Manage Web Items

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.

Note: If Tableau Catalog is enabled on your site, you can access external assets (databases and tables). Some of the options for external assets differ from the options for Tableau content (project, workbooks, views, data sources, data roles, and flows).

Starting in 2019.3, Tableau Catalog is available in the Data Management Add-on to Tableau Server and Tableau Online. For more information, see "About Tableau Catalog" in the Tableau Server or Tableau Online Help.

Access options

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

Content options

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

Add or edit descriptions

Descriptions make it easier for everyone in your organization 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 i icon.
  4. To the right of About, click Edit.
  5. Enter a description in the About field, then click Save.

Project Description

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, then click Save.

Flow Description

Describe databases and tables

  1. From the navigation pane, select External Assets (available if Tableau Catalog is enabled).
  2. Select Databases and Files or Tables.
  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.

    Database Description

  5. In the About field of the Edit Description dialog box, enter a description, then click Save.

Describe table columns

  1. From the navigation pane, select External Assets (available if Tableau Catalog is enabled).
  2. Select Databases and Files or Tables.
  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.

    Column Description

  6. Enter a description in the Description field, then click Save.

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 options

Your content page displays your user information and the content that you own. For the views you own, you can see which users have looked at a particular view by selecting Who Has Seen This View?.

Picture of Who Has Seen This View? selected in actions menu

From this page, you can also access your alerts, subscriptions, and account settings. To learn more, see Manage Your Account Settings.

Your content page

Perform actions

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

In 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.

Actions menu

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 check boxes selected for other items on the page; instead, use the actions menu shown above to modify checked items.

Accessing action for content currently open

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

Accessing actions from thumbnail

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

Accessing actions from list

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