Tableau Published Data Source Naming, Ownership and Certification Audit
Review shared data sources for trust.
The Open buttons send the prompt text as currently shown below to that site only when you click. Fill in the placeholders first.
[VERIFY] is an editorial flag, not a blank to fill. Wherever the prompt shows [VERIFY], check that item against a reliable source before you use it.
Audit published data sources. List with name, owner, description, last refreshed, number of workbooks using it, certified status, and duplicates: [DATA_SOURCE_LIST]. Find sources with unclear names, no owner, no description, duplicates of the same data, stale refreshes, and many workbooks depending on uncertified sources; count them and show percentages, including workbooks using uncertified sources as a share of all. Inventory table with Source, Owner, Purpose, Workbooks using it, Last refresh, Certified and Decision. Certification checklist: named owner and backup, description with definitions of key fields, tested totals against a trusted report with date and tester, refresh schedule monitored with alerts, documented filters and joins, and a review date [VERIFY features]. Naming rules that signal status, for example a CERT prefix. Retirement of duplicates: announce, point workbooks to the certified source, monitor for 30 days, and remove; never retire a source that workbooks use without migration. Return a table and a plan. Flag features you are unsure of [VERIFY].
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