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This user guide is designed to support the use of SIA workbooks.
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To amend the data visible within a view you can use the filters. This won't permanently remove any data, it just hides what's displayed. For some filters you may need to click 'apply' which will appear at the bottom of the filter, other filters will change the data displayed automatically. If you change a filter accidentally you can use the 'undo my last action' button to undo the change. You can also use the 'reset view' button to completely reset all the filters back to the default.
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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'.
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If you have any questions or require further support please contact:
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