Skills

Skill used throughout the build

Tableau for Adobe Data — Dashboards on CJA / Analytics Exports

many teams report Adobe data in Tableau alongside other sources. You connect exports from CJA or Analytics (or warehouse tables fed by Data Feeds / AEP), build calculated KPIs, and share dashboards. Publishing to Tableau Public also gives you a shareable portfolio link.

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Modules

Module 1

Connect to Adobe data

Done

Concept: Tableau connects to files (CSV/Excel) or databases (Snowflake, BigQuery). Start with a CSV export.
Where it's used: CJA/Analytics Workspace > freeform table > Download CSV; or warehouse tables from Data Feeds/AEP.

Workspace table: Day | Channel | Visits | Orders | Revenue
→ Download CSV
→ Tableau: Connect > Text file

Practice: Export 30 days of visits, orders and revenue by channel and connect it in Tableau.

Screenshot Tableau Data Source pageAdd `screenshots/tableau/module-01.png`

Module 2

Prepare the data

Done

Concept: Check field types, rename fields, set dimensions (categories) vs measures (numbers), pivot wide tables.
Where it's used: Making exported column names business-friendly.

Day        → Date
Channel    → Dimension (string)
Visits     → Measure (number)
Revenue    → Measure (currency)

Practice: Fix any field with the wrong type and rename fields to plain English.

Screenshot Data pane with correct typesAdd `screenshots/tableau/module-02.png`

Module 3

First charts

Done

Concept: Drag dimensions and measures onto Rows/Columns; use Show Me for chart types.
Where it's used: Trend and channel-mix views like a Workspace freeform.

Line: Date (Columns) × SUM(Revenue) (Rows)
Bar:  Channel (Rows) × SUM(Visits) (Columns)

Practice: Build a revenue trend line and a visits-by-channel bar chart.

Screenshot Two worksheetsAdd `screenshots/tableau/module-03.png`

Module 4

Calculated fields

Done

Concept: Create KPIs with formulas; use IF/CASE for groupings.
Where it's used: Conversion rate and AOV, matching your Analytics calculated metrics.

// Conversion Rate
SUM([Orders]) / SUM([Visits])

/ AOV
SUM([Revenue]) / SUM([Orders])

Practice: Add conversion rate and AOV; check they match Workspace for one day.

Screenshot Calculated field editorAdd `screenshots/tableau/module-04.png`

Module 5

Filters & parameters

Done

Concept: Filters limit data; parameters let viewers switch values such as the metric shown.
Where it's used: Interactive views for stakeholders (date range, channel).

Parameter [Metric]: Visits / Orders / Revenue
CASE [Metric]
  WHEN "Visits" THEN SUM([Visits])
  WHEN "Orders" THEN SUM([Orders])
  ELSE SUM([Revenue]) END

Practice: Add a date filter and a metric-switch parameter.

Screenshot Worksheet with filter and parameter controlsAdd `screenshots/tableau/module-05.png`

Module 6

LOD expressions

Done

Concept: Level of Detail calcs compute at a set grain regardless of the view: FIXED, INCLUDE, EXCLUDE.
Where it's used: First-purchase cohorts, like Workspace cohort tables.

// First purchase month per customer
{ FIXED [Customer ID] :
    MIN([Order Date]) }

Practice: Build a cohort view of customers by first-purchase month.

Screenshot Cohort chartAdd `screenshots/tableau/module-06.png`

Module 7

Build the dashboard

Done

Concept: Combine sheets, add titles and KPI tiles, use filter actions so clicking one chart filters the others.
Where it's used: Executive dashboard mirroring the measurement plan KPIs.

Dashboard: KPI tiles (Visits, Orders, CR, AOV)
+ Revenue trend + Channel bar
Action: click channel → filters trend

Practice: Build a one-page KPI dashboard with one filter action.

Screenshot Finished dashboardAdd `screenshots/tableau/module-07.png`

Module 8

Publish & reconcile

Done

Concept: Publish to Tableau Public (portfolio) or Tableau Server/Cloud; schedule refreshes for live sources.
Where it's used: Sharing results and proving numbers match Adobe reports.

Check: Tableau total revenue (yesterday)
   = CJA/Analytics total revenue (yesterday)
Difference > 1% → check date range, time zone, filters

Practice: Publish to Tableau Public and add the link to this board.

Screenshot Public dashboard link + reconciliation noteAdd `screenshots/tableau/module-08.png`

Must know

Tableau connects to exports from CJA or Analytics, or to warehouse tables fed by Data Feeds or AEP.
Calculated fields create KPIs (conversion rate, AOV); aggregate correctly to avoid wrong ratios.
LOD expressions (FIXED, INCLUDE, EXCLUDE) compute values at a different level from the view.
Parameters let viewers switch metrics or thresholds.
Always reconcile Tableau numbers with Workspace before sharing.

Interview questions

From your board. Answer out loud before you reveal.

Dimension vs measure?

Dimensions are categories you group by (channel, date); measures are numbers you aggregate (visits, revenue).

What are LOD expressions?

Calculations at a fixed level of detail independent of the view — FIXED, INCLUDE and EXCLUDE — e.g. first purchase date per customer.

Live connection vs extract?

Live queries the source each time (always current, can be slower); an extract is a snapshot copy (fast, needs scheduled refresh).

Your Tableau numbers don’t match CJA — what do you check?

Date range and time zone, filters/segments applied, metric definitions, and whether the export was sampled or truncated.

How do you make a dashboard interactive?

Filters, parameters and dashboard actions (filter/highlight actions) so selecting one view updates the others.

How would you get Adobe data into Tableau at scale?

Use a warehouse fed by Analytics Data Feeds or AEP dataset exports, then connect Tableau live or via scheduled extracts.

Key terms and sources

Term	What it is
Types of calculations	Basic, LOD and table calculations.
LOD expressions	Level of Detail expressions overview.
FIXED LOD	FIXED Level of Detail expressions.
Parameters	Creating parameters.
Relationships	How analysis works with related tables.