Data Cookbook specification cheat sheet: Tableau workbook

To jump start creation of a new Tableau workbook specification according to Data Cookbook best practices, copy the Template / Tableau Workbook Specification, which contains most of the necessary information.

On this page:

Creating a new specification

To create a new specification:

  1. From the Specifications menu, select Create a specification.
  2. In the "Specification Name" field, enter a name, following this naming convention:
      Functional Area (Subject)/Functional Area (System)/Description[,]Desc Modifier (optional)/Desc Org (optional)
  3. From the "Specification Type" drop-down menu, select Tableau Workbook.
  4. From the "Functional Area" drop-down menu, select the primary functional area associated with this specification. Select the area from the lowest hierarchical level that correlates with the EIG system code level.
  5. In the "Purpose" field, enter a concise, one- to three-sentence statement of the purpose of this specification, briefly summarizing the need it addresses and the business questions it answers.
  6. In the "Description" field, enter a more descriptive summary of the specification (e.g., how the deliverable can best be used, understood, or interacted with).
  7. Click ASSIGN TO ME AND START WORKING to create the specification.

Completing the specification

To complete your new specification, fill in the Overview and Definitions tabs:

  1. Select the Overview tab.
  2. Below the "Overview" heading, click Edit.
  3. In the "Owner" field, enter the business sponsor for the deliverable the specification is defining.
    • For a DSI deliverable that is a report, the owner is the organizational sponsor of the charter.
    • For AM360, the owner is the Office of Budgetary Administration and Planning.
  4. Under "Data System", select a data system from the drop-down list. This list has been prepopulated with systems derived from the EIG system, along with some additional reporting systems and some requested auxiliary systems. For DSI, the data system for a given specification will indicate the most closely related source of data that feeds that specification.

    For a Tableau workbook, if there is an extract, the extract is the most closely related source of data; for most DSI Tableau reports, this will be VTT IU-DSI. If there is no extract, select the actual data source, which is Denodo or DVT EBI.

  5. Under "Functional Areas", select a functional area. Though each specification has a primary functional area associated with its design, development, and primary data, many deliverables will contain data from more than one functional area.
  6. For anything published to, it is best practice for access details to include the following three DSI components:
    • Descriptive guidance on how to direct report users to access a particular report
    • Hyperlink to a published report
    • Security classification

    The standard text for a Tableau workbook will be the following:

    This Tableau workbook is published at in the Report Center called
    "<project name>" under the name "<workbook name>". The following link will direct you
    to the published report: <link url> The workbook will have the classification of
    "<security classification>" in terms of data security.
  7. Under "Related Specifications", associate your Tableau workbook with related Denodo views, Tableau dashboards, and Tableau extracts.
  8. Under "Tags", for DSI, enter the following tag types:
    • Charter: Enter DSI/<Charter name> (for instance, DSI/AM360).
    • Segment: The segment tag should match the descriptions used by the product owner, business analyst, or acceptance criteria (for instance, credit hours).
  9. From the specification navigation, select the Definitions tab:
    Data Cookbook specification: Definitions tab
  10. On the Definitions tab, associate all the data definitions related to this specification.

This is document anek in the Knowledge Base.
Last modified on 2017-08-07 16:13:38.

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