5 Replies Latest reply on Jun 7, 2016 3:46 AM by khalid norat

    How to provide online help for data definitions?

    Gene Godin


      I am a new developer using Tableau and we are about to roll out our first Tableau application. Here are some questions related to providing users online help. I would appreciate your ideas.


      Gene Godin

      YP - San Francisco


      1. When you view a Tableau chart, it can show dimensions and metrics. When a user sees a measure called "Delta Total Contract Value" on a chart and does not understand its definition, how best to give the user access to the definition? For example, maybe a popup help when hovering over the item, or a link to a document that provides all the definitions. Any ideas are welcome.

      2. We have made available a custom drill through to get a list of customers if they click on a measure value. How to provide screen user online help to guide them on the functionality available on a screen?