Open Business Glossary from a Model
A special report is available to identify and manage the Business Names and Descriptions of fields in a model (e.g., business intelligence report) and the glossary terms which provide those values through Is Defined By relationships and inference.
Steps
- Navigate to the object page for a particular business intelligence report.
- Go to More Actions > Open Business Glossary in the upper right.
- From here you may:
- Go to Settings and enable or disable the following options:
- Include undocumented objects
- Model documentation only
- Include undocumented objects
- Double-click any row to see the Edit Documentation dialog
- Go to Settings and enable or disable the following options:
Example
Sign in as Administrator. Navigate to the object page for the Finance1 workbook in the Tableau model. Go to More Actions > Open Business Glossary in the upper right
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Now, double click on the first row of the report in the second column.
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Information note
The Edit Documentation dialog is available from the report. This is a similar report to that provided when performing a call back from a BI tool in order to obtain a glossary of the report fields.