34FBA7FC9C4] + + + Location + 129 + [Location] + [London Summer Crimes.csv] + Location + 6 + string + Count + 1 + 1073741823 + true + + [London Summer Crimes.csv_1A139DDCBAE641B8B4A2C34FBA7FC9C4] + + + LSOA code + 129 + [LSOA code] + [London Summer Crimes.csv] + LSOA code + 7 + string + Count + 1 + 1073741823 + true + + [London Summer Crimes.csv_1A139DDCBAE641B8B4A2C34FBA7FC9C4] + + + LSOA name + 129 + [LSOA name] + [London Summer Crimes.csv] + LSOA name + 8 + string + Count + 1 + 1073741823 + true + + [London Summer Crimes.csv_1A139DDCBAE641B8B4A2C34FBA7FC9C4] + + + Crime type + 129 + [Crime type] + [London Summer Crimes.csv] + Crime type + 9 + string + Count + 1 + 1073741823 + true + + [London Summer Crimes.csv_1A139DDCBAE641B8B4A2C34FBA7FC9C4] + + + Last outcome category + 129 + [Last outcome category] + [London Summer Crimes.csv] + Last outcome category + 10 + string + Count + 1 + 1073741823 + true + + [London Summer Crimes.csv_1A139DDCBAE641B8B4A2C34FBA7FC9C4] + + + Context + 129 + [Context] + [London Summer Crimes.csv] + Context + 11 + string + Count + 1 + 1 + 1073741823 + true + + [London Summer Crimes.csv_1A139DDCBAE641B8B4A2C34FBA7FC9C4] + + + NAME + 129 + [NAME] + [London_Borough_Excluding_MHW.shp] + NAME + 12 + string + Count + true + + [London Summer Crimes.csv_1A139DDCBAE641B8B4A2C34FBA7FC9C4] + + + GSS_CODE + 129 + [GSS_CODE] + [London_Borough_Excluding_MHW.shp] + GSS_CODE + 13 + string + Count + true + + [London Summer Crimes.csv_1A139DDCBAE641B8B4A2C34FBA7FC9C4] + + + HECTARES + 5 + [HECTARES] + [London_Borough_Excluding_MHW.shp] + HECTARES + 14 + real + Sum + true + [London Summer Crimes.csv_1A139DDCBAE641B8B4A2C34FBA7FC9C4] + + + NONLD_AREA + 5 + [NONLD_AREA] + [London_Borough_Excluding_MHW.shp] + NONLD_AREA + 15 + real + Sum + true + [London Summer Crimes.csv_1A139DDCBAE641B8B4A2C34FBA7FC9C4] + + + ONS_INNER + 129 + [ONS_INNER] + [London_Borough_Excluding_MHW.shp] + ONS_INNER + 16 + string + Count + true + + [London Summer Crimes.csv_1A139DDCBAE641B8B4A2C34FBA7FC9C4] + + + SUB_2009 + 129 + [SUB_2009] + [London_Borough_Excluding_MHW.shp] + SUB_2009 + 17 + string + Count + true + + [London Summer Crimes.csv_1A139DDCBAE641B8B4A2C34FBA7FC9C4] + + + SUB_2006 + 129 + [SUB_2006] + [London_Borough_Excluding_MHW.shp] + SUB_2006 + 18 + string + Count + true + + [London Summer Crimes.csv_1A139DDCBAE641B8B4A2C34FBA7FC9C4] + + + Geometry + 8 + [Geometry] + [London_Borough_Excluding_MHW.shp] + Geometry + 19 + spatial + Collect + true + [London Summer Crimes.csv_1A139DDCBAE641B8B4A2C34FBA7FC9C4] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + [federated.1jzs8720grz7zz1bdtv5w02zxx3y].[Latitude (generated)] + [federated.1jzs8720grz7zz1bdtv5w02zxx3y].[Longitude (generated)] +
+ diff --git a/plugins/tableau/resources/templates/reference/spatial__dot-density__plot-individual-locations-or-events.tbm b/plugins/tableau/resources/templates/reference/spatial__dot-density__plot-individual-locations-or-events.tbm new file mode 100644 index 0000000..f4c7997 --- /dev/null +++ b/plugins/tableau/resources/templates/reference/spatial__dot-density__plot-individual-locations-or-events.tbm @@ -0,0 +1,754 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + 0 + [London Summer Crimes.csv] + + Count + true + + "UTF-8" + "en_GB" + "£" + "," + "true" + "en_GB" + "" + + + + Crime ID + 129 + [Crime ID] + [London Summer Crimes.csv] + Crime ID + 0 + string + Count + 1 + 1073741823 + true + + [London Summer Crimes.csv_1A139DDCBAE641B8B4A2C34FBA7FC9C4] + + + Month + 129 + [Month] + [London Summer Crimes.csv] + Month + 1 + string + Count + 1 + 1073741823 + true + + [London Summer Crimes.csv_1A139DDCBAE641B8B4A2C34FBA7FC9C4] + + + Reported by + 129 + [Reported by] + [London Summer Crimes.csv] + Reported by + 2 + string + Count + 1 + 1073741823 + true + + [London Summer Crimes.csv_1A139DDCBAE641B8B4A2C34FBA7FC9C4] + + + Falls within + 129 + [Falls within] + [London Summer Crimes.csv] + Falls within + 3 + string + Count + 1 + 1073741823 + true + + [London Summer Crimes.csv_1A139DDCBAE641B8B4A2C34FBA7FC9C4] + + + Longitude + 5 + [Longitude] + [London Summer Crimes.csv] + Longitude + 4 + real + Sum + true + [London Summer Crimes.csv_1A139DDCBAE641B8B4A2C34FBA7FC9C4] + + + Latitude + 5 + [Latitude] + [London Summer Crimes.csv] + Latitude + 5 + real + Sum + true + [London Summer Crimes.csv_1A139DDCBAE641B8B4A2C34FBA7FC9C4] + + + Location + 129 + [Location] + [London Summer Crimes.csv] + Location + 6 + string + Count + 1 + 1073741823 + true + + [London Summer Crimes.csv_1A139DDCBAE641B8B4A2C34FBA7FC9C4] + + + LSOA code + 129 + [LSOA code] + [London Summer Crimes.csv] + LSOA code + 7 + string + Count + 1 + 1073741823 + true + + [London Summer Crimes.csv_1A139DDCBAE641B8B4A2C34FBA7FC9C4] + + + LSOA name + 129 + [LSOA name] + [London Summer Crimes.csv] + LSOA name + 8 + string + Count + 1 + 1073741823 + true + + [London Summer Crimes.csv_1A139DDCBAE641B8B4A2C34FBA7FC9C4] + + + Crime type + 129 + [Crime type] + [London Summer Crimes.csv] + Crime type + 9 + string + Count + 1 + 1073741823 + true + + [London Summer Crimes.csv_1A139DDCBAE641B8B4A2C34FBA7FC9C4] + + + Last outcome category + 129 + [Last outcome category] + [London Summer Crimes.csv] + Last outcome category + 10 + string + Count + 1 + 1073741823 + true + + [London Summer Crimes.csv_1A139DDCBAE641B8B4A2C34FBA7FC9C4] + + + Context + 129 + [Context] + [London Summer Crimes.csv] + Context + 11 + string + Count + 1 + 1 + 1073741823 + true + + [London Summer Crimes.csv_1A139DDCBAE641B8B4A2C34FBA7FC9C4] + + + NAME + 129 + [NAME] + [London_Borough_Excluding_MHW.shp] + NAME + 12 + string + Count + true + + [London Summer Crimes.csv_1A139DDCBAE641B8B4A2C34FBA7FC9C4] + + + GSS_CODE + 129 + [GSS_CODE] + [London_Borough_Excluding_MHW.shp] + GSS_CODE + 13 + string + Count + true + + [London Summer Crimes.csv_1A139DDCBAE641B8B4A2C34FBA7FC9C4] + + + HECTARES + 5 + [HECTARES] + [London_Borough_Excluding_MHW.shp] + HECTARES + 14 + real + Sum + true + [London Summer Crimes.csv_1A139DDCBAE641B8B4A2C34FBA7FC9C4] + + + NONLD_AREA + 5 + [NONLD_AREA] + [London_Borough_Excluding_MHW.shp] + NONLD_AREA + 15 + real + Sum + true + [London Summer Crimes.csv_1A139DDCBAE641B8B4A2C34FBA7FC9C4] + + + ONS_INNER + 129 + [ONS_INNER] + [London_Borough_Excluding_MHW.shp] + ONS_INNER + 16 + string + Count + true + + [London Summer Crimes.csv_1A139DDCBAE641B8B4A2C34FBA7FC9C4] + + + SUB_2009 + 129 + [SUB_2009] + [London_Borough_Excluding_MHW.shp] + SUB_2009 + 17 + string + Count + true + + [London Summer Crimes.csv_1A139DDCBAE641B8B4A2C34FBA7FC9C4] + + + SUB_2006 + 129 + [SUB_2006] + [London_Borough_Excluding_MHW.shp] + SUB_2006 + 18 + string + Count + true + + [London Summer Crimes.csv_1A139DDCBAE641B8B4A2C34FBA7FC9C4] + + + Geometry + 8 + [Geometry] + [London_Borough_Excluding_MHW.shp] + Geometry + 19 + spatial + Collect + true + [London Summer Crimes.csv_1A139DDCBAE641B8B4A2C34FBA7FC9C4] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + [federated.1jzs8720grz7zz1bdtv5w02zxx3y].[Latitude (generated)] + [federated.1jzs8720grz7zz1bdtv5w02zxx3y].[Longitude (generated)] +
+ diff --git a/plugins/tableau/resources/templates/reference/spatial__equalized-cartogram__give-each-region-equal-shape-weight.tbm b/plugins/tableau/resources/templates/reference/spatial__equalized-cartogram__give-each-region-equal-shape-weight.tbm new file mode 100644 index 0000000..bcf8f63 --- /dev/null +++ b/plugins/tableau/resources/templates/reference/spatial__equalized-cartogram__give-each-region-equal-shape-weight.tbm @@ -0,0 +1,438 @@ + + + + + + + + + + + + + + + + + + <formatted-text> + <run><Sheet Name> </run> + <run fontname='Tableau Light' fontsize='9'>Converting each unit on a map to a regular and equally-sized shape – good for representing voting regions with equal value.</run> + </formatted-text> + + + + + #080a10 + #141823 + #232937 + #373e4d + #4e5665 + #6a7180 + #898f9c + #adb2bb + #d3d6db + #e9eaed + #f6f7f8 + + + + + + + + + + + + + + + + + + + + + + + Borough + 129 + [Borough] + [LondonCrimes.shp] + Borough + 0 + string + Count + true + + [Migrated Data] + + + Crime_type + 129 + [Crime_type] + [LondonCrimes.shp] + Crime_type + 1 + string + Count + true + + [Migrated Data] + + + GridName + 129 + [GridName] + [LondonCrimes.shp] + GridName + 2 + string + Count + true + + [Migrated Data] + + + Date + 133 + [Date] + [LondonCrimes.shp] + Date + 3 + date + Year + true + [Migrated Data] + + + Crimes + 20 + [Crimes] + [LondonCrimes.shp] + Crimes + 4 + integer + Sum + true + [Migrated Data] + + + Geometry + 8 + [Geometry] + [LondonCrimes.shp] + Geometry + 5 + spatial + Collect + true + [Migrated Data] + + + + + + + + + + + + + + + + + + + + + Borough + 129 + [Borough] + [Extract] + Borough + 0 + LondonCrimes.shp + string + Count + 32 + true + + [Migrated Data] + + + Crime_type + 129 + [Crime_type] + [Extract] + Crime_type + 1 + LondonCrimes.shp + string + Count + 1 + true + + [Migrated Data] + + + GridName + 129 + [GridName] + [Extract] + GridName + 2 + LondonCrimes.shp + string + Count + 108 + true + + [Migrated Data] + + + Date + 133 + [Date] + [Extract] + Date + 3 + LondonCrimes.shp + date + Year + 12 + true + [Migrated Data] + + + Crimes + 20 + [Crimes] + [Extract] + Crimes + 4 + LondonCrimes.shp + integer + Sum + 47 + true + [Migrated Data] + + + Geometry + 128 + [Geometry] + [Extract] + Geometry + 5 + LondonCrimes.shp + spatial + Collect + 1090 + true + [Migrated Data] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + [federated.1cil50k16r0j6o1feqp6r0ey3ij7].[my:Date:ok] + [federated.1cil50k16r0j6o1feqp6r0ey3ij7].[none:Borough:nk] + [federated.1cil50k16r0j6o1feqp6r0ey3ij7].[none:Crime_type:nk] + [federated.1cil50k16r0j6o1feqp6r0ey3ij7].[none:GridName:nk] + [federated.1cil50k16r0j6o1feqp6r0ey3ij7].[yr:Date:ok] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + [federated.1cil50k16r0j6o1feqp6r0ey3ij7].[none:Crime_type:nk] + + + + + + + + + + + + + + + + + + + + <[federated.1cil50k16r0j6o1feqp6r0ey3ij7].[none:Borough:nk]> + Æ + Crimes: + <[federated.1cil50k16r0j6o1feqp6r0ey3ij7].[sum:Crimes:qk]> + + + + + [federated.1cil50k16r0j6o1feqp6r0ey3ij7].[Latitude (generated)] + [federated.1cil50k16r0j6o1feqp6r0ey3ij7].[Longitude (generated)] +
+ diff --git a/plugins/tableau/resources/templates/reference/spatial__flow-map__show-movement-between-places.tbm b/plugins/tableau/resources/templates/reference/spatial__flow-map__show-movement-between-places.tbm new file mode 100644 index 0000000..d3b1211 --- /dev/null +++ b/plugins/tableau/resources/templates/reference/spatial__flow-map__show-movement-between-places.tbm @@ -0,0 +1,668 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + + Airport ID + 20 + [Airport ID] + [Extract] + Airport ID + 0 + integer + Sum + 320 + true + [Extract (Extract.Extract)_7AD6226B0EA14FE6A02C37B3B0F4A760] + + + Origin Name + 129 + [Origin Name] + [Extract] + Origin Name + 1 + string + Count + 320 + true + + [Extract (Extract.Extract)_7AD6226B0EA14FE6A02C37B3B0F4A760] + + + Origin City + 129 + [Origin City] + [Extract] + Origin City + 2 + string + Count + 301 + true + + [Extract (Extract.Extract)_7AD6226B0EA14FE6A02C37B3B0F4A760] + + + Origin Country + 129 + [Origin Country] + [Extract] + Origin Country + 3 + string + Count + 1 + true + + [Extract (Extract.Extract)_7AD6226B0EA14FE6A02C37B3B0F4A760] + + + Origin Latitude + 5 + [Origin Latitude] + [Extract] + Origin Latitude + 4 + real + Sum + 320 + true + [Extract (Extract.Extract)_7AD6226B0EA14FE6A02C37B3B0F4A760] + + + Origin Longitude + 5 + [Origin Longitude] + [Extract] + Origin Longitude + 5 + real + Sum + 320 + true + [Extract (Extract.Extract)_7AD6226B0EA14FE6A02C37B3B0F4A760] + + + Origin Airport + 129 + [Origin Airport] + [Extract] + Origin Airport + 6 + string + Count + 320 + true + + [Extract (Extract.Extract)_7AD6226B0EA14FE6A02C37B3B0F4A760] + + + Origin Airport ID + 20 + [Origin Airport ID] + [Extract] + Origin Airport ID + 7 + integer + Sum + 320 + true + [Extract (Extract.Extract)_7AD6226B0EA14FE6A02C37B3B0F4A760] + + + Destination Airport + 129 + [Destination Airport] + [Extract] + Destination Airport + 8 + string + Count + 354 + true + + [Extract (Extract.Extract)_7AD6226B0EA14FE6A02C37B3B0F4A760] + + + Destination Airport ID + 20 + [Destination Airport ID] + [Extract] + Destination Airport ID + 9 + integer + Sum + 354 + true + [Extract (Extract.Extract)_7AD6226B0EA14FE6A02C37B3B0F4A760] + + + Destination Name + 129 + [Destination Name] + [Extract] + Destination Name + 10 + string + Count + 354 + true + + [Extract (Extract.Extract)_7AD6226B0EA14FE6A02C37B3B0F4A760] + + + Destination City + 129 + [Destination City] + [Extract] + Destination City + 11 + string + Count + 331 + true + + [Extract (Extract.Extract)_7AD6226B0EA14FE6A02C37B3B0F4A760] + + + Destination Country + 129 + [Destination Country] + [Extract] + Destination Country + 12 + string + Count + 1 + true + + [Extract (Extract.Extract)_7AD6226B0EA14FE6A02C37B3B0F4A760] + + + Destination Latitude + 5 + [Destination Latitude] + [Extract] + Destination Latitude + 13 + real + Sum + 354 + true + [Extract (Extract.Extract)_7AD6226B0EA14FE6A02C37B3B0F4A760] + + + Destination Longitude + 5 + [Destination Longitude] + [Extract] + Destination Longitude + 14 + real + Sum + 354 + true + [Extract (Extract.Extract)_7AD6226B0EA14FE6A02C37B3B0F4A760] + + + Number of Airlines + 20 + [Number of Airlines] + [Extract] + Number of Airlines + 15 + integer + Sum + 13 + true + [Extract (Extract.Extract)_7AD6226B0EA14FE6A02C37B3B0F4A760] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + [federated.084sojc09l39kh1g4936b0eeh3j4].[none:Origin Airport:nk] + + + + + + + + + + + + + + + + + + + + + + + + + + <[federated.084sojc09l39kh1g4936b0eeh3j4].[attr:Origin Airport:nk]> + to + <[federated.084sojc09l39kh1g4936b0eeh3j4].[none:Destination Airport:nk]> + + + + + + + + + + + + + + + + + + Destination Airport: + <[federated.084sojc09l39kh1g4936b0eeh3j4].[attr:Destination Name:nk]> + + + + + + + + + + + + + + + + + Origin Airport: + <[federated.084sojc09l39kh1g4936b0eeh3j4].[attr:Origin Name:nk]> + + + + + + [federated.084sojc09l39kh1g4936b0eeh3j4].[Latitude (generated)] + [federated.084sojc09l39kh1g4936b0eeh3j4].[Longitude (generated)] +
+ diff --git a/plugins/tableau/resources/templates/reference/spatial__grid-heatmap__map-intensity-on-a-grid-not-admin-boundaries.tbm b/plugins/tableau/resources/templates/reference/spatial__grid-heatmap__map-intensity-on-a-grid-not-admin-boundaries.tbm new file mode 100644 index 0000000..81aa904 --- /dev/null +++ b/plugins/tableau/resources/templates/reference/spatial__grid-heatmap__map-intensity-on-a-grid-not-admin-boundaries.tbm @@ -0,0 +1,307 @@ + + + + + + + + + + + + + + + + + + + + <formatted-text> + <run><Sheet Name> </run> + <run fontname='Tableau Light' fontsize='9'>Grid-based data values mapped with an intensity colour scale. As choropleth map – but not snapped to an admin/political unit.</run> + </formatted-text> + + + + + + + + + + + + + + + + + + + + Tile_Num + 3 + [Tile_Num] + [Rats Sightings HeatMap.shp] + Tile_Num + 0 + integer + Sum + true + [Migrated Data] + + + Tile_Name + 129 + [Tile_Name] + [Rats Sightings HeatMap.shp] + Tile_Name + 1 + string + Count + true + + [Migrated Data] + + + Geometry + 8 + [Geometry] + [Rats Sightings HeatMap.shp] + Geometry + 2 + spatial + Collect + true + [Migrated Data] + + + + + + + + + + + + + + + + + + + + Tile_Num + 20 + [Tile_Num] + [Extract] + Tile_Num + 0 + Rats Sightings HeatMap.shp + integer + Sum + 5 + true + [Migrated Data] + + + Tile_Name + 129 + [Tile_Name] + [Extract] + Tile_Name + 1 + Rats Sightings HeatMap.shp + string + Count + 5 + true + + [Migrated Data] + + + Geometry + 128 + [Geometry] + [Extract] + Geometry + 2 + Rats Sightings HeatMap.shp + spatial + Collect + 5 + true + [Migrated Data] + + + + + + + + + + + + + "Extremely Low (Below 0.01975)" + "Low (0.01975 to 0.455)" + "Below Average (0.455 to 10.5)" + "Average (10.5 to 242.5)" + "Above Average (242.5 to 5600)" + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + [federated.076gplu1ir2fb11aymn51116xv34].[none:DM:qk] + [federated.1a5qkzd06a8nie14hjbdp12e6af9].[none:Tile_Name:nk] + [federated.1a5qkzd06a8nie14hjbdp12e6af9].[none:Tile_Num:qk] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + DM: + + + + + [federated.1a5qkzd06a8nie14hjbdp12e6af9].[Latitude (generated)] + [federated.1a5qkzd06a8nie14hjbdp12e6af9].[Longitude (generated)] + +
+ diff --git a/plugins/tableau/resources/templates/reference/spatial__hexbin-map__aggregate-geography-into-equal-hex-cells.tbm b/plugins/tableau/resources/templates/reference/spatial__hexbin-map__aggregate-geography-into-equal-hex-cells.tbm new file mode 100644 index 0000000..cff1285 --- /dev/null +++ b/plugins/tableau/resources/templates/reference/spatial__hexbin-map__aggregate-geography-into-equal-hex-cells.tbm @@ -0,0 +1,347 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + 0 + [Sheet1] + + Count + true + + 0 + "A1:D52:no:A1:D52:0" + true + 2 + + + + Row + 20 + [Row] + [Sheet1] + Row + 0 + integer + Sum + true + + "I8" + + [Sheet1_D304C8E64E134E52873128353DEF5DDF] + + + Column + 5 + [Column] + [Sheet1] + Column + 1 + real + Sum + 15 + true + + "R8" + + [Sheet1_D304C8E64E134E52873128353DEF5DDF] + + + State + 130 + [State] + [Sheet1] + State + 2 + string + Count + true + + + "WSTR" + + [Sheet1_D304C8E64E134E52873128353DEF5DDF] + + + Abbreviation + 130 + [Abbreviation] + [Sheet1] + Abbreviation + 3 + string + Count + true + + + "WSTR" + + [Sheet1_D304C8E64E134E52873128353DEF5DDF] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + [federated.0arjs141tl66p81casjzd0kqj3kp].[none:Abbreviation:nk] + [federated.0arjs141tl66p81casjzd0kqj3kp].[none:Calculation_0070936444309504:ok] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + < + [federated.0arjs141tl66p81casjzd0kqj3kp].[none:Abbreviation:nk] + > + + + + + + [federated.0arjs141tl66p81casjzd0kqj3kp].[none:Row:qk] + [federated.0arjs141tl66p81casjzd0kqj3kp].[none:Column:qk] + +
+ diff --git a/plugins/tableau/resources/templates/reference/spatial__proportional-symbol-map__map-totals-with-sized-marks-not-rates.tbm b/plugins/tableau/resources/templates/reference/spatial__proportional-symbol-map__map-totals-with-sized-marks-not-rates.tbm new file mode 100644 index 0000000..17d880e --- /dev/null +++ b/plugins/tableau/resources/templates/reference/spatial__proportional-symbol-map__map-totals-with-sized-marks-not-rates.tbm @@ -0,0 +1,1152 @@ + + + + + + + + + + + + + + + + + + + <formatted-text> + <run><Sheet Name> </run> + <run fontname='Tableau Light' fontsize='9'>Use for totals rather than rates – be wary that small differences in data will be hard to see.</run> + </formatted-text> + + + + + #080a10 + #141823 + #232937 + #373e4d + #4e5665 + #6a7180 + #898f9c + #adb2bb + #d3d6db + #e9eaed + #f6f7f8 + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + Address Type + 130 + [Address Type] + [Rat_Sightings] + Address Type + 0 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Agency Name + 130 + [Agency Name] + [Rat_Sightings] + Agency Name + 1 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Agency + 130 + [Agency] + [Rat_Sightings] + Agency + 2 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Borough + 130 + [Borough] + [Rat_Sightings] + Borough + 3 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + City + 130 + [City] + [Rat_Sightings] + City + 4 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Closed Date + 7 + [Closed Date] + [Rat_Sightings] + Closed Date + 5 + datetime + Year + true + + "DATE" + + [Migrated Data] + + + Community Board + 130 + [Community Board] + [Rat_Sightings] + Community Board + 6 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Complaint Type + 130 + [Complaint Type] + [Rat_Sightings] + Complaint Type + 7 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Created Date + 7 + [Created Date] + [Rat_Sightings] + Created Date + 8 + datetime + Year + true + + "DATE" + + [Migrated Data] + + + Cross Street 1 + 130 + [Cross Street 1] + [Rat_Sightings] + Cross Street 1 + 9 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Cross Street 2 + 130 + [Cross Street 2] + [Rat_Sightings] + Cross Street 2 + 10 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Descriptor + 130 + [Descriptor] + [Rat_Sightings] + Descriptor + 11 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Due Date + 7 + [Due Date] + [Rat_Sightings] + Due Date + 12 + datetime + Year + true + + "DATE" + + [Migrated Data] + + + Facility Type + 130 + [Facility Type] + [Rat_Sightings] + Facility Type + 13 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Incident Address + 130 + [Incident Address] + [Rat_Sightings] + Incident Address + 14 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Incident Zip + 20 + [Incident Zip] + [Rat_Sightings] + Incident Zip + 15 + integer + Sum + true + + "I8" + + [Migrated Data] + + + Intersection Street 1 + 130 + [Intersection Street 1] + [Rat_Sightings] + Intersection Street 1 + 16 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Intersection Street 2 + 130 + [Intersection Street 2] + [Rat_Sightings] + Intersection Street 2 + 17 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Landmark + 130 + [Landmark] + [Rat_Sightings] + Landmark + 18 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Latitude + 5 + [Latitude] + [Rat_Sightings] + Latitude + 19 + real + Sum + 15 + true + + "R8" + + [Migrated Data] + + + Location Type + 130 + [Location Type] + [Rat_Sightings] + Location Type + 20 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Longitude + 5 + [Longitude] + [Rat_Sightings] + Longitude + 21 + real + Sum + 15 + true + + "R8" + + [Migrated Data] + + + Park Borough + 130 + [Park Borough] + [Rat_Sightings] + Park Borough + 22 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Park Facility Name + 130 + [Park Facility Name] + [Rat_Sightings] + Park Facility Name + 23 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Resolution Action Updated Date + 130 + [Resolution Action Updated Date] + [Rat_Sightings] + Resolution Action Updated Date + 24 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Status + 130 + [Status] + [Rat_Sightings] + Status + 25 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Street Name + 130 + [Street Name] + [Rat_Sightings] + Street Name + 26 + string + Count + true + + + "WSTR" + + [Migrated Data] + + + Unique Key + 20 + [Unique Key] + [Rat_Sightings] + Unique Key + 27 + integer + Sum + true + + "I8" + + [Migrated Data] + + + + 0 + [Rat_Sightings] + + Count + true + + 0 + "A1:AB10001:no:A1:AB10001:0" + true + 2 + + [Migrated Data] + + + + + + + + + + + + + + + + + [Borough] + [Incident Zip] + + + + + + + + + + + Address Type + 129 + [Address Type] + [Extract] + Address Type + 0 + Rat_Sightings + string + Count + 5 + true + + [Migrated Data] + + + Agency Name + 129 + [Agency Name] + [Extract] + Agency Name + 1 + Rat_Sightings + string + Count + 1 + true + + [Migrated Data] + + + Agency + 129 + [Agency] + [Extract] + Agency + 2 + Rat_Sightings + string + Count + 1 + true + + [Migrated Data] + + + Borough + 129 + [Borough] + [Extract] + Borough + 3 + Rat_Sightings + string + Count + 5 + true + + [Migrated Data] + + + City + 129 + [City] + [Extract] + City + 4 + Rat_Sightings + string + Count + 213 + true + + [Migrated Data] + + + Closed Date + 135 + [Closed Date] + [Extract] + Closed Date + 5 + Rat_Sightings + datetime + Year + 9101 + true + [Migrated Data] + + + Community Board + 129 + [Community Board] + [Extract] + Community Board + 6 + Rat_Sightings + string + Count + 91 + true + + [Migrated Data] + + + Complaint Type + 129 + [Complaint Type] + [Extract] + Complaint Type + 7 + Rat_Sightings + string + Count + 1 + true + + [Migrated Data] + + + Created Date + 135 + [Created Date] + [Extract] + Created Date + 8 + Rat_Sightings + datetime + Year + 12546 + true + [Migrated Data] + + + Cross Street 1 + 129 + [Cross Street 1] + [Extract] + Cross Street 1 + 9 + Rat_Sightings + string + Count + 4425 + true + + [Migrated Data] + + + Cross Street 2 + 129 + [Cross Street 2] + [Extract] + Cross Street 2 + 10 + Rat_Sightings + string + Count + 4709 + true + + [Migrated Data] + + + Descriptor + 129 + [Descriptor] + [Extract] + Descriptor + 11 + Rat_Sightings + string + Count + 1 + true + + [Migrated Data] + + + Due Date + 135 + [Due Date] + [Extract] + Due Date + 12 + Rat_Sightings + datetime + Year + 114507 + true + [Migrated Data] + + + Facility Type + 129 + [Facility Type] + [Extract] + Facility Type + 13 + Rat_Sightings + string + Count + 1 + true + + [Migrated Data] + + + Incident Address + 129 + [Incident Address] + [Extract] + Incident Address + 14 + Rat_Sightings + string + Count + 36088 + true + + [Migrated Data] + + + Incident Zip + 20 + [Incident Zip] + [Extract] + Incident Zip + 15 + Rat_Sightings + integer + Sum + 415 + true + [Migrated Data] + + + Intersection Street 1 + 129 + [Intersection Street 1] + [Extract] + Intersection Street 1 + 16 + Rat_Sightings + string + Count + 3115 + true + + [Migrated Data] + + + Intersection Street 2 + 129 + [Intersection Street 2] + [Extract] + Intersection Street 2 + 17 + Rat_Sightings + string + Count + 6372 + true + + [Migrated Data] + + + Landmark + 129 + [Landmark] + [Extract] + Landmark + 18 + Rat_Sightings + string + Count + 1 + true + + [Migrated Data] + + + Latitude + 5 + [Latitude] + [Extract] + Latitude + 19 + Rat_Sightings + real + Sum + 39387 + true + [Migrated Data] + + + Location Type + 129 + [Location Type] + [Extract] + Location Type + 20 + Rat_Sightings + string + Count + 53 + true + + [Migrated Data] + + + Longitude + 5 + [Longitude] + [Extract] + Longitude + 21 + Rat_Sightings + real + Sum + 39387 + true + [Migrated Data] + + + Park Borough + 129 + [Park Borough] + [Extract] + Park Borough + 22 + Rat_Sightings + string + Count + 5 + true + + [Migrated Data] + + + Park Facility Name + 129 + [Park Facility Name] + [Extract] + Park Facility Name + 23 + Rat_Sightings + string + Count + 1 + true + + [Migrated Data] + + + Resolution Action Updated Date + 129 + [Resolution Action Updated Date] + [Extract] + Resolution Action Updated Date + 24 + Rat_Sightings + string + Count + 16512 + true + + [Migrated Data] + + + Status + 129 + [Status] + [Extract] + Status + 25 + Rat_Sightings + string + Count + 3 + true + + [Migrated Data] + + + Street Name + 129 + [Street Name] + [Extract] + Street Name + 26 + Rat_Sightings + string + Count + 7744 + true + + [Migrated Data] + + + Unique Key + 20 + [Unique Key] + [Extract] + Unique Key + 27 + Rat_Sightings + integer + Sum + 114507 + true + [Migrated Data] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + [federated.0v0o2ld10ici9p16hfr0a195sn24].[Latitude (generated)] + [federated.0v0o2ld10ici9p16hfr0a195sn24].[Longitude (generated)] +
+ diff --git a/plugins/tableau/resources/templates/reference/spatial__scaled-cartogram__distort-geography-so-area-encodes-value.tbm b/plugins/tableau/resources/templates/reference/spatial__scaled-cartogram__distort-geography-so-area-encodes-value.tbm new file mode 100644 index 0000000..3b7d992 --- /dev/null +++ b/plugins/tableau/resources/templates/reference/spatial__scaled-cartogram__distort-geography-so-area-encodes-value.tbm @@ -0,0 +1,435 @@ + + + + + + + + + + + + + + + + + + <formatted-text> + <run><Sheet Name> </run> + <run fontname='Tableau Light' fontsize='9'>Stretching and shrinking a map so that each area is sized according to a particular value.</run> + </formatted-text> + + + + + + + + + + + + + + + + + + + + + id + 129 + [id] + [france_population.shp] + id + 0 + string + Count + true + + [Migrated Data] + + + name + 129 + [name] + [france_population.shp] + name + 1 + string + Count + true + + [Migrated Data] + + + tilegramVa + 3 + [tilegramVa] + [france_population.shp] + tilegramVa + 2 + integer + Sum + true + [Migrated Data] + + + Geometry + 8 + [Geometry] + [france_population.shp] + Geometry + 3 + spatial + Collect + true + [Migrated Data] + + + + + + + + + + + + + + + + + + + + + + + + + + id + 129 + [id] + [Extract] + id + 0 + france_population.shp + string + Count + 13 + true + + [Migrated Data] + + + name + 129 + [name] + [Extract] + name + 1 + france_population.shp + string + Count + 13 + true + + [Migrated Data] + + + tilegramVa + 20 + [tilegramVa] + [Extract] + tilegramVa + 2 + france_population.shp + integer + Sum + 13 + true + [Migrated Data] + + + Geometry + 128 + [Geometry] + [Extract] + Geometry + 3 + france_population.shp + spatial + Collect + 13 + true + [Migrated Data] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + [Sample - EU Superstore].[none:Country:nk] + [Sample - EU Superstore].[sum:Sales:qk] + [federated.1cil50k16r0j6o1feqp6r0ey3ij7].[my:Date:ok] + [federated.1cil50k16r0j6o1feqp6r0ey3ij7].[none:Borough:nk] + [federated.1cil50k16r0j6o1feqp6r0ey3ij7].[none:Crime_type:nk] + [federated.1cil50k16r0j6o1feqp6r0ey3ij7].[none:GridName:nk] + [federated.1cil50k16r0j6o1feqp6r0ey3ij7].[yr:Date:ok] + [federated.1xrkpt21i8djik111hfxv1st3v4d].[none:id:nk] + [federated.1xrkpt21i8djik111hfxv1st3v4d].[none:name:nk] + [federated.1xrkpt21i8djik111hfxv1st3v4d].[usr:Calculation_5073656843848998948:qk:2] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + <[federated.1xrkpt21i8djik111hfxv1st3v4d].[none:name:nk]> + Æ + Population: + <[federated.1xrkpt21i8djik111hfxv1st3v4d].[sum:tilegramVa:qk]> + + + + + + [federated.1xrkpt21i8djik111hfxv1st3v4d].[Latitude (generated)] + [federated.1xrkpt21i8djik111hfxv1st3v4d].[Longitude (generated)] +
