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This user guide is designed to support users in navigating Tableau Server to easily locate the workbooks they require. |
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Tableau’s structure consists of sites, projects, workbooks and views. Sites .gif?version=1&modificationDate=1710341154710&cacheVersion=1&api=v2&width=760) Projects Workbooks Views |
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Below is a list of SIA Projects, depending on your access level you may not be able to view all of these projects on Tableau Server. If you require access please complete this access request form
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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:
Depending on your level of access, different projects will appear on the explore page. .gif?version=1&modificationDate=1710341994957&cacheVersion=1&api=v2&width=760)
Once you're in a workbook you can navigate back to the explore page using the breadcrumb trail.
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| Collections can be created allowing you to group workbooks differently to their allocated projects. Collections don't alter the project structure, they just create a new way of accessing a workbook for you. You can access collections via the navigation panel, where you can create new collections and edit existing ones. To add a workbook to a collection use action button.
Collections are private unless you choose to share them. To share a collection use the three dots in the action column and enter the names of the people you'd like to share the workbook with. They will then be able to view the collection however the collection can only be edited by the owner.
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Using the 'Recents' menu can be a really helpful way of finding a report you’ve used recently, especially if it’s not already in a collection or one of your favourites.
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If you have any questions or require further support please contact:
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