Tableau rules

Include Sites Filter: In case of multiple sites on a Tableau Server specify the sites to include in current rule.

Include Projects Filter: Specify specific projects to include in current rule.

Include Workbooks Filter: Specify specific workbooks to include in current rule.

Exclude Filter: Specify specific keywords used to exclude Sites/Projects/Workbooks.

Unmapped data source category: Choose from the categories created in Categories or create a new category via the built-in sub-menu.

Unmapped file source category: Choose from the categories created in Categories or create a new category via the built-in sub-menu.

Database Category: Choose from the categories created in Categories or create a new category via the built-in sub-menu. Will hold database details in the following node hierarchy:

Site / Database type / Databases / Tables / Columns

Datasource Category: Choose from the categories created in Categories or create a new category via the built-in sub-menu. Will hold datasource details in the following node hierarchies:

If embedded: Site / Datasource Type / Project / Workbook / Datasources / Fields & Parameters

If published: Site / Datasource Type / Datasources / Fields & Parameters

Workbook Category: Choose from the categories created in Categories or create a new category via the built-in sub-menu. Will hold workbook details in the following node hierarchy:

Site / Project / Workbook / Dashboards & Sheets / Fields

Extract and show flows: When enabled, NodeGraph will extract any published Flow metadata.

Flow Category: Only visible when “Extract and show flows” is enabled. Choose from the categories created in Categories or create a new category via the built-in sub-menu. Will hold flow details in following node hierarchy: Site / Flows / Output Steps / Fields

Include filters are treated with a logical AND. For example, if a site and project filter is used, only the matching projects within the matching sites are included. If an include filter is left empty, all matches will be included. All filters can be typed as specific strings or as wildcard patterns. If multiple filters are wanted, they can be separated by a semicolon.

Add a Tableau rule
Field	Default Input
SELECT RULE TYPE	Tableau Server/Online
NAME	Enter a name for this rule
DESCRIPTION	Description (optional)
INCLUDE SITES FILTER	NA; EMEA
INCLUDE PROJECTS FILTER	Sales; Marketing*
INCLUDE WORKBOOKS FILTER	Sales; Marketing*
EXCLUDE FILTER	Dev; Test*
UNMAPPED DATASOURCE CATEGORY	Select category or add new
UNMAPPED FILE SOURCE CATEGORY	Select category or add new
DATABASE CATEGORY	Select category or add new
DATASOURCE CATEGORY	Select category or add new
WORKBOOK CATEGORY	Select category or add new
FLOW CATEGORY	Select category or add new
RULE PRIORITY	Enter a processing priority for this rule

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