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| title | Introduction |
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This user guide is designed to support users in navigating Tableau Server to easily locate the workbooks they require.
For support on using workbooks please see Tableau Workbook Support. |
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| title | Tableau Structure |
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Tableau’s structure consists of sites, projects, workbooks and views.
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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.
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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. The project structure within the SIA Server Site mostly reflect the student life cycle. for example we have a folders called Applications, Attainment and Progression, Continuation and Completion, and Enrolments as well as projects called League Tables and Student Experience. When exploring reports in Tableau Server, use theses project names to help guide your search to relevant reports. 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. |
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| title | Collections |
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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.
Please be aware that in a collection, people can only see the workbooks they have permission to access.  Image Modified
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| title | Recents |
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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.  Image Removed Image Added
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If you have any questions or require further support please contact:
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