Tableau File Management, Naming and Version Control

Naming schema to be used with Tableau files and to assist with version control.

File Management

College Tableau project files will be stored on \\ad.uillinois.edu\vetmed\Depts\Admin\Tableau.  Access is restricted.  Tableau Desktop files are created and saved as .twb files initially.  Projects under development will be stored in the Local - Dev folder.  Started templates will also be stored there.  Once they are ready to be published to Tableau Server, they will be moved to the Published folders, depending on whether they were published to Tableau Test or Tableau Prod.  When a version is overwritten, the old version should be moved to the _Archive folder.

Naming Schema

File naming should follow this pattern:  Department_SourceEnvironment_ShortDescription_SheetName versionnumber

So as an example:  VTH_Test_Reports_AR v1.1

1. Department = VTH
2. Environment = Test database
3. Short Description = Reports
4. SheetName = AR
5. Version = v1.1 

Long descriptions will be used in the Tableau publishing description field.

Definitions/Examples

1. Department examples:  VTH, CVM, VDL, ASA, IT
2. Environment examples:  Test, Prod, Dev.  Refers to the data source environment, not which Tableau server environment it’s been published on.
3. Short Description:  AR, Performance, Financials, WHD, Safety Incidents.  Example of “reports” above is a little generic I think.
4. Sheet Name:  Would only be used when only a single sheet or dashboard is published from a .twb file with many sheets and dashboards that are intended to be published individually.  For example, Mark’s original .twb is a sort of omnibus of reports that you may choose to publish as individual sheets with their own unique URL or can publish all together the way he did.
5. Version:  Start at 1.0.  Increment in 0.1 increments for small changes like changing the service account used in the query, renaming a few fields.  Go in whole number increments for more significant changes.  Including the version in the name will require updating the workbook name on Tableau server after the overwrite version is published.  




Keywords:tableau, naming, schema, version control   Doc ID:110060
Owner:Jeff F.Group:University of Illinois College of Veterinary Medicine
Created:2021-04-02 11:27 CDTUpdated:2021-04-02 11:37 CDT
Sites:University of Illinois College of Veterinary Medicine
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