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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

, for access to:

You will need to be on the campus network or the virtual private network (VPN) in order to gain access to the MI Gateway.  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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titleTableau Structure

Tableau’s structure is below:Image Removedconsists of sites, projects, workbooks and views.

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Sites
There are multiple different tableau Tableau sites managed by different teams (including granting access to workbooks). This training is focused on the SIA site. Using the navigation panel you can switch between different sites.

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Projects
Within a site there are multiple projects. These are a way of organising similar content on within a site. Within a project there will be multiple workbooks which all relate to that project.

Workbooks
A workbook sits within a project and will contain multiple views which will present various views of data on the same topic.

Views
A view displays different ways of visualising data as well as allowing for interaction via filters.

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titleExplore Page

The Explore page allows you to navigate between different projects to search for specific workbooks. There are various features to help you narrow down your search:

  • Switching between list view/grid view
  • Sorting workbooks/projects into different orders
  • Filtering using key words/dates/details

Depending on your level of access different projects will appear on the explore page. 

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  • Site: this displays the site currently being viewed. The site can be changed using the arrow which displays a drop down menu
  • Navigation pane: this allows navigation to different sections of Tableau
  • Search box: this can be used to search for specific views, workbooks or projects
    • View mode: use this to change the view mode of the explore page from a list to a grid


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    titleSearch bar

    As well as using the Explore page you can also use the search bar to find a view, 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.

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    1. Breadcumb trail: this shows which project the workbook you're viewing belongs to. It can also be used to navigate back to the project to view other workbooks
    2. Favoutie: clicking this star will favourite a workbook. If a star is grey (as it appears in the screenshot) then this workbook has been added to your favourites
    3. Extract Refresh date: this displays when the data extra was last refreshed
    4. Views: this displays the different views within the workbook

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    SearchNavigate between sites using the navigation panel.
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    titleFavourites
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    Projects, workbooks and views can all be added to your favourites. This , this is a useful way of saving workbooks that you’ll use often your most used workbooks all in one place. Favourites can be accessed using the navigation pane (they are also displayed on the home page). It is recommended that workbooks, rather than views, are added to favourites rather than views due to the titles of workbooks being more descriptive.

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    titleSites
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    titleExplore

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    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 pane, they are also displayed on the home page. 


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    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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