+ diff --git a/plugins/tableau/resources/templates/reference/spatial__spike-map__show-magnitude-at-locations-with-height.tbm b/plugins/tableau/resources/templates/reference/spatial__spike-map__show-magnitude-at-locations-with-height.tbm new file mode 100644 index 0000000..75d73d4 --- /dev/null +++ b/plugins/tableau/resources/templates/reference/spatial__spike-map__show-magnitude-at-locations-with-height.tbm @@ -0,0 +1,1023 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + 0 + [Sheet1+] + + Count + true + + + + 0 + [Sheet12] + + Count + true + + 0 + "A1:S191:no:A1:S191:0" + true + 2 + + + + Entity + 130 + [Entity] + [Sheet1+] + Entity + 0 + string + Count + true + + [Sheet1_0377C3D97A1B40318670C951F650A809] + + + Code + 130 + [Code] + [Sheet1+] + Code + 1 + string + Count + true + + [Sheet1_0377C3D97A1B40318670C951F650A809] + + + Year + 130 + [Year] + [Sheet1+] + Year + 2 + string + Count + true + + [Sheet1_0377C3D97A1B40318670C951F650A809] + + + Gender Inequality Index + 5 + [Gender Inequality Index] + [Sheet1+] + Gender Inequality Index + 3 + real + Sum + true + [Sheet1_0377C3D97A1B40318670C951F650A809] + + + Sheet + 129 + [Sheet] + [Sheet1+] + Sheet + 4 + string + Count + true + + [Sheet1_0377C3D97A1B40318670C951F650A809] + + + Table Name + 129 + [Table Name] + [Sheet1+] + Table Name + 5 + string + Count + true + + [Sheet1_0377C3D97A1B40318670C951F650A809] + + + 1 + 20 + [1] + [Sheet12] + 1 + 6 + integer + Sum + true + + "I8" + + [Sheet1_0377C3D97A1B40318670C951F650A809] + + + name + 130 + [name] + [Sheet12] + name + 7 + string + Count + true + + + "WSTR" + + [Sheet1_0377C3D97A1B40318670C951F650A809] + + + alpha-2 + 130 + [alpha-2] + [Sheet12] + alpha-2 + 8 + string + Count + true + + + "WSTR" + + [Sheet1_0377C3D97A1B40318670C951F650A809] + + + alpha-3 + 130 + [alpha-3] + [Sheet12] + alpha-3 + 9 + string + Count + true + + + "WSTR" + + [Sheet1_0377C3D97A1B40318670C951F650A809] + + + country-code + 130 + [country-code] + [Sheet12] + country-code + 10 + string + Count + true + + + "WSTR" + + [Sheet1_0377C3D97A1B40318670C951F650A809] + + + iso_3166-2 + 130 + [iso_3166-2] + [Sheet12] + iso_3166-2 + 11 + string + Count + true + + + "WSTR" + + [Sheet1_0377C3D97A1B40318670C951F650A809] + + + region + 130 + [region] + [Sheet12] + region + 12 + string + Count + true + + + "WSTR" + + [Sheet1_0377C3D97A1B40318670C951F650A809] + + + sub-region + 130 + [sub-region] + [Sheet12] + sub-region + 13 + string + Count + true + + + "WSTR" + + [Sheet1_0377C3D97A1B40318670C951F650A809] + + + intermediate-region + 130 + [intermediate-region] + [Sheet12] + intermediate-region + 14 + string + Count + true + + + "WSTR" + + [Sheet1_0377C3D97A1B40318670C951F650A809] + + + region-code + 130 + [region-code] + [Sheet12] + region-code + 15 + string + Count + true + + + "WSTR" + + [Sheet1_0377C3D97A1B40318670C951F650A809] + + + sub-region-code + 130 + [sub-region-code] + [Sheet12] + sub-region-code + 16 + string + Count + true + + + "WSTR" + + [Sheet1_0377C3D97A1B40318670C951F650A809] + + + intermediate-region-code + 130 + [intermediate-region-code] + [Sheet12] + intermediate-region-code + 17 + string + Count + true + + + "WSTR" + + [Sheet1_0377C3D97A1B40318670C951F650A809] + + + country code + 130 + [country code] + [Sheet12] + country code + 18 + string + Count + true + + + "WSTR" + + [Sheet1_0377C3D97A1B40318670C951F650A809] + + + Latitude + 5 + [Latitude] + [Sheet12] + Latitude + 19 + real + Sum + 15 + true + + "R8" + + [Sheet1_0377C3D97A1B40318670C951F650A809] + + + Longitude + 5 + [Longitude] + [Sheet12] + Longitude + 20 + real + Sum + 15 + true + + "R8" + + [Sheet1_0377C3D97A1B40318670C951F650A809] + + + Country Name + 130 + [Country Name] + [Sheet12] + Country Name + 21 + string + Count + true + + + "WSTR" + + [Sheet1_0377C3D97A1B40318670C951F650A809] + + + coordinates_0 + 130 + [coordinates_0] + [Sheet12] + coordinates_0 + 22 + string + Count + true + + + "WSTR" + + [Sheet1_0377C3D97A1B40318670C951F650A809] + + + coordinates_1 + 130 + [coordinates_1] + [Sheet12] + coordinates_1 + 23 + string + Count + true + + + "WSTR" + + [Sheet1_0377C3D97A1B40318670C951F650A809] + + + country_code + 130 + [country_code] + [Sheet12] + country_code + 24 + string + Count + true + + + "WSTR" + + [Sheet1_0377C3D97A1B40318670C951F650A809] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + [federated.1c4k6r40hod0qv1b98nix0a4vlle].[avg:Gender Inequality Index:qk] + [federated.1c4k6r40hod0qv1b98nix0a4vlle].[none:Code:nk] + [federated.1c4k6r40hod0qv1b98nix0a4vlle].[none:Country Name:nk] + [federated.1c4k6r40hod0qv1b98nix0a4vlle].[none:Entity:nk] + [federated.1c4k6r40hod0qv1b98nix0a4vlle].[none:Gender Inequality Index:nk] + [federated.1c4k6r40hod0qv1b98nix0a4vlle].[none:Table Name:nk] + [federated.1c4k6r40hod0qv1b98nix0a4vlle].[none:alpha-2:nk] + [federated.1c4k6r40hod0qv1b98nix0a4vlle].[none:country-code:nk] + [federated.1c4k6r40hod0qv1b98nix0a4vlle].[none:name:nk] + [federated.1c4k6r40hod0qv1b98nix0a4vlle].[none:region:nk] + [federated.1c4k6r40hod0qv1b98nix0a4vlle].[none:sub-region:nk] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + [federated.1c4k6r40hod0qv1b98nix0a4vlle].[none:region:nk] + [federated.1c4k6r40hod0qv1b98nix0a4vlle].[none:sub-region:nk] + + + + + + + + + + + + + + + + + + + + + + + <[federated.1c4k6r40hod0qv1b98nix0a4vlle].[none:Country Name:nk]> + Æ + + + + + + + + + + + + + + + + + + + + <[federated.1c4k6r40hod0qv1b98nix0a4vlle].[attr:name:nk]> + Æ + Gender Inequality Index: + <[federated.1c4k6r40hod0qv1b98nix0a4vlle].[avg:Gender Inequality Index:qk]> + + + + + + [federated.1c4k6r40hod0qv1b98nix0a4vlle].[none:Calculation_0070936784482313:qk] + [federated.1c4k6r40hod0qv1b98nix0a4vlle].[none:Longitude:qk] +
+ diff --git a/plugins/tableau/resources/templates/reference/spatial__symbol-map__place-sized-marks-at-coordinates.tbm b/plugins/tableau/resources/templates/reference/spatial__symbol-map__place-sized-marks-at-coordinates.tbm new file mode 100644 index 0000000..de2ad65 --- /dev/null +++ b/plugins/tableau/resources/templates/reference/spatial__symbol-map__place-sized-marks-at-coordinates.tbm @@ -0,0 +1,4274 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + 0 + [Orders] + + Count + true + + 0 + "A1:U10195:no:A1:U10195:0" + true + 2 + + + + + 0 + [Sheet1] + + Count + true + + 0 + "A1:B201:no:A1:B201:0" + true + 6 + + + + Row ID + 20 + [Row ID] + [Orders] + Row ID + 0 + integer + Sum + true + + "I8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Order ID + 130 + [Order ID] + [Orders] + Order ID + 1 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Order Date + 7 + [Order Date] + [Orders] + Order Date + 2 + date + Year + true + + "DATE" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Dispatch Date + 7 + [Dispatch Date] + [Orders] + Dispatch Date + 3 + date + Year + true + + "DATE" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Delivery Mode + 130 + [Delivery Mode] + [Orders] + Delivery Mode + 4 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Customer ID + 130 + [Customer ID] + [Orders] + Customer ID + 5 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Customer Name + 130 + [Customer Name] + [Orders] + Customer Name + 6 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Segment + 130 + [Segment] + [Orders] + Segment + 7 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + City + 130 + [City] + [Orders] + City + 8 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + State/Province + 130 + [State/Province] + [Orders] + State/Province + 9 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Country/Region + 130 + [Country/Region] + [Orders] + Country/Region + 10 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Region + 130 + [Region] + [Orders] + Region + 11 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Product ID + 130 + [Product ID] + [Orders] + Product ID + 12 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Category + 130 + [Category] + [Orders] + Category + 13 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Sub-Category + 130 + [Sub-Category] + [Orders] + Sub-Category + 14 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Product Name + 130 + [Product Name] + [Orders] + Product Name + 15 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Sales + 5 + [Sales] + [Orders] + Sales + 16 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Quantity + 20 + [Quantity] + [Orders] + Quantity + 17 + integer + Sum + true + + "I8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Discount + 5 + [Discount] + [Orders] + Discount + 18 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Profit + 5 + [Profit] + [Orders] + Profit + 19 + real + Sum + 15 + true + + "R8" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Postcode + 130 + [Postcode] + [Orders] + Postcode + 20 + string + Count + true + + + "WSTR" + + [Orders_ECFCA1FB690A41FE803BC071773BA862] + + + Range + 20 + [Range] + [Sheet1] + Range + 21 + integer + Sum + true + + "I8" + + [Sheet1_F37365A782B541658041CC3614B2B70E] + + + X + 20 + [X] + [Sheet1] + X + 22 + integer + Sum + true + + "I8" + + [Sheet1_F37365A782B541658041CC3614B2B70E] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + [Sample - EU Superstore].[none:Country/Region:nk] + + + + + + + + + + + + + + + + + + + <[Sample - EU Superstore].[none:State/Province:nk]>, <[Sample - EU Superstore].[none:Country/Region:nk]> + Æ + Total Sales: + <[Sample - EU Superstore].[sum:Sales:qk]> + + + + + + [Sample - EU Superstore].[Latitude (generated)] + [Sample - EU Superstore].[Longitude (generated)] +
+ diff --git a/plugins/tableau/resources/templates/reference/trend-line-chart.tbm b/plugins/tableau/resources/templates/reference/trend-line-chart.tbm new file mode 100644 index 0000000..ce8ffdd --- /dev/null +++ b/plugins/tableau/resources/templates/reference/trend-line-chart.tbm @@ -0,0 +1,71 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + [Sample - Superstore].[sum:Profit:qk] + [Sample - Superstore].[tmn:Order Date:qk] +
+ diff --git a/plugins/tableau/resources/templates/reference/ww-floating-bars.tbm b/plugins/tableau/resources/templates/reference/ww-floating-bars.tbm new file mode 100644 index 0000000..8dc634f --- /dev/null +++ b/plugins/tableau/resources/templates/reference/ww-floating-bars.tbm @@ -0,0 +1,84 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + [Sample - Superstore].[none:Customer Name:nk] + [Sample - Superstore].[min:Profit:qk] +
+ diff --git a/plugins/tableau/resources/templates/reference/ww-ou-arrow.tbm b/plugins/tableau/resources/templates/reference/ww-ou-arrow.tbm new file mode 100644 index 0000000..0f48a39 --- /dev/null +++ b/plugins/tableau/resources/templates/reference/ww-ou-arrow.tbm @@ -0,0 +1,278 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + [Sample - Superstore].[:Measure Names] + [Sample - Superstore].[none:Super Bowl - Split 2:ok] + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + ([Sample - Superstore].[none:Super Bowl - Split 2:ok] / ([Sample - Superstore].[none:Calculation_3985421141106695:nk] / [Sample - Superstore].[sum:Profit:ok])) + ([Sample - Superstore].[Multiple Values] + ([Sample - Superstore].[sum:Calculation_3985421010944000:qk] + ([Sample - Superstore].[sum:Over/Under Binary (copy)_3985421014155269:qk] + [Sample - Superstore].[sum:Over/Under Binary (copy)_3985421014155269:qk]))) +
+ diff --git a/plugins/tableau/resources/templates/reference/ww-ou-diff.tbm b/plugins/tableau/resources/templates/reference/ww-ou-diff.tbm new file mode 100644 index 0000000..7d8d3cb --- /dev/null +++ b/plugins/tableau/resources/templates/reference/ww-ou-diff.tbm @@ -0,0 +1,209 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + [Sample - Superstore].[:Measure Names] + [Sample - Superstore].[none:Super Bowl - Split 2:ok] + + + + + + + + + + + + + + + + + + + + + + + + + ([Sample - Superstore].[none:Super Bowl - Split 2:ok] / ([Sample - Superstore].[none:Calculation_3985421141106695:nk] / [Sample - Superstore].[sum:Profit:ok])) + ([Sample - Superstore].[sum:Over/Under Binary (copy)_3985421014155269:qk] + [Sample - Superstore].[sum:Over/Under Binary (copy)_3985421014155269:qk]) +
+ diff --git a/plugins/tableau/scripts/generate_resource_catalog.py b/plugins/tableau/scripts/generate_resource_catalog.py new file mode 100644 index 0000000..1b0475f --- /dev/null +++ b/plugins/tableau/scripts/generate_resource_catalog.py @@ -0,0 +1,686 @@ +#!/usr/bin/env python3 +"""Deterministic resource catalog generator for the Tableau plugin. + +Scans every resource under ``resources/`` (bookmark templates, examples, +references, and starters), classifies each ``.tbm`` bookmark as +``executable`` or ``reference`` based on static portability checks, and +produces a single deterministic ``resources/catalog.json``. +""" + +from __future__ import annotations + +import argparse +import hashlib +import json +import re +import shutil +import sys +from pathlib import Path +from xml.etree import ElementTree as ET + +BLOCKERS = { + "multiple-datasources", + "inline-datasource", + "connection-dependency", + "viz-extension", + "missing-column-metadata", + "unresolved-field-reference", + "external-calculation-dependency", + "invalid-bookmark-shape", +} + +# Tableau pseudo-fields that never resolve to a column or column-instance. +PSEUDO_FIELDS = {":Measure Names", "Multiple Values", "Multiple Names"} + +# Tableau pseudo-datasource names that are never real, rewritable donors. +# "Parameters" is the workbook-level parameter pseudo-datasource; internal +# object IDs are hidden per-table row-count namespaces inside inline +# relational datasources. Both show up as the first bracket segment of a +# "[Name].[Field]" reference but must not count toward donor-datasource +# discovery or the multiple-datasources blocker. +PSEUDO_DATASOURCE_NAMES = {"Parameters", "__tableau_internal_object_id__"} + +# Attributes/tags that may carry a "[Datasource].[Field]" qualified reference +# anywhere in the document. Used only to discover donor datasource names, so +# false positives (e.g. a field placed only in a tooltip) are harmless here. +_BROAD_REF_ATTRS = ( + "column", + "axis-column", + "value-column", + "dimension-to-sort", + "measure-to-sort-by", + "using", + "param", + "field", + "y-axis-name", + "x-axis-name", + "ordering-field", +) +_BROAD_REF_TEXT_TAGS = ("rows", "cols", "field") + +QUALIFIED_REF_RE = re.compile(r"\[([^\[\]]+)\]\.\[([^\[\]]+)\]") +PARAMETER_RE = re.compile(r"\{\{([A-Za-z0-9_]+)\}\}") +FIELD_BASE_RE = re.compile(r"^field_base_\d+$") + +TEMPLATE_TIERS = ("unclassified", "executable", "reference") + +# Parameter types a reviewed contract may declare. Every explicit +# {{PARAMETER}} token must map to one of these in the generated catalog. +PARAMETER_TYPES = frozenset({"date", "enum", "number", "string"}) + +PLAIN_RESOURCE_DIRS = { + "examples": "example", + "references": "reference", + "starters": "starter", +} + + +def sha256(path: Path) -> str: + """Return the hex sha256 digest of a file's raw bytes.""" + return hashlib.sha256(path.read_bytes()).hexdigest() + + +def strip_brackets(value: str) -> str: + """Strip a single pair of surrounding square brackets, if present.""" + value = value.strip() + if value.startswith("[") and value.endswith("]") and len(value) >= 2: + return value[1:-1] + return value + + +def extract_parameters(text: str) -> list[str]: + """Return sorted, unique explicit ``{{PARAMETER}}`` names in ``text``. + + ``{{DATASOURCE}}`` and ``{{field_base_N}}`` are template-substitution + tokens, not caller-supplied parameters, and are excluded. + """ + names: set[str] = set() + for token in PARAMETER_RE.findall(text): + if token == "DATASOURCE": + continue + if FIELD_BASE_RE.match(token): + continue + if token != token.upper(): + continue + names.add(token) + return sorted(names) + + +def _broad_qualified_refs(root: ET.Element) -> list[tuple[str, str]]: + """Find every ``[Datasource].[Field]`` reference anywhere in the tree. + + Deliberately permissive: used only to discover donor datasource names, + never to decide whether a specific field is "placed" on the view. + """ + refs: list[tuple[str, str]] = [] + for element in root.iter(): + for attr in _BROAD_REF_ATTRS: + value = element.get(attr) + if value: + refs.extend(QUALIFIED_REF_RE.findall(value)) + if element.tag in _BROAD_REF_TEXT_TAGS and element.text: + refs.extend(QUALIFIED_REF_RE.findall(element.text)) + if element.tag == "groupfilter": + member = element.get("member") + if member: + refs.extend(QUALIFIED_REF_RE.findall(member.strip('"'))) + return refs + + +def _strict_placed_refs( + root: ET.Element, table: ET.Element +) -> list[tuple[str, str, str]]: + """Find field references actually placed on the view. + + Restricted to rows, columns, marks encodings, filters (including slices + and group-filter members), titles, and reference lines, per the resource + catalog design's executable-eligibility rules. + """ + refs: list[tuple[str, str, str]] = [] + + rows_text = table.findtext("rows") + if rows_text: + refs.extend( + (ds, field, "rows") for ds, field in QUALIFIED_REF_RE.findall(rows_text) + ) + cols_text = table.findtext("cols") + if cols_text: + refs.extend( + (ds, field, "columns") for ds, field in QUALIFIED_REF_RE.findall(cols_text) + ) + + for encodings in table.iter("encodings"): + for encoding in encodings: + value = encoding.get("column") + if value: + refs.extend( + (ds, field, "marks") for ds, field in QUALIFIED_REF_RE.findall(value) + ) + + for filt in table.iter("filter"): + value = filt.get("column") + if value: + refs.extend( + (ds, field, "filters") for ds, field in QUALIFIED_REF_RE.findall(value) + ) + for group_filter in table.iter("groupfilter"): + member = group_filter.get("member") + if member: + refs.extend( + (ds, field, "filters") + for ds, field in QUALIFIED_REF_RE.findall(member.strip('"')) + ) + for slices in table.iter("slices"): + for column in slices.findall("column"): + if column.text: + refs.extend( + (ds, field, "filters") + for ds, field in QUALIFIED_REF_RE.findall(column.text) + ) + + for reference_line in table.iter("reference-line"): + for attr in ("axis-column", "value-column"): + value = reference_line.get(attr) + if value: + refs.extend( + (ds, field, "reference-line") + for ds, field in QUALIFIED_REF_RE.findall(value) + ) + + layout_options = root.find("layout-options") + if layout_options is not None: + title = layout_options.find("title") + if title is not None: + for field_element in title.iter("field"): + if field_element.text: + refs.extend( + (ds, field, "title") + for ds, field in QUALIFIED_REF_RE.findall(field_element.text) + ) + + return refs + + +def extract_bookmark(path: Path) -> dict[str, object]: + """Parse a ``.tbm`` bookmark and extract its classification-relevant facts.""" + text = path.read_text(encoding="utf-8") + + try: + root = ET.fromstring(text) + except ET.ParseError: + return { + "datasources": [], + "fields": [], + "parameters": [], + "blockers": ["invalid-bookmark-shape"], + } + + blockers: set[str] = set() + + windows = root.findall("window") + tables = root.findall("table") + if len(windows) != 1 or len(tables) != 1: + blockers.add("invalid-bookmark-shape") + table = tables[0] if tables else None + + datasource_elements = list(root.iter("datasource")) + datasource_names: set[str] = { + ds.get("name") + for ds in datasource_elements + if ds.get("name") and ds.get("name") not in PSEUDO_DATASOURCE_NAMES + } + if any(ds.get("inline") == "true" for ds in datasource_elements): + blockers.add("inline-datasource") + + for dependencies in root.iter("datasource-dependencies"): + name = dependencies.get("datasource") + if name and name not in PSEUDO_DATASOURCE_NAMES: + datasource_names.add(name) + + for ds_name, _field in _broad_qualified_refs(root): + if ds_name not in PSEUDO_DATASOURCE_NAMES: + datasource_names.add(ds_name) + + connection_dependency = False + for ds in datasource_elements: + if ds.get("inline") == "true": + continue + name = ds.get("name") or "" + if name in PSEUDO_DATASOURCE_NAMES: + continue + if name.startswith("federated.") or ds.find("connection") is not None: + connection_dependency = True + if connection_dependency: + blockers.add("connection-dependency") + + if len(datasource_names) > 1: + blockers.add("multiple-datasources") + + viz_extension = any( + mark.get("class") == "VizExtension" for mark in root.iter("mark") + ) + if root.find(".//add-in") is not None: + viz_extension = True + if viz_extension: + blockers.add("viz-extension") + + columns: dict[str, ET.Element] = {} + instances: dict[str, ET.Element] = {} + for dependencies in root.iter("datasource-dependencies"): + for column in dependencies.findall("column"): + name = column.get("name") + if name: + columns[name] = column + for instance in dependencies.findall("column-instance"): + name = instance.get("name") + if name: + instances[name] = instance + + if any(column.find("calculation") is not None for column in columns.values()): + blockers.add("external-calculation-dependency") + + placed_refs = _strict_placed_refs(root, table) if table is not None else [] + + fields: list[dict[str, object]] = [] + seen_field_keys: set[tuple[str, str, str, str | None]] = set() + unresolved: list[str] = [] + missing_metadata: list[str] = [] + + for ds_name, field_name, shelf in placed_refs: + if field_name in PSEUDO_FIELDS: + continue + bracketed = f"[{field_name}]" + + if bracketed in instances: + instance = instances[bracketed] + base_name = instance.get("column") + base_column = columns.get(base_name) if base_name else None + if base_column is None: + missing_metadata.append(bracketed) + continue + derivation = instance.get("derivation") + elif bracketed in columns: + base_column = columns[bracketed] + base_name = bracketed + derivation = None + else: + unresolved.append(bracketed) + continue + + source_field = strip_brackets(base_name) + # Include derivation in the dedup key: two column-instances on the + # same shelf can derive the same base field differently (e.g. Sum vs + # Avg), and both are distinct, real placements worth keeping. + key = (ds_name, source_field, shelf, derivation) + if key in seen_field_keys: + continue + seen_field_keys.add(key) + fields.append( + { + "sourceField": source_field, + "datasource": ds_name, + "datatype": base_column.get("datatype"), + "role": base_column.get("role"), + "derivation": derivation, + "shelf": shelf, + } + ) + + if unresolved: + blockers.add("unresolved-field-reference") + if missing_metadata: + blockers.add("missing-column-metadata") + + fields.sort( + key=lambda item: ( + item["sourceField"], + item["shelf"], + item["datasource"], + item["derivation"] or "", + ) + ) + + return { + "datasources": sorted(datasource_names), + "fields": fields, + "parameters": extract_parameters(text), + "blockers": sorted(blockers), + } + + +def classify_bookmark(metadata: dict[str, object]) -> tuple[str, list[str]]: + """Classify a bookmark as ``executable`` or ``reference``. + + Any recorded blocker forces ``reference`` with stable, sorted reason IDs. + """ + reasons = sorted(metadata.get("blockers", [])) + tier = "reference" if reasons else "executable" + return tier, reasons + + +def _infer_family_and_intent(resource_id: str) -> tuple[str | None, str | None]: + """Derive a family/intent guess from a resource's filename. + + File names provide discovery keywords and intent, never runtime field + semantics; explicit catalog overrides take precedence over this guess. + """ + if "__" in resource_id: + parts = resource_id.split("__") + family = parts[0] + intent = parts[-1].replace("-", " ").replace("_", " ").strip() + return family, intent or None + intent = resource_id.replace("-", " ").replace("_", " ").strip() + return None, intent or None + + +def _keywords(resource_id: str, extra: tuple[str, ...] = ()) -> list[str]: + tokens = {token for token in re.split(r"[-_]+", resource_id.lower()) if token} + tokens.update(extra) + return sorted(tokens) + + +def _relative_path(path: Path, resources_dir: Path) -> str: + relative = path.resolve().relative_to(resources_dir.resolve()) + return "./" + relative.as_posix() + + +def _load_overrides(resources_dir: Path) -> dict[str, dict[str, object]]: + overrides_path = resources_dir / "catalog-overrides.json" + if not overrides_path.exists(): + return {} + data = json.loads(overrides_path.read_text(encoding="utf-8")) + return data.get("resources", {}) + + +def _parameter_contracts( + resource_id: str, override: dict[str, object], metadata: dict[str, object] +) -> list[dict[str, object]]: + """Build one complete typed contract per inferred ``{{PARAMETER}}`` token. + + Parameter types are reviewed in ``catalog-overrides.json`` but are copied + into the generated catalog so runtime validation never depends on the + overrides file being present or readable. Generation fails when a token + has no reviewed contract, when a contract names an unknown token, or when + a type is missing or unrecognized, so an untyped parameter can never reach + the catalog and be validated loosely later. + + Overrides still never remove a blocker or promote a failed resource to + executable. + """ + declared = override.get("parameters") + declared = {} if declared is None else declared + inferred = set(metadata["parameters"]) + if set(declared) != inferred: + raise ValueError( + f"catalog override parameters for {resource_id!r} do not match " + f"inferred parameters: declared={sorted(declared)} " + f"inferred={sorted(inferred)}" + ) + + contracts: list[dict[str, object]] = [] + for name in sorted(inferred): + spec = declared[name] or {} + kind = spec.get("type") + if kind not in PARAMETER_TYPES: + raise ValueError( + f"catalog override parameter {name!r} for {resource_id!r} must " + f"declare a type from {', '.join(sorted(PARAMETER_TYPES))}, " + f"got: {kind!r}" + ) + contract: dict[str, object] = { + "name": name, + "type": kind, + "required": bool(spec.get("required", True)), + } + if kind == "enum": + allowed = [str(value) for value in spec.get("allowed") or []] + if not allowed: + raise ValueError( + f"catalog override parameter {name!r} for {resource_id!r} is " + "an enum and must declare a non-empty 'allowed' list" + ) + contract["allowed"] = allowed + contracts.append(contract) + return contracts + + +def _iter_template_files(resources_dir: Path) -> list[Path]: + templates_root = resources_dir / "templates" + seen: dict[str, Path] = {} + files: list[Path] = [] + for tier in TEMPLATE_TIERS: + tier_dir = templates_root / tier + if not tier_dir.exists(): + continue + for path in sorted(tier_dir.glob("*.tbm")): + # pathlib's glob (unlike shell globbing) matches dotfiles too; + # skip them explicitly so stray hidden files never become + # catalog entries or get moved between tiers. + if path.name.startswith("."): + continue + if path.name in seen: + raise ValueError( + f"duplicate template filename across tiers: {path.name} " + f"found at both {seen[path.name]} and {path}" + ) + seen[path.name] = path + files.append(path) + return files + + +def _iter_plain_resource_files(resources_dir: Path) -> list[Path]: + files: list[Path] = [] + for dirname in sorted(PLAIN_RESOURCE_DIRS): + directory = resources_dir / dirname + if not directory.exists(): + continue + for path in