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Clear and well-written documentation can be a map that makes troubleshooting or updating dashboards a less painful process.
1. Creating Comments in Dimensions and Measures
Your data source dimension or measure field names may often be unclear or have a specific meaning unique to the data source. A data dictionary or an individual with knowledge of the data source may not be immediately available. Adding a comment to the dimension or field clarifies those fields and serves as a reference for you or your client.
2. Creating Comments in Calculated Fields
In any given workbook, you can create numerous calculated fields. Knowing exactly why you made a calculated field or what it does at the time is easy, but recalling that reason at a later date can lead to frustration and eat up valuable time.
3. Organizing Fields into Folders
In workbooks that contain multiple dashboards and worksheets, looking for specific fields can be daunting. One way to make this easier is to group your fields into folders. By default, Tableau organizes workbook fields alphabetically by data source table. To organize fields into folders, follow this step View Data icon in the Data Pane and select Group by Folder.
4. Leveraging Sheet Descriptions
There are multiple locations where you can create dashboard documentation: MS Word, Google Sheets, or a team collaboration software such as Confluence.
5. Color Coding Worksheets
Color coding worksheets is another simple way to organize and keep track of associated and related worksheets. Organizing worksheets by color serves as a visual cue that can prove helpful with workbooks containing multiple dashboards. Left-click on the worksheet tab, choose Color, and select a color.
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