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This user guide is designed to support users in navigating Tableau Server to easily locate the workbooks they require. |
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As well as using the Explore page you can use the search bar to find a view , or workbook or project. The search panel is arranged by views, workbooks then projects. Once you've typed in your keyword ensure you're looking in the right section to find the view, workbook or project you're searching for.will show the most relevant results ordered by how many views they've had recently to help you find the most relevant report. Please note that both workbooks and views are show in the search panel so make sure you're selecting the correct result:
You can also search for 'tags' within the search bar. When workbooks are published, members of SIA assign them tags made up of relevant keywords (for example, the NSS Analysis workbooks would have the tags 'Survey' and 'Students'). If you're unsure of the workbook name, try searching for possible tags and review the workbooks that are returned in the search panel. |
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Projects, workbooks and views can all be added to your favourites, this is a useful way of saving your most used workbooks all in one place. It is recommended that workbooks, rather than views, are added to favourites due to the titles of workbooks being more descriptive. To favourite a workbook click the star next to the workbook title. Once you've added a workbook to your favourites it can be accessed using the navigation panel, they are also displayed on the home page. To remove a workbook from your favourites click the star again.
Favourites can also be accessed while in another workbook using the favourites menu. This has a search function to easily find the workbook you're looking for.
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| Collections can be created allowing you to group workbooks differently to their allocated projects. 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, where you can create new collections and edit existing ones. To add a workbook to a collection use action button.
Collections are private unless you choose to share them. To share a collection use the three dots in the action 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.
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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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