Empower data consumers to lookup, view (reference/discover), and request more info on a report.
Example #1
Tableau report with curated content in the Data Cookbook.
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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
Tableau report with no curated/inventoried content yet.
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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