Tableau Workbook Support

This user guide is designed to support the use of SIA workbooks. 

For support on navigating Tableau Server please see How to Navigate Tableau Server.

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.

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.

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.

Use the download button to download data within a view. There are various formats in which you can download 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 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'.