TABLEAU SERVER QUICK START GUIDE
October 2, 2015
Heidi Hiemstra, PhD
Need an account? http://go.uky.edu/GetTableau (CON department code is E7100)
Request a new workbook: [email protected]
More training and resources: http://www.uky.edu/nursing/faculty-research-practice/faculty/faculty-governance-resources/tableau
In short…
HANA is a repository of university data.
Tableau is the primary reporting tool for HANA.
The university is slowly migrating the reporting functions for all IRIS systems from BW Web Reporting to Tableau over the next few years.
Data generated by UK’s Integrated Resources Information Systems (IRIS)
Student Life Cycle Management (SLCM) Financials (FI)
Grants Management (GM) HR/Payroll (HR)
Procurement/Materials Management (MM) Supplier Relationship Management (SRM)
Plant Maintenance (PM)
BW Web Reporting
and accessed through: Some SLCM data from SAP BW has moved to the HANA data repository – with more to come.
Are collected in a data warehouse (SAP BW)
HANA data are then accessed through:
9/17 1
Getting into Tableau
1. Open any web browser and navigate to
https://analytics.uky.edu
2. Enter your windows/linkblue user name and password
as directed. ** If you are on the medical campus (mc)
domain, put an mc\ in front of your username **
3. Tableau will open to the screen below. Most CON
users will have access to the four “projects” listed
below, which function like folders in windows.
“College of Nursing” contains high-level summary reports with no identifying student data. These reports can be viewed in meetings and presentations.
“CON Administration” contains detailed reports which display identifying student data. Only those with job responsibilities requiring access to student-level data have access.
These two projects are maintained by university Advanced Analytics staff, and have not been adapted for CON use.
** USE AT YOUR OWN RISK **
9/17 2
Navigating Projects, Workbooks and Views
Clicking on a Workbook
opens the views (pages)
inside. Some workbooks
only have one view
Clicking on the title
of a Project opens it
and displays the
Workbooks (reports)
in the Project
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.
2. Use the filters located on the right-hand side of most screens.
a. Tags are keywords added to a workbook when it is published to
the server. The Tag dropdown is not very helpful because it lists
all tags used across the university.
3. Add a workbook or view to your favorites
a. Hover over a thumbnail to view the white star below and to the
right of the thumbnail
b. Click on the star to turn it orange
c. The workbook or view will be available
at the favorites list the top right of
every screen.
9/17 4
Exp
A list
repo
1
2
3
porting Da
t, graphic, das
rt.
1. Click on th
2. The expor
are recom
3. Crosstab i
a. C
b. C
c. O
fi
o
M
sa
w
m
fo
d. N
C
w
vi
ata from
shboard or vie
he export ico
rt menu has f
mmended.
is useful for g
lick on the “C
licking on “Do
Open or Save t
le, which sho
pen automat
MS Excel. Be s
ave it as an Ex
workbook befo
manipulating o
orwarding the
ote that the
rosstab will o
work on tabula
iews.
a List Vie
ew can be ex
n at the top,
four options.
generating list
Crosstab” opt
ownload” wil
the .csv
uld
ically in
sure to
xcel
ore
or
e list!
Export
only
ar
ew (Table
ported either
center of the
Only the last
ts in Excel.
ion, and the E
l open the do
e or Cross
r as an MS Ex
e view.
two, Crossta
Export Dialog
ownload dialo
stab)
xcel file to ma
b and PDF
g box will ope
og box:
anipulate or s
en:
hare, or as a printable PDF
F
Exp
1
2
3
g
porting G
1. To export a
e. A
2. There are s
f. La
g. Pa
h. Sc
p
i. C
3. To print an
good with the
raphical V
a dashboard o
“Export PDF”
everal option
ayout allows t
aper size dete
caling allows
iece of paper
ontent and S
attractive PD
e Portrait orie
Views
or other graph
” dialog box w
ns on the first
the selection
ermines the s
the graphic t
r.
heets to Expo
DF report from
entation, but
hical view, se
will open.
t Export PDF d
of page orien
size of paper
o be printed
ort allows an
m Tableau, ex
Landscape w
lect the “PDF
dialog box.
ntation
the graphic w
smaller or lar
entire dashbo
xperiment! Fo
orked well (s
F” option
b.
c.
will fit onto, a
rger, or to be
oard or indivi
or instance, t
ee next page
Click on “Exp
PDF file for
Then select
d. You will g
dialog box
nd how large
fit automatic
iduals sheets
this DEW tren
).
port” to gene
download.
t “Download”
get the same
x to open or s
e the PDF will
cally onto one
(views) to be
nds report did
erate a
”
download
save the PDF.
print.
e or more
e exported.
d not look
.
Students' D-E-W-Fail-Withdraw (DEW) Rates
* Post-graduate cerficate student's grades have been supressed in years when there were fewer than five students enrolled.
CON15002
Is Dew Major Academic Ye..
0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%Rounded Percent
DEW Pre-Nursing 2008-092009-102010-112011-122012-132013-142014-15
BSN 2008-092009-102010-112011-122012-132013-142014-15
DNP 2008-092009-102010-112011-122012-132013-142014-15
PhD 2008-092009-102010-112011-12
DEW Rate Trends by Program
9/17 7
Exp
What
graph
1
2
3
4
5
porting th
t if you need
hic? This can
1. Left click o
you want
actions, in
2. The view
has two ta
a. Su
in
b. U
3. Click on th
Sometime
included i
4. Once you
5. Caution:
the under
hundreds
he Data U
the detailed
n easily be exp
on a cell or n
to export. A
ncluding a dat
data window
abs:
ummary – thi
nformation as
nderlying – t
he Underlying
es this is all yo
in the view by
have the dat
Most Tablea
rlying HANA d
of fields you
Underlyin
data behind a
ported into ex
umber that in
small window
ta‐table icon.
w will open as
is tab will sho
s in the origin
his tab will di
g tab, and you
ou need, but
y clicking the
ta you want, c
u reports link
data can resu
do not want
g a Graph
a summary ta
xcel.
ncludes all the
w will pop up
.
below. This
ow the same s
al view.
splay the und
u will notice t
you can also
“Show all col
click on “Dow
k directly to H
lt in a very la
.
hical View
able or
e cases
p with
window
summary
derlying, deta
that only the
display the e
lumns” box.
wnload all row
HANA tables, w
rge file that t
w
ailed data on
fields display
entire underly
ws as a text fil
which are ver
takes a long ti
which the re
yed on the su
ying data tabl
le” and open
ry large. Dow
ime to downl
port was buil
mmary view
e for all stude
or save it as
wnloading all
load and may
t.
are included.
ents (units)
above.
columns of
y contain
.
Sharing Views with Tableau Users
It is easy to share a worksheet or view with other Tableau users.
When a view or dashboard is open, there is a “Share” option at the
top left of the window.
A hyperlink is then generated that can be
copy and pasted into an email or document.
The embedded html option is not
recommended for public-facing websites, as
reports on Tableau Server are not publically
accessible. Access to Tableau Server is
restricted to authorized users, so most web
visitors will dead-end at a login screen they
can’t use.
9/17 8
Top Related