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skills/tableau-workbook-authoring/references/new-workbook.md
1.28 KB · Oct 5, 2026 · 18:23 UTC
# New workbook route Read this reference only when the user wants a workbook with no existing workbook as a starting point, and the chart catalog has no matching `tier: executable` resource (see [`catalog-templates.md`](catalog-templates.md); check `list` before assuming no match). ## Resolve required inputs Resolve these before authoring: - **Published datasource:** search/list datasources and inspect its metadata. Never invent field names, roles, types, or captions. - **Requested views:** establish the chart types, fields, filters, layout, and dashboards. Ask only about ambiguities that materially change the result. - **Destination project:** resolve its project LUID. Run independent datasource and project lookups in parallel when supported. ## Author the TWB Build a datasource block that references the real published datasource, a worksheet per requested chart, and the requested dashboard zones. Keep all names unique and all datasource, worksheet, and zone references consistent. Use an existing nearby Tableau XML pattern when available. For a genuinely new construct, consult the newest compatible schema under `resources/schemas/`; do not load the entire XSD when a targeted element lookup is enough. Return to `SKILL.md` for local validation, direct publish, and rendering.
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