sorted(directory.iterdir()): + # Skip dotfiles (e.g. macOS ".DS_Store") and any stray cache + # directories; they are filesystem noise, not corpus resources. + if path.name.startswith("."): + continue + if path.is_file(): + files.append(path) + return files + + +def _build_template_entry( + path: Path, + resources_dir: Path, + overrides: dict[str, dict[str, object]], +) -> dict[str, object]: + resource_id = path.stem + metadata = extract_bookmark(path) + tier, reasons = classify_bookmark(metadata) + + override = overrides.get(resource_id, {}) + parameters = _parameter_contracts(resource_id, override, metadata) + + inferred_family, inferred_intent = _infer_family_and_intent(resource_id) + family = override.get("family", inferred_family) + intent = override.get("intent", inferred_intent) + + canonical_path = resources_dir / "templates" / tier / path.name + + return { + "id": resource_id, + "type": "template", + "family": family, + "intent": intent, + "path": _relative_path(canonical_path, resources_dir), + "tier": tier, + "classificationReasons": reasons, + "datasources": sorted(metadata["datasources"]), + "fields": metadata["fields"], + "parameters": parameters, + "keywords": _keywords(resource_id, extra=("template", tier)), + "sha256": sha256(path), + } + + +def _build_plain_entry(path: Path, resources_dir: Path) -> dict[str, object]: + resource_id = path.stem + resource_type = PLAIN_RESOURCE_DIRS.get(path.parent.name, path.parent.name) + family, intent = _infer_family_and_intent(resource_id) + + return { + "id": resource_id, + "type": resource_type, + "family": family, + "intent": intent, + "path": _relative_path(path, resources_dir), + "tier": "reference", + "classificationReasons": [], + "datasources": [], + "fields": [], + "parameters": [], + "keywords": _keywords(resource_id, extra=(resource_type,)), + "sha256": sha256(path), + } + + +def _validate_unique_ids(entries: list[dict[str, object]]) -> None: + """Raise a clear error if any resource id collides across resource kinds. + + Resource IDs are derived from filename stems independently per directory + (templates/unclassified|executable|reference, examples, references, + starters), so a stem shared across two directories (e.g. a template and + an example with the same name) would otherwise silently collide. + """ + seen: dict[str, str] = {} + for entry in entries: + resource_id = entry["id"] + if resource_id in seen: + raise ValueError( + f"duplicate resource id {resource_id!r}: " + f"{seen[resource_id]} and {entry['path']} both resolve to " + "the same catalog id" + ) + seen[resource_id] = entry["path"] + + +def generate_catalog(plugin_root: Path) -> dict[str, object]: + """Generate the full, deterministic resource catalog for a plugin root.""" + plugin_root = Path(plugin_root) + resources_dir = plugin_root / "resources" + overrides = _load_overrides(resources_dir) + + entries: list[dict[str, object]] = [] + for path in _iter_template_files(resources_dir): + entries.append(_build_template_entry(path, resources_dir, overrides)) + for path in _iter_plain_resource_files(resources_dir): + entries.append(_build_plain_entry(path, resources_dir)) + + entries.sort(key=lambda entry: entry["id"]) + _validate_unique_ids(entries) + + return { + "schemaVersion": 1, + "generatedFrom": { + "provenance": "./provenance.json", + "overrides": "./catalog-overrides.json", + }, + "resources": entries, + } + + +def _apply_moves(resources_dir: Path, catalog: dict[str, object]) -> None: + """Move each template into its canonical tier directory, preserving bytes.""" + templates_root = resources_dir / "templates" + for entry in catalog["resources"]: + if entry["type"] != "template": + continue + target = resources_dir / Path(entry["path"][2:]) + filename = target.name + current = None + for tier in TEMPLATE_TIERS: + candidate = templates_root / tier / filename + if candidate.exists(): + current = candidate + break + if current is None: + raise FileNotFoundError( + f"template file not found for resource {entry['id']!r}" + ) + if current != target: + target.parent.mkdir(parents=True, exist_ok=True) + shutil.move(str(current), str(target)) + + +def _detect_drift(resources_dir: Path, catalog: dict[str, object]) -> list[str]: + """Report templates whose physical location disagrees with the catalog.""" + problems: list[str] = [] + for entry in catalog["resources"]: + if entry["type"] != "template": + continue + target = resources_dir / Path(entry["path"][2:]) + if not target.exists(): + problems.append( + f"{entry['id']} expected at {entry['path']} but the file is " + "not there (run --write to move it)" + ) + return problems + + +def main(argv: list[str] | None = None) -> int: + parser = argparse.ArgumentParser( + description="Generate the deterministic Tableau resource catalog." + ) + parser.add_argument( + "--plugin-root", + type=Path, + required=True, + help="Path to the plugin root directory (containing resources/).", + ) + mode = parser.add_mutually_exclusive_group(required=True) + mode.add_argument( + "--write", + action="store_true", + help="Regenerate catalog.json and move templates into their tier.", + ) + mode.add_argument( + "--check", + action="store_true", + help="Verify catalog.json and template locations are up to date.", + ) + args = parser.parse_args(argv) + + plugin_root = Path(args.plugin_root) + resources_dir = plugin_root / "resources" + catalog_path = resources_dir / "catalog.json" + + try: + catalog = generate_catalog(plugin_root) + except ValueError as error: + # Raised for duplicate resource ids or override/parameter mismatches. + # Fail before any write or move happens in either mode. + print(f"error: {error}", file=sys.stderr) + return 1 + serialized = json.dumps(catalog, indent=2) + "\n" + + if args.write: + _apply_moves(resources_dir, catalog) + catalog_path.write_text(serialized, encoding="utf-8") + print(f"wrote {catalog_path} with {len(catalog['resources'])} resources") + return 0 + + errors: list[str] = [] + if not catalog_path.exists(): + errors.append(f"{catalog_path} does not exist") + else: + existing = catalog_path.read_text(encoding="utf-8") + if existing != serialized: + errors.append(f"{catalog_path} is stale relative to generated output") + errors.extend(_detect_drift(resources_dir, catalog)) + + if errors: + for message in errors: + print(f"error: {message}", file=sys.stderr) + return 1 + + print("catalog.json is up to date") + return 0 + + +if __name__ == "__main__": + sys.exit(main()) diff --git a/plugins/tableau/scripts/tableau_resources.py b/plugins/tableau/scripts/tableau_resources.py new file mode 100755 index 0000000..b22cf55 --- /dev/null +++ b/plugins/tableau/scripts/tableau_resources.py @@ -0,0 +1,2396 @@ +#!/usr/bin/env python3 +"""Discovery, inspection, rendering, validation, and workbook transformation. + +Provides ``list`` and ``inspect`` commands against ``resources/catalog.json``, +:func:`render_bookmark`, which converts one executable ``.tbm`` bookmark into a +worksheet/window fragment pair against caller-supplied datasource, field, and +parameter mappings, the ``instantiate`` and ``inject`` commands, which put that +pair into a starter or an existing ``.twb``, and the ``validate`` command, +which reports a workbook's structural errors. + +Neither rendering nor injection guesses a mapping, and neither serializes a +donor bookmark or a caller's workbook through ``ElementTree``: both parse to +confirm structure and then perform bounded text splices so unrelated Tableau +XML survives byte-for-byte. A generated workbook is validated against the +input workbook's own validation result before it is written, so a run that +would introduce a new structural error leaves no output behind while a +workbook that arrived with errors can still be extended. +""" + +from __future__ import annotations + +import argparse +import datetime +import hashlib +import html +import json +import os +import re +import sys +import tempfile +import uuid +from pathlib import Path +from typing import NamedTuple +from xml.etree import ElementTree as ET +from xml.parsers import expat +from xml.sax.saxutils import escape as xml_escape + +TOKEN_RE = re.compile(r"[a-z0-9]+") + +# Bracketed Tableau identifiers escape a literal "]" by doubling it. +_BRACKET_CONTENT = r"(?:\]\]|[^\[\]])+" +QUALIFIED_REF_RE = re.compile( + rf"\[({_BRACKET_CONTENT})\]\.\[({_BRACKET_CONTENT})\]" +) +# Column-instance names encode "derivation:field:role", e.g. [sum:ARR:qk]. +DERIVED_SEGMENT_RE = re.compile(r"^([^:]+):(.+):([^:]+)$") +TEMPLATE_TOKEN_RE = re.compile(r"\{\{[^}]+\}\}") +# Tableau names a real workbook connection "federated.", so a rendered +# fragment legitimately carries the validated target's federated name. Any +# other federated token is donor residue or an unresolved placeholder. +FEDERATED_RE = re.compile(r"federated\.[\w.\-]*") +SIMPLE_ID_RE = re.compile(r"(]*?\buuid=)(['\"])[^'\"]*\2") +ATTRIBUTE_RE = re.compile(r"([\w:.\-]+)\s*=\s*(['\"])(.*?)\2", re.DOTALL) +NAMESPACE_DECLARATION_RE = re.compile( + r"xmlns(?::[\w.\-]+)?\s*=\s*(['\"]).*?\1", re.DOTALL +) + +# Tableau pseudo-fields and generated geographic fields are never donor +# columns, so they neither require nor accept a caller mapping. +PSEUDO_FIELD_NAMES = frozenset({"Multiple Values", "Multiple Names"}) +GENERATED_FIELD_RE = re.compile(r"^(Latitude|Longitude) \(generated\)$") + +# Attribute names whose value addresses the datasource: Tableau resolves them +# against the workbook's declared datasources, so one still holding the donor's +# name is genuine residue. +DATASOURCE_ADDRESS_ATTRIBUTES = ("name", "datasource") + +# Attribute names whose value is the datasource's own name rather than a +# reference into it. ``caption`` joins the addressing pair here because it too +# is rewritten when a fragment is retargeted, but it labels the datasource +# rather than addressing it. +DATASOURCE_NAME_ATTRIBUTES = DATASOURCE_ADDRESS_ATTRIBUTES + ("caption",) + +# Elements whose bracketed name attribute defines a field a view may reference. +FIELD_DEFINITION_TAGS = ("column", "column-instance", "group") + +# A connection's physical columns are declared as entries of +# this class; other classes describe the connection itself, not a field. +METADATA_RECORD_COLUMN_CLASS = "column" + +# Tableau datatypes grouped into the families this module treats as +# interchangeable. Within a family a template survives being repointed at +# another field: the derivation, the shelf role, and the mark type all remain +# valid, so only the declared type has to change. Across families it does not, +# so a cross-family mapping is refused rather than rendered. +DATATYPE_FAMILIES = { + "integer": "numeric", + "real": "numeric", + "date": "temporal", + "datetime": "temporal", + "string": "string", + "boolean": "boolean", + "spatial": "spatial", +} +NUMERIC_FAMILY = "numeric" + +# Declared metadata of a mapped target field, rewritten onto the rendered +# dependency declaration so it describes the field it now names. +DEPENDENCY_METADATA_ATTRIBUTES = ("datatype", "user-datatype", "role") + +# Tableau types a geographic role and a field reference identically, as +# QualifiedName-ST, so both are written "[a].[b]". These name a role in the +# geocoding hierarchy — semantic-role='[State].[Name]' on a column, and a +# geocoding default — and neither +# names a datasource. Field definitions are listed here too because their own +# attributes describe the field rather than pointing at another one. +NON_REFERENCE_TAGS = frozenset(FIELD_DEFINITION_TAGS) | {"semantic-value"} +NON_REFERENCE_ATTRIBUTES = frozenset({"semantic-role"}) + +# Containers whose contents reference datasource fields. Physical relation +# metadata inside uses the same "[name].[name]" shape to name a +# table's column, so it is deliberately outside the reference scan. +FIELD_REFERENCE_CONTAINERS = ("worksheets", "dashboards", "windows") + +# Containers a Tableau workbook must declare for a fragment to have anywhere +# to land, in the order they are reported. +REQUIRED_CONTAINERS = ("datasources", "worksheets", "windows") + +# Donor-only provenance metadata: attributes that name a donor column without +# qualifying it with the datasource, so qualified-reference discovery cannot +# see them. They record where a column's aggregate role came from rather than +# taking part in the viz definition, so an unmapped one is dropped. +DONOR_METADATA_ATTRIBUTES = (("column", "aggregate-role-from"),) + +# Parameter types a generated contract may declare. A declared token with any +# other type has no usable contract and is rejected rather than guessed. +PARAMETER_TYPES = frozenset({"date", "enum", "number", "string"}) + +FRAGMENT_UUID_NAMESPACE = uuid.uuid5( + uuid.NAMESPACE_URL, "https://tableau.com/plugin-codex/bookmark-fragment" +) +WRAPPER_TAG = "codex-fragment-wrapper" + +PLUGIN_ROOT = Path(__file__).resolve().parents[1] +STARTER_RELATIVE_PATH = "starters/minimal-workbook.twb" + + +class ResourceError(ValueError): + """Raised for an invalid resource request or an unsafe rendering result.""" + + +class FieldMetadata(NamedTuple): + """One target field's declared type and role. + + Any member is ``None`` when the workbook does not declare it; a caller + that needs a value must decide for itself whether to fail rather than + substitute one. + """ + + datatype: str | None + user_datatype: str | None + role: str | None + + +class DatasourceMetadata(NamedTuple): + """One global datasource's display caption and fields. + + ``caption`` is the label Tableau shows; the internal name, which may be a + ``federated.`` string, stays the key this is looked up by. + """ + + caption: str + fields: dict[str, FieldMetadata] + + +def _datatype_family(datatype: str | None) -> str | None: + """Return the compatibility family of a Tableau datatype, if it has one.""" + return DATATYPE_FAMILIES.get((datatype or "").strip().lower()) + + +def load_catalog(plugin_root: Path) -> dict[str, object]: + """Load and parse ``resources/catalog.json`` under ``plugin_root``.""" + catalog_path = Path(plugin_root) / "resources" / "catalog.json" + return json.loads(catalog_path.read_text(encoding="utf-8")) + + +def find_resource(catalog: dict[str, object], resource_id: str) -> dict[str, object]: + """Return the catalog entry with ``id == resource_id``. + + Raises ``KeyError`` if no such resource exists. + """ + for entry in catalog["resources"]: + if entry["id"] == resource_id: + return entry + raise KeyError(resource_id) + + +def _tokenize(text: str) -> list[str]: + return TOKEN_RE.findall(text.lower()) + + +def _searchable_text(entry: dict[str, object]) -> str: + parts = [ + entry.get("id") or "", + entry.get("intent") or "", + entry.get("family") or "", + " ".join(entry.get("keywords") or []), + ] + return " ".join(parts).lower() + + +def search_resources( + catalog: dict[str, object], + *, + query: str | None = None, + family: str | None = None, + resource_type: str | None = None, + tier: str | None = None, +) -> list[dict[str, object]]: + """Filter and rank catalog entries by query terms and exact-match filters. + + Search splits ``query`` into lowercase alphanumeric terms. An entry + matches only when every term appears in its ID, intent, family, or + keywords. Results are sorted with exact ID matches first, then entries + whose intent contains a query term, then by ID. + """ + entries = list(catalog["resources"]) + + if family is not None: + entries = [entry for entry in entries if entry.get("family") == family] + if resource_type is not None: + entries = [entry for entry in entries if entry.get("type") == resource_type] + if tier is not None: + entries = [entry for entry in entries if entry.get("tier") == tier] + + terms = _tokenize(query) if query else [] + if terms: + matched = [] + for entry in entries: + haystack = _searchable_text(entry) + if all(term in haystack for term in terms): + matched.append(entry) + entries = matched + + def sort_key(entry: dict[str, object]) -> tuple[int, int, str]: + resource_id = entry["id"] + exact_id_match = 0 if terms and _tokenize(resource_id) == terms else 1 + intent_text = (entry.get("intent") or "").lower() + intent_match = 0 if terms and any(term in intent_text for term in terms) else 1 + return (exact_id_match, intent_match, resource_id) + + entries.sort(key=sort_key) + return entries + + +def parse_assignments(values: list[str]) -> dict[str, str]: + """Parse ``NAME=VALUE`` CLI assignments into a mapping. + + Rejects a missing separator, a blank name or value, and a repeated name so + a mistyped flag can never silently drop or override an earlier mapping. + """ + assignments: dict[str, str] = {} + for value in values: + if "=" not in value: + raise ResourceError(f"Expected NAME=VALUE, got: {value}") + name, mapped = value.split("=", 1) + normalized_name = name.strip() + normalized_value = mapped.strip() + if ( + not normalized_name + or not normalized_value + or normalized_name in assignments + ): + raise ResourceError(f"Invalid or duplicate assignment: {value}") + assignments[normalized_name] = normalized_value + return assignments + + +def escape_bracket(name: str) -> str: + """Escape a Tableau identifier for use inside ``[...]``.""" + return name.replace("]", "]]") + + +def unescape_bracket(name: str) -> str: + """Decode Tableau's doubled closing brackets in an identifier.""" + return name.replace("]]", "]") + + +def escape_attribute(value: str) -> str: + """XML-escape a value for use inside a single- or double-quoted attribute.""" + return xml_escape(value, {"'": "'", '"': """}) + + +def _unescape(value: str) -> str: + return html.unescape(value) + + +def _logical_field_name(raw: str) -> str: + """Decode a raw bracket-content field name into its catalog form.""" + return unescape_bracket(_unescape(raw)) + + +def _bracket_reference(name: str) -> str: + """Render ``name`` as it must appear inside a bracketed XML reference.""" + return escape_attribute(escape_bracket(name)) + + +def _tag_end(data: bytes, index: int) -> int: + """Return the offset just past the ``>`` closing the tag at ``index``. + + Quote-aware so a ``>`` inside an attribute value is not mistaken for the + end of the tag. + """ + quote = b"" + position = index + while position < len(data): + char = data[position : position + 1] + if quote: + if char == quote: + quote = b"" + elif char in (b"'", b'"'): + quote = char + elif char == b">": + return position + 1 + position += 1 + raise ResourceError("Malformed bookmark: unterminated XML tag") + + +def _scan_elements(data: bytes) -> list[tuple[str, int, int, int]]: + """Return ``(tag, depth, start, end)`` byte spans for every element. + + Offsets come from the expat parser, so a span is only ever reported for + structure the parser itself confirmed. + """ + parser = expat.ParserCreate() + elements: list[tuple[str, int, int, int]] = [] + stack: list[tuple[str, int, int, int, bool]] = [] + + def start(name: str, _attributes: dict[str, str]) -> None: + start_offset = parser.CurrentByteIndex + start_tag_end = _tag_end(data, start_offset) + stack.append( + ( + name, + len(stack), + start_offset, + start_tag_end, + data[start_tag_end - 2 : start_tag_end] == b"/>", + ) + ) + + def end(name: str) -> None: + tag, depth, start_offset, start_tag_end, self_closing = stack.pop() + end_offset = ( + start_tag_end + if self_closing + else _tag_end(data, parser.CurrentByteIndex) + ) + elements.append((tag, depth, start_offset, end_offset)) + + parser.StartElementHandler = start + parser.EndElementHandler = end + try: + parser.Parse(data, True) + except expat.ExpatError as error: + raise ResourceError(f"Malformed bookmark XML: {error}") from error + return elements + + +def _tag_attribute_spans(data: bytes, start: int) -> list[tuple[str, str, int, int]]: + """Return ``(name, raw value, byte start, byte end)`` per attribute. + + The spans are absolute byte offsets into ``data`` so an attribute can be + spliced out without reserializing its element. + """ + start_tag = data[start : _tag_end(data, start)].decode("utf-8") + spans: list[tuple[str, str, int, int]] = [] + for match in ATTRIBUTE_RE.finditer(start_tag): + offset = start + len(start_tag[: match.start()].encode("utf-8")) + spans.append( + ( + match.group(1), + match.group(3), + offset, + offset + len(match.group(0).encode("utf-8")), + ) + ) + return spans + + +def _tag_attributes(data: bytes, start: int) -> dict[str, str]: + """Return raw, still XML-escaped attributes of the tag at ``start``.""" + return { + name: value for name, value, _start, _end in _tag_attribute_spans(data, start) + } + + +def _remove_elements(text: str, tag: str) -> str: + """Delete every outermost ```` element from a fragment.""" + data = text.encode("utf-8") + candidates = [ + (start, end) + for element_tag, _depth, start, end in _scan_elements(data) + if element_tag == tag + ] + spans: list[tuple[int, int]] = [] + for start, end in sorted(candidates, key=lambda span: (span[0], -span[1])): + if any( + outer_start <= start and end <= outer_end + for outer_start, outer_end in spans + ): + continue + spans.append((start, end)) + + for start, end in sorted(spans, reverse=True): + line_start = start + while line_start > 0 and data[line_start - 1 : line_start] in (b" ", b"\t"): + line_start -= 1 + if data[line_start - 1 : line_start] != b"\n": + line_start = start + stop = end + if data[stop : stop + 1] == b"\n": + stop += 1 + data = data[:line_start] + data[stop:] + return data.decode("utf-8") + + +def _namespace_declarations(root_start_tag: str) -> str: + return " ".join( + match.group(0) for match in NAMESPACE_DECLARATION_RE.finditer(root_start_tag) + ) + + +def _wrap_fragment(fragment: str, namespaces: str) -> str: + opening = f"<{WRAPPER_TAG} {namespaces}>" if namespaces else f"<{WRAPPER_TAG}>" + return f"{opening}\n{fragment}\n" + + +def _parse_wrapped(fragment: str, namespaces: str, kind: str) -> ET.Element: + try: + wrapper = ET.fromstring(_wrap_fragment(fragment, namespaces)) + except ET.ParseError as error: + raise ResourceError( + f"Rendered {kind} fragment is not well-formed XML: {error}" + ) from error + children = list(wrapper) + if len(children) != 1: + raise ResourceError( + f"Rendered {kind} fragment must contain exactly one root element" + ) + return children[0] + + +def _confirm_fragment(fragment: str, expected: ET.Element, namespaces: str) -> None: + """Verify a spliced fragment reparses to the element the parser reported.""" + extracted = _parse_wrapped(fragment, namespaces, expected.tag) + if extracted.tag != expected.tag or extracted.attrib != expected.attrib: + raise ResourceError( + f"Extracted <{expected.tag}> fragment does not match the parsed bookmark" + ) + if [child.tag for child in extracted] != [child.tag for child in expected]: + raise ResourceError( + f"Extracted <{expected.tag}> fragment lost or gained child elements" + ) + + +def _template_path(plugin_root: Path, entry: dict[str, object]) -> Path: + relative = str(entry["path"]) + if relative.startswith("./"): + relative = relative[2:] + return Path(plugin_root) / "resources" / relative + + +def _executable_entry( + catalog: dict[str, object], resource_id: str +) -> dict[str, object]: + try: + entry = find_resource(catalog, resource_id) + except KeyError: + raise ResourceError(f"Unknown resource: {resource_id}") from None + if entry.get("tier") != "executable": + reasons = ( + ", ".join(entry.get("classificationReasons") or []) or "not executable" + ) + raise ResourceError( + f"Resource {resource_id} is reference-only and cannot be rendered " + f"({reasons})" + ) + return entry + + +def _read_verified_bookmark(plugin_root: Path, entry: dict[str, object]) -> bytes: + path = _template_path(plugin_root, entry) + try: + data = path.read_bytes() + except OSError as error: + raise ResourceError(f"Cannot read template {entry['path']}: {error}") from error + digest = hashlib.sha256(data).hexdigest() + if digest != entry.get("sha256"): + raise ResourceError( + f"Template {entry['path']} does not match the catalog hash " + f"(expected {entry.get('sha256')}, found {digest}); regenerate the catalog" + ) + return data + + +def _single_span( + elements: list[tuple[str, int, int, int]], tag: str +) -> tuple[int, int] | None: + spans = [ + (start, end) + for element_tag, depth, start, end in elements + if depth == 1 and element_tag == tag + ] + if len(spans) > 1: + return None + return spans[0] if spans else None + + +def _extract_fragments(data: bytes) -> tuple[str, str, str | None, ET.Element, str]: + """Extract the ````, ````, and root ```` fragments. + + Offsets come from expat and every fragment is reparsed and compared with + the element ``ElementTree`` reported, so a text splice can never silently + disagree with the document's real structure. + """ + try: + root = ET.fromstring(data) + except ET.ParseError as error: + raise ResourceError(f"Malformed bookmark XML: {error}") from error + if root.tag != "bookmark": + raise ResourceError( + f"Template root element must be , found <{root.tag}>" + ) + + elements = _scan_elements(data) + root_start = next( + start + for tag, depth, start, _end in elements + if depth == 0 and tag == "bookmark" + ) + namespaces = _namespace_declarations( + data[root_start : _tag_end(data, root_start)].decode("utf-8") + ) + + window_span = _single_span(elements, "window") + table_span = _single_span(elements, "table") + if ( + window_span is None + or table_span is None + or len(root.findall("window")) != 1 + or len(root.findall("table")) != 1 + ): + raise ResourceError( + "Template must contain exactly one and one
