We’ve Improved Data Source Audit in Workbook Tools for Tableau!

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We’ve Improved Data Source Audit in Workbook Tools for Tableau!

A little over a month ago, we released version 1.14 of our Workbook Tools for Tableau. This release was all about our Data Source Audit tool, and we made a couple of really cool enhancements that I want to share with you today.

More Intuitive User Interface

The old interface wasn’t as intuitive as we would have liked. We took a step back and asked, “What does the user want to see?” We wanted to give you direct access to all the fields across all of the workbooks you’ve selected and allow you to sort/filter those results so you can find what you are looking for. Once you’ve found what you are looking for, the tabbed detail pane allows you to see:

  • Field details, including calculation
  • Which sheets the field is used on
  • Which calculations use the field
  • The lineage of the calculation if it is built from other calculations

The screenshots below show the new interface and the filter view:

Workbook Tools for Tableau - Data Source Audit - Auditing Workbooks

Workbook Tools for Tableau - Data Source Audit - Filter Audit Results

Improved Tableau Export Feature

The next big change was the improvement we made to the Tableau export. Previously we had a multi-paged workbook with multiple views, but they were a bit confusing and hard to understand. We refactored the workbook (thanks to Robert Rouse) into a one-page view with an “omnibox” search field. This allows you to easily correlate workbooks, data sources, columns, dashboards and sheets. It’s a really powerful way to search across multiple workbooks and allows you to pinpoint what you are looking for quickly. It also highlights unused columns so you can remove those and improve your workbook performance:

Workbook Tool for Tableau - Data Source Audit - Audit Results

We are excited about these changes and have received wonderful feedback so far. We hope you enjoy it! To learn more about other great features found in Workbook Tools and to try a free 14-day trial, head to the official Workbook Tools for Tableau page.

Try Workbook Tools for FREE!

More About the Author

Cole Shelton

Chief Data Officer
We’ve Improved Data Source Audit in Workbook Tools for Tableau! A little over a month ago, we released version 1.14 of our Workbook Tools for Tableau. This release was all about our Data Source Audit ...
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