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Customize Tableau Next Assets of CSI Score

After the CSI Score is installed, a set of Tableau Next assets are added. The assets include visualizations and dashboards. Like the installed CSI Score semantic model, the installed visualizations and dashboards are locked. All locked visualizations use resources from the installed CSI Score semantic model that's also locked. You can't change resources used in locked visualizations to resources from your custom semantic model. The locked dashboards can be cloned but the new dashboards inherit locked visualization from the parent dashboard. You can either add widgets that use metrics from your custom semantic model. Or, you can replace the model and metric of the inherited widgets.

Required Editions

Installed Dashboards

All the visualizations provided by CSI Score are part of these dashboards:

Dashboard Purpose
CSI Score Overview

Shows the comprehensive all-up CSI score and the composite scores. The dashboard also shows:

  • The perception and the behavioral CSI score for each department.
  • An AI-generated summary of the signals that are driving the CSI score.
  • A list of accounts to watch based on CSI Score trends and customer engagement
CSI Score Metrics

Shows the key metrics for each composite score such as:

  • The break-up of the score by department.
  • The KPIs that power the composite score.
  • A list of accounts to watch based on score trends.
CSI Score KPI Relationships Visualizes the trajectories of the individual KPIs that form each composite score and identifies the top drivers that impact the composite scores.

Tableau Next Resources for Asset Creation

Customization Option Resource Example Scenarios
Create a visualization for existing and new metrics, KPIs, and scores Build Insightful Visualizations in Tableau Next
  • Create a trend line visualization that tracks the all-up CSI score over a rolling 12-month period to identify seasonal patterns in customer health.
  • Build a comparative bar chart showing NPS versus CSAT scores across different service channels to pinpoint underperforming channels.
Create a dashboard to bring together existing and new visualizations Create Effective Dashboards With Tableau Next
  • Design an Executive Health Overview dashboard that combines the all-up score widget with a Top Movers and Shakers list to highlight accounts requiring immediate attention.
  • Construct a Regional Deep Dive dashboard that aggregates all composite scores for specific geographies, enabling regional leaders to benchmark against global averages.

Clone and Customize Installed CSI Score Dashboards

You can clone an installed dashboard and customize the widgets in it based on your company's requirements.

Required Editions

User Permissions Needed
To clone Tableau Next dashboards: Tableau Next Admin permission set
  1. On Tableau Next, go to the workspace where the CSI Score dashboards are installed.
  2. From the Dashboards section, click Dropdown next to the dashboard you want to clone and select Clone..
  3. Give the new dashboard a unique name.
  4. Click one of the existing widgets on the dashboard.
  5. On the widget toolbar, click Replace.
  6. Select your custom model and click Select.
  7. Select the metrics that you want to show on the dashboard and click Select.
  8. Use the widget toolbar to update the visual representation of the metric.