2 Replies Latest reply on Nov 6, 2016 2:37 PM by Andrew Clapson

    Tableau Server Naming Conventions: What Are You Using?

    Katherine L

      There are a few posts floating around about naming conventions and Tableau, but most seem related to talking about the content of Tableau.

       

      I'm curious: what naming conventions are you using to make your datasources, sheets, and workbooks easy to follow and find?

       

      Here's what's we're using at an enterprise level:

       

      Datasources:

      [SubjectArea]_[Data]_[Grain]_[DateRange]_[DataSourceKey]

       

      e.g.

      Retail_Orders_Daily_2PY_Current_RTORDD451

      SupportCenter_CallCenterLogs_Hourly_2014_SCCCH493

      HR_EastRegionTimeSheets_QuarterHourly_2014_HRETSQ393

       

      DataSourceKey = 2 Char Subject Area, 3 Char Data, 1 Char Grain, 3 digit key

       

      Workbooks:

      [SubjectArea]_[DataSource]_[Audience]_[Description]

       

      e.g.

      Retail_RTORDD451_RegionManagers_RegionPerformanceSnapshot

      HR_HRETSQ393_EastRegionVP_TimeSheetComplianceDashboard

       

       

      And, of course, a link:

      Kimball Group: Naming Conventions

      http://www.kimballgroup.com/2014/07/design-tip-168-whats-name/