For Tableau Prep flow files (.tfl, .tflx) you can generate documentation straight away — or choose to customise it depending on your needs through a shorter three-step flow. This page walks through every option in each step.
For the full list of what RapidDox extracts from a Prep flow, see What Gets Extracted — Tableau Prep. For every section that appears in the generated doc, see Sample Output — Tableau Prep.
Step 1 — Background information
Same fields as the Workbook flow — they print on the cover page and inside headers/footers.
| Field | Purpose |
|---|---|
| Company Name | Prints on the cover page and in the document header. |
| Logo | Upload an image (max 2 cm × 6 cm in the output). |
| Description | Free-text "Background" paragraph included near the top of the document. |
| Requested by | Person or team who asked for the documentation. |
| Developed by | Person or team who built the Prep flow. |
| Requested Date / Completed Date | Dates printed on the cover page. |
| Audience | Intended readers of the documentation. |
Step 2 — Layout Options
Configure the running header and footer. There are no section-include or section-order toggles for Prep files — the flow's structure is fixed.
- Include Header — when on, the header text field is used on every page.
- Include Footer — bottom-of-page footer text.
- Include Center Footer — additional centred footer line.
Step 3 — Export
Pick one of five output formats:
| Format | Best for |
|---|---|
| Microsoft Word (.docx) | Editing or re-branding in any word processor. |
| Portable Document (PDF) | Sharing, print, email. |
| Microsoft Excel (.xlsx) | Section-by-section tables for analysis. |
| Web HTML | Publishing to an intranet or cloud. |
| CSV | Importing the metadata into other tools. |
Working with workbooks or data sources instead? See Customise — Tableau Workbook & Data Source. For Power BI files, see Customise — Power BI.