element" + ) + cards_span = _single_span(elements, "cards") + + window = data[window_span[0] : window_span[1]].decode("utf-8") + table = data[table_span[0] : table_span[1]].decode("utf-8") + _confirm_fragment(window, root.find("window"), namespaces) + _confirm_fragment(table, root.find("table"), namespaces) + cards_spans = [ + (start, end) + for tag, depth, start, end in elements + if depth == 1 and tag == "cards" + ] + if len(cards_spans) > 1: + raise ResourceError( + "Template contains more than one root-level element" + ) + cards = ( + data[cards_span[0] : cards_span[1]].decode("utf-8") + if cards_span is not None + else None + ) + return window, table, cards, root, namespaces + + +def _hoist_cards(window: str, cards: str | None) -> str: + """Move a root-level ```` block into a window that lacks one.""" + if cards is None: + return window + data = window.encode("utf-8") + existing = [ + tag + for tag, depth, _start, _end in _scan_elements(data) + if depth == 1 and tag == "cards" + ] + if existing: + return window + insert_at = _tag_end(data, 0) + if data[insert_at - 2 : insert_at] == b"/>": + raise ResourceError("Cannot hoist into a self-closing ") + return ( + data[:insert_at].decode("utf-8") + + "\n" + + cards + + data[insert_at:].decode("utf-8") + ) + + +def _donor_dependency_spans( + data: bytes, elements: list[tuple[str, int, int, int]], donor: str +) -> list[tuple[int, int]]: + """Return the byte spans of ```` for the donor.""" + return [ + (start, end) + for tag, _depth, start, end in elements + if tag == "datasource-dependencies" + and _unescape(_tag_attributes(data, start).get("datasource") or "") == donor + ] + + +def _declared_fields(table: str, donor: str) -> tuple[dict[str, str], set[str]]: + """Return the donor's column-instance-to-base map and declared base fields. + + Scoped to ```` blocks belonging to the donor so a + pseudo-datasource block (for example workbook parameters) is never treated + as a mappable donor column. + """ + data = table.encode("utf-8") + elements = _scan_elements(data) + scopes = _donor_dependency_spans(data, elements, donor) + if not scopes: + raise ResourceError( + f"Template does not contain datasource dependencies for donor {donor}" + ) + + instances: dict[str, str] = {} + columns: set[str] = set() + for tag, _depth, start, _end in elements: + if tag not in ("column", "column-instance"): + continue + if not any(begin <= start < finish for begin, finish in scopes): + continue + attributes = _tag_attributes(data, start) + name = attributes.get("name") or "" + if not (name.startswith("[") and name.endswith("]")): + continue + bare = name[1:-1] + if tag == "column-instance": + base = attributes.get("column") or "" + if base.startswith("[") and base.endswith("]"): + instances[bare] = base[1:-1] + elif attributes.get("datatype"): + columns.add(bare) + return instances, columns + + +def _remove_unused_donor_declarations( + table: str, donor: str, required_fields: set[str] +) -> str: + """Drop donor column metadata that has no explicit mapping contract.""" + data = table.encode("utf-8") + elements = _scan_elements(data) + scopes = _donor_dependency_spans(data, elements, donor) + spans: list[tuple[int, int]] = [] + for tag, _depth, start, end in elements: + if tag not in ("column", "column-instance"): + continue + if not any(begin <= start < finish for begin, finish in scopes): + continue + attributes = _tag_attributes(data, start) + reference = ( + attributes.get("name") if tag == "column" else attributes.get("column") + ) or "" + if not (reference.startswith("[") and reference.endswith("]")): + continue + logical_name = _logical_field_name(reference[1:-1]) + if logical_name in required_fields or _is_exempt_field(logical_name): + continue + spans.append((start, end)) + + for start, end in sorted(spans, reverse=True): + line_start = start + while line_start > 0 and data[line_start - 1 : line_start] in (b" ", b"\t"): + line_start -= 1 + if data[line_start - 1 : line_start] != b"\n": + line_start = start + stop = end + if data[stop : stop + 1] == b"\n": + stop += 1 + data = data[:line_start] + data[stop:] + return data.decode("utf-8") + + +def _catalog_source_datatypes(entry: dict) -> dict[str, str]: + """Return the datatype the catalog records for each donor source field.""" + return { + str(field["sourceField"]): str(field["datatype"]) + for field in entry.get("fields") or [] + if field.get("sourceField") and field.get("datatype") + } + + +def _donor_column_datatypes(table: str, donor: str) -> dict[str, str]: + """Return the datatype each donor dependency ```` declares. + + Used only as a fallback source contract: the catalog records the same + datatypes and is authoritative, but a template whose catalog entry predates + that field still declares it here. + """ + data = table.encode("utf-8") + elements = _scan_elements(data) + scopes = _donor_dependency_spans(data, elements, donor) + declared: dict[str, str] = {} + for tag, _depth, start, _end in elements: + if tag != "column" or not any( + begin <= start < finish for begin, finish in scopes + ): + continue + attributes = _tag_attributes(data, start) + name = attributes.get("name") or "" + datatype = attributes.get("datatype") + if datatype and name.startswith("[") and name.endswith("]"): + declared.setdefault(_logical_field_name(name[1:-1]), _unescape(datatype)) + return declared + + +def _attribute_quote(data: bytes, start: int, end: int) -> str: + """Return the quote character an attribute's value is written with.""" + text = data[start:end].decode("utf-8") + return text[text.index("=") + 1 :].lstrip()[0] + + +def _retype_mapped_columns( + table: str, + donor: str, + field_mappings: dict[str, str], + target_fields: dict[str, FieldMetadata], +) -> str: + """Restate a mapped dependency column's type from the target's metadata. + + Once a declaration's name has been rewritten to a target field, the + donor's ``datatype``, ``user-datatype``, and ``role`` describe a field that + is no longer there, so they are replaced with the target's own. Nothing + else on the declaration is touched: the aggregation, the pivot, the + nominal/ordinal/quantitative pair and the rest all stay correct because a + mapping may not cross a datatype family. An attribute the donor did not + declare is not added, and a value the workbook does not declare is not + invented — for ``user-datatype`` the target's datatype stands in, which is + what Tableau writes for a field whose display type is its storage type. + + Each replacement is spliced over the attribute's own byte span, so no + other byte of the fragment moves. + """ + if not field_mappings or not target_fields: + return table + data = table.encode("utf-8") + elements = _scan_elements(data) + scopes = _donor_dependency_spans(data, elements, donor) + edits: list[tuple[int, int, bytes]] = [] + for tag, _depth, start, _end in elements: + if tag != "column" or not any( + begin <= start < finish for begin, finish in scopes + ): + continue + spans = _tag_attribute_spans(data, start) + raw = next((value for name, value, _s, _e in spans if name == "name"), "") + if not (raw.startswith("[") and raw.endswith("]")): + continue + metadata = target_fields.get( + field_mappings.get(_logical_field_name(raw[1:-1]), "") + ) + if metadata is None: + continue + wanted = { + "datatype": metadata.datatype, + "user-datatype": metadata.user_datatype or metadata.datatype, + "role": metadata.role, + } + for name, value, span_start, span_end in spans: + if name not in DEPENDENCY_METADATA_ATTRIBUTES: + continue + replacement = wanted[name] + if replacement is None or _unescape(value) == replacement: + continue + quote = _attribute_quote(data, span_start, span_end) + edits.append( + ( + span_start, + span_end, + f"{name}={quote}{escape_attribute(replacement)}{quote}".encode( + "utf-8" + ), + ) + ) + for start, end, replacement in sorted(edits, reverse=True): + data = data[:start] + replacement + data[end:] + return data.decode("utf-8") + + +def _donor_metadata_references( + table: str, donor: str +) -> list[tuple[str, str, int, int]]: + """Return donor-only metadata references as ``(logical, raw, start, end)``. + + Each entry is one occurrence of a :data:`DONOR_METADATA_ATTRIBUTES` + attribute whose value is a single bracketed donor field, with the byte span + of the whole attribute so it can be stripped when the caller omits it. + """ + data = table.encode("utf-8") + elements = _scan_elements(data) + scopes = _donor_dependency_spans(data, elements, donor) + found: list[tuple[str, str, int, int]] = [] + for tag, _depth, start, _end in elements: + if not any(tag == element for element, _attribute in DONOR_METADATA_ATTRIBUTES): + continue + if not any(begin <= start < finish for begin, finish in scopes): + continue + for name, value, span_start, span_end in _tag_attribute_spans(data, start): + if (tag, name) not in DONOR_METADATA_ATTRIBUTES: + continue + if not (value.startswith("[") and value.endswith("]")): + raise ResourceError( + f"Template metadata attribute {name} is not a single field " + f"reference: {value}" + ) + raw = value[1:-1] + logical_name = _logical_field_name(raw) + if _is_exempt_field(logical_name): + continue + found.append((logical_name, raw, span_start, span_end)) + return found + + +def _donor_metadata_fields(table: str, donor: str) -> dict[str, set[str]]: + """Map each metadata-only donor field to the raw forms naming it.""" + discovered: dict[str, set[str]] = {} + for logical_name, raw, _start, _end in _donor_metadata_references(table, donor): + discovered.setdefault(logical_name, set()).add(raw) + return discovered + + +def _strip_unmapped_donor_metadata(table: str, donor: str, mapped: set[str]) -> str: + """Delete donor-only metadata attributes the caller did not map. + + Dropping provenance metadata is safe — Tableau re-derives it from the + target datasource — and it is the only alternative to emitting a donor + field name the target datasource may not have. + """ + data = table.encode("utf-8") + spans = sorted( + ( + (start, end) + for logical_name, _raw, start, end in _donor_metadata_references( + table, donor + ) + if logical_name not in mapped + ), + reverse=True, + ) + for start, end in spans: + while start > 0 and data[start - 1 : start] in (b" ", b"\t"): + start -= 1 + data = data[:start] + data[end:] + return data.decode("utf-8") + + +def _is_exempt_field(logical_name: str) -> bool: + return ( + logical_name.startswith(":") + or logical_name in PSEUDO_FIELD_NAMES + or bool(GENERATED_FIELD_RE.match(logical_name)) + ) + + +def _donor_source_fields( + text: str, donor: str, instances: dict[str, str], columns: set[str] +) -> dict[str, set[str]]: + """Map each donor field logical name to the raw forms found in ``text``. + + Every donor-qualified reference in the raw XML is resolved, not only the + fields the catalog recorded as placed on a shelf, so a reference hiding in + a card, style rule, or sort can never survive unmapped. + """ + discovered: dict[str, set[str]] = {} + for datasource_raw, field_raw in QUALIFIED_REF_RE.findall(text): + if _logical_field_name(datasource_raw) != donor: + continue + if _is_exempt_field(_logical_field_name(field_raw)): + continue + base_raw = _resolve_base_field(field_raw, instances, columns) + if base_raw is None: + raise ResourceError( + f"Template contains an unresolved donor field reference: " + f"[{donor}].[{_logical_field_name(field_raw)}]" + ) + discovered.setdefault(_logical_field_name(base_raw), set()).add(base_raw) + return discovered + + +def _resolve_base_field( + field_raw: str, instances: dict[str, str], columns: set[str] +) -> str | None: + if field_raw in instances: + return instances[field_raw] + if field_raw in columns: + return field_raw + derived = DERIVED_SEGMENT_RE.match(field_raw) + if derived: + return derived.group(2) + return None + + +def _check_supplied_value(label: str, name: str, value: str) -> None: + if not value.strip(): + raise ResourceError(f"{label} {name} must have a non-empty value") + if TEMPLATE_TOKEN_RE.search(value) or "{{" in value: + raise ResourceError( + f"{label} {name} value must not contain a template token: {value}" + ) + + +def _validate_field_mappings( + required: dict[str, set[str]], + optional: dict[str, set[str]], + field_mappings: dict[str, str] | None, +) -> dict[str, str]: + supplied = dict(field_mappings or {}) + allowed = set(required) | set(optional) + unknown = sorted(name for name in supplied if name not in allowed) + if unknown: + raise ResourceError( + f"Unknown field mappings: {', '.join(unknown)} " + f"(declared fields: {', '.join(sorted(allowed))})" + ) + missing = sorted(name for name in required if name not in supplied) + if missing: + raise ResourceError(f"Missing field mappings: {', '.join(missing)}") + for name, target in supplied.items(): + _check_supplied_value("Field mapping", name, target) + return supplied + + +def parameter_contracts(entry: dict[str, object]) -> dict[str, dict[str, object]]: + """Return the resource's typed parameter contracts, keyed by name. + + The generated catalog carries a complete typed contract for every explicit + ``{{PARAMETER}}`` token, so validation never depends on + ``catalog-overrides.json`` being present at runtime. A declared token + without a recognized type — a stale or hand-edited catalog — is rejected + rather than validated loosely. + """ + contracts: dict[str, dict[str, object]] = {} + for declared in entry.get("parameters") or []: + if not isinstance(declared, dict) or not declared.get("name"): + raise ResourceError( + f"Resource {entry['id']} declares parameter {declared!r} without a " + "typed contract; regenerate the catalog" + ) + name = str(declared["name"]) + kind = declared.get("type") + if kind not in PARAMETER_TYPES: + raise ResourceError( + f"Parameter {name} of resource {entry['id']} has no typed contract " + f"(type={kind!r}); regenerate the catalog" + ) + if kind == "enum" and not (declared.get("allowed") or []): + raise ResourceError( + f"Enum parameter {name} of resource {entry['id']} declares no " + "allowed values; regenerate the catalog" + ) + contracts[name] = declared + return contracts + + +def _validate_parameters( + contracts: dict[str, dict[str, object]], + parameters: dict[str, str] | None, +) -> dict[str, str]: + supplied = dict(parameters or {}) + declared_names = list(contracts) + unknown = sorted(name for name in supplied if name not in declared_names) + if unknown: + raise ResourceError( + f"Unknown parameters: {', '.join(unknown)} " + f"(declared parameters: {', '.join(sorted(declared_names)) or 'none'})" + ) + + validated: dict[str, str] = {} + missing: list[str] = [] + for name in sorted(declared_names): + contract = contracts[name] + if name not in supplied: + if contract.get("required", True): + missing.append(name) + continue + value = supplied[name] + _check_supplied_value("Parameter", name, value) + kind = contract["type"] + if kind == "date": + try: + datetime.date.fromisoformat(value) + except ValueError: + raise ResourceError( + f"Parameter {name} must be an ISO-8601 date (YYYY-MM-DD), " + f"got: {value}" + ) from None + elif kind == "enum": + allowed = contract.get("allowed") or [] + if value not in allowed: + raise ResourceError( + f"Parameter {name} must be one of: {', '.join(allowed)} " + f"(got: {value})" + ) + elif kind == "number": + try: + float(value) + except ValueError: + raise ResourceError( + f"Parameter {name} must be a number, got: {value}" + ) from None + validated[name] = value + if missing: + raise ResourceError(f"Missing parameters: {', '.join(missing)}") + return validated + + +def _replace_datasource( + text: str, donor: str, target: str, target_caption: str | None = None +) -> str: + """Rewrite donor datasource names in qualified references and attributes. + + ``name`` and ``datasource`` attributes address the datasource, so they take + its internal name, and so does every qualified reference. ``caption`` is + the label Tableau displays, so it takes ``target_caption``: a workbook's + internal name is often a ``federated.`` string, and putting that in + the caption would show the hash to the reader. It defaults to the internal + name, which is the right label for a datasource that declares no caption. + """ + text = QUALIFIED_REF_RE.sub( + lambda match: ( + f"[{_bracket_reference(target)}].[{match.group(2)}]" + if _logical_field_name(match.group(1)) == donor + else match.group(0) + ), + text, + ) + replacements = { + attribute: escape_attribute( + target if attribute != "caption" or target_caption is None + else target_caption + ) + for attribute in DATASOURCE_NAME_ATTRIBUTES + } + + def replace_attribute(match: re.Match[str]) -> str: + name, quote, value = match.groups() + if name in DATASOURCE_NAME_ATTRIBUTES and _unescape(value) == donor: + return f"{name}={quote}{replacements[name]}{quote}" + return match.group(0) + + return ATTRIBUTE_RE.sub(replace_attribute, text) + + +def _field_patterns(raw_forms: list[str]) -> tuple[re.Pattern[str], re.Pattern[str]]: + # Longest raw form first so a field name that is a prefix of another can + # never win the match. + alternation = "|".join( + re.escape(form) for form in sorted(raw_forms, key=len, reverse=True) + ) + base = re.compile(rf"\[({alternation})\](?!\.\[)") + derived = re.compile(rf"\[([^\[\]:]+):({alternation}):([^\[\]:]+)\]") + return base, derived + + +def _replace_fields(text: str, raw_to_target: dict[str, str]) -> str: + """Rewrite bracketed base fields and ``derivation:field:role`` segments. + + Both replacements run as a single pass over the alternation of source + names so mappings that swap two fields cannot chain into each other. + """ + if not raw_to_target: + return text + base, derived = _field_patterns(list(raw_to_target)) + text = base.sub(lambda match: f"[{raw_to_target[match.group(1)]}]", text) + return derived.sub( + lambda match: ( + f"[{match.group(1)}:{raw_to_target[match.group(2)]}:{match.group(3)}]" + ), + text, + ) + + +def _replace_parameters(text: str, parameters: dict[str, str]) -> str: + for name, value in parameters.items(): + text = text.replace("{{" + name + "}}", escape_attribute(value)) + return text + + +def _fragment_uuid(resource_id: str, worksheet_name: str, kind: str) -> str: + derived = uuid.uuid5( + FRAGMENT_UUID_NAMESPACE, f"{resource_id}\n{worksheet_name}\n{kind}" + ) + return "{%s}" % str(derived).upper() + + +def _replace_simple_ids(fragment: str, kind: str, identifier: str) -> str: + """Replace the fragment's own ``simple-id`` with a derived identifier. + + One identifier is derived per fragment, so a fragment carrying more than + one ```` is rejected rather than given duplicate identifiers. + """ + if len(SIMPLE_ID_RE.findall(fragment)) > 1: + raise ResourceError( + f"Template {kind} fragment declares more than one " + ) + return SIMPLE_ID_RE.sub( + lambda match: f"{match.group(1)}{match.group(2)}{identifier}{match.group(2)}", + fragment, + ) + + +def _set_window_identity(window: str, worksheet_name: str) -> str: + """Force the window's class and name to the output worksheet name.""" + data = window.encode("utf-8") + tag_end = _tag_end(data, 0) + start_tag = data[:tag_end].decode("utf-8") + self_closing = start_tag.endswith("/>") + preserved = [ + f"{name}={quote}{value}{quote}" + for name, quote, value in ( + (match.group(1), match.group(2), match.group(3)) + for match in ATTRIBUTE_RE.finditer(start_tag) + ) + if name not in ("class", "name") + ] + attributes = [ + "class='worksheet'", + f"name='{escape_attribute(worksheet_name)}'", + *preserved, + ] + rebuilt = f"' if self_closing else '>'}" + return rebuilt + data[tag_end:].decode("utf-8") + + +def _without_target_caption(fragment: str, target_caption: str | None) -> str: + """Drop every ``caption`` attribute holding the target's own label. + + The donor-text scan below looks for the donor's name anywhere in the + fragment, which is deliberately blunt: it is the check that catches donor + residue in places this module does not enumerate. But a target datasource + may legitimately be captioned after the donor — "Sample - Superstore" is a + real workbook's label, not just a template's donor — and the renderer + writes that caption itself. Removing exactly the attributes it wrote, and + only where the value is the whole caption, keeps the scan blunt everywhere + else: a caption on another element, or one that merely contains the + donor's name, is left in place to be judged. + """ + if target_caption is None: + return fragment + return ATTRIBUTE_RE.sub( + lambda match: ( + "" + if match.group(1) == "caption" + and _unescape(match.group(3)) == target_caption + else match.group(0) + ), + fragment, + ) + + +def _reject_unsafe_output( + fragments: dict[str, str], + *, + donor: str, + target_datasource: str, + raw_to_logical: dict[str, str], + field_mappings: dict[str, str], + target_caption: str | None = None, +) -> None: + """Fail closed on any donor residue, stale field, or unresolved token. + + ``raw_to_logical`` covers every donor field reference discovered in the + template, mapped or not, so an unmapped donor field that escaped stripping + is caught here rather than emitted. + + ``target_caption`` is the label the renderer gave the target datasource. + It is exempt from the donor-name scan, because a caption displays a + datasource rather than addressing one: no amount of donor-looking text in + it can make the output point back at the donor. Everything that does + address a datasource — a qualified reference, a ``name`` or ``datasource`` + attribute — is judged unchanged. Omitting it exempts nothing. + """ + # A source name that is also somebody's mapping target legitimately + # survives in the output, so it cannot be checked for residue. + targets = set(field_mappings.values()) + stale_raw = [ + raw + for raw, logical in raw_to_logical.items() + if field_mappings.get(logical) != logical and logical not in targets + ] + base_pattern, derived_pattern = ( + _field_patterns(stale_raw) if stale_raw else (None, None) + ) + + for kind, fragment in fragments.items(): + if donor != target_datasource: + donor_qualified = any( + _logical_field_name(datasource_raw) == donor + for datasource_raw, _field_raw in QUALIFIED_REF_RE.findall(fragment) + ) + donor_attribute = any( + name in DATASOURCE_ADDRESS_ATTRIBUTES and _unescape(value) == donor + for name, _quote, value in ATTRIBUTE_RE.findall(fragment) + ) + donor_text = donor not in target_datasource and donor in _unescape( + _without_target_caption(fragment, target_caption) + ) + if donor_qualified or donor_attribute or donor_text: + raise ResourceError( + f"Rendered {kind} fragment still references the donor " + f"datasource {donor}" + ) + if base_pattern is not None: + stale = base_pattern.search(fragment) or derived_pattern.search(fragment) + if stale: + raise ResourceError( + f"Rendered {kind} fragment still references the unmapped donor " + f"field {stale.group(0)}" + ) + token = TEMPLATE_TOKEN_RE.search(fragment) + if token: + raise ResourceError( + f"Rendered {kind} fragment contains an unresolved template token: " + f"{token.group(0)}" + ) + foreign = next( + ( + match.group(0) + for match in FEDERATED_RE.finditer(fragment) + if _unescape(match.group(0)) != target_datasource + ), + None, + ) + if foreign is not None: + raise ResourceError( + f"Rendered {kind} fragment references the federated datasource " + f"{foreign}, which is not the target datasource " + f"{target_datasource}" + ) + + +def render_bookmark( + plugin_root: Path, + resource_id: str, + worksheet_name: str, + datasource_name: str, + field_mappings: dict[str, str], + parameters: dict[str, str], + *, + datasource_caption: str | None = None, + target_fields: dict[str, FieldMetadata] | None = None, +) -> tuple[str, str]: + """Render one executable bookmark into worksheet and window fragments. + + Returns the ```` and ```` XML text for insertion into a + workbook. Raises :class:`ResourceError` for a non-executable resource, + catalog drift, an incomplete or undeclared mapping, an invalid parameter, + a mapping the target's types cannot support, or any output that still + carries donor state. + + ``datasource_caption`` is the label the rendered view shows for the target + datasource, defaulting to its internal name. ``target_fields`` is the + target's declared field metadata; supplying it enables the datatype + compatibility check and restates each mapped dependency declaration from + the target's own types. Both are optional so a caller holding only a + datasource name can still render, exactly as before. + """ + # The caption is copied into the rendered view, so it is held to the same + # standard as the names: a workbook whose caption still carries a template + # token would otherwise push that token into the output. + supplied = [ + ("worksheet_name", worksheet_name), + ("datasource_name", datasource_name), + ] + if datasource_caption is not None: + supplied.append(("datasource_caption", datasource_caption)) + for label, value in supplied: + if not value.strip(): + raise ResourceError(f"{label} must not be empty") + if TEMPLATE_TOKEN_RE.search(value) or "{{" in value: + raise ResourceError( + f"{label} must not contain a template token: {value}" + ) + + plugin_root = Path(plugin_root) + entry = _executable_entry(load_catalog(plugin_root), resource_id) + data = _read_verified_bookmark(plugin_root, entry) + + donors = list(entry.get("datasources") or []) + if len(donors) != 1: + raise ResourceError( + f"Resource {resource_id} must declare exactly one donor datasource, " + f"found: {', '.join(donors) or 'none'}" + ) + donor = donors[0] + + window, table, cards, _root, namespaces = _extract_fragments(data) + + window = _hoist_cards(window, cards) + window = _remove_elements(window, "highlight") + table = _remove_elements(table, "highlight") + + instances, columns = _declared_fields(table, donor) + required = _donor_source_fields(window + table, donor, instances, columns) + for field in entry.get("fields") or []: + source = field["sourceField"] + required.setdefault(source, set()).add(_bracket_reference(source)) + + # Donor-only provenance metadata names a column without qualifying it, so + # it is offered as an optional mapping and stripped when unmapped. + metadata_fields = { + logical_name: raw_forms + for logical_name, raw_forms in _donor_metadata_fields(table, donor).items() + if logical_name not in required + } + + mappings = _validate_field_mappings(required, metadata_fields, field_mappings) + validated_parameters = _validate_parameters(parameter_contracts(entry), parameters) + + table = _strip_unmapped_donor_metadata(table, donor, set(mappings)) + table = _remove_unused_donor_declarations( + table, donor, set(required) | set(mappings) + ) + + if target_fields is not None: + source_types = _donor_column_datatypes(table, donor) + source_types.update(_catalog_source_datatypes(entry)) + _validate_mapping_types(source_types, target_fields, mappings) + table = _retype_mapped_columns(table, donor, mappings, target_fields) + + discovered = { + logical_name: set(raw_forms) for logical_name, raw_forms in required.items() + } + for logical_name, raw_forms in metadata_fields.items(): + discovered.setdefault(logical_name, set()).update(raw_forms) + + raw_to_logical: dict[str, str] = {} + for logical, raw_forms in discovered.items(): + for raw in raw_forms: + raw_to_logical[raw] = logical + raw_to_target = { + raw: _bracket_reference(mappings[logical]) + for raw, logical in raw_to_logical.items() + if logical in mappings + } + + # A datasource that declares no caption is labelled by its internal name, + # so that is the label the output carries and the one exempt from the + # donor-name scan below. + caption = datasource_name if datasource_caption is None else datasource_caption + + rendered: dict[str, str] = {} + for kind, fragment in (("worksheet", table), ("window", window)): + fragment = _replace_datasource(fragment, donor, datasource_name, caption) + fragment = _replace_fields(fragment, raw_to_target) + fragment = _replace_parameters(fragment, validated_parameters) + fragment = _replace_simple_ids( + fragment, kind, _fragment_uuid(resource_id, worksheet_name, kind) + ) + rendered[kind] = fragment + + rendered["worksheet"] = ( + f"\n" + f"{rendered['worksheet']}\n" + "" + ) + rendered["window"] = _set_window_identity(rendered["window"], worksheet_name) + + _reject_unsafe_output( + rendered, + donor=donor, + target_datasource=datasource_name, + raw_to_logical=raw_to_logical, + field_mappings=mappings, + target_caption=caption, + ) + for kind, fragment in rendered.items(): + _parse_wrapped(fragment, namespaces, kind) + return rendered["worksheet"], rendered["window"] + + +def _read_text(path: Path, label: str) -> str: + """Read a UTF-8 file without translating its line endings. + + ``read_text`` would turn every CRLF into a bare LF, which a bounded splice + would then write back as a whole-file rewrite. + """ + try: + return Path(path).read_bytes().decode("utf-8") + except (OSError, UnicodeDecodeError) as error: + raise ResourceError(f"Cannot read {label} {path}: {error}") from error + + +def _parse_workbook(twb_text: str) -> ET.Element: + """Parse workbook text and confirm it has a ```` root.""" + try: + root = ET.fromstring(twb_text) + except ET.ParseError as error: + raise ResourceError(f"Workbook is not well-formed XML: {error}") from error + if root.tag != "workbook": + raise ResourceError( + f"Workbook root element must be , found <{root.tag}>" + ) + return root + + +def _metadata_record_fields(datasource: ET.Element) -> dict[str, FieldMetadata]: + """Return field metadata from ```` entries. + + A record describes a physical column of the connection. Tableau surfaces a + numeric one as a measure and everything else as a dimension, and that + default is the only role a record can imply, so it is the only role + reported here. + + Parsing is defensive and deterministic: a record of another class, one + with no ````, one that names a field without Tableau's + brackets, and a repeat of a name already seen are all skipped, so a + partial or hand-edited connection block cannot redefine a field. + """ + discovered: dict[str, FieldMetadata] = {} + for record in datasource.iter("metadata-record"): + if record.get("class") != METADATA_RECORD_COLUMN_CLASS: + continue + raw = (record.findtext("local-name") or "").strip() + if len(raw) <= 2 or not (raw.startswith("[") and raw.endswith("]")): + continue + name = unescape_bracket(raw[1:-1]) + if name in discovered: + continue + datatype = (record.findtext("local-type") or "").strip() or None + role = None + if datatype is not None: + role = ( + "measure" + if _datatype_family(datatype) == NUMERIC_FAMILY + else "dimension" + ) + # A record carries no separate display type, so the physical type is + # the most this layer can honestly say about both. + discovered[name] = FieldMetadata(datatype, datatype, role) + return discovered + + +def _column_fields(datasource: ET.Element) -> dict[str, FieldMetadata]: + """Return field metadata from explicit ```` declarations.""" + discovered: