home / skills / pluginagentmarketplace / custom-plugin-data-analyst / business-intelligence

business-intelligence skill

safe

This skill helps you master enterprise BI tools to build scalable analytics, dashboards, and self-service reporting across organizations.

npx playbooks add skill pluginagentmarketplace/custom-plugin-data-analyst --skill business-intelligence

Review the files below or copy the command above to add this skill to your agents.

Files (6)

SKILL.md

1.6 KB

---
name: business-intelligence
description: BI tools, dashboards, and enterprise analytics platforms
version: "2.0.0"
sasmp_version: "2.0.0"
bonded_agent: 04-visualization-architect
bond_type: SECONDARY_BOND

# Skill Configuration
config:
  atomic: true
  retry_enabled: true
  max_retries: 3
  backoff_strategy: exponential

# Parameter Validation
parameters:
  tool_focus:
    type: string
    required: true
    enum: [tableau, powerbi, looker, all]
    default: all
  skill_level:
    type: string
    required: true
    enum: [beginner, intermediate, advanced]
    default: beginner

# Observability
observability:
  logging_level: info
  metrics: [dashboard_count, user_adoption, report_usage]
---

# Business Intelligence Skill

## Overview
Master enterprise BI tools and platforms to build scalable analytics solutions for organizations.

## Topics Covered
- Tableau, Power BI, Looker
- Dashboard design principles
- Data modeling for BI
- Self-service analytics
- Enterprise reporting architecture

## Learning Outcomes
- Build interactive dashboards
- Design data models
- Implement self-service BI
- Deploy enterprise analytics

## Error Handling

| Error Type | Cause | Recovery |
|------------|-------|----------|
| Data refresh failed | Source connection issue | Verify credentials, check network |
| Slow performance | Complex calculations | Optimize data model, use extracts |
| Permission errors | Access control | Configure row-level security |
| Visualization errors | Incompatible data types | Validate data model |

## Related Skills
- visualization (for design principles)
- databases-sql (for data modeling)
- reporting (for delivery mechanisms)

Overview

This skill teaches enterprise business intelligence tools and platforms to build scalable analytics solutions. It focuses on hands-on dashboard creation, data modeling, and architecture needed for organizational reporting. The content emphasizes practical outcomes: interactive dashboards, self-service analytics, and deployable enterprise reports.

How this skill works

The skill covers leading BI tools such as Tableau, Power BI, and Looker, and explains core dashboard design principles. It shows how to model data for BI, optimize performance, and implement access controls. Troubleshooting guidance is included for refresh failures, slow queries, permission issues, and visualization errors.

When to use it

Creating interactive dashboards for stakeholders
Designing data models to support analytics workflows
Setting up self-service BI for business teams
Deploying enterprise reporting and governance
Improving BI performance and data refresh reliability

Best practices

Design dashboards focused on user tasks and KPIs, not raw data
Build a clear semantic data model to minimize complex calculations in visuals
Use extracts or aggregates to improve query performance for large datasets
Implement row-level security and role-based access for governance
Validate field types and data quality before visualization to avoid errors

Example use cases

Develop a sales operations dashboard in Power BI with daily refreshes and role-based views
Create an executive overview in Tableau that highlights trends and exceptions
Implement a Looker model to enable self-service exploration by marketing analysts
Optimize a slow enterprise report by refactoring joins and adding aggregates
Troubleshoot data refresh failures by validating source credentials and network access

FAQ

What should I do if data refreshes fail?

Check source credentials, verify network connectivity, and review refresh logs to identify the root cause.

How can I improve dashboard performance?

Simplify visuals, pre-aggregate data, use extracts, and optimize the underlying data model and calculations.

How do I secure sensitive data in dashboards?

Apply row-level security, restrict data access by role, and limit sharing permissions at the report level.