Let your dashboards evolve.
Keep the story clear.

Refine the calculations, data sources and workbook experience behind your Tableau reporting. Bring the team from an idea to a reviewed workbook.

Explore your workflow Change platform

TABLEAU. YOUR NEXT CHAPTER.

Start withWorkbooks, dashboards and data sources
Work with CoDashInspect, refine and validate
Your team reviewsA workbook your team can review and publish

The pillars, in your platform

From workbook questions to better reporting.

Native Tableau development and publishing are in scope. Migration is optional and limited to the directions below.

Understand what sits behind the dashboard.

Analyze with Tableau

You bringYour Tableau workbooks
CoDash helps youInspect data sources, calculations and dependencies
You take forwardA workbook assessment

Use inventory and complexity findings to choose where the team should focus.

Explore Analyze Solution: Estate assessment See this workflow

Give each workbook a clear purpose.

Rationalize with Tableau

You bringRelated dashboards and workbooks
CoDash helps youCompare shared data and calculation logic
You take forwardConsolidation candidates for owner review

Confirm audiences and filters before deciding that two dashboards can become one.

Explore Rationalize Solution: Estate rationalization See this workflow

Build the workbook your users need next.

Reporting Studio with Tableau

You bringA reporting requirement or existing workbook
CoDash helps youRefine data sources, calculations and workbook content
You take forwardWorkbook changes ready for validation

Work with Tableau concepts including calculated fields, parameters, worksheets and dashboards.

Explore Reporting Studio Solution: Reporting improvement See this workflow

Carry the review through to delivery.

Manage with Tableau

You bringYour reviewed workbook
CoDash helps youValidate, package and prepare the publish step
You take forwardA workbook download or Tableau publish handoff

Publishing uses an approved Tableau Server or Cloud connection. Your team decides what is released.

Explore Manage Solution: BI operations See this workflow

Change platforms when the direction fits.

Migrate with Tableau

You bringSelected Tableau or Power BI assets
CoDash helps youFollow a supported conversion direction
You take forwardTarget assets for review and repair

Tableau connects to Power BI, Looker and Omni; Power BI to Tableau is also supported. Scope varies by direction.

Explore Migrate Solution: Platform modernization See this workflow

Your team reviews the result and decides what reaches production. For recurring work, explore Automate workflow design (preview); execution scope is confirmed per workflow.

Choose the right focus

Improve the workbook or change the platform?

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Tableau: priorities, capabilities and review
Your priority	CoDash supports	Your team reviews
Refresh a dashboard	Tableau workbook development and validation	Calculations, filters and the intended user experience
Reduce overlapping workbooks	Asset analysis and similarity review	Business coverage and the preferred workbook
Move selected reporting	Four supported directions involving Tableau	Source scope, conversion gaps and target acceptance

An example in practice

One executive dashboard. A clearer monthly story.

An illustrative Tableau scenario. Your team confirms scope and acceptance for its own reporting.

A possible Tableau review journey

UnderstandInspect the workbook's data sources and calculations.
Work through the changeRefine the measures, parameters and dashboard content.
Review the resultValidate the changes and review the workbook before publishing.