Data Cookbook

Data Cookbook Examples: External Points of Engagement

Engage your users with data catalog content directly where they are working

Search Reference Discover Request Embedded + Popup Patterns

Embedded examples

Links on the right load into this frame

4) Embedding Report Catalog Content Directly in Reporting Tools

Lookup · View · Request

Empower data consumers to lookup, view (reference/discover), and request more info on a report.

Example #1

Certified Report - View Details Tableau report with curated content in the Data Cookbook.

  • Open Report ↗ Public Tableau report (curated/certified) with embedded lookup & reference
  • Built with iframe in Tableau, PHP scripts, and Data Cookbook APIs (code samples available during implementation services or through Data Cookbook support).

Example #2

Not Yet Curated Button Tableau report with no curated/inventoried content yet.

  • Open Report ↗ Public Tableau report (not yet curated) with embedded lookup & request form
  • Built with iframe in Tableau, PHP scripts, and Data Cookbook APIs (code samples available during implementation services or through Data Cookbook support).

Example #3

  • Link (not on public web) – Power BI report (curated/certified) with embedded lookup & reference.
  • Built with iframe in Tableau, PHP scripts, and Data Cookbook APIs (code samples available during implementation services or through Data Cookbook support).

Example #4

Direct popup examples (outside of report):

Understanding the Report Lookup, View, Request Engagement

I. Lookup

Check if the report exists in the data report catalog. If it does, check report attributes/tags to determine what badge or link to display:

  • If curated with rich documentation/classification/citations: generate a View link to pull detailed documentation (e.g., “Certified Report” badge).
  • If inventoried only (bare-bones content pulled in from the reporting tool): optionally generate a Request link to submit a curation request.
  • If not in the catalog: generate a Request link to submit an inventory + curation request.

II. View (Reference/Discover)

Call Data Cookbook APIs for report specifications and display filtered details that support the consumer:

  • Purpose, owner, domains, selection criteria, policy attributes (e.g., data sharing rules)
  • Business glossary citations for relevant data items
  • Links to more complete catalog information for reports/definitions
  • Links or popup forms to request updates, changes, or report data quality issues

III. Request

Present helpful request forms that can start workflows directly in the Data Cookbook:

  • Request curation when documentation is lacking/incorrect (may include clarification questions)
  • Request changes to the report or report potential data quality issues
Get the files used in these examples from our
Data Cookbook GitHub repository