dict[str, FieldMetadata] = {} + for column in datasource.iter("column"): + name = _bracketed_name(column, "name") + if name is None or name in discovered: + continue + discovered[name] = FieldMetadata( + column.get("datatype"), + column.get("user-datatype"), + column.get("role"), + ) + return discovered + + +def inspect_datasource_metadata(twb_text: str) -> dict[str, DatasourceMetadata]: + """Return each global datasource's caption and field metadata. + + Only datasources declared in the workbook's own ```` container + are reported. A worksheet's per-view ```` block names the same + datasource but carries only the columns that view happens to use, so + including it would let a mapping validate against an incomplete field list. + + A field is discovered from either layer a real workbook may use: an + explicit ```` declaration, or a ```` + entry under the connection. A physical column the author has never + customized appears only as a metadata record, so reading just ```` + would report a workbook's own fields as missing. Where both layers + describe one field the explicit declaration wins, because that is the + logical definition Tableau itself reads. + """ + root = _parse_workbook(twb_text) + container = root.find("datasources") + if container is None: + raise ResourceError("Workbook has no container") + + discovered: dict[str, DatasourceMetadata] = {} + for datasource in container.findall("datasource"): + name = datasource.get("name") or "" + if not name.strip(): + raise ResourceError("Workbook declares a without a name") + if name in discovered: + raise ResourceError( + f"Workbook declares datasource {name} more than once" + ) + fields = _metadata_record_fields(datasource) + fields.update(_column_fields(datasource)) + discovered[name] = DatasourceMetadata( + (datasource.get("caption") or "").strip() or name, fields + ) + return discovered + + +def inspect_datasources(twb_text: str) -> dict[str, set[str]]: + """Return each global datasource's internal name and its field names. + + A thin view over :func:`inspect_datasource_metadata` for callers that only + need to know which fields exist. + """ + return { + name: set(metadata.fields) + for name, metadata in inspect_datasource_metadata(twb_text).items() + } + + +def _validate_target_fields( + datasources: dict[str, DatasourceMetadata], + datasource_name: str, + field_mappings: dict[str, str], +) -> None: + """Confirm the target datasource and every mapped target field exist.""" + if datasource_name not in datasources: + available = ", ".join(sorted(datasources)) or "none" + raise ResourceError( + f"Workbook has no datasource named {datasource_name} " + f"(available: {available})" + ) + fields = datasources[datasource_name].fields + missing = sorted( + {target for target in field_mappings.values() if target not in fields} + ) + if missing: + available = ", ".join(sorted(fields)) or "none" + raise ResourceError( + f"Datasource {datasource_name} has no field named " + f"{', '.join(missing)} (available: {available})" + ) + + +def _validate_mapping_types( + source_types: dict[str, str], + target_fields: dict[str, FieldMetadata], + field_mappings: dict[str, str], +) -> None: + """Reject a mapping whose target field cannot carry the source's data. + + Tableau's datatypes fall into families that behave the same way on a + shelf. Within one family a template survives being repointed: an integer + measure works unchanged against a real, and a date dimension works against + a datetime, because the derivation, the shelf role, and the + nominal/ordinal/quantitative pair all stay valid. Crossing a family + boundary does not survive that way — a Sum of a string, or a date + truncation of a boolean, is not a viz this module can honestly produce — + so it fails here, before anything is rendered. + + A target field whose datatype cannot be determined is equally fatal: + rendering it would have to fall back to the donor's datatype, which is the + defect this check exists to prevent. + """ + problems: list[str] = [] + for source in sorted(field_mappings): + source_datatype = source_types.get(source) + source_family = _datatype_family(source_datatype) + if source_family is None: + # No recorded contract for this field, so there is nothing to + # compare the target against and nothing to assert. + continue + target = field_mappings[source] + metadata = target_fields.get(target) + target_datatype = metadata.datatype if metadata is not None else None + target_family = _datatype_family(target_datatype) + if target_family is None: + problems.append( + f"{source} -> {target} (target field declares no datatype; " + f"{source} is {source_datatype})" + ) + elif target_family != source_family: + problems.append( + f"{source} -> {target} ({source_datatype} is {source_family}, " + f"{target_datatype} is {target_family})" + ) + if problems: + raise ResourceError(f"Incompatible field mappings: {'; '.join(problems)}") + + +def _fragment_name(fragment: str, tag: str) -> str: + """Return the ``name`` attribute of a rendered fragment's root element.""" + data = fragment.encode("utf-8") + opening = f"<{tag}".encode("utf-8") + if not data.startswith(opening) or data[len(opening) : len(opening) + 1] not in ( + b" ", + b"\t", + b"\n", + b"\r", + b">", + b"/", + ): + raise ResourceError(f"Rendered fragment is not a <{tag}> element") + name = _unescape(_tag_attributes(data, 0).get("name") or "") + if not name: + raise ResourceError(f"Rendered <{tag}> fragment has no name attribute") + return name + + +def _closing_tag_offset(data: bytes, tag: str) -> int: + """Return the byte offset of the workbook's single ````.""" + closing = f"".encode("utf-8") + count = data.count(closing) + if count != 1: + detail = ( + f"an empty <{tag} /> container cannot receive a fragment" + if count == 0 and re.search(rf"<{tag}(\s[^<>]*)?/>", data.decode("utf-8")) + else f"found {count}" + ) + raise ResourceError( + f"Workbook must contain exactly one closing tag ({detail})" + ) + return data.index(closing) + + +def _expand_empty_container(text: str, tag: str) -> str: + """Rewrite a self-closing ```` container into an open/close pair. + + Applied only to the bundled starter, whose containers are empty by design. + A caller's workbook is never restructured this way: it must already carry + the container it is being asked to extend. + """ + if f"" in text: + return text + pattern = re.compile( + rf"^([ \t]*)<{tag}((?:\s[^<>]*?)?)\s*/>[ \t]*$", re.MULTILINE + ) + matches = list(pattern.finditer(text)) + if len(matches) != 1: + raise ResourceError( + f"Starter workbook must contain exactly one <{tag}> container, " + f"found {len(matches)}" + ) + match = matches[0] + indent = match.group(1) + replacement = f"{indent}<{tag}{match.group(2).rstrip()}>\n{indent}" + return text[: match.start()] + replacement + text[match.end() :] + + +def _insert_before(data: bytes, offset: int, fragment: str) -> bytes: + """Splice ``fragment`` into ``data`` immediately before ``offset``. + + Every byte before ``offset`` and every byte from ``offset`` onward is + carried over untouched; only the closing tag's own indentation is repeated + after the fragment so the result stays readable. + """ + line_start = data.rfind(b"\n", 0, offset) + 1 + indent = data[line_start:offset] + # The closing tag shares its line with other markup, so start a new line + # for the fragment instead of copying that markup as indentation. + lead, indent = (b"", indent) if not indent.strip() else (b"\n", b"") + return ( + data[:offset] + + lead + + fragment.encode("utf-8") + + b"\n" + + indent + + data[offset:] + ) + + +def inject_fragments(twb_text: str, worksheet: str, window: str) -> str: + """Insert one rendered worksheet/window pair into workbook text. + + Both fragments are placed immediately before the workbook's single + ```` and ```` closing tags. The workbook is parsed + to reject a duplicate worksheet or window name and to confirm the result is + well-formed, but it is never reserialized. + """ + worksheet_name = _fragment_name(worksheet, "worksheet") + window_name = _fragment_name(window, "window") + + root = _parse_workbook(twb_text) + for tag in ("worksheets", "windows"): + if root.find(tag) is None: + raise ResourceError(f"Workbook has no <{tag}> container") + if worksheet_name in { + item.get("name") for item in root.findall("worksheets/worksheet") + }: + raise ResourceError( + f"Workbook already contains a worksheet named {worksheet_name}; " + "choose a different --worksheet-name" + ) + if window_name in {item.get("name") for item in root.findall("windows/window")}: + raise ResourceError( + f"Workbook already contains a window named {window_name}; " + "choose a different --worksheet-name" + ) + + data = twb_text.encode("utf-8") + insertions = sorted( + ( + (_closing_tag_offset(data, "worksheets"), worksheet), + (_closing_tag_offset(data, "windows"), window), + ), + key=lambda insertion: insertion[0], + reverse=True, + ) + for offset, fragment in insertions: + data = _insert_before(data, offset, fragment) + + output = data.decode("utf-8") + written = _parse_workbook(output) + placed_worksheets = [ + item.get("name") for item in written.findall("worksheets/worksheet") + ] + placed_windows = [item.get("name") for item in written.findall("windows/window")] + if ( + placed_worksheets.count(worksheet_name) != 1 + or placed_windows.count(window_name) != 1 + ): + raise ResourceError( + "Injected fragments did not land exactly once in the workbook's " + " and containers" + ) + return output + + +def _bracketed_name(element: ET.Element, attribute: str) -> str | None: + """Return a bracketed identifier attribute's decoded name, if it has one.""" + raw = element.get(attribute) or "" + if len(raw) > 2 and raw.startswith("[") and raw.endswith("]"): + return unescape_bracket(raw[1:-1]) + return None + + +def _defined_fields(element: ET.Element) -> set[str]: + """Return every field name defined beneath ``element``. + + Relation metadata inside a connection names a table's physical columns + without brackets, so requiring brackets keeps physical column names out of + the datasource's field vocabulary. + """ + return { + name + for tag in FIELD_DEFINITION_TAGS + for child in element.iter(tag) + if (name := _bracketed_name(child, "name")) is not None + } + + +def _field_definitions(root: ET.Element) -> dict[str, set[str]]: + """Map each globally declared datasource to the fields it defines. + + Only the workbook's own ```` container declares a datasource. + A worksheet's ```` block names an already-declared + datasource and carries just the columns and column instances that view + uses, so it extends a declared field set and never creates one. + """ + definitions: dict[str, set[str]] = {} + for datasource in root.findall("datasources/datasource"): + name = datasource.get("name") or "" + definitions.setdefault(name, set()).update(_defined_fields(datasource)) + for dependencies in root.iter("datasource-dependencies"): + fields = definitions.get(dependencies.get("datasource") or "") + if fields is not None: + fields.update(_defined_fields(dependencies)) + return definitions + + +def _field_references(root: ET.Element) -> list[tuple[str, str]]: + """Return every ``[datasource].[field]`` pair a view element carries. + + Geographic metadata is skipped: a semantic role and a semantic-value key + are qualified names in Tableau's geocoding hierarchy, not references into + a datasource. A field definition's own attributes are skipped for the same + reason — they describe that field rather than pointing at another one — + while element text and everything nested inside a definition is still + scanned. Names arrive already entity-decoded from the parser, so only + Tableau's bracket escaping is undone. + """ + references: list[tuple[str, str]] = [] + + def collect(text: str) -> None: + references.extend( + (unescape_bracket(datasource), unescape_bracket(field)) + for datasource, field in QUALIFIED_REF_RE.findall(text) + ) + + for container in FIELD_REFERENCE_CONTAINERS: + for parent in root.findall(container): + for element in parent.iter(): + if element.tag not in NON_REFERENCE_TAGS: + for name, value in element.attrib.items(): + if name not in NON_REFERENCE_ATTRIBUTES: + collect(value) + for text in (element.text, element.tail): + if text: + collect(text) + return references + + +def _unresolved_field(defined: set[str], field: str) -> str | None: + """Return the name ``field`` fails to resolve to, or ``None``. + + A column instance that the workbook does not declare still resolves when + its ``derivation:field:role`` base field is defined, so an undeclared + instance of a real field is reported against that base field. + """ + if _is_exempt_field(field) or field in defined: + return None + derived = DERIVED_SEGMENT_RE.match(field) + if derived is None: + return field + base = derived.group(2) + return None if base in defined or _is_exempt_field(base) else base + + +def _repeated(names: list[str]) -> list[str]: + """Return each name that appears more than once, sorted and deduplicated.""" + return sorted({name for name in names if names.count(name) > 1}) + + +def validate_workbook_text(text: str) -> list[str]: + """Return workbook text's structural errors, ordered and deduplicated. + + An empty list means the workbook is structurally sound: it has the three + required containers, carries no unresolved template token or unresolved + ``federated.`` placeholder, names each worksheet and its window once and + consistently, and references only datasources and fields the workbook + itself defines. Errors are reported in a fixed rule order so a caller can + compare two runs, and a malformed or non-workbook document reports only + that, because every later rule would be guessing at its structure. + """ + try: + root = ET.fromstring(text) + except ET.ParseError: + return ["malformed-xml"] + if root.tag != "workbook": + return ["not-tableau-workbook"] + + errors: list[str] = [ + f"missing-{tag}-container" + for tag in REQUIRED_CONTAINERS + if root.find(tag) is None + ] + + if TEMPLATE_TOKEN_RE.search(text): + errors.append("unresolved-template-token") + + definitions = _field_definitions(root) + # A real connection is named "federated.", so a federated token is + # legitimate only when it names one of this workbook's own datasources. + if any( + _unescape(match.group(0)) not in definitions + for match in FEDERATED_RE.finditer(text) + ): + errors.append("unresolved-federated-placeholder") + + worksheet_names = [ + item.get("name") or "" for item in root.findall("worksheets/worksheet") + ] + windows = root.findall("windows/window") + errors.extend( + f"duplicate-worksheet-name: {name}" for name in _repeated(worksheet_names) + ) + errors.extend( + f"duplicate-window-name: {name}" + for name in _repeated([item.get("name") or "" for item in windows]) + ) + # Dashboard and story windows have no worksheet of their own, so only + # worksheet-class windows are paired. + worksheet_windows = { + item.get("name") or "" for item in windows if item.get("class") == "worksheet" + } + errors.extend( + f"worksheet-window-name-mismatch: {name}" + for name in sorted(set(worksheet_names) ^ worksheet_windows) + ) + + unknown_datasources: set[str] = set() + unknown_fields: set[str] = set() + for datasource, field in _field_references(root): + if datasource not in definitions: + unknown_datasources.add(datasource) + continue + unresolved = _unresolved_field(definitions[datasource], field) + if unresolved is not None: + unknown_fields.add(f"{datasource}.{unresolved}") + errors.extend( + f"unknown-datasource-reference: {name}" + for name in sorted(unknown_datasources) + ) + errors.extend( + f"unknown-field-reference: {name}" for name in sorted(unknown_fields) + ) + + return list(dict.fromkeys(errors)) + + +def validate_workbook(path: Path) -> list[str]: + """Return the structural errors of the workbook stored at ``path``.""" + return validate_workbook_text(_read_text(Path(path), "workbook")) + + +def _read_datasource_definition(path: Path) -> tuple[str, str]: + """Return one ```` element's text and its internal name.""" + path = Path(path) + text = _read_text(path, "datasource definition") + try: + root = ET.fromstring(text) + except ET.ParseError as error: + raise ResourceError( + f"Datasource definition {path} is not well-formed XML: {error}" + ) from error + if root.tag != "datasource": + raise ResourceError( + f"Datasource definition must be exactly one element, " + f"found <{root.tag}>" + ) + if root.findall(".//datasource"): + raise ResourceError( + "Datasource definition must contain exactly one element, " + "found nested datasources" + ) + name = root.get("name") or "" + if not name.strip(): + raise ResourceError( + "Datasource definition must declare a nonempty name attribute" + ) + + data = text.encode("utf-8") + spans = [ + (start, end) + for tag, depth, start, end in _scan_elements(data) + if depth == 0 and tag == "datasource" + ] + if len(spans) != 1: + raise ResourceError( + "Datasource definition must contain exactly one element" + ) + start, end = spans[0] + return data[start:end].decode("utf-8"), name + + +def _reject_introduced_errors(baseline_text: str, output: str) -> None: + """Block validation errors this run introduced, ignoring inherited ones. + + Validation is a delta against a baseline, not an absolute gate: a workbook + that already fails a rule — a hidden sheet with no window, a reference + this module cannot resolve — is the caller's to fix, and refusing to + extend it would make this CLI unusable against real workbooks it did not + create. What this run must never do is make the workbook worse, so any + error the output has and the baseline did not is fatal. + + The baseline is only the document this run inherited unchanged. Anything + this run puts into the output — the rendered sheet, and for ``instantiate`` + the caller's inserted ```` definition — is generated content + and is held to the full rules, so a definition carrying an unresolved + token cannot license that token in the result. Inherited errors are + reported alongside the fatal ones so a reader can tell which came from + where. + """ + baseline = validate_workbook_text(baseline_text) + inherited = set(baseline) + introduced = [ + error for error in validate_workbook_text(output) if error not in inherited + ] + if not introduced: + return + detail = f"Generated workbook failed validation: {', '.join(introduced)}" + if baseline: + detail += ( + " (pre-existing errors carried in from the input workbook: " + f"{', '.join(baseline)})" + ) + raise ResourceError(detail) + + +def _apply_resource( + twb_text: str, + *, + plugin_root: Path, + resource_id: str, + worksheet_name: str, + datasource_name: str, + field_mappings: dict[str, str] | None, + parameters: dict[str, str] | None, + baseline_text: str | None = None, +) -> str: + """Validate mappings against the workbook, render, inject, and verify. + + The transformed workbook is returned only after it introduces no new + validation error, so a caller never writes a workbook this run made worse. + + ``baseline_text`` is the document whose existing errors are inherited. It + defaults to ``twb_text``, which is correct when the caller supplied that + whole workbook. A caller that assembled ``twb_text`` itself must pass the + part it did not generate, so the part it did generate is still checked. + """ + mappings = dict(field_mappings or {}) + datasources = inspect_datasource_metadata(twb_text) + _validate_target_fields(datasources, datasource_name, mappings) + target = datasources[datasource_name] + worksheet, window = render_bookmark( + plugin_root, + resource_id, + worksheet_name, + datasource_name, + mappings, + dict(parameters or {}), + datasource_caption=target.caption, + target_fields=target.fields, + ) + output = inject_fragments(twb_text, worksheet, window) + _reject_introduced_errors( + twb_text if baseline_text is None else baseline_text, output + ) + return output + + +def _default_file_mode() -> int: + current = os.umask(0) + os.umask(current) + return 0o666 & ~current + + +def atomic_write(path: Path, content: str, overwrite: bool = False) -> None: + """Write ``content`` to ``path`` through a same-directory temporary file. + + The destination is only ever replaced by a fully written, fsynced file, so + an interrupted run cannot leave a partial workbook behind. + """ + path = Path(path) + if path.exists() and not overwrite: + raise ResourceError( + f"Refusing to replace existing file {path}; pass --overwrite to allow it" + ) + directory = path.parent + if not directory.is_dir(): + raise ResourceError(f"Output directory does not exist: {directory}") + + # A temporary file is created 0600, so replacing an existing workbook would + # otherwise silently narrow its permissions. + mode = path.stat().st_mode & 0o7777 if path.exists() else _default_file_mode() + + try: + handle = tempfile.NamedTemporaryFile( + "w", + encoding="utf-8", + newline="", + dir=directory, + prefix=f".{path.name}.", + suffix=".tmp", + delete=False, + ) + except OSError as error: + raise ResourceError(f"Cannot write {path}: {error}") from error + + temporary = Path(handle.name) + try: + with handle: + handle.write(content) + handle.flush() + os.fsync(handle.fileno()) + os.chmod(temporary, mode) + os.replace(temporary, path) + except OSError as error: + temporary.unlink(missing_ok=True) + raise ResourceError(f"Cannot write {path}: {error}") from error + except BaseException: + temporary.unlink(missing_ok=True) + raise + + +def _check_output_path( + source_path: Path, output_path: Path, overwrite: bool, label: str +) -> None: + if source_path.resolve() == output_path.resolve() and not overwrite: + raise ResourceError( + f"Output path {output_path} is the {label}; pass --overwrite to " + "replace it or choose a different --output" + ) + + +def inject_resource( + *, + input_path: Path, + output_path: Path, + resource_id: str, + worksheet_name: str, + datasource_name: str, + field_mappings: dict[str, str] | None = None, + parameters: dict[str, str] | None = None, + plugin_root: Path = PLUGIN_ROOT, + overwrite: bool = False, +) -> str: + """Add one executable resource to an existing workbook. + + Returns the complete transformed workbook text, which is also written to + ``output_path``. The input file is only read, never modified, unless the + caller points ``output_path`` at it with ``overwrite``. + """ + input_path = Path(input_path) + output_path = Path(output_path) + _check_output_path(input_path, output_path, overwrite, "input workbook") + twb_text = _read_text(input_path, "workbook") + + output = _apply_resource( + twb_text, + plugin_root=plugin_root, + resource_id=resource_id, + worksheet_name=worksheet_name, + datasource_name=datasource_name, + field_mappings=field_mappings, + parameters=parameters, + ) + atomic_write(output_path, output, overwrite=overwrite) + return output + + +def instantiate_resource( + *, + datasource_definition_path: Path, + output_path: Path, + resource_id: str, + worksheet_name: str, + field_mappings: dict[str, str] | None = None, + parameters: dict[str, str] | None = None, + plugin_root: Path = PLUGIN_ROOT, + overwrite: bool = False, +) -> str: + """Create a workbook from the starter, one datasource, and one resource. + + The caller supplies the complete ```` definition; connection + metadata is never fabricated. Returns the complete workbook text, which is + also written to ``output_path``. + + Every part of the result other than the bundled starter is produced by + this call, so the starter alone is the validation baseline and a supplied + definition carrying an unresolved token or a stray federated placeholder + fails the run instead of being inherited. + """ + plugin_root = Path(plugin_root) + output_path = Path(output_path) + _check_output_path( + Path(datasource_definition_path), + output_path, + overwrite, + "datasource definition", + ) + definition, datasource_name = _read_datasource_definition( + datasource_definition_path + ) + + starter_path = plugin_root / "resources" / STARTER_RELATIVE_PATH + starter_text = _read_text(starter_path, "starter workbook") + + twb_text = starter_text + for tag in ("datasources", "worksheets", "windows"): + twb_text = _expand_empty_container(twb_text, tag) + data = twb_text.encode("utf-8") + twb_text = _insert_before( + data, _closing_tag_offset(data, "datasources"), definition + ).decode("utf-8") + + output = _apply_resource( + twb_text, + plugin_root=plugin_root, + resource_id=resource_id, + worksheet_name=worksheet_name, + datasource_name=datasource_name, + field_mappings=field_mappings, + parameters=parameters, + baseline_text=starter_text, + ) + atomic_write(output_path, output, overwrite=overwrite) + return output + + +def _print_json(data: object) -> None: + print(json.dumps(data, indent=2)) + + +def _format_list_text(entries: list[dict[str, object]]) -> str: + if not entries: + return "No resources found." + lines = [] + for entry in entries: + family = entry.get("family") or "-" + lines.append( + f"{entry['id']} [{entry['type']}/{entry['tier']}] " + f"family={family} — {entry.get('intent') or ''}" + ) + return "\n".join(lines) + + +def _format_inspect_text(entry: dict[str, object]) -> str: + lines = [ + f"id: {entry['id']}", + f"type: {entry['type']}", + f"tier: {entry['tier']}", + f"family: {entry.get('family') or '-'}", + f"intent: {entry.get('intent') or '-'}", + f"path: {entry['path']}", + ] + datasources = entry.get("datasources") or [] + lines.append(f"datasources: {', '.join(datasources) if datasources else '-'}") + parameters = entry.get("parameters") or [] + if parameters: + lines.append("parameters:") + for parameter in parameters: + required = parameter.get("required", True) + details = [ + str(parameter.get("type") or "untyped"), + "required" if required else "optional", + ] + allowed = parameter.get("allowed") or [] + if allowed: + details.append(f"allowed: {', '.join(allowed)}") + lines.append(f" - {parameter.get('name')} ({', '.join(details)})") + else: + lines.append("parameters: -") + fields = entry.get("fields") or [] + if fields: + lines.append("fields:") + for field in fields: + lines.append( + f" - {field['sourceField']} ({field['shelf']}, " + f"{field['role']}, {field['derivation']}, {field['datatype']})" + ) + lines.append( + " each field must map to a target field of the same datatype " + "family (integer/real, date/datetime, string, boolean, spatial)" + ) + else: + lines.append("fields: -") + reasons = entry.get("classificationReasons") or [] + if reasons: + lines.append(f"classificationReasons: {', '.join(reasons)}") + return "\n".join(lines) + + +def build_parser() -> argparse.ArgumentParser: + parser = argparse.ArgumentParser( + description="Discover and inspect Tableau plugin resources.", + ) + subparsers = parser.add_subparsers(dest="command", required=True) + + list_parser = subparsers.add_parser( + "list", help="List catalog resources, optionally filtered." + ) + list_parser.add_argument("--query", help="Free-text search over id/intent/family/keywords.") + list_parser.add_argument("--family", help="Exact-match resource family filter.") + list_parser.add_argument("--type", dest="resource_type", help="Exact-match resource type filter.") + list_parser.add_argument("--tier", help="Exact-match resource tier filter.") + list_parser.add_argument( + "--format", choices=("json", "text"), default="json", help="Output format." + ) + + inspect_parser = subparsers.add_parser( + "inspect", help="Show the full catalog entry for one resource id." + ) + inspect_parser.add_argument("resource_id", help="Resource id to inspect.") + inspect_parser.add_argument( + "--format", choices=("json", "text"), default="json", help="Output format." + ) + + instantiate_parser = subparsers.add_parser( + "instantiate", + help="Create a workbook from the starter, one datasource, and one resource.", + ) + instantiate_parser.add_argument("resource_id", help="Executable resource id.") + instantiate_parser.add_argument( + "--datasource-definition", + required=True, + help="Path to a file holding exactly one element.", + ) + _add_transform_arguments(instantiate_parser) + + inject_parser = subparsers.add_parser( + "inject", help="Add one executable resource to an existing workbook." + ) + inject_parser.add_argument("resource_id", help="Executable