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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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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 keywords/dates/details

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

Once you're in a workbook you can navigate back to the explore page using the breadcrumb trail

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titleSearch Bar

As well as using the Explore page you can 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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titleSubscriptions

If there's a certain workbook or view you require at a regular frequency 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 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'.