Tableau Development Hub

In the Tableau Development Hub, SIA have collated resources, documentation and guidance for fellow Tableau developers across the University.

This suite of pages is made up of a few main strands:

The SIA Tableau workbook style guide
A Tableau template containing many of the elements included in the style guide ready for use when updating or creating a report
A set of technical documents to help users to integrate this style guide and recommended best practices into their Tableau reports
Tableau training
Tableau Server Management

SIA Style Guide:

Visit the SIA style guide to see how best to design and layout your Tableau reports.

Template:

For SIA colleagues the Tableau Template is called ‘Design Template’ and is saved in the Q drive: Q:\Tableau\Tableau Re-Design

The Template can also be found in Tableau Server by following this link: https://tableau.york.ac.uk/#/workbooks/4573/views

For access to this workbook please contact business-intelligence@york.ac.uk. If you are a Tableau Desktop user we encourage you to download this workbook to use when building your own reports.

Making use of the template:

Once the template has been downloaded from the server you can…

a) Connect your data source and build your report within the template

b) Copy the dashboards from the template and paste them into your existing reports

c) Copy dashboard items on an individual basis into existing reports

Example reports:

These reports use the style guide template and provide a useful example for how the template can look when containing data:

Please note you will need to be connected to the VPN to access these reports.

Helpful resources:

Need help deciding on the most appropriate visualisation to use for your data? Have a look at ‘From data to Viz' for some helpful prompts and guidance.
Visit Tableau’s Knowledge Base for guidance on Tableau set-up and data connections

Contact details:

Feel free to get in touch with members of the Strategic Insight and Analysis team for help or advice on implementing this Tableau Style Guide.

business-intelligence@york.ac.uk