Follow-along examples

In this last part of the chapter, you can try some of the data governance features yourself; feel free to follow along in your version of Tableau Server.

Certifying data sources

Certifying a data source involves designating it as a trusted and reliable asset through a process that verifies its quality, accuracy, and compliance. This certification instills trust, ensures data quality, supports compliance, promotes consistency, strengthens data governance, enhances decision-making, facilitates data discovery, and is conducted by data governance teams or experts within an organization.

You can certify a data source in Tableau by following these steps:

1. Open Tableau Server.
2. Open a data source.
3. Click on the three dots next to the data source name.
4. Select Edit Certification…:

Figure 16.2: Certification

5. You can now type a message visible to data source users holding the reason for the certification...