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Copy file name to clipboardExpand all lines: website/docs/Interaction_Guidelines/ux_build_test.md
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@@ -35,7 +35,7 @@ The Extensions API includes all the information you need to build an extension.
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Ensure that your extension works properly for different test cases. Try it on your own dashboards, test it with others, and uncover possible edge cases.
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Consider that dashboard extensions can be both **configured** and **viewed** in Tableau. These terms refer to two usage modes we recommend for extensions. To read about these modes and their audiences, learn more at **[Extension Components and Modes](ux_components_modes)**.
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Consider that dashboard extensions can be both **configured** and **viewed** in Tableau. These terms refer to two usage modes we recommend for extensions. To read about these modes and their audiences, learn more at **[Extension Components and Modes](./ux_components_modes.md)**.
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#### Tableau Exchange
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Tableau has created the [Tableau Exchange](https://exchange.tableau.com/), a place to explore and download some extensions that our partners have created. If you would like to share your extension on the Tableau Exchange, see [Submitting your Extension to the Tableau Exchange](../ux_extension_gallery).
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Tableau has created the [Tableau Exchange](https://exchange.tableau.com/), a place to explore and download some extensions that our partners have created. If you would like to share your extension on the Tableau Exchange, see [Submitting your Extension to the Tableau Exchange](../ux_extension_gallery.md).
*Learn more about branding your configuration dialog at [Branding your Extension](../Style_Guidelines/ux_branding#configuration-dialog).*
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*Learn more about branding your configuration dialog at [Branding your Extension](../Style_Guidelines/ux_branding.md#configuration-dialog).*
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|**Tagline**| The tagline is one sentence in the help tag that explains what the extension does. The maximum character limit is 96 characters.|
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|**Confirmation**| Make sure there is a clear way for users to apply changes made while configuring the extension. |
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Learn more about [Controls and UI Patterns](ux_controls_ui_patterns) to use in your configuration dialog.
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Learn more about [Controls and UI Patterns](./ux_controls_ui_patterns.md) to use in your configuration dialog.
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While this is optional, **we strongly recommend using this popup pattern** because when an author is configuring the extension for the first time, there often isn't any content present in the extension container until the extension has been configured. Using this popup pattern will allow authors to start configuring the extension right away.
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*Learn more about how to implement this popup at [Add a Configuration Popup Dialog (Extensions API Documentation)](../core/trex_configure).*
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*Learn more about how to implement this popup at [Add a Configuration Popup Dialog (Extensions API Documentation)](../core/trex_configure.md).*
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*Learn more about the dashboard extension manifest file at [Tableau Extension Manifest File (Extensions API Documentation)](../dashext/trex_manifest)*.
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*Learn more about the dashboard extension manifest file at [Tableau Extension Manifest File (Extensions API Documentation)](../dashext/trex_manifest.md)*.
Copy file name to clipboardExpand all lines: website/docs/Interaction_Guidelines/ux_controls_ui_patterns.md
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*[Tooltips](#tooltips)
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The controls described here use Tableau branding, accessible from the **[Color](../Style_Guidelines/ux_color)** and **[Fonts](../Style_Guidelines/ux_fonts)** sections of these design guidelines.
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The controls described here use Tableau branding, accessible from the **[Color](../Style_Guidelines/ux_color.md)** and **[Fonts](../Style_Guidelines/ux_fonts.md)** sections of these design guidelines.
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*At this time, we are only able to provide surface-level usage and design specifications for controls. We are working to make code for Tableau controls accessible to developers in the future.*
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| Button | How to use |
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|----|:-----|
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|**Call-to-Action **| These buttons are primarily used in dialogues to indicate an action. Use colors to communicate function–for example, green is commonly used for confirmation buttons. Learn more about color usage at **[Colors](../Style_Guidelines/ux_color)**.<br/>You may also want to utilize branding practices on buttons. Learn more at **[Branding your Extension](../Style_Guidelines/ux_branding)**. |
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|**Call-to-Action **| These buttons are primarily used in dialogues to indicate an action. Use colors to communicate function–for example, green is commonly used for confirmation buttons. Learn more about color usage at **[Colors](../Style_Guidelines/ux_color.md)**.<br/>You may also want to utilize branding practices on buttons. Learn more at **[Branding your Extension](../Style_Guidelines/ux_branding.md)**. |
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|**Greyscale**| Greyscale buttons are used either to indicate a secondary action, or a button that has been disabled and a particular action needs to be taken before proceeding. |
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|**Text Button **| This is a low-attention button, and should only be used to provide a secondary option in the case that the user wants to perform an action that isn’t the primary action. |
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|**Icon**| Buttons can have icons to add a helpful visual. If you use icons, include a text label or a help tag that is activated on hover. |
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## Dialogs
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A dialog is a “conversation” between the system and the user, which often requests information or action from the user. For info about the extension configuration dialog, learn more at **[Extension Components and Modes](ux_components_modes)**.
