Tableau
Ask what any Tableau number means, then bring your dashboards over to Dot.
01
Dot explains your dashboards
Workbooks, calculations, lineage and what each tile shows.
Sarah Chen9:41 AM
@Dot Why does Tableau show lower Q3 revenue than our finance report?
1 reply
DotAPP9:42 AM
5 steps · 30s · Access Online
Tableau’s Revenue field uses ship date; finance uses invoice date. On invoice date, both show $4.2M.
Source: Tableau’s Revenue field.
Here is the data.
| Q3 revenue | Amount |
|---|---|
| Tableau, by ship date | $3.9M |
| Finance, by invoice date | $4.2M |
| Tableau, by invoice date | $4.2M |
Today
Sarah Chen9:41 AM
Dot Why does Tableau show lower Q3 revenue than our finance report?
Dot9:42 AM
5 steps · 30s · Access online
Tableau’s Revenue field uses ship date; finance uses invoice date. On invoice date, both show $4.2M.
Source: Tableau’s Revenue field.
- Tableau, by ship date: $3.9M amount
- Finance, by invoice date: $4.2M amount
- Tableau, by invoice date: $4.2M amount
Ryan Ortiz9:41 AM
@Dot What does the Exec Summary dashboard show for EMEA with Year set to 2026?
1 reply
DotAPP9:42 AM
9 steps · 56s · Access Online
Read from the dashboard itself, at those filters.
Source: Tableau’s Exec Summary.
Here is the data.
| Exec Summary, EMEA, 2026 | Shows |
|---|---|
| Revenue | $9.7M |
| Margin | 38.2% |
| New customers | 214 |
Today
Ryan Ortiz9:41 AM
Dot What does the Exec Summary dashboard show for EMEA with Year set to 2026?
Dot9:42 AM
9 steps · 56s · Access online
Read from the dashboard itself, at those filters.
Source: Tableau’s Exec Summary.
- Revenue: $9.7M shows
- Margin: 38.2% shows
- New customers: 214 shows
Priya Shah9:41 AM
@Dot Which tables feed our Weekly Sales workbook, and how is Net Sales calculated?
1 reply
DotAPP9:42 AM
7 steps · 43s · Access Online
It reads orders and customers in Snowflake. Net Sales subtracts returns but keeps shipping fees.
Source: Tableau’s Weekly Sales.
Here is the data.
| Field | Built from |
|---|---|
| Net Sales | Sales minus returns |
| Sales | orders, in Snowflake |
| Region | customers, in Snowflake |
Today
Priya Shah9:41 AM
Dot Which tables feed our Weekly Sales workbook, and how is Net Sales calculated?
Dot9:42 AM
7 steps · 43s · Access online
It reads orders and customers in Snowflake. Net Sales subtracts returns but keeps shipping fees.
Source: Tableau’s Weekly Sales.
- Net Sales: Sales minus returns
- Sales: orders, in Snowflake
- Region: customers, in Snowflake
02
Rebuild dashboards in Dot
Checked tile by tile against Tableau.
Ryan Ortiz9:41 AM
@Dot Rebuild our Weekly Revenue dashboard in Dot.
1 reply
DotAPP9:42 AM
8 steps · 50s · Access Online
Every tile matches Tableau at the same filters.
Source: Tableau’s Weekly Revenue.
- Revenue
- $1.28M
- Orders
- 3,412
- Average order
- $375
Today
Ryan Ortiz9:41 AM
Dot Rebuild our Weekly Revenue dashboard in Dot.
Dot9:42 AM
8 steps · 50s · Access online
Every tile matches Tableau at the same filters.
Source: Tableau’s Weekly Revenue.
- Revenue
- $1.28M
- Orders
- 3,412
- Average order
- $375
Priya Shah9:41 AM
@Dot Which of our most-viewed Tableau dashboards should we move first?
1 reply
DotAPP9:42 AM
8 steps · 42s · Access Online
Weekly Revenue, Exec Summary and Pipeline. Together they get 61% of all views.
Source: Tableau’s view counts.
Chart
Today
Priya Shah9:41 AM
Dot Which of our most-viewed Tableau dashboards should we move first?
Dot9:42 AM
8 steps · 42s · Access online
Weekly Revenue, Exec Summary and Pipeline. Together they get 61% of all views.
Source: Tableau’s view counts.
Daniel Weber9:41 AM
@Dot In the rebuilt Weekly Revenue, which products drove last week’s dip?
1 reply
DotAPP9:42 AM
8 steps · 48s · Access Online
Three SKUs account for 80% of the drop, all out of stock since Tuesday.
Sources: orders and inventory.
Here is the data.
| SKU | Revenue change | Stock |
|---|---|---|
| TR-204 | −$38K | Out |
| TR-118 | −$22K | Out |
| TR-330 | −$14K | Out |
Today
Daniel Weber9:41 AM
Dot In the rebuilt Weekly Revenue, which products drove last week’s dip?
Dot9:42 AM
8 steps · 48s · Access online
Three SKUs account for 80% of the drop, all out of stock since Tuesday.
Sources: orders and inventory.
- TR-204: −$38K revenue change, Out
- TR-118: −$22K revenue change, Out
- TR-330: −$14K revenue change, Out
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