We’re back with another Power Tools demo video! Hopefully, the last two we made helped you see how the process of moving workbooks between Development / Staging / Production can be very easy. If you haven’t seen them yet, you can still watch them here.

Data Source Audit

Today’s demo video is all about the Data Source Audit tool. It is the most used feature in our suite of tools and has been around for about three years now. Therefore, hundreds of organizations have used this tool to get their workbooks ready for the deployment process. If you’re responsible for the quality of workbooks at your organization, the Data Source Audit tool can save hours of your time.

How It Works

The audit scans the XML in your workbook files, to find out which data is being used and where. This means you can be confident you are utilizing your data in the best possible way. This audit can be run on workbooks that are sitting on Tableau Server or you can also run it on local workbooks.

The audit will list out all the data that is being used in easily searchable exports. This can be handy when you want to see specific calculated fields. The most popular export is a Tableau workbook dashboard that contains the audit results. You can also export this to a PDF or Excel file, if you prefer.

How It Helps You

You’ll be able to see a dashboard that has been created from the audit data and it will show you which types of data sources are being used. If you are trying to get better performance out of your workbooks, there will be several insights that you can gain from this dashboard. It will also be great for documentation purposes. Other observations you can glean from the dashboard include which tables or data sources aren’t being used at all, meaning you can easily remove them.

And it’s as easy as that! You can download a free trial of this tool and generate your own data source audit reports today. Simply fill out the form on our website and get started!