Use Certification to Help Users Find Trusted Data

In a self-service environment with multiple publishers, it’s common for a project on Tableau Server to contain a variety of content that is named similarly, or is based on the same or similar underlying data, or is published without any descriptive information about it. When this is the case, analysts might lack confidence about the data they should use.

To help your users find the data that’s trusted and recommended for their type of analysis, you can certify the data that complies with your organization’s data standards.

Certification complements the Recommendations Training Schedule feature by offering a way to promote data through curation.

Starting in 2019.3, Tableau Catalog is available in the Data Management Add-on to Tableau Server and Tableau Online. When Tableau Catalog is enabled in your environment, in addition to certifying published data sources, you can also certify the databases and tables that are associated with your workbook, flow, or data source content. For more information about Tableau Catalog, see "About Tableau Catalog" in the Tableau Server or Tableau Online Help.

How certification helps users find trusted data

When you certify a data source (or database or table, if you have Tableau Catalog in your environment), it gets a green check mark on its icon in the list view or thumbnail in the grid view. This appears anywhere the data source (or database or table) is shown, including when connecting to data in web authoring or from Tableau Desktop.

Certified data sources rank higher in search results and are added to recommended data sources.

In addition, you can provide notes about the certification status, which appear in a tooltip when users hover over the data source icon or card. The tooltip in list view also shows who certified the data source and the data source’s connection type.

For more information, see the How to certify data steps below.

Create guidelines for selecting data to certify

As with most Tableau functionality, certification is flexible. You can define for your organization the criteria you use to determine when to certify a data source (or database or table). As you do this, you might want to document and share your guidelines. As new data sources are published, the guidelines can help you and other administrators or project leaders to be consistent with your certification choices. They can also help users understand what certification means.

Whether you use the same certification criteria across all projects, or define unique criteria for each project, the important thing is to be clear about what certification means in your environment.

Who can certify data

To certify a data source, you must

  • be an administrator, or
  • have a site role of Explorer (Can Publish) or Creator and have the Project Leader capability on the project containing the data you want to certify.

To certify databases or tables, you must have Tableau Catalog enabled in your environment and either of the following permissions levels:

  • Site Administrator site role.
  • "Manage permissions" capability on a database to certify that database or any tables within that database.

How to certify data

The data you can certify depends on whether you have Tableau Catalog enabled in your environment. All users with the right permissions can certify data sources. Tableau Catalog users with the right permissions can also certify databases, tables, and files.

Certify data sources

  1. Sign in to Tableau Server.
  2. To certify a data source, on the Explore page, select Data Sources.
  3. On the page, select the data source, and then select the Details icon .
  4. Next to Certification, select Edit Certification Status, and then do the following:
    1. Select the This data is certified check box.
    2. Add a note that gives users context for the certification status, intended use for the data, or other helpful information.

      Information you add to the Note section appears in the certification badge tooltip, mentioned earlier in How certification helps users find trusted data.

Certify databases and tables

When Tableau Catalog is enabled in your environment, you can certify databases and tables, if you have the right permissions.

  1. Sign in to Tableau Server.
  2. To certify a database or table, on the External Assets page, select Databases and Files or Tables.
  3. On the page, select the More actions menu (...) next to the asset name you want to certify.
  4. Select Edit Certification and then do the following:
    1. Select the This data is certified check box.
    2. Add a note that gives users context for the certification status, intended use for the data, or other helpful information, and then click Save.

      Information you add to the Note section appears in the certification badge tooltip, mentioned earlier in How certification helps users find trusted data.

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