WriteBackExtreme
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V4.0
V4.0
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  1. Product Guide
  2. Tableau Extension

Configuration

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Last updated 8 months ago

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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.