2 Replies Latest reply on Oct 30, 2017 2:47 AM by Maciek La

    Pull a list of all fields in Tableau and what they are

    Catherine Justiniano

      I need to document all of the fields in our Tableau workbooks to see what the actual field name is from the extract, what it is renamed to, if it has an alias and what calculations make some of the fields so that we can redo the extract with the correct names and put some of the fields into the extract so everything can move faster.  There was one thread reagarding a Tableau documenter file, but I was not able to get that to work and didn't know if it was out of date since it was from 2009.  If someone can give me some direction, I would greatly appreciate it as we would like to do this process for all workbooks.

        • 1. Re: Pull a list of all fields in Tableau and what they are
          Mark Holtz

          I am unaware of a "nice and quick" way to get metadata information describing all this detail about fields in the data source.

           

          In case the brute force path is not already apparent to you, you could of course open each workbook in Tableau, right click on each data source(s), and choose edit connection.

           

          I'm pretty much only familiar with SQL Server connections, but from there, you can see the server and database, and then evaluate the table, multiple tables or custom SQL that generates the data source Tableau uses build to build the extract.  (aliasing can be done at this step that will make the field name different from the name in the underlying database.) For other data source types, I assume something similar is possible.

           

          Within Tableau, you can also check each field to see if there are aliases and also get data type, null allowance, and domain members.

           

          (I am familiar with version 7, so if you have an older version you might have to follow a different path to these items)

          Aliases: Click on the Data menu, select your data source, select Edit Aliases

          Field Description: right click on the field and select "Describe."

           

          Not an ideal solution, I know...

          I'm interested to see what other responses you get, as we could stand to document our Tableau workbooks better in my own organization!

           

          Good luck

          • 2. Re: Pull a list of all fields in Tableau and what they are
            Maciek La

            You can use my tool which automatically pulls workbook from Server and prints field definition. Everything done in JS and in browser.

            Step by step instructions here:

            Tableau fields definition with Undocumented API - meowBi