BI and Dashboard Platform Skill Skill

BI and Dashboard Platform Skill

Overview

The BI and Dashboard Platform Skill provides comprehensive integration with business intelligence and marketing dashboard tools. This skill enables automated dashboard development, report building, data connector configuration, and visualization optimization across major BI platforms including Tableau, Power BI, Looker Studio, and Domo.

Capabilities

Tableau Dashboard Development

Workbook creation and configuration
Data source connections and extracts
Calculated field development
Dashboard layout and design
Filter and parameter configuration
Action and interactivity setup
Performance optimization
Publishing and permissions management

Power BI Report Building

Report and dashboard creation
DAX measure development
Power Query transformations
Custom visual integration
Row-level security configuration
Dataflow development
Workspace management
Scheduled refresh setup

Looker Studio (Google Data Studio)

Report template creation
Data connector configuration
Blended data source setup
Calculated field development
Chart and visualization design
Filter control configuration
Report sharing and embedding
Community visualization integration

Domo Dashboard Creation

Card and dashboard development
Magic ETL pipeline building
Beast Mode calculations
Drill path configuration
Alert and notification setup
App integration
User and group permissions
Scheduled reports

Supermetrics Data Connector

Marketing data pipeline configuration
Multi-source data aggregation
Custom metric calculations
Scheduled data refresh
Data destination routing
Query template management
Historical data backfill
API usage optimization

Cross-Platform Features

Custom metric calculations and KPI definitions
Automated report scheduling and distribution
Data blending and joins across sources
Alert and notification setup for threshold monitoring
Template development for consistency
Documentation and governance standards

Process Integration

This skill integrates with the following marketing processes:

marketing-dashboard-development.js - Primary dashboard creation and maintenance
marketing-roi-analysis.js - ROI visualization and reporting
campaign-performance-analysis.js - Campaign analytics dashboards

Dependencies

Tableau API / Tableau Server REST API
Power BI REST API
Looker API
Domo API
Supermetrics API
Google Analytics API (for data sources)
Marketing platform APIs (for data connectors)

Usage

Basic Dashboard Creation

skill: bi-dashboards
action: create-dashboard
parameters:
  platform: tableau | powerbi | looker-studio | domo
  dashboard_name: "Marketing Performance Dashboard"
  data_sources:
    - type: google-analytics
      connection: ga4-production
    - type: crm
      connection: salesforce-marketing
  visualizations:
    - type: kpi-cards
      metrics: [revenue, conversions, cpa]
    - type: trend-chart
      dimension: date
      metrics: [sessions, conversions]
    - type: breakdown-table
      dimensions: [channel, campaign]
      metrics: [spend, revenue, roas]

Automated Report Scheduling

skill: bi-dashboards
action: schedule-report
parameters:
  platform: powerbi
  report_id: "marketing-weekly-report"
  schedule:
    frequency: weekly
    day: monday
    time: "08:00"
  distribution:
    format: pdf
    recipients:
      - marketing-team@company.com
      - leadership@company.com

Custom Metric Development

skill: bi-dashboards
action: create-metric
parameters:
  platform: tableau
  metric_name: "Blended ROAS"
  calculation: |
    SUM([Revenue]) / SUM([Ad Spend])
  format: percentage
  aggregation: ratio

Data Blending Configuration

skill: bi-dashboards
action: blend-data
parameters:
  platform: looker-studio
  primary_source: google-analytics
  secondary_source: google-ads
  join_keys:
    - primary: campaign_name
      secondary: campaign
  metrics_to_add:
    - cost
    - clicks
    - impressions

Best Practices

Data Governance: Maintain consistent naming conventions and metric definitions across dashboards
Performance: Optimize data extracts and queries for dashboard load time
Documentation: Include data source documentation and metric calculation logic
Access Control: Implement appropriate row-level security and permissions
Version Control: Track dashboard versions and maintain change history
Mobile Optimization: Design dashboards for cross-device accessibility
Alerting: Configure meaningful alerts for business-critical metrics

Related Skills

SK-005: Marketing Analytics Platform
SK-018: CRM Integration
SK-015: Customer Data Platform

Related Agents

AG-008: Marketing Analytics Director
AG-011: Marketing Operations Manager

Agent Skills: BI and Dashboard Platform Skill

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Skill Files