Connecting Data to Tableau Templates

Tableau Report and Analytic Templates

During the onboarding process, you receive your custom branded dashboard templates. These templates will be used for every project so make sure not to delete or edit the template workbooks. Once you open the templates you will have to change the data source to the survey you want to analyze. Follow the steps below to update the Export Viz Data and Export Filter List.

Step 1: Update the Export Filter List Data Source

There are 2 data sources you will have to update and this is the first one to give you the correct filter names for the headers. 

1. Click Data on the top left, Export Filter List, then Edit Data Source
2. Double click the box in the middle to be able to see the table inside
3. Find and drag the Filter list for this survey on top of the old survey table so it replaces it. If doing the Export Template data option it will have Filter in the front of the name and the survey id at the end.
4. Click on the dashboard tab at the bottom so the data will refresh

Step 2: Update the Export Viz Data Data Source

This is the main data source that has all your survey answers.

1. Click Data on the top left, Export Viz Data, then Edit Data Source
2. Double click the box in the middle to be able to see the tables inside
3. Find and drag the Export Viz Data table for this survey on top of the old survey table so it replaces it. If doing the Export Template data option it will have Viz in the front of the name and the survey id at the end.
4. Click on the dashboard tab at the bottom so the data will refresh
5. Click on an Abbreviation in the dashboard to make sure the data came incorrectly

Next Article: Basic Template Customization