Automation / BI · Automation project
Tableau Workbook Tooling
Programmatic workbook theme migration
Designed a way to replace repetitive manual Tableau color changes with one controlled migration. The tool would read workbook metadata, find existing color mappings, apply the company theme, and validate the updated workbooks before they are republished.
Designed the process to update many workbooks consistently instead of editing each one by hand.
Accounted for both preferences.tps settings and workbook-specific color mappings.
Planned the automation as a one-time authorized migration on a central system rather than scripts running on individual analyst machines.
Tableau stores styling in several places, so the migration has to change colors without changing the meaning of the visualizations.
Company security requirements limited where automation could run, which shaped the deployment design.
Designed a scalable alternative to a manual migration expected to require thousands of dollars of labor.