Data sources

Data sources are Dashboard Assets native to Tableau

Home

The Home of Data sources are quite similar to the one of tables

Fields

  • Name: name of the field (contains the view name)

  • Description (from Tableau)

  • Role & Type: Data source fields are either "dimensions" or "measures" & nature of the field (ex. string, integer, etc)

Details

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

  • Verified: Admins can mark a Data sources as verified to indicate documentation has been reviewed

  • Favorites: Users can mark Data sources as favorites

  • Dashboard button: link to Data sources

  • Owners: a user can be assigned as the owner of an Data sources

  • 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 sources

Read me

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

Field lineage to identigy the parent columns of Data sources fields is coming very soon!

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.

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