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A dialog is a “conversation” between the system and the user, which often requests information or action from the user. For info about the extension configuration dialog, learn more at **[Extension Components and Modes](ux_components_modes.md)**.
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### Standard Dialog
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These dialogs are non-modal, meaning they can be used when the requested information is not essential to continue. The dialog can be left open while the user interacts with other components in the extension.
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## Color Principles
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**Use colors with purpose and clarity.** Your color choices should highlight your extension's content, while also communicating its function. You should be able to justify the colors used on your extension: why did you choose that specific color, and what does it communicate to your user? Color is also an opportunity to showcase your brand. Learn more at **[Branding your Extension](ux_branding)**.
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**Use colors with purpose and clarity.** Your color choices should highlight your extension's content, while also communicating its function. You should be able to justify the colors used on your extension: why did you choose that specific color, and what does it communicate to your user? Color is also an opportunity to showcase your brand. Learn more at **[Branding your Extension](ux_branding.md)**.
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**Less is more.** Refrain from using too many colors, which could blur the focus. Try to avoid using color applied to text, which can make words difficult to distinguish and decrease legibility.
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Fonts and typography are essential to how we communicate with our users. When text is used effectively, it grabs attention, evokes emotion, and emphasizes tone and voice.
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> **Note:** Starting with the Dashboard Extensions API v1.7 library, and supported with Tableau 2021.4 or later, you can apply workbook formatting on the HTML elements in your extension. For more information, see [Add Tableau Workbook Formatting](../core/trex_format).
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> **Note:** Starting with the Dashboard Extensions API v1.7 library, and supported with Tableau 2021.4 or later, you can apply workbook formatting on the HTML elements in your extension. For more information, see [Add Tableau Workbook Formatting](../core/trex_format.md).
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#### Benton Sans
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Benton Sans Book is the default font for the Tableau UI elements. To learn more about Tableau font colors, see [Color](ux_color).
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Benton Sans Book is the default font for the Tableau UI elements. To learn more about Tableau font colors, see [Color](./ux_color.md).
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Other weight variations of Benton Sans should be used infrequently. For example, Benton Sans Medium is typically used for section titles in dialogs. Benton Sans Light and Book Italic are used in more specific cases like lightweight captions and should not be overused.
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## Spacing
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Specifications about spacing have been detailed in **[Controls and UI Patterns](../Interaction_Guidelines/ux_controls_ui_patterns)** and **[Branding your Extension](ux_branding)**.
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Specifications about spacing have been detailed in **[Controls and UI Patterns](../Interaction_Guidelines/ux_controls_ui_patterns.md)** and **[Branding your Extension](ux_branding.md)**.
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Here are some links to specific parts of your extension that you may need spacing guidance on:
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*[**Dialogs** (Controls and UI Patterns)](../Interaction_Guidelines/ux_controls_ui_patterns#dialogs)
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*[**Configuration Dialog** (Branding your Extension)](../Style_Guidelines/ux_branding#configuration-dialog)
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*[**Extension Container** (Branding your Extension)](../Style_Guidelines/ux_branding#extension-container)
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*[**Dialogs** (Controls and UI Patterns)](../Interaction_Guidelines/ux_controls_ui_patterns.md#dialogs)
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*[**Configuration Dialog** (Branding your Extension)](../Style_Guidelines/ux_branding.md#configuration-dialog)
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*[**Extension Container** (Branding your Extension)](../Style_Guidelines/ux_branding.md#extension-container)
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description: How to access data in the workbook
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---
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The Tableau Extensions API provides methods that you can use to access the data in a workbook. The data you can access includes the summary or aggregated data, and also the underlying data (or full data). If your extension needs to access the full data, there are security implications and your extension needs to declare its intent, so that users of your extension can choose to allow or deny the extension access. See [Accessing Underlying Data](../security/trex_data_access) for more information.
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The Tableau Extensions API provides methods that you can use to access the data in a workbook. The data you can access includes the summary or aggregated data, and also the underlying data (or full data). If your extension needs to access the full data, there are security implications and your extension needs to declare its intent, so that users of your extension can choose to allow or deny the extension access. See [Accessing Underlying Data](../security/trex_data_access.md) for more information.
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::::note
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```
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After you have a worksheet object, you can call one of the methods to access the data for that worksheet. For summary data, or the data from the selected or highlighted marks, the steps are straight forward. If you want access the underlying data (or full data), there are additional steps and considerations. See [Accessing Underlying Data](../security/trex_data_access).