resource id.") + inject_parser.add_argument( + "--input", required=True, help="Path to the existing .twb workbook." + ) + inject_parser.add_argument( + "--datasource", + required=True, + help="Internal name of the target datasource in the input workbook.", + ) + _add_transform_arguments(inject_parser) + + validate_parser = subparsers.add_parser( + "validate", help="Report a workbook's structural errors." + ) + validate_parser.add_argument( + "--input", required=True, help="Path to the .twb workbook to check." + ) + + return parser + + +def _add_transform_arguments(parser: argparse.ArgumentParser) -> None: + parser.add_argument("--output", required=True, help="Path to the output .twb.") + parser.add_argument( + "--worksheet-name", required=True, help="Name for the generated worksheet." + ) + parser.add_argument( + "--map", + dest="maps", + action="append", + default=[], + metavar="SOURCE=TARGET", + help="Map one template source field to a target datasource field.", + ) + parser.add_argument( + "--param", + dest="params", + action="append", + default=[], + metavar="NAME=VALUE", + help="Supply one template parameter value.", + ) + parser.add_argument( + "--overwrite", + action="store_true", + help="Allow replacing an existing output file.", + ) + + +def main(argv: list[str] | None = None) -> int: + parser = build_parser() + args = parser.parse_args(argv) + + plugin_root = PLUGIN_ROOT + + if args.command == "list": + results = search_resources( + load_catalog(plugin_root), + query=args.query, + family=args.family, + resource_type=args.resource_type, + tier=args.tier, + ) + if args.format == "text": + print(_format_list_text(results)) + else: + _print_json(results) + return 0 + + if args.command == "inspect": + try: + entry = find_resource(load_catalog(plugin_root), args.resource_id) + except KeyError: + print(f"Unknown resource: {args.resource_id}", file=sys.stderr) + return 2 + if args.format == "text": + print(_format_inspect_text(entry)) + else: + _print_json(entry) + return 0 + + if args.command == "validate": + try: + errors = validate_workbook(Path(args.input)) + except ResourceError as error: + print(str(error), file=sys.stderr) + return 2 + # stdout is always the JSON error list, so a caller can read the same + # shape whether or not the workbook passed. + _print_json(errors) + return 1 if errors else 0 + + if args.command in ("instantiate", "inject"): + try: + field_mappings = parse_assignments(args.maps) + parameters = parse_assignments(args.params) + if args.command == "inject": + inject_resource( + input_path=Path(args.input), + output_path=Path(args.output), + resource_id=args.resource_id, + worksheet_name=args.worksheet_name, + datasource_name=args.datasource, + field_mappings=field_mappings, + parameters=parameters, + plugin_root=plugin_root, + overwrite=args.overwrite, + ) + else: + instantiate_resource( + datasource_definition_path=Path(args.datasource_definition), + output_path=Path(args.output), + resource_id=args.resource_id, + worksheet_name=args.worksheet_name, + field_mappings=field_mappings, + parameters=parameters, + plugin_root=plugin_root, + overwrite=args.overwrite, + ) + except ResourceError as error: + print(str(error), file=sys.stderr) + return 2 + print(f"Wrote {args.output}") + return 0 + + parser.error(f"Unknown command: {args.command}") + return 2 + + +if __name__ == "__main__": + sys.exit(main()) diff --git a/plugins/tableau/skills/tableau-pulse-insights/SKILL.md b/plugins/tableau/skills/tableau-pulse-insights/SKILL.md new file mode 100644 index 0000000..4c75cd1 --- /dev/null +++ b/plugins/tableau/skills/tableau-pulse-insights/SKILL.md @@ -0,0 +1,37 @@ +--- +name: tableau-pulse-insights +description: Use when building Tableau Pulse Insights bar or line visualizations in a .twb workbook, including ARR trends, ranked products, date ranges, and field mapping. +--- + +# Tableau Pulse Insights + +## Overview + +Pulse Insights is the `pulse-insights` catalog family: two executable +bookmark templates for the bar and line shapes Pulse surfaces most often — +a ranked-product bar chart and an ARR-over-time trend line. + +## Workflow + +Start discovery scoped to the family (the CLI path below is relative to +this skill's own directory, `skills/tableau-pulse-insights/`): + +```bash +python3 ../../scripts/tableau_resources.py list \ + --family pulse-insights \ + --tier executable +``` + +This returns exactly `insights__bar_chart` (rank products by a measure +within a date range) and `insights__line_chart` (a measure trending over a +date field). Pick the one matching the ask, `inspect` it, then follow +`tableau-workbook-authoring` for the field-mapping, parameter, transform +(`instantiate`/`inject`), and validate/publish steps — that skill and the +shared CLI own those rules; this skill does not repeat them. + +## Common mistakes + +- Searching without `--family pulse-insights` and picking an unrelated bar + or line template from another family. +- Re-deriving mapping or validation rules here instead of following + `tableau-workbook-authoring`. diff --git a/plugins/tableau/skills/tableau-workbook-authoring/SKILL.md b/plugins/tableau/skills/tableau-workbook-authoring/SKILL.md new file mode 100644 index 0000000..18c1bf7 --- /dev/null +++ b/plugins/tableau/skills/tableau-workbook-authoring/SKILL.md @@ -0,0 +1,74 @@ +--- +name: tableau-workbook-authoring +description: Use when creating, modifying, templating, validating, or publishing Tableau .twb workbooks, including selecting visualization samples and mapping fields into Tableau bookmark templates. +--- + +# Tableau Workbook Authoring + +## Overview + +The plugin ships a resource catalog (chart templates, worked examples, a +reference corpus) and a CLI, `../../scripts/tableau_resources.py` — +relative to this skill's own directory, `skills/tableau-workbook-authoring/` +— that discovers, inspects, and safely transforms `.twb` workbooks. This +skill is the required entry point for any workbook build, edit, or publish +that touches those resources. + +## Workflow + +1. Inspect the existing workbook (or prepare a `` definition + file for a fresh one). +2. Run `list` before choosing a chart — never guess a resource id. +3. Run `inspect` before mapping fields — it returns the required field, + parameter, and datasource contract for that resource. Each `--map` must + point at a target field of the same datatype family; see the resource + guide's *Datatype compatibility* section. +4. Transform: `inject` adds a resource into an existing workbook; + `instantiate` builds a new workbook from the bundled starter. +5. Treat `tier: reference` resources (examples, corpus entries, schema docs) + as inspiration only. Only `tier: executable` resources are accepted by + `instantiate`/`inject`; the CLI rejects the rest. +6. Run `validate` on the transformed workbook — an absolute structural + check of that whole file (exit 0 clean, 1 lists errors, 2 means the + command itself could not read or validate it). +7. Run the `validate-workbook-package` skill — the pre-publish gate. +8. Publish only with the validation receipt that gate returns. + +## Quick reference + +```bash +python3 ../../scripts/tableau_resources.py list --tier executable --query "" +python3 ../../scripts/tableau_resources.py inspect +python3 ../../scripts/tableau_resources.py instantiate \ + --datasource-definition --output --worksheet-name \ + --map SOURCE=TARGET --param NAME=VALUE +python3 ../../scripts/tableau_resources.py inject \ + --input --output --datasource \ + --worksheet-name --map SOURCE=TARGET --param NAME=VALUE +python3 ../../scripts/tableau_resources.py validate --input +``` + +## Common mistakes + +- Skipping `list`/`inspect` and guessing a resource id or field mapping — + `inject`/`instantiate` fail closed on any unknown or missing mapping. +- Passing a `reference`-tier resource to `inject`/`instantiate` — it is not + renderable; use it only as inspiration for a hand-authored viz. +- Treating local `validate` as sufficient for publishing — it is an + **absolute** structural check on the file you pass it, not the + pre-publish gate. (Delta tolerance — letting a workbook's pre-existing + errors pass through — is internal to `inject`'s own pre-write check; + `instantiate` checks its output against the clean bundled starter. The + standalone `validate` command never tolerates anything.) Always run + `validate-workbook-package` before `create-and-publish-workbook`. +- Assuming `inject`'s `--datasource` accepts a display caption — it is the + target datasource's internal `name` attribute from the input workbook's + own `` container. A wrong value fails closed and lists + every available name. +- Running a command after changing directories without first resolving + `../../scripts/tableau_resources.py` to an absolute path — that path is + relative to this skill's own directory, not to your current shell + location. + +Detailed CLI flags, mapping/parameter syntax, and failure recovery: +references/resource-guide.md. diff --git a/plugins/tableau/skills/tableau-workbook-authoring/references/resource-guide.md b/plugins/tableau/skills/tableau-workbook-authoring/references/resource-guide.md new file mode 100644 index 0000000..136e9d1 --- /dev/null +++ b/plugins/tableau/skills/tableau-workbook-authoring/references/resource-guide.md @@ -0,0 +1,220 @@ +# Resource Guide + +Detailed reference for `../../scripts/tableau_resources.py`. Read this when +the quick reference in SKILL.md is not enough — full flag lists, mapping +syntax, worked examples, and how to recover from each failure mode. + +Every command below repeats the same path used in SKILL.md, +`../../scripts/tableau_resources.py`. That path is relative to **this +skill's own directory** (`skills/tableau-workbook-authoring/`, where +SKILL.md lives) — not to this `references/` file, which sits one level +deeper. Resolve the script to an absolute path once, from the skill +directory, before running any command that changes your working +directory; do not re-derive the relative path from wherever your shell +happens to be. + +## Catalog shape + +Every entry in `resources/catalog.json` has: + +- `id` — stable identifier, e.g. `insights__bar_chart`. +- `type` — `template`, `example`, `reference`, or `starter`. +- `tier` — `executable` (renderable via `instantiate`/`inject`) or + `reference` (inspiration only — corpus entries, worked examples, schema + docs). Passing a `reference`-tier id to `instantiate`/`inject` fails + closed with "is reference-only and cannot be rendered". +- `family` — grouping such as `pulse-insights`, `magnitude`, + `change-over-time`, `distribution`, `ranking`, `deviation`, `correlation`, + `flow`, `part-to-whole`, `spatial`, or `null` for ungrouped resources. +- `datasources` — the donor datasource name(s) a template's bookmark + references. `instantiate`/`inject` renders against a single donor. +- `fields` — the donor fields a template places on a shelf + (`sourceField`, `role`, `derivation`, `shelf`). These are the field + mappings `--map` must satisfy. +- `parameters` — typed contracts (`date`, `enum`, `number`, `string`) for + every `{{PARAMETER}}` token the bookmark declares. `--param` must satisfy + every `required: true` entry. + +## `list` — discover before choosing + +```bash +python3 ../../scripts/tableau_resources.py list \ + --query "rank products by revenue" \ + --family pulse-insights \ + --type template \ + --tier executable \ + --format text +``` + +All filters are optional and exact-match except `--query`, which tokenizes +and matches against id, intent, family, and keywords. Omit `--tier` to see +reference material too, but never pass a reference-tier id to a transform +command. + +## `inspect` — read the contract before mapping + +```bash +python3 ../../scripts/tableau_resources.py inspect insights__bar_chart --format text +``` + +Returns the full catalog entry: donor datasource, every source field with +its shelf/role/derivation/datatype, and every parameter's type (and `allowed` +values for `enum`). Use this output to build the `--map` and `--param` +arguments — never invent a field name or parameter value from memory. + +## Datatype compatibility + +A `--map` may only point a source field at a target field in the same +datatype family: + +| Family | Tableau datatypes | +| --- | --- | +| numeric | `integer`, `real` | +| temporal | `date`, `datetime` | +| string | `string` | +| boolean | `boolean` | +| spatial | `spatial` | + +Within a family the template survives being repointed — the derivation, the +shelf role, and the mark type stay valid — so only the declared type changes. +Across a family boundary it does not, so the mapping is refused before +anything is written. The datatype each source field expects is the last item +in `inspect`'s `fields` list. + +The rendered worksheet declares each mapped field with the *target's* own +datatype and role, read from the target datasource's `` declaration +or, when it has none, from its `` entry. A target field +whose datatype cannot be determined from either is refused rather than +guessed. + +## `--map` / `--param` syntax + +Both flags are repeatable — pass one per field or parameter: + +```bash +--map SOURCE=TARGET --map "Close Date"="Order Date" --param NAME=VALUE +``` + +- Each occurrence is exactly one `NAME=VALUE` pair, split on the *first* + `=` (so a value containing its own `=` is fine). +- Leading/trailing whitespace around both `NAME` and `VALUE` is stripped. +- Neither `NAME` nor `VALUE` may be blank after stripping. +- The same `NAME` cannot appear twice across repeated `--map` (or + `--param`) flags — a duplicate name fails closed rather than silently + keeping the last value. + +## `instantiate` — new workbook from the starter + +```bash +python3 ../../scripts/tableau_resources.py instantiate insights__bar_chart \ + --datasource-definition ./my-datasource.xml \ + --output ./workbook.twb \ + --worksheet-name "ARR by Product" \ + --map ARR=Revenue \ + --map "Close Date"="Order Date" \ + --map Product=Product \ + --param DATE_MIN=2024-01-01 \ + --param DATE_MAX=2024-12-31 \ + --param DIRECTION=DESC +``` + +- `--datasource-definition` must be a file containing exactly one + `` element with a nonempty `name` attribute; that name becomes + the workbook's target datasource. +- `--map SOURCE=TARGET` maps one donor field (from `inspect`'s `fields`) to + a field name in your datasource. Supply one `--map` per required field; + an unknown or missing mapping fails closed. +- `--param NAME=VALUE` supplies one declared parameter. Dates must be + ISO-8601 (`YYYY-MM-DD`); enums must be one of the `allowed` values. +- Validation for `instantiate` runs against the *clean bundled starter* as + its baseline. The starter has no pre-existing errors, so there is + nothing to tolerate: every error in the output is your responsibility. + This is not a delta check (see `inject`, below) — it behaves like an + absolute check because the baseline is always clean. + +## `inject` — add to an existing workbook + +```bash +python3 ../../scripts/tableau_resources.py inject insights__line_chart \ + --input ./workbook.twb \ + --output ./workbook-with-trend.twb \ + --datasource "Sample - Superstore" \ + --worksheet-name "ARR Trend" \ + --map ARR=ARR \ + --map "Close Date"="Close Date" +``` + +- `--output` is a **distinct path** here on purpose: a failed run never + touches the input workbook. Writing back to the same path as `--input` + is a deliberate, explicit exception — it requires `--overwrite` so that + in-place replacement is opt-in rather than the default, e.g. + `--output ./workbook.twb --overwrite`. +- `--datasource` is the *internal* `name` attribute of a `` + element in the input workbook's own `` container — not + necessarily its on-screen caption. Open the workbook's XML to confirm + the name if you are unsure. A name the workbook does not have fails + closed: `Workbook has no datasource named (available: )`, so you can retry with a value from that list instead of + guessing. +- Validation for `inject` is a **delta** against the input workbook's own + pre-existing errors: an inherited error (for example a hidden sheet with + no window) does not block the run, but any *new* error the injected + content introduces does. This delta behavior is specific to `inject`; + the standalone `validate` command below never grants this tolerance. +- `--worksheet-name` must be unique in the workbook; a collision fails + closed rather than silently renaming. +- Pass `--overwrite` only when you intend to replace the input file itself, + or an existing output file. + +## `validate` — read the errors, don't guess + +```bash +python3 ../../scripts/tableau_resources.py validate --input ./workbook.twb +``` + +This standalone command is an **absolute** structural check on the whole +file you point it at: it reports every error the workbook has, with no +tolerance for pre-existing problems. (Delta tolerance is internal to +`inject`'s own pre-write check, above; `instantiate`'s check has nothing +to tolerate because its baseline is the clean bundled starter.) + +- Exit code `0` with `[]` means no structural errors. +- Exit code `1` prints a JSON list of stable error codes, in this fixed + order: `malformed-xml`, `not-tableau-workbook`, `missing-*-container`, + `unresolved-template-token`, `unresolved-federated-placeholder`, + `duplicate-worksheet-name: `, `duplicate-window-name: `, + `worksheet-window-name-mismatch: `, + `unknown-datasource-reference: `, + `unknown-field-reference: .`. +- Exit code `2` means the command itself failed operationally, before or + instead of producing that list — for example `--input` does not exist, + is not readable, or is not valid UTF-8. The error text goes to stderr + instead of stdout, and there is no JSON list to parse. + +Local `validate` is not the pre-publish gate. Always follow it with the +`validate-workbook-package` skill before calling +`create-and-publish-workbook`. + +## Failure recovery + +| Error | Cause | Fix | +|---|---|---| +| `Resource is reference-only and cannot be rendered` | Passed a `reference`-tier id to `instantiate`/`inject` | Use `list --tier executable` to find a renderable id, or treat the resource purely as inspiration | +| `Unknown field mappings: ...` | `--map` names a field not in the resource's `fields`/metadata list | Re-run `inspect` and map only the listed source fields | +| `Missing field mappings: ...` | A required source field has no `--map` | Add the missing `--map SOURCE=TARGET` | +| `Missing parameters: ...` / `Unknown parameters: ...` | `--param` doesn't match the resource's typed contract | Re-run `inspect` for exact names, types, and `allowed` values | +| `Parameter must be an ISO-8601 date...` | Bad date format | Use `YYYY-MM-DD` | +| `Datasource has no field named ...` | `--map` target field doesn't exist in the workbook's/definition's datasource | Fix the datasource definition or choose an existing field | +| `Incompatible field mappings: ...` | A `--map` crosses a datatype family, or its target field declares no datatype | Map the source field to a target field of the same family (see *Datatype compatibility*), or declare the target field's `datatype` | +| `Workbook already contains a worksheet/window named ` | `--worksheet-name` collides with an existing one | Choose a different `--worksheet-name` | +| `Generated workbook failed validation: ...` | The transform would introduce a new structural error | Read the listed error codes; for `inject`, only *new* errors block, so check the message's "pre-existing errors" list to see what was already broken | +| `Refusing to replace existing file ...` | `--output` exists and `--overwrite` was omitted | Pass `--overwrite` or choose a different `--output` | + +## Reference-only resources are inspiration, not input + +Resources with `tier: reference` — worked examples in `resources/examples/`, +the corpus and schema references in `resources/references/`, and any +`reference/*.tbm` template — describe patterns to study when designing a +viz by hand. They are never valid arguments to `instantiate`/`inject`, and +the CLI enforces this: attempting to render one raises `ResourceError` +before touching any file. diff --git a/plugins/tableau/skills/validate-workbook-package/SKILL.md b/plugins/tableau/skills/validate-workbook-package/SKILL.md index 3a53935..f469402 100644 --- a/plugins/tableau/skills/validate-workbook-package/SKILL.md +++ b/plugins/tableau/skills/validate-workbook-package/SKILL.md @@ -7,6 +7,13 @@ description: Pre-flight a data-app workspace into a .twbx receipt. Use after aut Call `validate-workbook-package` after `scaffold-data-app` / `upsert-data-app-files` and **before** `create-and-publish-workbook`. It packages in memory and does not publish. +**Prerequisite:** if the workbook was built or edited from the resource +catalog (see `tableau-workbook-authoring`), run the local +`../../scripts/tableau_resources.py validate --input ` check first and +resolve any reported errors. That command is an absolute structural check +on the whole file — unlike the delta check `inject` performs internally +before writing — and it does not replace this pre-publish gate. + ## Invoke - `appId` — workspace handle from scaffold diff --git a/plugins/tableau/tests/fixtures/existing-workbook.twb b/plugins/tableau/tests/fixtures/existing-workbook.twb new file mode 100644 index 0000000..696a8c2 --- /dev/null +++ b/plugins/tableau/tests/fixtures/existing-workbook.twb @@ -0,0 +1,54 @@ + + + + + + + + + + + + + + + + + + +
+ + + + + + + + + + + + + + + + + + + + [Sales Data].[none:Offering:nk] + [Sales Data].[sum:Revenue:qk] +
+ diff --git a/plugins/tableau/tests/fixtures/map-workbook.twb b/plugins/tableau/tests/fixtures/map-workbook.twb new file mode 100644 index 0000000..eb9f7a8 --- /dev/null +++ b/plugins/tableau/tests/fixtures/map-workbook.twb @@ -0,0 +1,65 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + ", + ) + with self.assertRaisesRegex(ResourceError, "still references the donor"): + self.render_synthetic(broken) + + def test_a_target_caption_equal_to_the_donor_is_allowed(self) -> None: + """A target may legitimately be captioned after the donor itself. + + The caption is display text, not an address, so it is not residue. + """ + worksheet, _ = self.render_synthetic( + SYNTHETIC_BOOKMARK, datasource_caption="Donor DS" + ) + self.assertIn("caption='Donor DS'", worksheet) + self.assertIn("name='Sales Data'", worksheet) + self.assertIn("[Sales Data].[none:Offering:nk]", worksheet) + + def test_a_target_caption_containing_the_donor_is_allowed(self) -> None: + worksheet, _ = self.render_synthetic( + SYNTHETIC_BOOKMARK, datasource_caption="Donor DS Rollup (EMEA)" + ) + self.assertIn("caption='Donor DS Rollup (EMEA)'", worksheet) + self.assertIn("[Sales Data].[sum:Revenue:qk]", worksheet) + + def test_donor_text_elsewhere_is_rejected_even_with_a_matching_caption( + self, + ) -> None: + """Exempting the caption must not exempt donor text anywhere else.""" + broken = SYNTHETIC_BOOKMARK.replace( + "", + ) + with self.assertRaisesRegex(ResourceError, "still references the donor"): + self.render_synthetic(broken, datasource_caption="Donor DS") + + def test_a_donor_caption_on_another_element_is_still_rejected(self) -> None: + """Only a caption holding the target's own label is exempt.""" + broken = SYNTHETIC_BOOKMARK.replace( + "", + "", + ) + with self.assertRaisesRegex(ResourceError, "still references the donor"): + self.render_synthetic(broken, datasource_caption="Donor DS") + + def test_duplicate_simple_id_in_one_fragment_is_rejected(self) -> None: + broken = SYNTHETIC_BOOKMARK.replace( + "", + "\n" + " ", + ) + with self.assertRaisesRegex(ResourceError, "more than one "): + self.render_synthetic(broken) + + def test_unreplaced_template_token_is_rejected(self) -> None: + broken = SYNTHETIC_BOOKMARK.replace( + "", + "", + ) + with self.assertRaisesRegex(ResourceError, "unresolved template token"): + self.render_synthetic(broken) + + def test_federated_placeholder_is_rejected(self) -> None: + broken = SYNTHETIC_BOOKMARK.replace( + "", + "", + ) + with self.assertRaisesRegex(ResourceError, "federated"): + self.render_synthetic(broken) + + def test_federated_target_datasource_is_accepted(self) -> None: + worksheet, window = self.render_synthetic( + SYNTHETIC_BOOKMARK, datasource_name="federated.0abc123def" + ) + self.assertIn("[federated.0abc123def].