Page 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.

Projects
Within a site there are multiple projects. Projects 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 topicarea.

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 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.

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  on 'Original (default)' in the other views section.

To delete a custom view go to 'Manage Views' and use the bin icon next to the view you want to delete.

To Use the download button 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).

Some views may have multiple sheets of data, select the sheet with the data in which you require and click download. 

If there's a certain workbook or view you require a snapshot of a regular frequency you don't want to log in to Tableau daily but require a daily/weekly snapshot 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'.