Create a worksheet with Username()

Only applicable if you are not using SSO as authentication method

If you want to integrate the WriteBackExtreme extension in your dashboard, you need to make sure the extension can access the username of the logged in user. This is the first requirement you need to meet. The dashboard you want to use probably already has different sheets in it. Pick one sheet and add a calculated field with the Tableau Function USERNAME() to the detail of the marks pane of that sheet.

The calculation is a default Tableau Calculation like in the screenshot below. In this case the calculated field is called “Logged In User” and you can see it is added to the detail of my marks pane. This screenshot is taken form the Demo workbook that is also available on our free trial download page (register here).

So before you can use the WriteBackExtreme (WBE) Extension you need to:

1. Create a calculated field containing the Tableau Function: USERNAME()

2. Add the calculated field to the detail of your marks pane on at least one sheet

Once you have the username available on a sheet in your dashboard, you can start to add the extension to your dashboard. In the example below the Demo workbook for Write Back Extreme is used (available here)

Once the Username is available in the dashboard you can start to integrate the WBE extension in your dashboard. Below an animated GIF of the steps, performed in the WBE Gallery demo workbook on the DATA HELPER example dashboard.