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
  3. End-user

Data Helper

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With Data Helper you can create a custom table from within your Tableau dashboard to store data and join it back in your Tableau dataset or use it in a different process. Use this module to eliminate Excel based workflows and sheets floating around in your organisation.

Use cases

The Data Helper allows you to create, edit and delete records from your custom table, without changing existing data. This module has a lot of practical use cases. For example:

  • Creating and managing a To Do list

  • Create and manage a “Tracker”

  • Conducting small surveys

In fact, it can be used for any other use case where you need an extra manageable table in your dashboard.

Data management

With the Add Data extension, you create an extra table that you can use in your dashboard. This table is stored in your database and can, but doesn’t have to be linked to your datasource data. A link with your datasource will be on the lowest level (primary key).

Configuration

We will discuss the usage of the Data Helper extension and assume you already know how to configure a dashboard that uses Data Helper. If you don’t know how to do this, you can take a look at the documentation for the (backend) or the (frontend). You can follow along using the Data Helper dashboard in the for Write Back Extreme. This is the dashboard we will be using in the documentation examples below.

Management Console
Dashboard setup
demo workbook