Project Dashboard Template for Tableau — PMO Schedule, Budget & Risk (.twb, connect your own task export)

Map your own project task export onto 12 named columns and get 8 calculated fields — schedule variance in days, budget burn %, effort overrun %, completion rate % and a per-task risk classification — laid out over 5 sheets and 1 dashboard. Opens in the free Tableau Public (US$0 licence); the .twb holds no data, only the formulas and the layout.

Calculated fields included (8)

Schedule Variance (Days)

Formula: IF [Status] = "Done" THEN DATEDIFF('day', [Baseline Finish], [Actual Finish]) ELSE DATEDIFF('day', [Baseline Finish], TODAY()) END

Uses: Status, Baseline Finish, Actual Finish

Schedule Status

Formula: IF [Schedule Variance (Days)] > 5 THEN "Late (over 5 days)" ELSEIF [Schedule Variance (Days)] > 0 THEN "Slipping (1-5 days)" ELSE "On track" END

Cost Variance (USD)

Formula: SUM([Actual Cost]) - SUM([Budgeted Cost])

Uses: Actual Cost, Budgeted Cost

Budget Burn %

Formula: IIF(SUM([Budgeted Cost]) = 0, 0, ROUND(SUM([Actual Cost]) / SUM([Budgeted Cost]) * 100, 1))

Uses: Budgeted Cost, Actual Cost

Effort Overrun %

Formula: IIF(SUM([Estimated Hours]) = 0, 0, ROUND((SUM([Logged Hours]) - SUM([Estimated Hours])) / SUM([Estimated Hours]) * 100, 1))

Uses: Estimated Hours, Logged Hours

Completed Flag

Formula: IIF([Status] = "Done", 1, 0)

Uses: Status

Completion Rate %

Formula: IIF(COUNT([Task ID]) = 0, 0, ROUND(SUM([Completed Flag]) / COUNT([Task ID]) * 100, 1))

Uses: Task ID

Risk Flag

Formula: IF [Schedule Variance (Days)] > 5 THEN "Escalate now" ELSEIF [Actual Cost] > [Budgeted Cost] THEN "Over budget - review" ELSEIF [Status] = "Blocked" THEN "Blocked - needs owner" ELSE "Healthy" END

Uses: Actual Cost, Budgeted Cost, Status

Columns your CSV must have (12)

ColumnTypeRole
Task IDstringdimension
Projectstringdimension
Assigneestringdimension
Statusstringdimension
Prioritystringdimension
Start Datedatedimension
Baseline Finishdatedimension
Actual Finishdatedimension
Estimated Hoursrealmeasure
Logged Hoursrealmeasure
Budgeted Costrealmeasure
Actual Costrealmeasure

CSV header row

Task ID,Project,Assignee,Status,Priority,Start Date,Baseline Finish,Actual Finish,Estimated Hours,Logged Hours,Budgeted Cost,Actual Cost

File you connect: project_tasks_export.csv

Worksheets (5)

Dashboards (1)

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This page is the working piece. The full pack has everything below.

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