Tableau Desktop and Web Authoring Help

Use the options detailed in this topic to edit item descriptions or perform actions like moving or renaming items on your Tableau site. The options available to you are based on your site role and permissions.

Access options

The top of the page for each item displays the name of the item and the owner or contact. Some pages might show additional information, such as a description of the item or the date the item was last modified.

You can use the icons next to the item name to:

• A - Add the item to your favourites.
• B - View the item’s details.
• C - Perform actions on the item.

Add or edit descriptions

Descriptions make it easier for everyone in your organisation to find the right items. If you own an item or have the appropriate permissions, you can edit the item’s description.

Describe projects, workbooks and data sources

1. From the navigation pane, select Explore.
2. Navigate to the project, workbook or data source you want to describe.
3. Click the details icon .
4. To the right of About, click Edit.
5. Enter a description in the About field. You can format the text in a message with bold, underline and italics, and include a link or an image. To see text formatting tips, click Show formatting hints under the text box.
6. Click Save.

Describe metrics, data roles, Ask Data lenses and collections

1. From the navigation pane, select Explore.

2. Navigate to the content you want to describe.

3. For metrics and data roles, mouse over the Description header and click anywhere on the grey background that appears. (The legacy Metrics feature was retired in February 2024 for Tableau Cloud and in Tableau Server version 2024.2. For more information, see Create and Troubleshoot Metrics (Retired).)

   

   For lenses and collections, mouse over the description text and click anywhere on the grey background that appears.

   

4. Enter a description, then click Save.

Describe flows

1. From the navigation pane, select Explore.
2. Select All Flows from the drop-down menu.
3. In the Name column, select the flow you want to describe.
4. On the Overview tab, click the edit icon next to Description.
5. Enter a description. You can format the text in a message with bold, underline and italics, and include a link or an image. To see text formatting tips, click Show formatting hints under the text box.
6. Click Save.

Describe databases and tables (available if Tableau Catalogue is enabled)

1. From the navigation pane, select External Assets.
2. Select Databases and Files or Tables and Objects.
3. In the Name column, select the asset you want to describe.
4. From the Actions (…) drop-down menu to the right of the asset name, select Edit Description.

   

5. In the Edit Description dialog box, enter a description. Or, starting in Tableau Cloud June 2024, if Tableau AI is turned on and you're describing a table, you can select the Draft with Einstein button to generate a suggestion based on metadata, like table and column names. Click the Draft with Einstein button more than once to see alternative suggestions. (This feature is only available in Tableau Cloud. For information on enabling Tableau AI, see Turn On Tableau AI for Your Site in the Tableau Cloud Product Help.) Adjust the draft if needed. Format the text with bold, underline and italics, and include a link or an image. To see text formatting tips, click Formatting Guide under the text box.
6. Click Save.

Note: The Draft with Einstein feature uses generative AI, which is built on the Einstein Trust Layer. Your data stays safe and secure through data and privacy controls that are seamlessly integrated into the user experience. For more information, see Einstein Trust Layer(Link opens in a new window).

When you add the description, there might be a delay before you can see your change.

Describe table columns (available if Tableau Catalogue is enabled)

1. From the navigation pane, select External Assets.
2. Select Databases and Files or Tables and Objects.
3. From the list, select the name of the asset with the column you want to describe.
4. On the table page, under Columns, select the name of the column.
5. In the Column Details dialog box, select the edit icon to the right of Description.

   

6. Enter a description in the Description field. You can format the text in a message with bold, underline and italics, and include a link or an image. To see text formatting tips, click Formatting Guide under the text box.
7. Click Save.

When you add the description, there might be a delay before you can see your change. After the description has been applied, you can see it in the Description column on the table page Lineage tab.

Describe fields in a published data source (available if Tableau Catalogue is enabled)

1. From the navigation pane, select Explore.
2. Select All Data Sources from the drop-down menu.
3. Click on the data source name to open the data source page.
4. On the Lineage tab, select the field you want to describe.
5. In the Field Details dialog box, select the edit icon to the right of Description.
6. Enter a description in the Description field. You can format the text in a message with bold, underline and italics, and include a link or an image. To see text formatting tips, click Formatting Guide under the text box.
7. Click Save.

When you add the description, there might be a delay before you can see your change. After the description has been applied, you can see it in the Description column on the data source page Lineage tab. When you build a visualisation, you can see the description on the Data tab by hovering your mouse over the field name.

How field descriptions are inherited (if Tableau Catalogue is enabled)

When a description exists upstream from a field that has no local description, that field inherits the nearest upstream description. Information about where the description is inherited from also appears.

In web authoring on Tableau Server or Tableau Cloud, inherited descriptions always appear. In Tableau Desktop, inherited descriptions appear only when you’re connected to Tableau Server or Tableau Cloud.

Note: Inherited descriptions do not appear when using virtual connections in Tableau Desktop or web authoring.

On Tableau Server and Tableau Cloud, inherited descriptions also appear in lineage pages and data details panes.

Inherited descriptions have the following caveats. They:

• Don't appear for calculated fields.
• Aren't supported if your data source or workbook has more than 500 fields.
• Aren't supported if your data source or workbook is so large that the inheritance query times out.

Access your content

To see the content you own, click your profile image or initials at the top of the page, and then click My Content.

Your content page displays your user information and the content that you own. From this page, you can also access your alerts, subscriptions and account settings. To learn more, see Manage Your Account Settings.

For the views you own, you can see which users have looked at a particular view by selecting Who Has Seen This View?.

Perform actions

Tick the boxes to select items, then click the Actions drop-down menu to access commands available for those items.

If you don't have permission to perform an action on the item selected, the action will be disabled. If you select multiple items, and you don't have permission to perform an action on one of the items selected, you will get an error when you try to perform the action on that item.

Note: Different types of items have different actions available. If you select more than one type, for example, selecting a workbook and a data source, the actions you see will be limited to those in common between the types.

Access the actions menu for the item you currently have open by clicking the … at the top of the page. This actions menu is disabled if you have the boxes ticked for other items on the page; instead, use the actions menu shown above to modify ticked items.

In grid view, access the actions menu from the lower-right corner of a thumbnail.

In list view, access the actions menu to the right of the item’s name.

Delete content

In order to delete content, you must meet one of the following criteria:

• Have a site role of Explorer (can publish) or Creator AND have the Delete capability for the content
• Be the content owner
• If the item is in a project and not in Personal Space: Be the project owner or project leader where the content is located.

For more information about how permissions and site roles interact, see Effective Permissions.

Tip: Be careful when deleting content from your site. Deleting is a permanent action for all types of content except for views.

To delete content:

1. From the navigation pane, select Explore.
2. Navigate to the content you want to delete.
3. From the Actions (…) drop-down menu, select Delete.

Some areas of your site, like collections, recommendations and external assets, provide links or references to items. These links or references do not affect the items themselves. You can remove an item from a collection or hide a recommendation without worrying about deleting the original item.

Consequences of deleting content