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Adds a skill for authoring Tableau Next semantic models (SDMs) on Data 360: build from scratch, add data objects, define joins, enrich with calculated fields and metrics, and make models AI-ready. Smoke-tested against a live Data 360 org: SDM discovery, AI-readiness flip, dimension creation, metric creation, and description backfill all exercised end-to-end.
139 lines
4.9 KiB
Markdown
139 lines
4.9 KiB
Markdown
# Real-World Patterns
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Patterns learned from analyzing 25+ production dashboard packages. Use these as guidance when designing your own fields and metrics.
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**See also:** [kpi-formulas.md](kpi-formulas.md) for time-based aggregation patterns (snapshot sums, annualization, DATEDIFF) and 40+ composite KPI formulas from finance/banking domains.
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## Metric Design Patterns
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**Additional Dimensions:**
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- Sales metrics typically include 4–5 breakdown dimensions: Account_Name, Opportunity_Type, Account_Industry, Account_Type, Full_Name
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- Choose dimensions that enable meaningful "Top contributors" and "Top detractors" insights
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- Avoid using too many dimensions (5+ can dilute insights)
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**Time Dimension Selection:**
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- Pipeline/forecast metrics → Use `Created_Date` (when opportunity entered pipeline)
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- Revenue/closed metrics → Use `Close_Date` (when deal closed)
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- Process metrics → Use event date (when action occurred)
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**Insights Settings (common pattern):**
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```json
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{
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"insightTypes": [
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{"enabled": false, "type": "TopContributors"},
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{"enabled": false, "type": "ComparisonToExpectedRangeAlert"},
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{"enabled": true, "type": "TrendChangeAlert"},
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{"enabled": true, "type": "BottomContributors"},
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{"enabled": true, "type": "ConcentratedContributionAlert"},
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{"enabled": true, "type": "TopDrivers"},
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{"enabled": true, "type": "TopDetractors"},
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{"enabled": true, "type": "CurrentTrend"}
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]
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}
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```
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TopContributors and ComparisonToExpectedRangeAlert are often disabled; trend-based insights are enabled.
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**Plural/Singular Nouns:**
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Often left empty (`""`) in production packages, but can improve readability when specified (e.g., `"calls"`, `"opportunities"`).
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## Calculated Field Patterns
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**Ratios → UserAgg:**
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```tableau
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SUM([Table].[Won_Count]) / SUM([Table].[Total_Count])
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```
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Always use `aggregationType: UserAgg` when expression includes aggregation functions.
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**Conditional Aggregation → UserAgg:**
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```tableau
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SUM(IF [Table].[Stage] = 'Closed Won' THEN [Table].[Amount] ELSE 0 END)
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```
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Or referencing a calculated field (unqualified):
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```tableau
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SUM(IF NOT [Is_Open_Opportunity_clc] THEN [OpportunityLineItem_TAB_Sales_Cloud].[Product_Quantity]*[OpportunityLineItem_TAB_Sales_Cloud].[List_Price_Amount] END)
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```
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**Referencing Other Calc Fields:**
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```tableau
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SUM([Total_Sales_clc])/[Total_Closed_Opportunities_Amount_clc]
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```
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Valid to reference other calculated fields in expressions. Calculated fields are model-level and use unqualified syntax `[FieldName_clc]`. Table fields require qualified syntax `[Table].[Field]`.
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**Weighted Calculations:**
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```tableau
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SUM(FLOAT([Probability_clc] * [Table].[Quantity]*[Table].[Price]))
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```
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Use FLOAT() for probability-weighted values.
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**LOD (Level of Detail) Expressions:**
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```tableau
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{ FIXED [Table].[Fiscal_Quarter] : SUM([Table].[Quota_USD]) }
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```
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FIXED expressions compute aggregations at specific dimension levels, independent of other dimensions in the view. Common uses:
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- Quota allocation across time periods
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- Percent of total calculations
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- Running totals or cumulative metrics
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- Comparing values across different granularities
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LOD syntax: `{ FIXED [Table].[dimension] : aggregation_function([Table].[measure]) }`
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## Dimension Patterns
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**Tiering by Thresholds:**
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```tableau
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IF [Table].[CSAT] >= 60 THEN "Tier 1"
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ELSEIF [Table].[CSAT] <= 20 THEN "Tier 3 - Escalated"
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ELSE "Tier 2"
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END
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```
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**Mapping with CASE:**
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```tableau
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CASE [Table].[Call_Reason]
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WHEN "Benefits Inquiry" THEN "General Platform Issues"
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WHEN "Billing Question" THEN "Regulatory Document Upload Issues"
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ELSE [Table].[Call_Reason]
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END
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```
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**Boolean Flags:**
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```tableau
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If [Table].[Type]="Self" then "Site User" else "Participant" end
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```
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**Referencing Calculated Fields in Dimensions:**
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```tableau
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IF [Is_Open_Opportunity_clc] THEN 'Open' ELSEIF [Is_Won_Opportunity_clc] THEN 'Won' ELSE 'Lost' END
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```
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Calculated fields use unqualified syntax. Table fields require `[TableName].[FieldName]`:
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```tableau
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[HLS_Call_Center_Dataverse].[Member_CSAT]
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```
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## Industry-Specific Patterns
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**Sales:**
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- Win_Rate_clc, Conversion_Rate_clc, Pipeline_Generation_clc
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- Weighted_Pipeline_Value_clc (probability * amount)
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- Sales_Cycle_Won_clc (time between Created_Date and Close_Date)
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- Quota_Per_Fiscal_Quarter_clc (FIXED LOD for quota allocation)
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**Service:**
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- Average_Time_To_Close_clc (UserAgg)
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- CSAT_clc, Volume_clc (UserAgg)
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- Reopen_Rate_clc (ratio)
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**HR:**
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- Headcount_clc, Turnover_Rate_clc
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- Employee tiering by age ranges or seniority
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**Healthcare:**
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- Call volume, wait times
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- Tiering by CSAT or priority
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- Channel mapping (Portal, Call, Email, etc.)
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## See also
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- **[kpi-formulas.md](kpi-formulas.md)** — Time-based aggregation patterns (snapshot sums, annualization, DATEDIFF), composite KPI formulas, and color semantics. 40+ production dashboard templates across Finance, Banking, Sales, HR domains. Covers lifecycle tracking (new/lost counts via LOD) and period-constrained calculations.
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