Tag a workbook

Add a version tag to a workbook and optionally set up a connection to swap to for a specific version of the workbook.

Usage notes

  • Retrieve the workbookId by calling the /v2/workbooks endpoint.
  • Retrieve the tag by calling the /v2/tags endpoint and using the name in the response.
  • Retrieve the connectionId to use as the fromId or toId by calling the /v2/connections endpoint.
  • If your workbook includes a source that is not mapped to a new source, that source is not swapped.
  • When swapping data models used as the source for the workbook:
    • You can only swap a data model source to another version of the same data model source. You cannot swap a data model source to a table in your data warehouse or a dataset.
    • When you swap sources from one data model version to a new one, specify the version tag of the data model that you swap to with toVersionTagId:
      • To swap to the latest published version of the data model, specify toVersionTagId as null.
      • To swap to a specific tagged version of the data model, specify the toVersionTagId of the data model.
    • If the workbook already uses a specific tagged version of a data model as a source, use fromVersionTagId to indicate which tagged version to swap from.
      • To swap from the latest published version of the data model, specify fromVersionTagId as null.
      • To swap from a specific tagged version of the data model, specify the fromVersionTagId of the data model.
  • To retrieve the fromVersionTagId for a data model used as the workbook source, call the /v2/workbooks/{workbookId}/sources endpoint and use the versionTagId in the response.
  • To retrieve the versionTagId for a data model, call the /v2/dataModels endpoint and use the versionTagId in the response.

Usage scenarios

  • Lifecycle management: Identify production and development resources.
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