[none:Offering:nk]", worksheet) + self.assertNotIn("Donor DS", worksheet + window) + + def test_foreign_federated_reference_is_rejected_for_a_federated_target( + self, + ) -> None: + broken = SYNTHETIC_BOOKMARK.replace( + "", + "", + ) + with self.assertRaisesRegex(ResourceError, "federated.0x1y2z"): + self.render_synthetic(broken, datasource_name="federated.0abc123def") + + +class DonorMetadataReferenceTest(unittest.TestCase): + """Fix round 1, finding 1: unqualified donor metadata must not survive. + + Six executable templates carry ``aggregate-role-from='[State/Province]'``, + a donor column named without a datasource qualifier. It must be mappable, + and dropped rather than emitted when the caller omits it. + """ + + affected = ( + "change-over-time-area-chart", + "change-over-time-stacked-area-chart", + "magnitude-paired-bar", + "magnitude-paired-column-chart", + "part-to-whole-pie-chart", + "part-to-whole-stacked-bar-chart", + ) + primary = "magnitude-paired-bar" + primary_mappings = { + "Customer Name": "Offering", + "Order Date": "Transaction Date", + "Profit": "Revenue", + } + + def render( + self, + resource_id: str, + mappings: dict[str, str] | None = None, + **extra: str, + ) -> tuple[str, str]: + entry = next( + item + for item in load_catalog(PLUGIN)["resources"] + if item["id"] == resource_id + ) + mapped = dict( + mappings + if mappings is not None + else { + field["sourceField"]: field["sourceField"] + for field in entry["fields"] + } + ) + mapped.update(extra) + return render_bookmark( + plugin_root=PLUGIN, + resource_id=resource_id, + worksheet_name=f"Sheet {resource_id}", + datasource_name="Sales Data", + field_mappings=mapped, + parameters={}, + ) + + def test_metadata_only_field_accepts_a_mapping_and_is_rewritten(self) -> None: + worksheet, window = self.render( + self.primary, self.primary_mappings, **{"State/Province": "Offering"} + ) + self.assertIn("aggregate-role-from='[Offering]'", worksheet) + self.assertNotIn("State/Province", worksheet + window) + + def test_omitted_metadata_field_drops_the_donor_only_attribute(self) -> None: + worksheet, window = self.render(self.primary, self.primary_mappings) + self.assertNotIn("aggregate-role-from", worksheet + window) + self.assertNotIn("State/Province", worksheet + window) + # The column that carried the metadata survives, with its own mapping. + self.assertIn("name='[Offering]'", worksheet) + + def test_every_affected_template_renders_without_the_donor_field(self) -> None: + for resource_id in self.affected: + with self.subTest(resource=resource_id): + worksheet, window = self.render(resource_id) + self.assertNotIn("State/Province", worksheet + window) + self.assertNotIn("aggregate-role-from", worksheet + window) + mapped, _ = self.render(resource_id, **{"State/Province": "Offering"}) + self.assertIn("aggregate-role-from='[Offering]'", mapped) + + +class SyntheticDonorMetadataTest(RenderSupportMixin): + """Metadata-reference discovery, stripping, and its fail-closed backstop.""" + + def with_metadata(self, value: str = "[Region]") -> str: + return SYNTHETIC_BOOKMARK.replace( + " None: + worksheet, _ = self.render_synthetic(self.with_metadata()) + self.assertNotIn("aggregate-role-from", worksheet) + self.assertNotIn("Region", worksheet) + self.assertIn(" None: + worksheet, _ = self.render_synthetic( + self.with_metadata(), + field_mappings={ + "Widget": "Offering", + "Amount": "Revenue", + "Region": "Transaction Date", + }, + ) + self.assertIn("aggregate-role-from='[Transaction Date]'", worksheet) + self.assertNotIn("Region", worksheet) + + def test_unmapped_metadata_field_used_elsewhere_fails_closed(self) -> None: + # The attribute is stripped, but the same unqualified reference also + # appears in a sort, where nothing can safely rewrite it. + broken = self.with_metadata().replace( + "", + "\n ", + ) + with self.assertRaisesRegex( + ResourceError, r"still references the unmapped donor field \[Region\]" + ): + self.render_synthetic(broken) + + def test_metadata_attribute_that_is_not_a_field_reference_is_rejected(self) -> None: + with self.assertRaisesRegex( + ResourceError, "not a single field reference: Region" + ): + self.render_synthetic(self.with_metadata("Region")) + + +class CatalogParameterContractTest(RenderSupportMixin): + """Fix round 1, finding 2: contracts come from the catalog, or not at all.""" + + bookmark = SYNTHETIC_BOOKMARK.replace( + "", + "\n" + " " + "#{{THRESHOLD}}#", + ) + + def test_declared_parameter_without_a_type_fails_closed(self) -> None: + with self.assertRaisesRegex(ResourceError, "has no typed contract"): + self.render_synthetic( + self.bookmark, + catalog_parameters=[{"name": "THRESHOLD"}], + parameters={"THRESHOLD": "5"}, + ) + + def test_name_only_catalog_parameter_fails_closed(self) -> None: + with self.assertRaisesRegex(ResourceError, "without a typed contract"): + self.render_synthetic( + self.bookmark, + catalog_parameters=["THRESHOLD"], + parameters={"THRESHOLD": "5"}, + ) + + def test_enum_contract_without_allowed_values_fails_closed(self) -> None: + with self.assertRaisesRegex(ResourceError, "declares no allowed values"): + self.render_synthetic( + self.bookmark, + catalog_parameters=[{"name": "THRESHOLD", "type": "enum"}], + parameters={"THRESHOLD": "5"}, + ) + + def test_catalog_contract_is_enforced_without_an_overrides_file(self) -> None: + contract = [{"name": "THRESHOLD", "type": "number", "required": True}] + with self.assertRaisesRegex(ResourceError, "must be a number"): + self.render_synthetic( + self.bookmark, + catalog_parameters=contract, + parameters={"THRESHOLD": "not-a-number"}, + ) + worksheet, _ = self.render_synthetic( + self.bookmark, catalog_parameters=contract, parameters={"THRESHOLD": "5"} + ) + self.assertIn("#5#", worksheet) + + +class ExecutableCoverageTest(unittest.TestCase): + """Every executable template must render with an identity mapping.""" + + @staticmethod + def parameter_values(contracts: list[dict[str, object]]) -> dict[str, str]: + """Build one valid value per declared parameter, from the catalog alone.""" + values: dict[str, str] = {} + for contract in contracts: + kind = contract["type"] + if kind == "date": + values[contract["name"]] = "2026-01-01" + elif kind == "enum": + values[contract["name"]] = contract["allowed"][0] + else: + values[contract["name"]] = "1" + return values + + def test_every_executable_template_renders(self) -> None: + catalog = load_catalog(PLUGIN) + executable = [ + entry + for entry in catalog["resources"] + if entry["tier"] == "executable" and entry["type"] == "template" + ] + self.assertEqual(len(executable), 24) + for entry in executable: + resource_id = entry["id"] + with self.subTest(resource=resource_id): + mappings = { + field["sourceField"]: field["sourceField"] + for field in entry["fields"] + } + worksheet, window = render_bookmark( + plugin_root=PLUGIN, + resource_id=resource_id, + worksheet_name=f"Sheet {resource_id}", + datasource_name="Sales Data", + field_mappings=mappings, + parameters=self.parameter_values(entry["parameters"]), + ) + combined = worksheet + window + for donor in entry["datasources"]: + self.assertNotIn(donor, combined) + self.assertNotIn("{{", combined) + self.assertNotIn(" None: + datasource = ET.parse(FIXTURES / "target-datasource.xml").getroot() + self.assertEqual(datasource.tag, "datasource") + self.assertEqual(datasource.get("name"), "Sales Data") + available = { + column.get("name").strip("[]") for column in datasource.iter("column") + } + for case in self.cases.values(): + for target in case["field_mappings"].values(): + self.assertIn(target, available) + + def test_golden_fragments_match(self) -> None: + for resource_id, case in self.cases.items(): + with self.subTest(resource=resource_id): + worksheet, window = render_bookmark( + plugin_root=PLUGIN, + resource_id=resource_id, + worksheet_name=case["worksheet_name"], + datasource_name="Sales Data", + field_mappings=case["field_mappings"], + parameters=case["parameters"], + ) + expected_worksheet = ( + GOLDEN / f"{resource_id}.worksheet.xml" + ).read_text(encoding="utf-8") + expected_window = (GOLDEN / f"{resource_id}.window.xml").read_text( + encoding="utf-8" + ) + self.assertEqual(worksheet + "\n", expected_worksheet) + self.assertEqual(window + "\n", expected_window) + + +class UnsafeOutputCheckTest(unittest.TestCase): + """Pins the donor checks a caption exemption is not allowed to weaken. + + Two of them — a donor-addressing ``name``/``datasource`` attribute and a + donor qualified reference — cannot be produced through the public render + path, which rewrites both before the check runs, so they are exercised + against the check itself. + """ + + def reject(self, fragment: str, *, target_caption: str | None = None) -> None: + _reject_unsafe_output( + {"worksheet": fragment}, + donor="Donor DS", + target_datasource="Sales Data", + raw_to_logical={}, + field_mappings={}, + target_caption=target_caption, + ) + + def test_a_caption_holding_the_target_label_is_allowed(self) -> None: + self.reject( + "", + target_caption="Donor DS", + ) + + def test_a_donor_addressing_name_attribute_is_rejected(self) -> None: + with self.assertRaisesRegex(ResourceError, "still references the donor"): + self.reject( + "", + target_caption="Donor DS", + ) + + def test_a_donor_addressing_datasource_attribute_is_rejected(self) -> None: + with self.assertRaisesRegex(ResourceError, "still references the donor"): + self.reject( + "", + target_caption="Donor DS", + ) + + def test_a_donor_qualified_reference_is_rejected(self) -> None: + with self.assertRaisesRegex(ResourceError, "still references the donor"): + self.reject( + "" + "[Donor DS].[none:Widget:nk]", + target_caption="Donor DS", + ) + + def test_an_unexempted_caption_is_rejected(self) -> None: + """With no target caption supplied, nothing is exempt.""" + with self.assertRaisesRegex(ResourceError, "still references the donor"): + self.reject("") + + def test_an_unresolved_template_token_is_still_rejected(self) -> None: + with self.assertRaisesRegex(ResourceError, "unresolved template token"): + self.reject( + "", + target_caption="Donor DS", + ) + + def test_a_foreign_federated_datasource_is_still_rejected(self) -> None: + with self.assertRaisesRegex(ResourceError, "federated datasource"): + self.reject( + "", + target_caption="Donor DS", + ) + + def test_a_stale_donor_field_is_still_rejected(self) -> None: + with self.assertRaisesRegex(ResourceError, "unmapped donor field"): + _reject_unsafe_output( + {"worksheet": "[Widget]"}, + donor="Donor DS", + target_datasource="Sales Data", + raw_to_logical={"Widget": "Widget"}, + field_mappings={}, + target_caption="Donor DS", + ) + + +if __name__ == "__main__": + unittest.main() diff --git a/plugins/tableau/tests/test_tableau_resources_target_metadata.py b/plugins/tableau/tests/test_tableau_resources_target_metadata.py new file mode 100644 index 0000000..75c521f --- /dev/null +++ b/plugins/tableau/tests/test_tableau_resources_target_metadata.py @@ -0,0 +1,366 @@ +"""Target-datasource metadata tests. + +Covers the three defects that a real Tableau workbook exposes but the bundled +fixtures did not: + +1. Fields declared only under ``/`` were + invisible to mapping validation, so every mapping against such a workbook + was rejected. +2. A rendered ```` column kept the donor's + ``datatype``/``user-datatype``/``role`` after its name was rewritten to a + target field, so the declaration described a field that no longer existed. +3. The rendered per-view ```` caption was set to the target's + internal ``federated.`` name instead of its human caption. +""" + +from pathlib import Path +import shutil +import sys +import tempfile +import unittest +import xml.etree.ElementTree as ET + +PLUGIN = Path(__file__).resolve().parents[1] +FIXTURES = PLUGIN / "tests/fixtures" +sys.path.insert(0, str(PLUGIN / "scripts")) + +from tableau_resources import ( # noqa: E402 + ResourceError, + inject_resource, + inspect_datasources, + instantiate_resource, +) + +FIXTURE_DATASOURCE = "federated.0fixture1sales2data" +METADATA_DATASOURCE = "federated.0meta1records2only" +TARGET_DATASOURCE = "federated.0captioned" +DONOR_DATASOURCE = "Sample - Superstore" +LINE_MAPPINGS = {"ARR": "Revenue", "Close Date": "Transaction Date"} +BAR_MAPPINGS = { + "ARR": "Revenue", + "Close Date": "Transaction Date", + "Product": "Offering", +} +BAR_PARAMETERS = { + "DATE_MIN": "2026-01-01", + "DATE_MAX": "2026-06-30", + "DIRECTION": "DESC", +} + + +def dependency_columns(workbook: str, worksheet_name: str) -> dict[str, ET.Element]: + """Return the worksheet's dependency ```` declarations by name.""" + root = ET.fromstring(workbook) + for worksheet in root.findall("worksheets/worksheet"): + if worksheet.get("name") != worksheet_name: + continue + return { + (column.get("name") or "")[1:-1]: column + for column in worksheet.iter("column") + if (column.get("name") or "").startswith("[") + } + raise AssertionError(f"no worksheet named {worksheet_name}") + + +def view_datasource(workbook: str, worksheet_name: str) -> ET.Element: + """Return the worksheet's per-view ```` declaration.""" + root = ET.fromstring(workbook) + for worksheet in root.findall("worksheets/worksheet"): + if worksheet.get("name") == worksheet_name: + return worksheet.find("table/view/datasources/datasource") + raise AssertionError(f"no worksheet named {worksheet_name}") + + +class TargetMetadataTest(unittest.TestCase): + maxDiff = None + + def setUp(self) -> None: + self.tmp = Path(tempfile.mkdtemp()) + self.addCleanup(shutil.rmtree, self.tmp, ignore_errors=True) + + def inject_line_chart(self, **overrides: object) -> str: + arguments: dict[str, object] = { + "input_path": FIXTURES / "existing-workbook.twb", + "output_path": self.tmp / "output.twb", + "resource_id": "insights__line_chart", + "worksheet_name": "ARR Trend", + "datasource_name": FIXTURE_DATASOURCE, + "field_mappings": dict(LINE_MAPPINGS), + "parameters": {}, + } + arguments.update(overrides) + return inject_resource(**arguments) + + def write_workbook(self, name: str, datasource: str) -> Path: + """Write a minimal workbook around one datasource definition.""" + path = self.tmp / f"{name}.twb" + path.write_text( + "\n" + "\n" + " \n" + f"{datasource}\n" + " \n" + " \n" + " \n" + " \n" + " \n" + "\n" + ) + return path + + # --- finding 1: metadata-record fields ---------------------------------- + + def test_inspect_datasources_unions_metadata_record_fields(self) -> None: + text = (FIXTURES / "metadata-records-workbook.twb").read_text() + self.assertEqual( + inspect_datasources(text), + {METADATA_DATASOURCE: {"Revenue", "Transaction Date", "Offering"}}, + ) + + def test_inject_into_a_metadata_record_only_workbook(self) -> None: + output = self.inject_line_chart( + input_path=FIXTURES / "metadata-records-workbook.twb", + datasource_name=METADATA_DATASOURCE, + ) + self.assertIn(f"[{METADATA_DATASOURCE}].[sum:Revenue:qk]", output) + self.assertEqual( + [ + item.get("name") + for item in ET.fromstring(output).findall("worksheets/worksheet") + ], + ["ARR Trend"], + ) + + def test_inspect_datasources_unions_columns_and_metadata_records(self) -> None: + path = self.write_workbook( + "mixed", + " \n" + " \n" + " \n" + " \n" + " [Only In Records]\n" + " string\n" + " \n" + " \n" + " \n" + " \n" + " ", + ) + self.assertEqual( + inspect_datasources(path.read_text()), + {"Mixed": {"Only In Records", "Only A Column"}}, + ) + + def test_inspect_datasources_ignores_malformed_metadata_records(self) -> None: + path = self.write_workbook( + "malformed", + " \n" + " \n" + " \n" + " \n" + " [Not A Column]\n" + " \n" + " \n" + " unbracketed\n" + " \n" + " \n" + " \n" + " \n" + " \n" + " \n" + " [Good]\n" + " string\n" + " \n" + " \n" + " \n" + " ", + ) + self.assertEqual(inspect_datasources(path.read_text()), {"Odd": {"Good"}}) + + # --- finding 2: dependency metadata rewrite ----------------------------- + + def test_mapped_dependency_column_uses_target_datatype(self) -> None: + """The donor's ARR is an integer; the target's Revenue is a real.""" + output = self.inject_line_chart() + revenue = dependency_columns(output, "ARR Trend")["Revenue"] + self.assertEqual(revenue.get("datatype"), "real") + self.assertEqual(revenue.get("user-datatype"), "real") + self.assertEqual(revenue.get("role"), "measure") + + def test_mapped_dependency_column_uses_metadata_record_datatype(self) -> None: + output = self.inject_line_chart( + input_path=FIXTURES / "metadata-records-workbook.twb", + datasource_name=METADATA_DATASOURCE, + ) + columns = dependency_columns(output, "ARR Trend") + self.assertEqual(columns["Revenue"].get("datatype"), "real") + self.assertEqual(columns["Revenue"].get("role"), "measure") + self.assertEqual(columns["Transaction Date"].get("datatype"), "date") + self.assertEqual(columns["Transaction Date"].get("role"), "dimension") + + def test_unmapped_dependency_columns_keep_donor_metadata(self) -> None: + """Only explicitly mapped fields are rewritten.""" + output = instantiate_resource( + datasource_definition_path=FIXTURES / "target-datasource.xml", + output_path=self.tmp / "bar.twb", + resource_id="insights__bar_chart", + worksheet_name="ARR by Offering", + field_mappings=dict(BAR_MAPPINGS), + parameters=dict(BAR_PARAMETERS), + ) + columns = dependency_columns(output, "ARR by Offering") + self.assertEqual(columns["Offering"].get("datatype"), "string") + self.assertEqual(columns["Offering"].get("aggregation"), "Count") + self.assertEqual(columns["Offering"].get("visual-totals"), "Default") + + def test_inject_rejects_a_cross_family_mapping(self) -> None: + with self.assertRaisesRegex(ResourceError, "ARR"): + self.inject_line_chart( + field_mappings={ + "ARR": "Offering", + "Close Date": "Transaction Date", + } + ) + self.assertFalse((self.tmp / "output.twb").exists()) + + def test_inject_rejects_a_temporal_to_string_mapping(self) -> None: + with self.assertRaisesRegex(ResourceError, "Close Date"): + self.inject_line_chart( + field_mappings={"ARR": "Revenue", "Close Date": "Offering"} + ) + self.assertFalse((self.tmp / "output.twb").exists()) + + def test_inject_allows_an_integer_to_real_mapping(self) -> None: + """Both are numeric, so the mapping is legal and the type is rewritten.""" + output = self.inject_line_chart() + self.assertEqual( + dependency_columns(output, "ARR Trend")["Revenue"].get("datatype"), "real" + ) + + def test_inject_rejects_a_target_field_of_unknown_type(self) -> None: + path = self.write_workbook( + "untyped", + " \n" + " \n" + " \n" + " ", + ) + with self.assertRaisesRegex(ResourceError, "Revenue"): + self.inject_line_chart(input_path=path, datasource_name="Untyped") + self.assertFalse((self.tmp / "output.twb").exists()) + + # --- finding 3: per-view caption ---------------------------------------- + + def test_view_datasource_uses_the_target_caption(self) -> None: + output = self.inject_line_chart() + declared = view_datasource(output, "ARR Trend") + self.assertEqual(declared.get("caption"), "Sales Data") + self.assertEqual(declared.get("name"), FIXTURE_DATASOURCE) + + def test_view_datasource_falls_back_to_the_internal_name(self) -> None: + path = self.write_workbook( + "uncaptioned", + " \n" + " \n" + " \n" + " ", + ) + output = self.inject_line_chart( + input_path=path, datasource_name="Uncaptioned" + ) + declared = view_datasource(output, "ARR Trend") + self.assertEqual(declared.get("caption"), "Uncaptioned") + self.assertEqual(declared.get("name"), "Uncaptioned") + + def test_view_datasource_caption_is_re_escaped(self) -> None: + """A caption is decoded when read, so it must be escaped when written.""" + path = self.write_workbook( + "escaped", + " \n" + " \n" + " \n" + " ", + ) + output = self.inject_line_chart( + input_path=path, datasource_name="federated.0escaped" + ) + self.assertIn("caption='Sales & Ops <EMEA>'", output) + self.assertEqual( + view_datasource(output, "ARR Trend").get("caption"), + "Sales & Ops ", + ) + + # --- a legitimate caption may look like donor residue --------------------- + + def write_typed_datasource(self, caption: str) -> str: + """Return a datasource declaration the line chart can be mapped onto.""" + return ( + f" \n" + " \n" + " \n" + " " + ) + + def assert_injects_with_caption(self, caption: str) -> None: + path = self.write_workbook( + f"captioned-{abs(hash(caption))}", self.write_typed_datasource(caption) + ) + output = self.inject_line_chart( + input_path=path, datasource_name=TARGET_DATASOURCE + ) + declared = view_datasource(output, "ARR Trend") + self.assertEqual(declared.get("caption"), caption) + self.assertEqual(declared.get("name"), TARGET_DATASOURCE) + self.assertIn(f"[{TARGET_DATASOURCE}].[sum:Revenue:qk]", output) + + def test_inject_allows_a_caption_equal_to_the_donor(self) -> None: + """The target may legitimately be captioned after the donor itself.""" + self.assert_injects_with_caption(DONOR_DATASOURCE) + + def test_inject_allows_a_caption_containing_the_donor(self) -> None: + self.assert_injects_with_caption(f"{DONOR_DATASOURCE} (EMEA Rollup)") + + def test_instantiate_allows_a_caption_equal_to_the_donor(self) -> None: + definition = self.tmp / "donor-caption.xml" + definition.write_text( + f"\n" + " \n" + " \n" + "\n" + ) + output = instantiate_resource( + datasource_definition_path=definition, + output_path=self.tmp / "donor-caption.twb", + resource_id="insights__line_chart", + worksheet_name="ARR Trend", + field_mappings=dict(LINE_MAPPINGS), + parameters={}, + ) + declared = view_datasource(output, "ARR Trend") + self.assertEqual(declared.get("caption"), DONOR_DATASOURCE) + self.assertEqual(declared.get("name"), "Sales Data") + self.assertIn("[Sales Data].[sum:Revenue:qk]", output) + + def test_datasource_references_keep_the_internal_name(self) -> None: + output = self.inject_line_chart() + self.assertIn(f"[{FIXTURE_DATASOURCE}].[sum:Revenue:qk]", output) + self.assertIn(f"datasource='{FIXTURE_DATASOURCE}'", output) + self.assertNotIn("[Sales Data].[", output) + + +if __name__ == "__main__": + unittest.main() diff --git a/plugins/tableau/tests/test_tableau_resources_validation.py b/plugins/tableau/tests/test_tableau_resources_validation.py new file mode 100644 index 0000000..1d78058 --- /dev/null +++ b/plugins/tableau/tests/test_tableau_resources_validation.py @@ -0,0 +1,730 @@ +"""Fail-closed workbook validation tests. + +Covers the ordered structural rules of :func:`validate_workbook_text`, the +path-based :func:`validate_workbook`, the ``validate`` CLI command, and the +guarantee that a workbook failing validation is never written to disk. + +The workbooks built here are deliberately minimal rather than realistic: each +one isolates a single rule so an ordering or dedup regression cannot hide +behind an unrelated error. +""" + +from pathlib import Path +import shutil +import subprocess +import sys +import tempfile +import unittest +from unittest import mock +import xml.etree.ElementTree as ET + +PLUGIN = Path(__file__).resolve().parents[1] +FIXTURES = PLUGIN / "tests/fixtures" +CLI = PLUGIN / "scripts/tableau_resources.py" +STARTER = PLUGIN / "resources/starters/minimal-workbook.twb" +sys.path.insert(0, str(PLUGIN / "scripts")) + +import tableau_resources # noqa: E402 +from tableau_resources import ( # noqa: E402 + ResourceError, + inject_resource, + instantiate_resource, + validate_workbook, + validate_workbook_text, +) + +FIXTURE_DATASOURCE = "federated.0fixture1sales2data" +LINE_MAPPINGS = {"ARR": "Revenue", "Close Date": "Transaction Date"} +BAR_MAPPINGS = { + "ARR": "Revenue", + "Close Date": "Transaction Date", + "Product": "Offering", +} +BAR_PARAMETERS = { + "DATE_MIN": "2026-01-01", + "DATE_MAX": "2026-06-30", + "DIRECTION": "DESC", +} +BROKEN_WORKBOOK = ( + "{{field_base_1}}" + "" +) +HIDDEN_SHEET_ERROR = "worksheet-window-name-mismatch: Hidden Sheet" + + +def workbook(datasources: str = "", worksheets: str = "", windows: str = "") -> str: + """Build a minimal workbook with the three required containers.""" + return ( + "" + f"{datasources}" + f"{worksheets}" + f"{windows}" + "" + ) + + +def sheet(name: str, body: str) -> str: + return f"
{body}
" + + +def window(name: str) -> str: + return f"" + + +class ValidationTest(unittest.TestCase): + def setUp(self) -> None: + self.tmp = Path(tempfile.mkdtemp()) + self.addCleanup(shutil.rmtree, self.tmp, ignore_errors=True) + + def run_cli(self, *args: str) -> subprocess.CompletedProcess[str]: + return subprocess.run( + [sys.executable, str(CLI), *args], + text=True, + capture_output=True, + check=False, + ) + + # --- documents that must validate --------------------------------------- + + def test_validate_accepts_the_fixture_workbook(self) -> None: + self.assertEqual(validate_workbook(FIXTURES / "existing-workbook.twb"), []) + + def test_validate_accepts_an_injected_workbook(self) -> None: + output = inject_resource( + input_path=FIXTURES / "existing-workbook.twb", + output_path=self.tmp / "output.twb", + resource_id="insights__line_chart", + worksheet_name="ARR Trend", + datasource_name=FIXTURE_DATASOURCE, + field_mappings=dict(LINE_MAPPINGS), + parameters={}, + ) + self.assertEqual(validate_workbook_text(output), []) + self.assertEqual(validate_workbook(self.tmp / "output.twb"), []) + + def test_validate_accepts_an_instantiated_workbook(self) -> None: + output = instantiate_resource( + datasource_definition_path=FIXTURES / "target-datasource.xml", + output_path=self.tmp / "starter-output.twb", + resource_id="insights__bar_chart", + worksheet_name="ARR by Offering", + field_mappings=dict(BAR_MAPPINGS), + parameters=dict(BAR_PARAMETERS), + ) + self.assertEqual(validate_workbook_text(output), []) + + # --- document shape ----------------------------------------------------- + + def test_validate_rejects_malformed_xml(self) -> None: + self.assertEqual( + validate_workbook_text(""), + ["malformed-xml"], + ) + + def test_validate_rejects_a_non_workbook_root(self) -> None: + self.assertEqual( + validate_workbook_text((FIXTURES / "target-datasource.xml").read_text()), + ["not-tableau-workbook"], + ) + + def test_validate_reports_every_missing_container(self) -> None: + self.assertEqual( + validate_workbook_text(""), + [ + "missing-datasources-container", + "missing-worksheets-container", + "missing-windows-container", + ], + ) + + def test_validate_rejects_unresolved_tokens(self) -> None: + path = self.tmp / "tokens.twb" + path.write_text(BROKEN_WORKBOOK) + self.assertIn("unresolved-template-token", validate_workbook(path)) + + def test_validate_rejects_an_unresolved_federated_placeholder(self) -> None: + text = workbook( + worksheets=sheet("A", "[federated.XXXX].[none:Offering:nk]"), + windows=window("A"), + ) + self.assertIn("unresolved-federated-placeholder", validate_workbook_text(text)) + + def test_validate_accepts_a_declared_federated_datasource_name(self) -> None: + text = workbook( + datasources=( + f"" + "" + "" + ), + worksheets=sheet( + "A", f"[{FIXTURE_DATASOURCE}].[sum:Revenue:qk]" + ), + windows=window("A"), + ) + self.assertEqual(validate_workbook_text(text), []) + + # --- worksheet and window names ----------------------------------------- + + def test_validate_rejects_a_duplicate_worksheet_name(self) -> None: + text = workbook( + worksheets=sheet("A", "") + sheet("A", ""), + windows=window("A"), + ) + self.assertIn("duplicate-worksheet-name: A", validate_workbook_text(text)) + + def test_validate_rejects_a_duplicate_window_name(self) -> None: + text = workbook( + worksheets=sheet("A", ""), + windows=window("A") + window("A"), + ) + self.assertIn("duplicate-window-name: A", validate_workbook_text(text)) + + def test_validate_rejects_a_worksheet_without_a_window(self) -> None: + text = workbook(worksheets=sheet("A", ""), windows="") + self.assertIn("worksheet-window-name-mismatch: A", validate_workbook_text(text)) + + def test_validate_rejects_a_worksheet_window_without_a_worksheet(self) -> None: + text = workbook(worksheets="", windows=window("A")) + self.assertIn("worksheet-window-name-mismatch: A", validate_workbook_text(text)) + + def test_validate_ignores_non_worksheet_windows(self) -> None: + text = workbook( + worksheets=sheet("A", ""), + windows=window("A") + "", + ) + self.assertEqual(validate_workbook_text(text), []) + + # --- datasource and field references ------------------------------------ + + def test_validate_rejects_missing_datasource_reference(self) -> None: + path = self.tmp / "missing-ds.twb" + path.write_text( + "" + "[Missing].[none:Category:nk]
" + "" + "" + ) + self.assertIn("unknown-datasource-reference: Missing", validate_workbook(path)) + + def test_validate_rejects_an_unknown_field_reference(self) -> None: + text = workbook( + datasources=( + "" + "" + "" + ), + worksheets=sheet("A", "[Sales].[sum:Nope:qk]"), + windows=window("A"), + ) + self.assertEqual( + validate_workbook_text(text), ["unknown-field-reference: Sales.Nope"] + ) + + def test_validate_resolves_worksheet_local_field_definitions(self) -> None: + text = workbook( + datasources="", + worksheets=sheet( + "A", + "" + "" + "" + "" + "[Sales].[none:Offering:nk]", + ), + windows=window("A"), + ) + self.assertEqual(validate_workbook_text(text), []) + + def test_validate_ignores_pseudo_and_generated_fields(self) -> None: + text = workbook( + datasources="", + worksheets=sheet( + "A", + "[Sales].[:Measure Names]" + "[Sales].[Latitude (generated)]" + "[Sales].[Longitude (generated)]", + ), + windows=window("A"), + ) + self.assertEqual(validate_workbook_text(text), []) + + def test_validate_ignores_references_inside_datasource_definitions(self) -> None: + text = workbook( + datasources=( + "" + "" + "" + "" + "" + "" + "" + ), + worksheets=sheet("A", "[Sales].[sum:Revenue:qk]"), + windows=window("A"), + ) + self.assertEqual(validate_workbook_text(text), []) + + def test_validate_ignores_geographic_semantic_roles(self) -> None: + """A semantic role shares the reference shape but names no datasource. + + ``distribution-bar-code-chart`` carries exactly this metadata, so a + scan that treated it as a reference would reject a workbook the CLI + itself had just generated. + """ + text = workbook( + datasources="", + worksheets=sheet( + "A", + "" + "" + "" + "[Sales].[State/Province]", + ), + windows=window("A"), + ) + self.assertEqual(validate_workbook_text(text), []) + + def test_validate_ignores_semantic_values(self) -> None: + """A semantic-value key is a geocoding role, not a field reference. + + Tableau types both as QualifiedName-ST, so a map sheet's geocoding + default is written exactly like a datasource-qualified reference. + """ + text = workbook( + datasources="", + worksheets=sheet( + "A", + "" + "" + "", + ), + windows=window("A"), + ) + self.assertEqual(validate_workbook_text(text), []) + + def test_validate_ignores_a_semantic_role_outside_a_definition(self) -> None: + text = workbook( + datasources="", + worksheets=sheet( + "A", "" + ), + windows=window("A"), + ) + self.assertEqual(validate_workbook_text(text), []) + + def test_validate_accepts_a_map_workbook(self) -> None: + self.assertEqual(validate_workbook(FIXTURES / "map-workbook.twb"), []) + + def test_inject_into_a_workbook_with_a_map_sheet(self) -> None: + """Geographic metadata must not block extending a real map workbook.""" + output = inject_resource( + input_path=FIXTURES / "map-workbook.twb", + output_path=self.tmp / "map-output.twb", + resource_id="insights__line_chart", + worksheet_name="ARR Trend", + datasource_name=FIXTURE_DATASOURCE, + field_mappings=dict(LINE_MAPPINGS), + parameters={}, + ) + self.assertIn(" None: + text = workbook( + datasources="", + worksheets=sheet( + "A", + "" + "" + "" + "", + ), + windows=window("A"), + ) + self.assertEqual( + validate_workbook_text(text), ["unknown-datasource-reference: Missing"] + ) + + # --- ordering and dedup ------------------------------------------------- + + def test_validate_returns_stable_ordered_deduplicated_errors(self) -> None: + text = ( + "" + "" + "[Missing].[none:Category:nk]{{DATE_MIN}}" + "
" + "" + "[federated.XXXX].[none:Category:nk]" + "