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After you have a worksheet object, you can call one of the methods to access the data for that worksheet. For summary data, or the data from the selected or highlighted marks, the steps are straight forward. If you want access the underlying data (or full data), there are additional steps and considerations. See [Accessing Underlying Data](../security/trex_data_access.md).
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## Get summary data from a worksheet
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## Get full data from a worksheet
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If your extension uses one of the functions that can access full data, you need to add an element to the manifest file (`.trex`) that declares that the extension requires `full data` permission. If the manifest file does not have this element, the extension can run, but the method to access full data will fail. See [Add permissions to access full data to manifest file](../security/trex_data_access#add-permissions-to-access-full-data-to-manifest-file).
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If your extension uses one of the functions that can access full data, you need to add an element to the manifest file (`.trex`) that declares that the extension requires `full data` permission. If the manifest file does not have this element, the extension can run, but the method to access full data will fail. See [Add permissions to access full data to manifest file](../security/trex_data_access.md#add-permissions-to-access-full-data-to-manifest-file).
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Note whoever uses your extension must have the appropriate download permissions (Download Full Data) so that extension can run.
You can also get the underlying data from the data sources for the worksheet. To do that, you must acquire the data sources for the worksheet with a call to the `getDataSourcesAsync()` method, which returns an array of the primary and all the secondary data sources of a worksheet. Once you have the data source object, you can access the underlying data and access information about the data source, such as the names of tables and fields and information about the connection.
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Just like worksheet methods that access full data, the following methods for the data source also require that your extension specifies `full data` permissions in the `trex` file. See [Add permissions to access full data to manifest file](../security/trex_data_access#add-permissions-to-access-full-data-to-manifest-file).
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Just like worksheet methods that access full data, the following methods for the data source also require that your extension specifies `full data` permissions in the `trex` file. See [Add permissions to access full data to manifest file](../security/trex_data_access.md#add-permissions-to-access-full-data-to-manifest-file).
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| Method | Tableau Version | Extensions API Library | Status |
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```
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For more information about the `inputSpec` for version 1 and version 2, see [Tableau Viz Reference](../trex_tableau_viz_ref).
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For more information about the `inputSpec` for version 1 and version 2, see [Tableau Viz Reference](../trex_tableau_viz_ref.md).
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---
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Now that you have seen the basic steps for adding a Tableau Viz to a dashboard extension, you can try adding Tableau Viz to your own dashboard extensions, or to one of the samples.
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* For information about the Tableau Viz version 1 and version 2 `inputSpec` and all the options for specifying the visualization, see [Tableau Viz Reference](../trex_tableau_viz_ref).
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* For information about the Tableau Viz version 1 and version 2 `inputSpec` and all the options for specifying the visualization, see [Tableau Viz Reference](../trex_tableau_viz_ref.md).
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* Review the [`tableau.extensions.createVizImageAsync`](pathname:///api/interfaces/extensions#createvizimageasync) method for information about the API.
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## Troubleshoot Tableau Viz images in dashboard extensions
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You can use the same tools that you use to debug dashboard extensions to debug problems that occur when you use Tableau Viz to create images. For information about debugging your extension, see [Debug Extensions in Tableau Desktop](../debug/trex_debugging) and [Debug Extensions in Tableau Server and Tableau Cloud](../debug/trex_debug_server).
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You can use the same tools that you use to debug dashboard extensions to debug problems that occur when you use Tableau Viz to create images. For information about debugging your extension, see [Debug Extensions in Tableau Desktop](../debug/trex_debugging.md) and [Debug Extensions in Tableau Server and Tableau Cloud](../debug/trex_debug_server.md).
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### Tableau Viz Error Messages
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The following is a list of common error messages that you might encounter and includes steps for fixing those errors. The error messages appear in the Console window when you use the Chrome or Chromium debugging tools.
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For specific issues with the current release, see [Tableau Viz - Known Issues](../trex_known_issues#tableau-viz---known-issues).
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For specific issues with the current release, see [Tableau Viz - Known Issues](../trex_known_issues.md#tableau-viz---known-issues).
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#### Invalid Palette Name
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#### Invalid JSON
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The `inputSpec` is a JavaScript object that Tableau converts to JSON for processing. The `inputSpec` needs to be in the correct format and must include all required elements. You must encode columns and fields. For the list of required elements, see [Tableau Viz Reference](../trex_tableau_viz_ref).
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The `inputSpec` is a JavaScript object that Tableau converts to JSON for processing. The `inputSpec` needs to be in the correct format and must include all required elements. You must encode columns and fields. For the list of required elements, see [Tableau Viz Reference](../trex_tableau_viz_ref.md).
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