WriteBackExtreme Tutorials

Part 1 – Management Console

In this tutorial you will learn how to create a new schema using the management console. You will learn the basics of the management console and how to create a schema.

Part 2 – Use schema as a datasource

This tutorial shows how to add a table you created with a WriteBackExtreme Schema as a Tableau Data Source. It is not required, but a useful step to use the data which is added to your newly created WriteBackExtreme schema. You can use this data to join, blend or relate it with your primary data sources.

Part 3 – Add WriteBackExtreme to dashboard

In this WriteBackExtreme Extension tutorial, you will learn how to add the extension to your dashboard and connect to your newly created schema. We use a ‘Data Helper’ schema in this tutorial. With the Data Helper module of the Write Back Extreme extension for Tableau, you can add, edit and delete records in a dedicated database that has no direct connection to any existing data in your dashboard. Of course, you can blend or join on fields you add to your schema and configure with the WBE form builder. You will learn:

  1. How to add the extension to the dashboard
  2. Do the initial configuration of the WBE extension
  3. Add your first write-back action to the database
  4. Fine-tune your Extensions’ connection to the dashboard

Part 4 – Blend relationships with WriteBackExtreme

In this tutorial, you will learn how to create a blend relationship in Tableau with writeback. With Superstore data, you can follow along to create a custom blend relationship.

Using a native Tableau line graph, learn how to create a relationship so that Tableau understands how the blend should be executed. On the dashboard, connect your schema to add data and visualize the comparison between the sum sales and forecasted sales.

Part 5 – Use Data Correction Module

With the Data Correction Module of the WriteBackExtreme Extension for Tableau, you enable your users to change existing data from your Tableau Dashboard in a secure and governed way. You will learn:

  1. Connect to an existing datasource (Sensor data Table in database)
  2. Create a sheet with a unique ID and the logged in Username on the details
  3. Create a new Data Correction schema in the Management Console / Backend
  4. Add the WriteBackExtreme extension to your dashboard
  5. Configure the Extension and connection to the schema
  6. Use the Form Builder to design the form
  7. Start editing your existing data

Part 6 – How to set up a Workflow

Workflows enable users to integrate with other applications (or users) when data is added, changed or deleted in WriteBackExtreme.

Multiple workflow automation tools like Salesforce Flow, Microsoft Power Automate and Zapier are supported. 

  1. Start in the WriteBackExtreme Management Console to create a trigger for a schema.
  2. Generate a sample payload, i.e., the data structure sent to Power Automate. 
  3. In Power Automate, create a flow and a trigger and paste the payload. Next, create an action, hit save and copy the URL.
  4. Paste the URL in WriteBackExtreme, save the workflow and test your scenario. 

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