The data added through the extension can be easily used as a new data source for Tableau and displayed on the visualizations. To achieve this, you need a database user that has at least read access to the schema that the extension is using and follow this procedure:

01 - Create a Connection on Tableau Desktop

If you are using Tableau Desktop for some time you should be familiar with the process of creating a new connection to a database, however, if it is your first time creating a connection here is the process:

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Please make sure you have the necessary DB connection drivers installed for the connection to work (Where to find these drivers?).

01.1 - Write-Back database defaults

If you are using the default settings that leverage Write-Back internal database you need to.

1. Create a PostgreSQL connection
2. Provide the following information:
   1. Server: localhost
   2. Port: 5435
   3. Database: writeback
   4. Username: writeback
   5. Password: password

02 - Configure the Data Source

After this initial setup, you will be able to choose the database where all the datasets are stored and select the table with data. You will notice that the dataset names might not be exactly correspond to table names. This happens because we are replacing special characters and white spaces. As an example: "Forecast Sales-profit in California" becomes "forecast_salesprofit_in_california".

1. Select the correct database
2. Search for the dataset you want to work on

02.1 - Getting Audit Information

Depending on your use case besides the actual data you might want to get the information about the user that submitted the record. This can easily be achieved by joining your data set with the historical_audit table. The historical_audit table is automatically populated by the extension keeping track of all the actions taken by users.

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03 - Filter Inactive Data

The extension keeps track of all data changes for auditing purposes. This means that the tables come with rows that have been deleted or previous versions of edited records. If you want to retrieve only the information that is active you need to filter the data source for the isActive = 1.

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1. Click the filter button on the top right corner
2. Choose the isActive column
3. Then select filter by At least and select a minimum value 1
4. Click Ok and then update data

04 - Join Write-Back Data with Existing Data

From here you are pretty much settled. You can now analyze the data by creating all the visualizations you might require and join it with existing data.

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