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Clone a Tableau KPI from the browser: inputs and checks for Datacooper's web tool

Original Datacooper brand logo

A request such as “make a Quantity version of this Sales KPI” needs more than a new label. The copied worksheet needs the right field references, calculations and formatting, and the original worksheet still needs to work.

Datacooper's Tableau KPI Cloner offers a browser form for this focused task. This article documents the current interface and a practical review checklist. The image is the original Datacooper brand logo.

What to prepare

The current form accepts a TWB or TWBX workbook and asks for a source worksheet, a target worksheet, the metric to replace, its replacement and an output filename.

For example, you might specify an existing Sales KPI worksheet, a new Quantity KPI worksheet, Sales as the source metric and Quantity as the replacement. These are illustrative inputs: use the exact names in your own workbook and confirm that the destination field exists.

Upload only a workbook you are authorized to process. The page states that the form uses a server-side executor. Treat file submission as a separate decision from reading the page; this article makes no data-retention guarantee.

What the tool is intended to return

The page describes a downloadable workbook containing a copied KPI worksheet with the requested core metric replacement. This puts a focused workbook-editing operation behind a web form, so the analyst does not have to begin by writing a Python script.

The form's source component submits a clone_kpi_card job with the workbook and field names. I inspected that component and the live page for this article. I did not submit a workbook or execute a new cloning or Tableau rendering test, so this update establishes the interface, not successful processing of an arbitrary file.

Review the workbook before using it

Open the returned workbook in Tableau Desktop and check the copied worksheet against your intended metric. In particular:

  • Confirm the new sheet and its field references.
  • Inspect dependent calculations, filters and table calculations.
  • Check number formats: a quantity should not inherit currency formatting unnoticed.
  • Compare the original worksheet and other affected views with the input workbook.
  • Confirm whether a dashboard needs an explicit change to display the new sheet; copying a worksheet is not the same as migrating a dashboard.

The current tool page explicitly limits the task to KPI worksheet copying. It does not promise arbitrary dashboard migration or automatic correction of every dependency. A plausible-looking result still needs a check of the business values.

Where this fits in Datacooper

The original post introduced the web tool as a way to lower the barrier between programmatic workbook editing and everyday analyst work. The current interface preserves that focused input-and-output approach.

cwtwb is the open-source workbook engineering foundation. Datacooper is the website entry point for tools and project context. The planned paid MCP is a future service direction; this article does not describe it as an available paid product or promise a processing time or success rate.

Explore the Tableau KPI Cloner and review its limits before processing your own workbook.

Sources and project links

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