" + "" + "" + "" + ) + self.assertEqual( + validate_workbook_text(text), + [ + "missing-datasources-container", + "unresolved-template-token", + "unresolved-federated-placeholder", + "duplicate-worksheet-name: A", + "duplicate-window-name: B", + "worksheet-window-name-mismatch: A", + "worksheet-window-name-mismatch: B", + "unknown-datasource-reference: Missing", + "unknown-datasource-reference: federated.XXXX", + ], + ) + + def test_validate_rejects_an_unreadable_workbook(self) -> None: + with self.assertRaisesRegex(ResourceError, "Cannot read workbook"): + validate_workbook(self.tmp / "absent.twb") + + # --- no partial output -------------------------------------------------- + + def test_failed_injection_creates_no_partial_output(self) -> None: + output = self.tmp / "partial.twb" + with self.assertRaises(ResourceError): + inject_resource( + input_path=FIXTURES / "existing-workbook.twb", + output_path=output, + resource_id="insights__bar_chart", + worksheet_name="Broken", + datasource_name="Sales Data", + field_mappings={}, + parameters={}, + ) + self.assertFalse(output.exists()) + + def test_inject_rejects_an_invalid_generated_workbook(self) -> None: + output = self.tmp / "invalid.twb" + with mock.patch.object( + tableau_resources, "inject_fragments", return_value=BROKEN_WORKBOOK + ): + with self.assertRaisesRegex( + ResourceError, + "Generated workbook failed validation: unresolved-template-token", + ): + inject_resource( + input_path=FIXTURES / "existing-workbook.twb", + output_path=output, + resource_id="insights__line_chart", + worksheet_name="ARR Trend", + datasource_name=FIXTURE_DATASOURCE, + field_mappings=dict(LINE_MAPPINGS), + parameters={}, + ) + self.assertFalse(output.exists()) + + def test_instantiate_rejects_an_invalid_generated_workbook(self) -> None: + output = self.tmp / "invalid-starter.twb" + with mock.patch.object( + tableau_resources, "inject_fragments", return_value=BROKEN_WORKBOOK + ): + with self.assertRaisesRegex( + ResourceError, "Generated workbook failed validation" + ): + instantiate_resource( + datasource_definition_path=FIXTURES / "target-datasource.xml", + output_path=output, + resource_id="insights__bar_chart", + worksheet_name="ARR by Offering", + field_mappings=dict(BAR_MAPPINGS), + parameters=dict(BAR_PARAMETERS), + ) + self.assertFalse(output.exists()) + + def test_invalid_generation_leaves_an_existing_output_untouched(self) -> None: + output = self.tmp / "keep.twb" + output.write_text("do not replace") + with mock.patch.object( + tableau_resources, "inject_fragments", return_value=BROKEN_WORKBOOK + ): + with self.assertRaisesRegex( + ResourceError, "Generated workbook failed validation" + ): + inject_resource( + input_path=FIXTURES / "existing-workbook.twb", + output_path=output, + resource_id="insights__line_chart", + worksheet_name="ARR Trend", + datasource_name=FIXTURE_DATASOURCE, + field_mappings=dict(LINE_MAPPINGS), + parameters={}, + overwrite=True, + ) + self.assertEqual(output.read_text(), "do not replace") + + # --- delta gate --------------------------------------------------------- + + def hidden_sheet_workbook(self) -> Path: + """An input workbook that already fails one rule, as a real one may. + + Tableau writes no worksheet window for a sheet that exists only to + feed a dashboard, so this is the shape of a genuine pre-existing + mismatch rather than a contrived one. + """ + source = self.tmp / "hidden-sheet.twb" + source.write_text( + (FIXTURES / "existing-workbook.twb") + .read_text() + .replace( + " ", + " \n" + " \n" + " \n" + " ", + ) + ) + return source + + def test_input_baseline_errors_are_reported_before_injection(self) -> None: + self.assertEqual( + validate_workbook(self.hidden_sheet_workbook()), [HIDDEN_SHEET_ERROR] + ) + + def test_inject_allows_an_unchanged_pre_existing_error(self) -> None: + output_path = self.tmp / "hidden-sheet-output.twb" + output = inject_resource( + input_path=self.hidden_sheet_workbook(), + output_path=output_path, + resource_id="insights__line_chart", + worksheet_name="ARR Trend", + datasource_name=FIXTURE_DATASOURCE, + field_mappings=dict(LINE_MAPPINGS), + parameters={}, + ) + self.assertTrue(output_path.exists()) + self.assertEqual(validate_workbook_text(output), [HIDDEN_SHEET_ERROR]) + self.assertEqual( + [ + item.get("name") + for item in ET.fromstring(output).findall("worksheets/worksheet") + ], + ["Existing Sheet", "Hidden Sheet", "ARR Trend"], + ) + + def test_inject_blocks_a_newly_introduced_error(self) -> None: + output_path = self.tmp / "introduced.twb" + with mock.patch.object( + tableau_resources, "inject_fragments", return_value=BROKEN_WORKBOOK + ): + with self.assertRaises(ResourceError) as raised: + inject_resource( + input_path=self.hidden_sheet_workbook(), + output_path=output_path, + resource_id="insights__line_chart", + worksheet_name="ARR Trend", + datasource_name=FIXTURE_DATASOURCE, + field_mappings=dict(LINE_MAPPINGS), + parameters={}, + ) + message = str(raised.exception) + self.assertEqual( + message, + "Generated workbook failed validation: unresolved-template-token " + "(pre-existing errors carried in from the input workbook: " + f"{HIDDEN_SHEET_ERROR})", + ) + self.assertFalse(output_path.exists()) + + def test_inject_blocks_a_new_instance_of_an_inherited_rule(self) -> None: + """Inheritance is per error, not per rule. + + The input already has an unpaired sheet, but that cannot license a + different unpaired sheet in the output. + """ + output_path = self.tmp / "second-mismatch.twb" + introduced = ( + "" + "" + "" + ) + with mock.patch.object( + tableau_resources, "inject_fragments", return_value=introduced + ): + with self.assertRaises(ResourceError) as raised: + inject_resource( + input_path=self.hidden_sheet_workbook(), + output_path=output_path, + resource_id="insights__line_chart", + worksheet_name="ARR Trend", + datasource_name=FIXTURE_DATASOURCE, + field_mappings=dict(LINE_MAPPINGS), + parameters={}, + ) + message = str(raised.exception) + self.assertIn("worksheet-window-name-mismatch: Another Sheet", message) + self.assertNotIn( + "Generated workbook failed validation: " + "worksheet-window-name-mismatch: Hidden Sheet", + message, + ) + self.assertFalse(output_path.exists()) + + def test_inject_allows_an_output_that_removes_an_input_error(self) -> None: + output_path = self.tmp / "repaired.twb" + repaired = (FIXTURES / "existing-workbook.twb").read_text() + with mock.patch.object( + tableau_resources, "inject_fragments", return_value=repaired + ): + output = inject_resource( + input_path=self.hidden_sheet_workbook(), + output_path=output_path, + resource_id="insights__line_chart", + worksheet_name="ARR Trend", + datasource_name=FIXTURE_DATASOURCE, + field_mappings=dict(LINE_MAPPINGS), + parameters={}, + ) + self.assertEqual(validate_workbook_text(output), []) + self.assertEqual(output_path.read_text(), repaired) + + # --- instantiate baseline ----------------------------------------------- + + def write_definition(self, name: str, body: str) -> Path: + """Write a datasource definition that satisfies the bar mappings.""" + path = self.tmp / f"{name}.xml" + path.write_text( + f"{body}\n" + " \n" + " \n" + " \n" + "\n" + ) + return path + + def instantiate_bar(self, definition: Path, output: Path) -> str: + return instantiate_resource( + datasource_definition_path=definition, + output_path=output, + resource_id="insights__bar_chart", + worksheet_name="ARR by Offering", + field_mappings=dict(BAR_MAPPINGS), + parameters=dict(BAR_PARAMETERS), + ) + + def test_starter_workbook_is_a_clean_baseline(self) -> None: + """The instantiate baseline inherits nothing, so nothing is excused.""" + self.assertEqual(validate_workbook(STARTER), []) + + def test_instantiate_rejects_a_definition_with_a_template_token(self) -> None: + definition = self.write_definition( + "token-definition", + "\n" + " \n" + " \n" + " ", + ) + output = self.tmp / "token-output.twb" + with self.assertRaisesRegex( + ResourceError, + "^Generated workbook failed validation: unresolved-template-token$", + ): + self.instantiate_bar(definition, output) + self.assertFalse(output.exists()) + + def test_instantiate_rejects_a_definition_whose_caption_is_a_token(self) -> None: + """The caption reaches the rendered view, so it is checked as input.""" + definition = self.write_definition( + "caption-token-definition", + "", + ) + output = self.tmp / "caption-token-output.twb" + with self.assertRaisesRegex( + ResourceError, + "^datasource_caption must not contain a template token: " + r"\{\{DATASOURCE\}\}$", + ): + self.instantiate_bar(definition, output) + self.assertFalse(output.exists()) + + def test_instantiate_rejects_a_definition_with_a_federated_placeholder( + self, + ) -> None: + definition = self.write_definition( + "federated-definition", + "\n" + " \n" + " \n" + " \n" + " \n" + " \n" + " ", + ) + output = self.tmp / "federated-output.twb" + with self.assertRaisesRegex( + ResourceError, + "^Generated workbook failed validation: " + "unresolved-federated-placeholder$", + ): + self.instantiate_bar(definition, output) + self.assertFalse(output.exists()) + + def test_instantiate_accepts_a_clean_definition(self) -> None: + output_path = self.tmp / "clean-output.twb" + output = self.instantiate_bar( + self.write_definition( + "clean-definition", + "", + ), + output_path, + ) + self.assertEqual(validate_workbook_text(output), []) + self.assertTrue(output_path.exists()) + + def test_instantiate_accepts_a_federated_definition_name(self) -> None: + """A real federated name is not a placeholder and must still work.""" + output_path = self.tmp / "clean-federated-output.twb" + output = self.instantiate_bar( + self.write_definition( + "clean-federated-definition", + f"", + ), + output_path, + ) + self.assertEqual(validate_workbook_text(output), []) + self.assertIn(f"[{FIXTURE_DATASOURCE}].[sum:Revenue:qk]", output) + self.assertTrue(output_path.exists()) + + # --- CLI ---------------------------------------------------------------- + + def test_cli_validate_exits_zero_for_a_valid_workbook(self) -> None: + result = self.run_cli( + "validate", "--input", str(FIXTURES / "existing-workbook.twb") + ) + self.assertEqual(result.returncode, 0, result.stderr) + self.assertEqual(result.stdout.strip(), "[]") + + def test_cli_validate_exits_one_with_json_errors(self) -> None: + path = self.tmp / "tokens.twb" + path.write_text(BROKEN_WORKBOOK) + result = self.run_cli("validate", "--input", str(path)) + self.assertEqual(result.returncode, 1) + self.assertIn("unresolved-template-token", result.stdout) + self.assertNotIn("Traceback", result.stderr) + + def test_cli_validate_reports_an_unreadable_input(self) -> None: + result = self.run_cli("validate", "--input", str(self.tmp / "absent.twb")) + self.assertEqual(result.returncode, 2) + self.assertIn("Cannot read workbook", result.stderr) + self.assertNotIn("Traceback", result.stderr) + + +if __name__ == "__main__": + unittest.main() diff --git a/plugins/tableau/tests/test_tableau_resources_workbook.py b/plugins/tableau/tests/test_tableau_resources_workbook.py new file mode 100644 index 0000000..ea872e7 --- /dev/null +++ b/plugins/tableau/tests/test_tableau_resources_workbook.py @@ -0,0 +1,525 @@ +"""Workbook instantiation and injection tests. + +Covers datasource inspection, target-field validation, bounded fragment +insertion, duplicate-name rejection, atomic output, and the ``instantiate`` +and ``inject`` CLI commands. + +``existing-workbook.twb`` mirrors a real Tableau workbook: its datasource +carries the human caption ``Sales Data`` and the internal name +``federated.0fixture1sales2data``. The CLI addresses datasources by internal +name, so every call here passes the federated name rather than the caption. +""" + +import difflib +from pathlib import Path +import shutil +import subprocess +import sys +import tempfile +import unittest +import xml.etree.ElementTree as ET + +PLUGIN = Path(__file__).resolve().parents[1] +FIXTURES = PLUGIN / "tests/fixtures" +CLI = PLUGIN / "scripts/tableau_resources.py" +STARTER = PLUGIN / "resources/starters/minimal-workbook.twb" +sys.path.insert(0, str(PLUGIN / "scripts")) + +from tableau_resources import ( # noqa: E402 + ResourceError, + atomic_write, + inject_fragments, + inject_resource, + inspect_datasources, + instantiate_resource, +) + +FIXTURE_DATASOURCE = "federated.0fixture1sales2data" +LINE_MAPPINGS = {"ARR": "Revenue", "Close Date": "Transaction Date"} +BAR_MAPPINGS = { + "ARR": "Revenue", + "Close Date": "Transaction Date", + "Product": "Offering", +} +BAR_PARAMETERS = { + "DATE_MIN": "2026-01-01", + "DATE_MAX": "2026-06-30", + "DIRECTION": "DESC", +} +PAIRED_MAPPINGS = { + "Customer Name": "Offering", + "Order Date": "Transaction Date", + "Profit": "Revenue", +} +REFERENCE_ONLY_ID = ( + "magnitude__horizontal-bar__compare-discrete-categories-from-zero" +) + + +class WorkbookTransformTest(unittest.TestCase): + def setUp(self) -> None: + self.tmp = Path(tempfile.mkdtemp()) + self.addCleanup(shutil.rmtree, self.tmp, ignore_errors=True) + + def inject_line_chart(self, **overrides: object) -> str: + arguments: dict[str, object] = { + "input_path": FIXTURES / "existing-workbook.twb", + "output_path": self.tmp / "output.twb", + "resource_id": "insights__line_chart", + "worksheet_name": "ARR Trend", + "datasource_name": FIXTURE_DATASOURCE, + "field_mappings": dict(LINE_MAPPINGS), + "parameters": {}, + } + arguments.update(overrides) + return inject_resource(**arguments) + + def run_cli(self, *args: str) -> subprocess.CompletedProcess[str]: + return subprocess.run( + [sys.executable, str(CLI), *args], + text=True, + capture_output=True, + check=False, + ) + + # --- required behaviors ------------------------------------------------- + + def test_inject_preserves_unrelated_bytes(self) -> None: + original = (FIXTURES / "existing-workbook.twb").read_text() + marker = "" + output = inject_resource( + input_path=FIXTURES / "existing-workbook.twb", + output_path=self.tmp / "output.twb", + resource_id="insights__line_chart", + worksheet_name="ARR Trend", + datasource_name=FIXTURE_DATASOURCE, + field_mappings={"ARR": "Revenue", "Close Date": "Transaction Date"}, + parameters={}, + ) + self.assertIn(marker, output) + self.assertEqual( + original[: original.index("")], + output[: output.index("")], + ) + + def test_instantiate_inserts_one_datasource_and_sheet(self) -> None: + output = instantiate_resource( + datasource_definition_path=FIXTURES / "target-datasource.xml", + output_path=self.tmp / "starter-output.twb", + resource_id="insights__bar_chart", + worksheet_name="ARR by Offering", + field_mappings={ + "ARR": "Revenue", + "Close Date": "Transaction Date", + "Product": "Offering", + }, + parameters={ + "DATE_MIN": "2026-01-01", + "DATE_MAX": "2026-06-30", + "DIRECTION": "DESC", + }, + ) + root = ET.fromstring(output) + self.assertEqual(len(root.find("datasources")), 1) + self.assertEqual(len(root.find("worksheets")), 1) + self.assertEqual(len(root.find("windows")), 1) + + def test_existing_output_requires_overwrite(self) -> None: + output = self.tmp / "existing.twb" + output.write_text("do not replace") + with self.assertRaisesRegex(ResourceError, "--overwrite"): + atomic_write(output, "new", overwrite=False) + self.assertEqual(output.read_text(), "do not replace") + + # --- datasource inspection and validation ------------------------------- + + def test_inspect_datasources_reports_only_global_datasource_columns(self) -> None: + text = (FIXTURES / "existing-workbook.twb").read_text() + self.assertEqual( + inspect_datasources(text), + {FIXTURE_DATASOURCE: {"Revenue", "Transaction Date", "Offering"}}, + ) + + def test_inspect_datasources_keys_on_internal_name_not_caption(self) -> None: + text = (FIXTURES / "existing-workbook.twb").read_text() + self.assertIn("caption='Sales Data'", text) + self.assertNotIn("Sales Data", inspect_datasources(text)) + + def test_inject_accepts_a_federated_target_datasource(self) -> None: + output = self.inject_line_chart() + self.assertIn(f"[{FIXTURE_DATASOURCE}].[sum:Revenue:qk]", output) + self.assertIn(f"datasource='{FIXTURE_DATASOURCE}'", output) + self.assertNotIn("Sample - Superstore", output) + + def test_inspect_datasources_rejects_a_non_workbook_document(self) -> None: + with self.assertRaisesRegex(ResourceError, ""): + inspect_datasources((FIXTURES / "target-datasource.xml").read_text()) + + def test_inject_rejects_a_datasource_the_workbook_does_not_have(self) -> None: + with self.assertRaisesRegex(ResourceError, "no datasource named Missing DS"): + self.inject_line_chart(datasource_name="Missing DS") + self.assertFalse((self.tmp / "output.twb").exists()) + + def test_inject_rejects_a_target_field_the_datasource_does_not_have(self) -> None: + with self.assertRaisesRegex(ResourceError, "Nonexistent Column"): + self.inject_line_chart( + field_mappings={ + "ARR": "Nonexistent Column", + "Close Date": "Transaction Date", + } + ) + self.assertFalse((self.tmp / "output.twb").exists()) + + def test_inject_rejects_a_reference_only_resource(self) -> None: + with self.assertRaisesRegex(ResourceError, "reference-only"): + self.inject_line_chart(resource_id=REFERENCE_ONLY_ID) + self.assertFalse((self.tmp / "output.twb").exists()) + + # --- bounded insertion -------------------------------------------------- + + def test_inject_places_the_window_beside_the_existing_window(self) -> None: + output = self.inject_line_chart() + root = ET.fromstring(output) + worksheets = [item.get("name") for item in root.findall("worksheets/worksheet")] + windows = [item.get("name") for item in root.findall("windows/window")] + self.assertEqual(worksheets, ["Existing Sheet", "ARR Trend"]) + self.assertEqual(windows, ["Existing Sheet", "ARR Trend"]) + self.assertEqual( + root.findall("windows/window")[1].get("class"), "worksheet" + ) + + def test_inject_preserves_every_byte_after_the_window_container(self) -> None: + original = (FIXTURES / "existing-workbook.twb").read_text() + output = self.inject_line_chart() + tail = original[original.index("") :] + self.assertTrue(output.endswith(tail)) + + def test_inject_preserves_crlf_bytes_outside_the_fragments(self) -> None: + source = self.tmp / "crlf-input.twb" + original = ( + (FIXTURES / "existing-workbook.twb").read_bytes().replace(b"\n", b"\r\n") + ) + source.write_bytes(original) + destination = self.tmp / "crlf-output.twb" + + self.inject_line_chart(input_path=source, output_path=destination) + + produced = destination.read_bytes() + self.assertEqual(source.read_bytes(), original) + self.assertIn(b"\r\n", produced) + opcodes = difflib.SequenceMatcher( + None, original, produced, autojunk=False + ).get_opcodes() + self.assertEqual(sorted({tag for tag, *_ in opcodes}), ["equal", "insert"]) + preserved = b"".join( + produced[start:end] + for tag, _i1, _i2, start, end in opcodes + if tag == "equal" + ) + self.assertEqual(preserved, original) + + def test_inject_rejects_a_duplicate_worksheet_name(self) -> None: + with self.assertRaisesRegex(ResourceError, "worksheet named Existing Sheet"): + self.inject_line_chart(worksheet_name="Existing Sheet") + + def test_inject_rejects_a_duplicate_window_name(self) -> None: + original = (FIXTURES / "existing-workbook.twb").read_text() + clashing = original.replace( + "", + "", + ) + with self.assertRaisesRegex(ResourceError, "window named ARR Trend"): + inject_fragments( + clashing, + "\n
\n", + "", + ) + + def test_inject_requires_exactly_one_worksheets_container(self) -> None: + original = (FIXTURES / "existing-workbook.twb").read_text() + doubled = original.replace( + "", "\n ", 1 + ) + with self.assertRaisesRegex(ResourceError, ""): + inject_fragments( + doubled, + "\n
\n", + "", + ) + + def test_inject_requires_a_windows_container(self) -> None: + original = (FIXTURES / "existing-workbook.twb").read_text() + start = original.index("") + end = original.index("") + len("") + without_windows = original[:start] + "" + original[end:] + with self.assertRaisesRegex(ResourceError, ""): + inject_fragments( + without_windows, + "\n
\n", + "", + ) + + # --- starter instantiation ---------------------------------------------- + + def test_instantiate_preserves_the_starter_prefix(self) -> None: + starter = STARTER.read_text() + output = instantiate_resource( + datasource_definition_path=FIXTURES / "target-datasource.xml", + output_path=self.tmp / "starter-output.twb", + resource_id="insights__bar_chart", + worksheet_name="ARR by Offering", + field_mappings=dict(BAR_MAPPINGS), + parameters=dict(BAR_PARAMETERS), + ) + self.assertTrue(output.startswith(starter[: starter.index("")])) + self.assertIn(" \n", output) + self.assertNotIn(" None: + for resource_id in ("magnitude-paired-bar", "magnitude-paired-column-chart"): + with self.subTest(resource_id=resource_id): + output_path = self.tmp / f"{resource_id}.twb" + output = instantiate_resource( + datasource_definition_path=FIXTURES / "target-datasource.xml", + output_path=output_path, + resource_id=resource_id, + worksheet_name="Profit by Offering", + field_mappings=dict(PAIRED_MAPPINGS), + parameters={}, + ) + self.assertIn("user:", output) + root = ET.fromstring(output) + self.assertEqual( + [item.get("name") for item in root.findall("worksheets/worksheet")], + ["Profit by Offering"], + ) + self.assertTrue(output_path.exists()) + + def test_starter_declares_the_tableau_user_namespace(self) -> None: + self.assertIn( + "xmlns:user='http://www.tableausoftware.com/xml/user'", + STARTER.read_text(), + ) + + def test_instantiate_rejects_a_workbook_definition(self) -> None: + definition = self.tmp / "workbook-definition.xml" + definition.write_text((FIXTURES / "existing-workbook.twb").read_text()) + with self.assertRaisesRegex(ResourceError, " element"): + instantiate_resource( + datasource_definition_path=definition, + output_path=self.tmp / "starter-output.twb", + resource_id="insights__bar_chart", + worksheet_name="ARR by Offering", + field_mappings=dict(BAR_MAPPINGS), + parameters=dict(BAR_PARAMETERS), + ) + self.assertFalse((self.tmp / "starter-output.twb").exists()) + + def test_instantiate_rejects_a_nested_datasource_definition(self) -> None: + definition = self.tmp / "nested-definition.xml" + definition.write_text( + "\n" + " \n" + "\n" + ) + with self.assertRaisesRegex(ResourceError, "exactly one"): + instantiate_resource( + datasource_definition_path=definition, + output_path=self.tmp / "starter-output.twb", + resource_id="insights__bar_chart", + worksheet_name="ARR by Offering", + field_mappings=dict(BAR_MAPPINGS), + parameters=dict(BAR_PARAMETERS), + ) + + def test_instantiate_rejects_an_unnamed_datasource_definition(self) -> None: + definition = self.tmp / "unnamed-definition.xml" + definition.write_text("\n") + with self.assertRaisesRegex(ResourceError, "name"): + instantiate_resource( + datasource_definition_path=definition, + output_path=self.tmp / "starter-output.twb", + resource_id="insights__bar_chart", + worksheet_name="ARR by Offering", + field_mappings=dict(BAR_MAPPINGS), + parameters=dict(BAR_PARAMETERS), + ) + + # --- atomic output ------------------------------------------------------ + + def test_atomic_write_replaces_the_destination_with_overwrite(self) -> None: + output = self.tmp / "existing.twb" + output.write_text("stale") + atomic_write(output, "fresh", overwrite=True) + self.assertEqual(output.read_text(), "fresh") + self.assertEqual([item.name for item in self.tmp.iterdir()], ["existing.twb"]) + + def test_atomic_write_keeps_the_destination_file_mode(self) -> None: + output = self.tmp / "existing.twb" + output.write_text("stale") + output.chmod(0o640) + atomic_write(output, "fresh", overwrite=True) + self.assertEqual(output.stat().st_mode & 0o777, 0o640) + + def test_inject_rejects_a_workbook_that_is_not_utf8(self) -> None: + source = self.tmp / "latin1.twb" + source.write_bytes( + (FIXTURES / "existing-workbook.twb") + .read_text() + .replace("Sales Data", "Ventas Espa\u00f1a") + .encode("latin-1") + ) + with self.assertRaisesRegex(ResourceError, "Cannot read workbook"): + self.inject_line_chart(input_path=source) + + def test_instantiate_refuses_to_replace_its_datasource_definition(self) -> None: + definition = self.tmp / "datasource.xml" + definition.write_text((FIXTURES / "target-datasource.xml").read_text()) + with self.assertRaisesRegex(ResourceError, "--overwrite"): + instantiate_resource( + datasource_definition_path=definition, + output_path=definition, + resource_id="insights__bar_chart", + worksheet_name="ARR by Offering", + field_mappings=dict(BAR_MAPPINGS), + parameters=dict(BAR_PARAMETERS), + ) + self.assertIn(" None: + source = self.tmp / "input.twb" + source.write_text((FIXTURES / "existing-workbook.twb").read_text()) + before = source.read_bytes() + with self.assertRaises(ResourceError): + self.inject_line_chart(input_path=source, field_mappings={"ARR": "Revenue"}) + self.assertEqual(source.read_bytes(), before) + self.assertEqual([item.name for item in self.tmp.iterdir()], ["input.twb"]) + + def test_inject_refuses_to_replace_its_own_input(self) -> None: + source = self.tmp / "input.twb" + source.write_text((FIXTURES / "existing-workbook.twb").read_text()) + before = source.read_bytes() + with self.assertRaisesRegex(ResourceError, "--overwrite"): + self.inject_line_chart(input_path=source, output_path=source) + self.assertEqual(source.read_bytes(), before) + + def test_inject_can_replace_its_own_input_with_overwrite(self) -> None: + source = self.tmp / "input.twb" + source.write_text((FIXTURES / "existing-workbook.twb").read_text()) + output = self.inject_line_chart( + input_path=source, output_path=source, overwrite=True + ) + self.assertEqual(source.read_text(), output) + self.assertIn("", source.read_text()) + + # --- CLI ---------------------------------------------------------------- + + def test_cli_inject_writes_the_transformed_workbook(self) -> None: + output = self.tmp / "workbook-with-trend.twb" + result = self.run_cli( + "inject", + "insights__line_chart", + "--input", + str(FIXTURES / "existing-workbook.twb"), + "--output", + str(output), + "--worksheet-name", + "ARR Trend", + "--datasource", + FIXTURE_DATASOURCE, + "--map", + "ARR=Revenue", + "--map", + "Close Date=Transaction Date", + ) + self.assertEqual(result.returncode, 0, result.stderr) + root = ET.fromstring(output.read_text()) + self.assertEqual( + [item.get("name") for item in root.findall("worksheets/worksheet")], + ["Existing Sheet", "ARR Trend"], + ) + + def test_cli_instantiate_writes_the_starter_workbook(self) -> None: + output = self.tmp / "starter-bar.twb" + result = self.run_cli( + "instantiate", + "insights__bar_chart", + "--datasource-definition", + str(FIXTURES / "target-datasource.xml"), + "--output", + str(output), + "--worksheet-name", + "ARR by Offering", + "--map", + "ARR=Revenue", + "--map", + "Close Date=Transaction Date", + "--map", + "Product=Offering", + "--param", + "DATE_MIN=2026-01-01", + "--param", + "DATE_MAX=2026-06-30", + "--param", + "DIRECTION=DESC", + ) + self.assertEqual(result.returncode, 0, result.stderr) + root = ET.fromstring(output.read_text()) + self.assertEqual(len(root.find("datasources")), 1) + self.assertEqual( + [item.get("name") for item in root.findall("worksheets/worksheet")], + ["ARR by Offering"], + ) + + def test_cli_reports_a_missing_mapping_without_a_traceback(self) -> None: + output = self.tmp / "workbook-with-trend.twb" + result = self.run_cli( + "inject", + "insights__line_chart", + "--input", + str(FIXTURES / "existing-workbook.twb"), + "--output", + str(output), + "--worksheet-name", + "ARR Trend", + "--datasource", + FIXTURE_DATASOURCE, + "--map", + "ARR=Revenue", + ) + self.assertEqual(result.returncode, 2) + self.assertIn("Missing field mappings: Close Date", result.stderr) + self.assertNotIn("Traceback", result.stderr) + self.assertFalse(output.exists()) + + def test_cli_refuses_an_existing_output_without_overwrite(self) -> None: + output = self.tmp / "workbook-with-trend.twb" + output.write_text("do not replace") + result = self.run_cli( + "inject", + "insights__line_chart", + "--input", + str(FIXTURES / "existing-workbook.twb"), + "--output", + str(output), + "--worksheet-name", + "ARR Trend", + "--datasource", + FIXTURE_DATASOURCE, + "--map", + "ARR=Revenue", + "--map", + "Close Date=Transaction Date", + ) + self.assertEqual(result.returncode, 2) + self.assertIn("--overwrite", result.stderr) + self.assertEqual(output.read_text(), "do not replace") + + +if __name__ == "__main__": + unittest.main()