Overview
Modus mines the Tableau projects you select down to the field level: workbooks, sheets, dashboards, datasources, custom SQL, relationships, and prep flows.
What Modus reads
- 1Project
- 2Workbook
- 2Datasource
- 2Flow
- 3Sheet
- 3Dashboard
- 3Field
- 3Custom SQL
- 3Relationship
You select the level Modus is allowed to mine. Everything below it is discovered automatically; everything outside it is never touched.
6context types mined
2agent tool groups
1connection method
4security controls
Context types
Each object Modus mines produces typed context items, addressed by their position in the hierarchy. This is what an agent actually receives.
Project metadata
The selected project and its contents.
Workbook metadata
Sheets, dashboards, and the datasources a workbook binds to.
Datasource metadata
Published and embedded datasources with their fields.
Field metadata
Calculated fields with their formulas, plus source column bindings.
Custom SQL metadata
The literal SQL behind custom SQL relations.
Relationship & flow metadata
Datasource relationships and Tableau Prep flows.
Example context item
tableau_field_metadataRevenue›Exec Weekly›Net Revenue
- Type
- Calculated field
- Formula
- [Sale Amount] - [Discount]
- Source
- Published datasource: Orders (Snowflake)
- Used on
- 4 sheets · 2 dashboards
Common use cases
- 01
Resolve a calculated field to its real formula instead of guessing from the label.
- 02
Attach the actual view data to an answer rather than describing the chart.
- 03
Find every workbook that depends on a datasource before it changes.
Connection method
Connect once. Modus stores credentials in a managed secret store, rotates what it can, and never asks an agent to handle them.
Connected app (Direct Trust JWT)
A Tableau connected app signs short-lived JWTs. No stored user password, and access follows Tableau’s own project permissions.
Security & governance
Governance is applied once, at the layer every agent runs through, so it holds no matter which agent asks.
Metadata-first mining
Modus learns from structure and usage, not bulk data. Raw records stay in your environment; only the metadata needed to understand the system is stored.
Scoped selection
You choose exactly which schemas, folders, spaces, or boards Modus is allowed to see. Nothing outside the selection is ever mined.
Read-only by default
Mining runs on a read-only credential. Any tool that writes back is a separate, explicitly granted action.
Group access by sensitivity
Map your identity groups to sensitivity tiers so each team only ever composes context at or below its clearance.
