User-defined metadata automatically assigned
What
Please make it possible to assign various workbook metadata automatically when connecting to data.
Examples of workbook metadata:
Field: alias, type (dimension or measure), data role (continuous or discrete), comments, default format, data type, sort order, geographic role, default aggregation, default total, multiple aliases, tooltips
Dimension Member: color, shape, alias, tooltips
Why
It saves time
It eases reuse
It reduces number of naming errors
It lessens tiring and demotival repetitions
It makes it easier to stay longer in a pleasant flow
How
Add folder to the repository where we can store workbook metadata definition (twmd) files.
Make it possible to associate a .twmd file with a data source while connected to it.
Allow limitation of definition to specific data source and or table.
The XML format seems like a good format for this as illustrated here.
Tableau defaults are used when definition isn't found.
Include an option to export a workbook's metadata to a new .twmd file.
Allow import of metadata from any (similar) workbook – a visual master definition file.
Make it possible to mass update existing workbooks and extracts on Server.
Make easy-to-use user-interface for maintaining the metadata files.
Mockup
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