WriteBackExtreme
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V5.0
V5.0
  • Prologue
    • WriteBackExtreme v5
    • Release Notes
    • Changelogs
    • Architecture
      • Data Handling and Security in WriteBackExtreme (SaaS)
  • Installation guide
    • Requirements
      • Windows
      • Linux
    • Getting started
      • Windows
      • Linux
      • Containerization
        • Docker standalone
        • Docker compose
        • Repository database
        • ODBC connections
    • Installation wizard
      • License
      • Repository database
        • SQL Server
        • MySQL
        • PostgreSQL
        • SQLite
      • Create a user
      • URL & SSL Certificate
      • Run as a service
      • Summary
        • Running on Linux
    • Configuration panel
      • Home page
      • Domain & SSL Management
      • Repository Database
      • License Management
      • User Management
      • Ip Whitelisting
      • Primary keys in Data Add
    • Upgrade
      • Upgrade from 2.x
    • Update license
    • Moving to production
  • Product Guide
    • Getting started
    • Tableau Extension
      • Getting started
        • Create a worksheet with Username()
        • Add the Extension to your dashboard
        • Ready to start
      • Configuration
        • General
          • Schemas
          • Authentication
          • Popup
          • Theming
          • Tabs
          • Mapping
          • Tableau
          • Import/Export
          • Tableau Datasource
        • Schemas
          • General
            • Editable Conditions
          • Field Formatting
            • Single line text
            • Paragraph text
            • Number
            • Boolean
            • Dropdown select
              • Dynamic Populated content
              • Cascading dropdown
            • Date/DateTime
          • Form Builder
            • Features
            • Dynamic Values
              • Troubleshoot | values
        • Changelog
      • End-user
        • Features
          • Dynamic Filtering
          • Bulk Import
          • Audits (History)
          • Bulk Edit
          • Duplicate rows
        • Add Data
          • Overview
          • Add rows
          • Edit rows
        • Collaboration
          • Overview
          • Add / Edit
          • Reply
        • Data Helper
          • Overview
          • Add rows
          • Edit rows
        • Data Correction
          • Add records
          • Edit records
          • Remove records
          • Interpolate
          • Calculations
          • Vertical layout
        • SSO/SAML or Oauth authentication
    • Management console
      • Setup security
        • OAuth Setup
          • Microsoft Entra
          • Auth0
          • Google
        • SSO Setup
          • OKTA Example
          • PingOne Example
          • Azure Example
          • Troubleshooting SSO
      • Connections
      • Schemas
        • Permissions
        • Audits
        • Import/export
        • Row Level Security
        • Schema data
        • Workflows
          • Stored procedures
          • Tutorial (video)
      • Tableau sync
      • User management
      • Group management
      • Info & License
    • Database Connections
      • DataBricks
        • Windows
        • Linux
      • Snowflake
        • Using ODBC
          • Windows
          • Linux
        • OAuth Authentication
        • Key Pair
    • NEW: InputTables
  • Support
    • Troubleshoot
      • Errors
    • FAQ
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  1. Product Guide
  2. Tableau Extension

Configuration

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Integrating your extension into the dashboard allows you to refine its appearance and functionality. Initially, adjust the extension's connection settings to link it with a spreadsheet that shares the same Database Table as your schema, specifically the "Missing Orders" sheet within the dashboard. This sheet archives records by a unique identifier, "id." In the following steps, we'll demonstrate how to connect the "Missing Orders" sheet to your extension using "id" as the unique linking dimension.

To integrate the extension with a sheet in the dashboard, follow these steps:

  1. Select the field you want to connect to on the dashboard. For this example, choose the “id” field, which is also a hidden column in the “Missing Orders” sheet.

  2. Choose the specific sheet to connect to. In this example, it's the “Missing Orders” sheet.

  3. Click on the pencil icon to edit.

  4. Access the extension settings by clicking on the configuration wheel icon.