Data Helper

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 Management Console (backend) or the Dashboard setup (frontend). You can follow along using the Data Helper dashboard in the demo workbook for Write Back Extreme. This is the dashboard we will be using in the documentation examples below.