02.1 - Dataset Configuration
Write-Back is highly flexible and this is the configuration screen that allows you to cope with your business requirements. Each configuration will lead to:
A user interface for data submission, that is displayed to users when they access the dashboard
A table on the database
The configuration is done when you are creating a dashboard that requires input from users or when you want to make changes to an existing dashboard. You can configure Write-Back from your Tableau (Tableau Desktop or Tableau Server) or Power BI (Power BI Desktop or Power BI Service).
How to create the Write-Back configuration in Tableau:
Choose the right UI for the use case
Selecting the option that best suits the use case from the available options.
Selecting the worksheet that will be used as an input basis from the data.
Users will be able to select the source fields of the selected worksheet. Selected source fields will be used as an identifier of selected data on the dashboard.
The dataset name that the user enters will correspond to a unique identifier of the configuration and will also be the name of the table in the database.
The creator of the configuration creates the fields that will be displayed to the users. Users then can submit the values that will be placed on the fields.
How to create the Write-Back configuration in Power BI:
Select the Write-Back visual on the dashboard
Choose the right UI for the use case
Selecting the option that best suits the use case from the available options.
Drag the Data fields to "Source fields" window on the "Visualizations" tab.
Dataset name that user enters will correspond as a unique identifier of the configuration and will also be the name of the table in the database.
Creator of the configuration creates the fields that will be displayed to the users. Users then can submit the values that will be placed on the fields.