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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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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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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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If you're always looking at specific filters you can create a custom view to save you from amending the filters every time you open the workbook. This custom view will only be visible to you unless you select the box 'make visible to others'. You can also set this as your default view using the 'Make it my default' box. You can navigate back to the original view at any point by clicking on 'Original (default)' in the other views section. To delete a custom view use the bin icon next to the view you want to delete.
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To download data within a view you can use the download button. There are various formats in which you can download the data, select the option most appropriate to you (for an excel file, select crosstab).
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If there's a certain workbook or view you require at a snapshot of 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 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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