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titleAccess

To access SIA Tableau reports please complete this access request form. Some Tableau reports may be owned by different teams, for access to:

You will need to be on the campus network or the virtual private network (VPN) in order to gain access to Tableau.  Further information on using the VPN is available at: http://www.york.ac.uk/it-services/connect/vpn

Once you're connect to the VPN you can log in with your York username (abc123) and password.

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titleCollections
Collections can be created allowing you to group workbooks differently to their allocated projects. Access Collections don't alter the project structure, they just create a new way of accessing a workbook for you. You can access collections via the navigation panel, here where you can create new collections and edit existing ones. To add a workbook to a collection use the action button.

Collections are private unless you choose to share them. To share a collection use the three dots in the action button column and enter the names of the people you'd like to share the workbook with. They will then be able to view the collection however the collection can only be edited by the owner.
Please be aware that in a collection, people can only see the workbooks they have permission to access.

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titleRecents

Using the 'Recents' menu can be a really helpful way of finding a report you’ve used recently, especially if it’s not already in a collection or one of your favourites. 

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titleSubscriptions


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titleSubscriptions

If you don't want to log in to Tableau daily but require a daily/weekly snapshot you can set up a subscription which will email you a copy of the data. This will be a static image or PDF.

To set up a subscription click the 'Watch' button. Tick the 'subscribe me' box and fill in the other options as required. There are various schedules set up which you can select, if there isn't one for the frequency you require please email business-intelligence@york.ac.uk.

To remove a subscription you've set up select 'Manage Subscriptions', this will take you to the subscription page of the workbook where you can select the three dots and click 'unsubscribe'.



If you have any questions or require further support please contact: 

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