1 Reply Latest reply on Apr 20, 2012 3:08 PM by Tracy Rodgers

    documenting a workbook

    Frank Fenneran

      I find that many of the workbooks I make are one-time analysis of a particular problem, then I never go back to it again.  But sometimes I am asked something like: "That set of charts you did last month on churn by device.  Can you refresh it for this month?".  So I dig back through the files and find the right Tableau file, but then I have to find the data query that generated the data set in the first place so I can update and refresh.

       

      What I'm searching for is a way to document the query I used and other notes about the project, so that when I open it back up a month (or a year) later, I don't have to be Sherlock Holmes to find all the parts that went into the analysis.

       

      I can't find anywhere in the software that I can document what I've done without simply using text on a blank worksheet.  Am I missing something, or is that really the only option?

       

      -Frank