1 of 1 people found this helpful
There are a couple of different things here that I'm seeing: One is having a description or comment metadata for fields, this can be done in Tableau using the Comment option, here's the v9 menu to access it:
The second part is about building out views. The Tableau equivalent is to build a data source, then that data source can be saved out as a file or published to Tableau Server.
2 of 2 people found this helpful
I recently ran into the situation where one of my clients had multiple Tableau connections to a common data source - common in that the same fields occurred in multiple tables and views. They wanted a way to have a canonical set of metadata, particularly comments, that each of the Tableau connections would be provided with.
They also wanted the ability to apply the metadata to connections users, themselves database people, created, for database fields that match a canonical name.
I build a Ruby script to handle this. It works by scanning the Workbooks in a directory and applying the canonical fields' comments where appropriate.
Is this something like what you're looking for? If so, it wouldn't take long to whip up a version, and I'm looking for interesting Workbook management projects to while away the spare time.
That said, synchronizing comments is really pretty easy, with some subtleties. Data types, formats, and other metadata gets pretty messy pretty fast.
Comments is what I'm looking for. Thanks. Can these be applied to multiple connections? Perhaps that what Chris Gerrard is referring to with Ruby scripts?