Add the Extension to your dashboard

The steps to follow are:

1. Drag the Tableau dashboard object “Extension” to the container where you want to place your extension

2. You will be prompted to select a trex file. Use your explorer to find the Write Back Extreme extensions trex file (try it for free)

3. The extension will load in the container of your dashboard and will prompt you to specify the user information

4. Select the sheet where you added the calculated field with the USERNAME() function from above

5. Select the calculated field (in this example the field “Logged In User”)

6. You will be prompted to connect to a schema for this instance. Select the schema you have prepared for your use case in the Management Console

7. Once you selected the schema you will be prompted what sheet you want to connect to and what dimension will trigger the extension (on mark selection). In the example we used a “DATA HELPER” schema that does not need a connection to an existing sheet nor dimension.

8. Now you can complete the configuration of the extension by pressing “Save”. In the example we used a schema that already contained entries (from the Gallery Demo workbook”. Otherwise the list of entries would be empty of course