Tableau → Hex Dashboard Migration Skill

An agent skill that migrates a Tableau dashboard to a Hex app with matching queries, numbers, filters, colors, layout, and tooltips — then proves the match with an automated screenshot-diff loop.

This file is for humans. The agent follows SKILL.md (the procedure) and reference.md (the commands).

What it does, step by step

Phase	What happens	Your involvement
0. Setup	Installs/verifies the Hex CLI and a warehouse CLI, checks Tableau access, asks the fidelity policy, creates a resumable run manifest	Provide a Tableau PAT if none is configured; answer one policy question
1. Extract	Downloads the Tableau workbook (.twbx) via the REST API and parses its XML for the ground-truth custom SQL, calculated fields, parameters, filters, layout, and colors; grabs rendered PNGs	Send screenshots of hover tooltips (they're invisible to every API)
2. Validate	Re-runs every section's logic against the warehouse and reconciles with Tableau's numbers before building anything	None (agent asks only if the source is ambiguous)
3. Build	Sends one comprehensive prompt to the Hex agent (`hex thread create --new-project`) with the validated SQL and exact styling spec, targeting a Generative app (not a classic notebook app) and verifying Hex complied	None — takes ~10–15 min
4. Self-check loop	Screenshots the Hex app headlessly, diffs it panel-by-panel against the Tableau PNG, re-verifies numbers and that every filter actually changes results, sends fix batches to the Hex agent; repeats until parity	One-time browser login for screenshots; expect 3+ rounds
5. Sign-off	Presents an evidence pack: side-by-side images, per-panel parity table, explicit approximations, open questions	You accept or request changes

How to trigger it

The skill activates when you paste a Tableau view link and ask for a migration. In a chat with your agent (Cursor, Claude Code, etc.):

Migrate this Tableau dashboard to Hex: https://<pod>.online.tableau.com/#/site/<site>/views/<Workbook>/<Dashboard>

Phrases like "migrate/replicate/copy/rebuild this Tableau dashboard in Hex" or "Tableau to Hex" all work. You can also invoke it explicitly (e.g. @tableau-to-hex-migration in Cursor).

Installation

Copy this folder into your project's skills directory:

Cursor: .cursor/skills/tableau-to-hex-migration/ (project) or ~/.cursor/skills/... (personal)
Claude Code: .claude/skills/tableau-to-hex-migration/

Prerequisites

Hex workspace with the CLI enabled and the Hex agent (threads) feature available — Phase 3 consumes workspace AI credits; without this feature the build path is blocked.
Tableau: a Personal Access Token with permission to download the workbook. Tableau Cloud and self-hosted Server (2019.4+) both work.
Warehouse CLI for the engine your Hex data connection uses: Snowflake snow, BigQuery bq, Databricks dbsqlcli, Postgres/Redshift psql (any JSON-emitting SQL CLI can be plugged in).
macOS or Linux (Windows via WSL). Python 3 with playwright, pillow, pyyaml, jinja2 for the self-check loop.

What to expect

It is a multi-hour, supervised task, not one-shot magic: ~10–15 min initial build, then several 4–10 min correction rounds while the agent converges on parity.
Human touchpoints are few but real: tooltip screenshots, a one-time Hex browser login, the fidelity-policy answer, and final visual sign-off.
Known limits (flagged up front by the skill): Tableau Stories, dashboard actions, row-level security, and user filters have no clean Hex equivalent; refresh schedules, permissions, and publishing are out of scope. The deliverable is a draft Hex app plus a parity evidence pack.

Safety notes

The Tableau PAT lives only in your MCP config or session env vars; the skill never writes it to files or prompts, and reminds you to rotate it afterward.
All run artifacts (spec, SQL, screenshots, manifest) live under ~/.tab2hex/<dashboard-slug>/, so an interrupted migration is resumable.

tableau-to-hex-skill