Sample Output — Workbook & Data Source

Every section RapidDox generates from a Tableau workbook or data source. Supports Tableau versions 2020.4 → 2025.1 across .twb, .twbx, .tds, and .tdsx files.

.twb / .twbx.tds / .tdsxPDFWordExcelHTMLCSV
Documenting a Tableau Prep flow?
This page covers .twb, .twbx, .tds, and .tdsx files. For .tfl and .tflx Prep flows, see Sample Output — Tableau Prep.
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Sample Output
Superstore Workbook Documentation
Real RapidDox output from Tableau's built-in Superstore dataset — Word, Excel, PDF, HTML, and CSV included.
⬇ Sample Documentation
Exports:Word (.docx)Excel (.xlsx)PDFHTMLCSV
Summary Statistics
A header section that gives readers a one-glance picture of the workbook size and shape.
  • No. of Dashboards
    Total number of dashboards in the workbook.
  • No. of Worksheets
    Total number of worksheets across all dashboards.
  • No. of Data Sources
    Distinct data sources used in the workbook.
  • No. of Data Source Filters
    Filters applied at the data-source level.
  • No. of Custom SQL
    Custom SQL statements referenced.
  • No. of Fields
    Total fields across all data sources.
  • No. of Calculated Fields
    User-defined calculated fields.
  • No. of Parameters
    Parameters declared in the workbook.
  • No. of Groups
    Distinct named groups defined in the workbook.
  • No. of Hierarchies
    Distinct drill-down hierarchies defined in the workbook.
  • No. of Sets
    Distinct sets defined in the workbook.
  • No. of Bins
    Distinct numeric bin fields defined across all data sources.
  • No. of Stories
    Tableau Story objects in the workbook.
Data Sources
Where every dashboard's data actually comes from — connection types, sources, and joins.
  • Data Source Alias
    The alias name of the data source as seen in the workbook.
  • Data Source Type
    The connection type (e.g. live, extract, published).
  • Source
    The system the data comes from — Excel, MySQL, PostgreSQL, Snowflake, etc.
  • Joins
    How tables in this source are joined together.
Custom SQL
Every piece of custom SQL embedded in the workbook, captured verbatim.
  • Data Source Alias
    Which data source the SQL belongs to.
  • Custom SQL Name
    The name given to the custom SQL block.
  • Custom SQL
    The full SQL expression as written in Tableau.
Data Source Filters
Filters applied at the data-source level — including selections, conditions, and limits.
  • Data Source
    The data source this filter belongs to.
  • Field Name
    The field that's being filtered.
  • Field Selection
    The selection mode used (in/out, range, etc.).
  • Selected Field Value(s)
    Specific values picked, when applicable.
  • Field Wildcard
    Wildcard expressions used in the filter.
  • Field Condition
    Conditional logic applied to the filter.
  • Field Limit
    Top/bottom N limits applied.
  • Context Filter
    Whether the filter is set as a context filter.
Worksheet & Dashboard Mapping
Which worksheets live on which dashboards (and storyboards), and which are unused.
  • Dashboard / Storyboard Name
    The container the worksheet appears on.
  • Worksheet Name
    The worksheet name as defined in the workbook.
  • Object Type
    Whether the container is a Dashboard or a Storyboard.
  • Used in Workbook?
    Indicates whether the worksheet is referenced anywhere.
Storyboard-Dashboard Mapping
Maps each storyboard to the dashboards it references. Only appears for workbooks (.twb / .twbx) that contain Tableau Stories.
  • Storyboard Name
    The name of the Tableau Story.
  • Dashboard Name
    Each dashboard nested inside that story.
Logins Used
Database credentials configured per data source. Only appears for workbooks (.twb / .twbx) with embedded connection credentials.
  • Data Source Alias
    The data source the credential belongs to.
  • Login
    The username or credential name configured in the connection.
Tables & Fields
The complete field inventory — every field from every table in every data source, with metadata.
  • Data Source
    The data source this field belongs to (hidden for .tds files).
  • Source Database
    The underlying database or file the table comes from.
  • Table Name
    The table or logical table the field lives in.
  • Field Name
    The field name as it appears in Tableau.
  • Remote Field Name
    The original field name in the source system (alias resolution).
  • Data Type
    The field's data type: string, integer, float, boolean, date, etc.
  • Is Used
    Whether this field is referenced by at least one worksheet (hidden for .tds files).
  • Folder
    The folder this field is organised into, if any.
  • Dimension / Measure
    Whether Tableau classifies this field as a dimension or a measure.
  • Hidden
    Whether the field is hidden from the workbook's field list.
  • Comment
    Any description or comment attached to the field in the data source.
Calculated Fields
Every calculated field, with its full formula — searchable and copyable.
  • Calculation Name
    The user-given caption of the calculated field.
  • Tableau Field Name
    The internal Tableau field name, which may differ from the display caption.
  • Data Source
    Which data source the calculation belongs to (hidden for .tds files).
  • Formula
    The complete expression behind the calculation.
  • Is Used
    Whether the calculated field is referenced by any worksheet (hidden for .tds files).
