Tableau Viewer Initial Training

To access SIA Tableau reports please complete this access request form. Some Tableau reports may be owned by different teams, for access to:

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.

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.

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.

You can also search for 'tags' within the search bar. When workbooks are published, members of SIA assign them tags made up of relevant keywords (for example, the NSS Analysis workbooks would have the tags 'Survey' and 'Students'). If you're unsure of the workbook name, try searching for possible tags and review the workbooks that are returned in the search panel. 

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.

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.

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. 

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.