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      General Export Guide

      1. Review the Exported File

      • Open the exported .twbx file in Tableau Desktop.
      • If a visualization in the wireframe uses an extension, a pop-up will appear requesting permission. Make sure to click 'OK' to allow the extension
      • Navigate to Data Source to inspect the tables and confirm whether the data is exported as a single table.
      • Verify the following:
        • Filters appear as separate columns (It will be exported as Filter_1Values, Filter_2Values…). .◦ Dropdowns present for individual charts will appear as separate columns (It will be exported as Dropdown1, Dropdown2…).
        • Categorical fields are exported as individual columns. If the same categorical field is used in multiple charts, separate columns will exist for each instance.
        • Cards and KPIs are just text boxes.
      • All charts will initially be placed in a floating container. 

      2. Clean Up Dashboard & Visuals

      • Ensure dashboards follow the intended navigation and match the order of your mokkup wireframe.
      • By default, all charts will appear as floating objects. Convert them to tiled containers as needed and position them appropriately within the dashboard layout.
      • Maintain a Data Dictionary to document which columns power each visual. This will simplify the process of replacing mock fields with actual data later.

      • All dashboard elements will be Entire View by default.

      Note: When a chart is set to Entire View, and its width or height is smaller than the available space, it will automatically adjust to Fit Width or Fit Height, depending on the layout and available space. 

      3. Connect to Your Data Source

      • In Data Source, add a connection to your actual data source (e.g., SQL Server, Snowflake, Excel).
      • For scalability and governance, implement complex business rules in the data warehouse or ETL layer, ensuring consistency across reports.

      4. Validating the Actual Data Model

      • After connecting to the actual data, establish all necessary relationships between the tables to build the required data model.
      • Adjust relationships as needed by:
        • Updating cardinality (e.g., one-to-many).
        • Resolving any circular references.
      • Reclassify important fields to ensure proper usage:
        • Geographical fields: Country, City, Latitude, Longitude.
        • Date fields: Confirm correct data type assignment.

      5. Replacing the Data

      • After creating the data model, open the dashboard containing all the charts.
      • Select the visual that requires a data source update, then navigate to its corresponding sheet.
      • Replace the data source only for that sheet, and follow the appropriate procedure based on the visualization type.

      When replacing mock data with actual data, the process varies depending on the type of chart.

      Frequently Asked Questions

      1. My filters and dropdowns look different in Tableau. Is that normal?

      Yes. Filters and dropdowns are exported as separate columns (e.g., Filter_1Values, Dropdown1, etc.) to ensure flexibility. You can rename or reorganize them based on your actual data setup later.

      2. Why are all the charts floating in Tableau?

      By default, all visuals are exported as floating objects. You can convert them to tiled containers in Tableau to create a structured dashboard layout.

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