For the purpose of this Tableau Tip, we will assume that you have Tableau 2019.1. Since all Tableau users have access to the Superstore data set, this tutorial will use this set. These basic steps are applicable to your own data sets as well, so feel free to use that instead.
We will start by opening (or creating) an empty worksheet. Next, we add all dimensions and measures from their respective panes to detail in the marks card. In most cases you should not include generated fields such as Measure Names and Measure Values since the extension will not be able to use those properly. Adding fields to details like this is the most performant way to get them into your summary data which extensions can access. By adding or removing fields from details, you can decide which fields the extension will show.