  • Folder
    The folder this calculated field is organised into, if any.
  • Dimension / Measure
    Whether Tableau classifies this field as a dimension or a measure.
Parameters
Parameters defined in the workbook — type, default, and allowed values.
  • Parameter Name
    The display name of the parameter.
  • Data Type
    Integer, Float, String, Boolean, Date, etc.
  • Allowable Value Type
    Whether the parameter accepts any value, a fixed list, or a numeric range.
  • Current / Default Value
    The default value the parameter starts with.
  • Allowed Values
    The specific list or range of values permitted.
Groups
Named groupings that combine individual dimension members under a custom label.
  • Group Name
    The caption of the group as it appears in the workbook.
  • Data Source
    The data source this group belongs to.
  • Grouped Values
    The sub-group names and the member values they contain.
  • Is Used
    Whether the group is referenced by any worksheet.
Hierarchies
Drill-down level definitions — the ordered field sequence that Tableau navigates on expand.
  • Hierarchy Name
    The name of the hierarchy as defined in the workbook.
  • Data Source
    The data source this hierarchy belongs to (hidden for .tds files).
  • Fields
    The ordered list of field levels that make up the hierarchy.
  • Is Used
    Whether the hierarchy is referenced by any worksheet (hidden for .tds files).
Sets
Fixed or calculated subsets of dimension members, used for in / out comparisons and set actions.
  • Set Name
    The name of the set as defined in the workbook.
  • Data Source
    The data source this set belongs to.
  • Filter Details
    The filter conditions that define which members are in the set.
  • Is Used
    Whether the set is referenced by any worksheet.
Bins
Numeric buckets created for histogram charts and grouped continuous analysis.
  • Bin Name
    The caption of the bin field as it appears in the workbook.
  • Data Source
    The data source this bin belongs to.
  • Source Field
    The numeric field used to create the bin.
  • Bin Size
    The width of each bucket.
  • Is Used
    Whether the bin is referenced by any worksheet.
Unused Objects
Spot worksheets, parameters, calculations, and more that no longer earn their keep.
  • Unused Worksheets
    Worksheets defined but never placed on a dashboard.
  • Unused Parameters
    Parameters that no calculation, filter, or worksheet references.
  • Unused Calculated Fields
    Calculated fields that no worksheet references.
  • Unused Hierarchies
    Hierarchies not referenced by any worksheet.
  • Unused Sets
    Sets not referenced by any worksheet.
  • Unused Groups
    Groups not referenced by any worksheet.
  • Unused Bins
    Bins not referenced by any worksheet.
  • Unused Fields
    Table fields not used in any worksheet.
  • Unused Data Sources
    Data sources not referenced by any worksheet or dashboard.
Per-Dashboard Breakdown
For each dashboard: a focused view of its summary stats, worksheets, parameters, and quick filters.
  • Dashboard — Summary Stats
    Worksheet count, parameter count, and other dashboard-level metrics.
  • Dashboard — Worksheets Used
    The worksheets placed on this specific dashboard.
  • Dashboard — Parameters Used
    Parameters wired into this dashboard.
  • Dashboard — Quick Filters Applied
    Visible quick filters on the dashboard.
Per-Worksheet Breakdown
For each worksheet: the dashboards it appears on, the data it queries, any data blends, all filters applied, and hidden mark members.
  • Dashboards Used In
    Every dashboard this worksheet is placed on.
  • Data Sources Used
    The data sources queried by this worksheet, with connection type and join details.
  • Blends
    Data blend relationships: primary data source, blended field, secondary data source, and blended field.
  • Filters Applied
    All filters on the worksheet — member, relative date, categorical, quantitative, and action filters.
  • Hidden Elements
    Mark members that are hidden on this worksheet.
Per-Storyboard Breakdown
For each Tableau Story: an ordered list of story points with the dashboard or worksheet each point displays.
  • Storyboard Name
    The name of the Tableau Story.
  • Storypoint Name
    The title of each individual story point.
  • Object Type
    Whether the story point shows a Dashboard or a Worksheet.
  • Dashboard / Worksheet Name
    The name of the object displayed in that story point.
Workbook Map
A visual hierarchy tree of the full workbook structure. Rendered for workbooks under the display threshold.
  • Full Workbook Tree
    Nested map showing storyboards → dashboards → worksheets in a single scrollable view.
  • Per-Dashboard Sub-tree
    A focused drill-down tree for each dashboard, shown inline with its dashboard report.
  • Per-Storyboard Sub-tree
    A focused drill-down tree for each storyboard, shown inline with its storyboard report.
Output Formats
The same source-of-truth content, exported to whichever format your audience expects.
  • Microsoft Word (.docx)
    Editable handoff document for stakeholders and reviews.
  • Microsoft Excel (.xlsx)
    Tabular form for analysis or further processing.
  • Adobe PDF
    Formal handoff, governance reviews, audit packs.
  • HTML
    Internal portals, wikis, knowledge bases.
  • CSV
    Raw data for ingestion into other systems or back into Tableau.
Generate this from your own workbook
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