Tableau documentation,
automated.
Generate comprehensive, customizable documentation for Tableau Workbooks, Tableau Data Source files (TDS), and Tableau Prep flows — in minutes, not weeks. Runs locally on your desktop.
Features
Built for the people
who maintain Tableau.
Tableau Workbook (.twb / .twbx), Data Source (.tds / .tdsx), and Prep Flow (.tfl / .tflx) documentation — generated automatically with the customization, screenshots, and analysis your team actually needs.
Easy Customization for Every Tableau Workbook
The problem
Tableau provides no built-in way to extract or export workbook metadata as structured documentation. BI teams resort to manual copy-paste or custom scripts that break on every Tableau version update — hours of effort for a document that's outdated the moment it's written.
How RapidDox solves it
Choose exactly what to include — sections, fields, worksheets — and exclude what doesn't belong. Add custom headers and footers. Every document is tailored to its audience and generated automatically every time.
- Include or exclude any section, field, or worksheet on demand
- Custom headers, footers, and brand styling
- Add background context where business stakeholders need it
- No scripts, no APIs, no Tableau version dependencies
Dashboard Screenshots Inside the Documentation
The problem
Hand-written Tableau documentation is a wall of field names and SQL — useless to business users. They want to see the dashboard, not read about it. Pasting screenshots manually is tedious and immediately goes stale on the next refresh.
How RapidDox solves it
RapidDox embeds high-quality dashboard screenshots at the right places in the document, automatically. Business stakeholders see what the dashboard actually looks like alongside its definitions — no scripting, no coding, minimal training.
- Auto-embedded HQ dashboard screenshots per worksheet
- Designed for non-technical business stakeholders to read end-to-end
- Intuitive desktop UI — no SQL, scripting, or coding required
- Get useful documentation in minutes, not hours
Analyze Calculations, Custom SQL & Unused Objects
The problem
Want to see the formula behind a calculated field? Find a piece of custom SQL? Identify unused worksheets clogging the workbook? Today that means opening every dashboard one by one in Tableau Desktop and digging through panels.
How RapidDox solves it
RapidDox surfaces every calculated field formula, every parameter, every piece of custom SQL, and every unused object in your workbook, TDS file, or Prep flow — all without opening Tableau. Inspect the entire workbook from a single screen.
- Browse calculated field formulas across the entire workbook
- List custom SQL and parameters in one searchable view
- Identify unused worksheets, calculations, and parameters
- Works on Tableau Workbooks, Data Source (TDS) files, and Prep Flows
Export Tableau Documentation in Every Format You Need
The problem
Auditors want PDF. Engineers want CSV. Executives want a polished Word document. Manual documentation rarely produces all formats — and never with consistent content across them.
How RapidDox solves it
Export the same source-of-truth documentation as Microsoft Word, Microsoft Excel, PDF, HTML, or CSV. Edit the Word version freely. Pipe the Excel/CSV into another database or back into Tableau for further analysis.
- Microsoft Word (.docx) — fully editable for stakeholder reviews
- Microsoft Excel (.xlsx) and CSV — pipe into databases or Tableau
- PDF — formal handoffs, governance reviews, audits
- HTML — internal portals, wikis, knowledge bases
Tableau Prep Flow Documentation, Made Simple
The problem
A Tableau Prep flow can have dozens of cleaning, joining, and aggregation steps. Onboarding someone to a flow you didn't write is brutal — and explaining it to auditors is harder. Screenshots of the canvas don't translate the logic.
How RapidDox solves it
RapidDox elegantly breaks down even the most complex Prep flows into clear, comprehensible documentation — every step, every join, every transformation captured and explained in the order it actually executes.
- Step-by-step breakdown of every Prep flow node
- Joins, unions, aggregations, and pivots documented in execution order
- Inputs and outputs for each step, with field-level details
- Same Word/Excel/PDF/HTML/CSV exports as workbook docs
Want to see what the documentation actually looks like?
Browse a complete, real-world output sample — every field, every metric, every section — before you download the trial.
Per-user pricing · 7-day free trial
Pricing that respects your team size.
Try free for 7 days — no credit card. Then choose how you want to pay.
- All features unlocked
- Email support
- No credit card required
- All features
- Email support
- Cancel anytime
- All features
- Email support
- Annual billing
- All features, unlimited usage
- Email support
- Maintenance & upgrades subscription
Maintenance billed yearly from year 2 ($199/user)
Each license is valid for installation on one computer. RapidDox for Tableau
Stop documenting Tableau workbooks by hand.
Start with your most complex workbook. If RapidDox doesn't deliver clear, comprehensive documentation in minutes, we'd love to hear why.
Frequently asked