Capture Cortex-Tableau alignment as new playbook section in snowflake-report-mart, NOT a new standalone skill
Decision
Extend snowflake-report-mart SKILL.md with a new “Cortex Analyst ↔ Tableau Alignment Playbook” (10-step procedure) as a sibling to the existing Six-Phase Operational Playbook. Add 5 new trigger keywords to the description (“Cortex Analyst doesn’t match Tableau”, “byte-exact Tableau parity”, etc.) so auto-load fires on alignment-class triggers. Cross-link Hard Rules 6-10 + tableau-twbx + vault skills. Live RNWL wave-2 work serves as canonical exemplar embedded in the playbook.
Rationale
Five reasons. (1) Domain match: alignment IS the reconcile-phase of the report-mart lifecycle, not a separate domain — same Snowflake semantic-view substrate, same Hard Rules 6-10. (2) Anti-fragmentation: a standalone skill would duplicate the existing Six-Phase context, the wrapper-view pattern (Hard Rule 6), and the formatting-rules section — high duplication risk. (3) Auto-load reliability: extending description triggers leverages the existing snowflake-report-mart auto-load path (already proven for build-phase tasks); a new skill needs its own trigger discovery and proves out separately. (4) Size headroom: file went 386→444 lines (post-edit), well within 600 hard cap, with 156 lines of headroom for future hard rules / playbook extensions. (5) 3+ instance rule: alignment has only 2 instances so far (RNWL_SALES_DASHBOARDS gross + net waves); per setup-curator routing tree rule 9, NEW skill creation needs 3+ instances. Extend existing > create new until threshold met.
Alternatives Rejected
Alternative A: New standalone skill cortex-tableau-alignment — Rejected. Premature per 3+ instance rule. Duplicates Six-Phase setup + wrapper-view pattern. Adds another auto-load discovery surface to maintain. Alternative B: Sub-skill under tableau orchestrator — Rejected. Alignment is Cortex-Analyst-driven (Snowflake side), not Tableau-MCP-driven. tableau skill routes BI-side operations (publish, dashboard authoring, .twbx XML, Cloud Web Authoring); reconciliation is a Snowflake-semantic-view-side task that calls tableau-twbx as a dependency (Step 2). Wrong parent. Alternative C: Capture only as session-learnings.md [CRITICAL] entry — Rejected. Already done as supplement, but session-learnings is dated discovery log, not auto-load skill substrate. Future alignment task at month T+3 might not retrieve it. Skill is the canonical surface for auto-load.
Outcome
Pending