Tableau Server Quick Start Guide 10-2-15
Tableau Server Quick Start Guide 10-2-15
Tableau Server Quick Start Guide 10-2-15
October 2, 2015
The university is slowly migrating the reporting functions for all IRIS systems from BW Web Reporting to
Tableau over the next few years.
9/17 1
Getting into Tableau
These two projects are maintained by university Advanced Analytics staff, and
have not been adapted for CON use.
9/17 2
Navigating Projects, Workbooks and Views
Clicking on a Workbook
opens the views (pages)
inside. Some workbooks
only have one view
Use the
breadcrumbs at
the top of the
page to navigate
to another
Workbook or
Project.
9/17 3
Finding a Workbook or View
1. Use the search feature at the top of the Tableau window. You can navigate directly to one of the views or
workbooks listed, or click on See all X views to view thumbnails of all related views.
9/17 4
Exp
portingDa
atafromaListVie
ew(Table
eorCrossstab)
Alistt,graphic,dasshboardorvie
ewcanbeexportedeitherrasanMSExxcelfiletomaanipulateorshare,orasaprintablePDF
F
report.
1 heexporticonatthetop,centerofthe
1. Clickonth eview.
2. Theexporrtmenuhasffouroptions.Onlythelasttwo,Crossta bandPDF
2
arerecom
mmended.
3
3. CrosstabiisusefulforggeneratinglisttsinExcel.
a. ClickontheC
Crosstaboption,andtheEExportDialoggboxwillopeen:
b. ClickingonDo
ownloadwillopenthedo
ownloaddialoogbox:
c. OpenorSavet
O the.csv
file,whichshould
openautomaticallyin
MSExcel.Bes
M sureto
saaveitasanExxcel
workbookbefo
w ore
manipulatingo
m or
fo
orwardingthe
elist!
d. NotethattheExport
only
Crosstabwillo
workontabula
w ar
viiews.
Exp
portingGraphicalV
Views
1
1.Toexportaadashboardo
orothergraph
hicalview,selectthePDFFoption
e. AExportPDFdialogboxw
willopen.
b.ClickonExp
porttogeneeratea
PDFfilefordownload.
c.ThenselecttDownload
d.Youwillggetthesamedownload
dialogboxxtoopenorssavethePDF..
2
2.Thereareseveraloption
nsonthefirsttExportPDFd
dialogbox.
f. Laayoutallowsttheselectionofpageorien
ntation
g. Paapersizedete
erminesthessizeofpaperthegraphicw
willfitonto,andhowlargeethePDFwillprint.
h. Sccalingallowsthegraphictobeprintedsmallerorlarrger,ortobefitautomaticcallyontooneeormore
pieceofpaperr.
i. ContentandSheetstoExpo
ortallowsanentiredashbooardorindiviidualssheets(views)tobeeexported.
3.ToprintanattractivePD
3 DFreportfrom
mTableau,exxperiment!Foorinstance,tthisDEWtren
ndsreportdid
dnotlook
ggoodwiththe
ePortraitorie
entation,butLandscapeworkedwell(s eenextpage).
St
udent
s'D-
E-W-
Fai
l-
Wit
hdr
aw (
DEW)Rat
es
DE
W Ra
teT
rendsbyPr
ogr
am
I
sDew Major Acade
micY
e..
DEW Pr
e-Nurs
ing 2008-
09
2009-
10
2010-
11
2011-
12
2012-
13
2013-
14
2014-
15
BS
N 2008-
09
2009-
10
2010-
11
2011-
12
2012-
13
2013-
14
2014-
15
DNP 2008-
09
2009-
10
2010-
11
2011-
12
2012-
13
2013-
14
2014-
15
PhD 2008-
09
2009-
10
2010-
11
2011-
12
0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
RoundedPer
cent
*Pos
t-g
radua
tec
erc
ates
tude
nt'
sgr
ade
sha
vebe
ens
upr
ess
edi
nye
arswhe
nthe
rewe
ref
ewe
rtha
nv
est
ude
ntse
nrol
l
ed.
CON15002
9/17 7
Exp
portingth
heDataU
UnderlyingaGraph
hicalView
w
Whattifyouneedthedetaileddatabehindaasummarytaableor
graph
hic?Thiscan
neasilybeexp
portedintoexxcel.
1
1. Leftclicko
onacellornumberthatin
ncludesallthe
ecases
youwanttoexport.Asmallwindow
wwillpopup
pwith
ncludingadattatableicon..
actions,in
2 wwillopenasbelow.Thiswindow
2. Theviewdatawindow
hastwotaabs:
a. Su
ummarythiistabwillsho
owthesamessummary
in
nformationassintheoriginalview.
b. Underlyingthistabwilldisplaytheund
derlying,detaaileddataonwhichthereportwasbuilt.
3
3. Clickonth
heUnderlyinggtab,andyou uwillnoticetthatonlythe fieldsdisplayyedonthesummaryviewareincluded..
Sometime ouneed,butyoucanalsodisplaytheeentireunderlyyingdatatableforallstudeents(units)
esthisisallyo
includediintheviewbyyclickingtheShowallcollumnsbox.
4
4. Onceyouhavethedattayouwant,cclickonDow wnloadallrowwsasatextfilleandopenorsaveitasabove.
5
5. Caution:MostTableaureportslinkkdirectlytoH
HANAtables,w whichareverrylarge.Dow
wnloadingallcolumnsof
theunderrlyingHANAd
datacanresultinaverylargefilethatttakesalongtiimetodownlloadandmayycontain
hundredsoffieldsyou donotwant.
Sharing Views with Tableau Users
9/17 8