Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


Panel
borderColor#D8DAD9
bgColor#FFFFFF
titleColor#00677F
borderWidth2
titleBGColor#D8DAD9
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.

...

Panel
borderColor#D8DAD9
bgColor#FFFFFF
titleColor#00677F
borderWidth2
titleBGColor#D8DAD9
titleTableau Structure

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
Projects are folders which allow organisation of 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 present various views of data on the same area. Workbooks are often referred to as reports so these terms are used interchangeably. 

Views
Views are the individual dashboards contained within a workbook. They visualise data and allow for interaction via filters.

...

Panel
borderColor#D8DAD9
bgColor#FFFFFF
titleColor#00677F
borderWidth2
titleBGColor#D8DAD9
titleFull Screen

To view a workbook in full screen mode click the 'Full screen' button. Depending on the size of your screen and the size of the workbook this may allow you to view more data on one page. 

To get out of full screen mode either press the Esc button on your keyboard or click the 'Exit full screen mode' button.

Image Removed

Panel
borderColor#D8DAD9
bgColor#FFFFFF
titleColor#00677F
borderWidth2
titleBGColor#D8DAD9
titleFilters

To amend the data visible within a view you can use the filters. This won't permanently remove any data, it just hides what's displayed.

For some filters you may need to click 'apply' which will appear at the bottom of the filter, other filters will change the data displayed automatically.

If you change a filter accidentally you can use the 'undo my last action' button to undo the change.  You can also use the 'reset view' button to completely reset all the filters back to the default.


Panel
borderColor#D8DAD9
bgColor#FFFFFF
titleColor#00677F
borderWidth2
titleBGColor#D8DAD9
titleFull Screen

To view a workbook in full screen mode click the 'Full screen' button. Depending on the size of your screen and the size of the workbook this may allow you to view more data on one page. 

To get out of full screen mode either press the Esc button on your keyboard or click the 'Exit full screen mode' button.

Image Added



Panel
borderColor#D8DAD9
bgColor#FFFFFF
titleColor#00677F
borderWidth2
titleBGColor#D8DAD9
titleCustom Views

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

...

Panel
borderColor#D8DAD9
bgColor#FFFFFF
titleColor#00677F
borderWidth2
titleBGColor#D8DAD9
titleSubscriptions

If 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'.