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Tableau Data Sources

Tableau data sources are dashboard assets, similar to visualization models, native to Tableau.

Data Sources​

Data sources are Dashboard Assets, similar to visualization models, native to Tableau.

Home​

Data sources are quite similar to the one of tables and can be found under Dashboards in the left navigation.

Fields​

  • Name: name of the field (contains the view name)
  • Description (from Tableau)
  • Role and Type: Data source fields are either "dimensions" or "measures" and nature of the field (for example, string, integer, etc.)
Tableau data source fields

Details​

At the right, the Details menu summarizes key attributes of the selected Data sources. It is visible from all tabs.

  • Certified: Admins can mark a dashboard as certified to indicate documentation has been reviewed
  • Deprecated: Admins can mark a dashboard as deprecated to prevent users from using it
  • Favorites: Users can mark Data sources as favorites
  • Data source button: link to the Data source
  • Owners: a user can be assigned as the owner of a Data source
  • Popularity: computed based on the number of views
  • Description: short description of the Data sources
  • Tags: tags can be used to describe Data sources. They are common for all users of a company.
  • Source: always Tableau for a Data source

Documentation​

The section is a rich text to enable custom formatting. To be able to see rich text options, simply select a portion of text.

Pinned Assets​

You can link Data sources to other assets.

Lineage​

A Data source can be related to:

  • its parent tables (or even source table)
  • its children workbooks
Tableau data source lineage

Comments​

To easily collaborate and communicate between users, each Data source has a Comments section.

History​

A log of changes is kept under the History tab.