The task
Scenario. Your Tableau site has hundreds of dashboards, and the two everyone actually opens, Revenue Overview and Customer Churn, have no owner, no description, and no glossary link. So they never surface in search, and no one can govern them. You want to give them the context that makes them findable and trustworthy.
The ask
- Find the two dashboards in Tableau
- Set the Finance team as owner
- Link them to the Revenue and Churn Rate glossary terms
Hero prompt
Find the Revenue Overview and Customer Churn dashboards in Tableau. Add the Finance team as owner and link them to the Revenue and Churn Rate glossary terms.
Step by step
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Search for the dashboards by name or business area.
Find the <dashboard name> dashboards in <BI tool>.
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Review the gaps: missing owners, terms, descriptions.
Show which are missing an owner, description, or glossary link.
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Add business terms and owners.
Add <team> as owner and link them to the <term> and <term> glossary terms.
What you'll give it
Required context
- The dashboards, by name or business area
- The glossary terms to link (they must already exist)
- Permission to update dashboard metadata
Optional context
- The owning team's naming in Atlan, so the owner resolves cleanly
- A tag scheme for business area, if you group dashboards that way
What Atlan creates
Outputs
- The matched dashboards with their current gaps listed
- The Finance team set as owner on each
- Glossary links from each dashboard to Revenue and Churn Rate
Summary. The dashboards now resolve when someone searches "revenue" or "churn," and they carry an owner and a definition, so a viewer knows what they are looking at and who to ask.
Changed: owner and glossary links on the two dashboards. Left untouched: the dashboards themselves in Tableau, and the glossary terms, which are only linked, not edited.
Follow-up prompts
Keep going once the first answer lands.
Cover the rest of the workbook
Do the same for every dashboard in the Finance workbook that is missing an owner.
Add a description too
For these dashboards, draft a one-line description of what each shows and who uses it, then save it.
Find the orphans
List every Tableau dashboard in this workbook that still has no owner or description, so I can prioritize the gaps.
Tips & troubleshooting
Link the glossary term first. Search picks the dashboard up the moment it's connected.
- Match the tool to the work. This writes to dashboard metadata; run it in an AI tool that shows the plan first, confirm the term links, then let it save.
- Automate or chain it. Chain it after every BI publish: search for dashboards added this week with no owner, and draft the owner and term links for review.
- Ask what it changed. Add "tell me which dashboards you edited and which terms you linked." For linking work, that is the audit trail.