Content Comparison

Tableau’s structure consists of sites, projects, workbooks and views.

Sites
There are multiple different Tableau sites managed by different teams (including granting access to workbooks). Using the navigation panel you can switch between different sites.

Image Modified

Projects
Within a site there are multiple projects. These are a way of organising similar content 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.

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. 

Image Modified

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 pane, they are also displayed on the home page. 

Image RemovedImage Added

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.

Image Modified