poltself.blogg.se - Using tableau reader

#Using tableau reader how to#
#Using tableau reader pdf#
#Using tableau reader install#
#Using tableau reader software#
#Using tableau reader free#

Include who should be contacted to communicate this c. What should I do if I think the figures shown in the dashboard are wrong? Please send an email to and one of the team members will contact you to set up a time and place that is convenient for you.

#Using tableau reader how to#

If you need training on how to use Tableau and the dashboards, the ABC team are more than happy to set up a face to face session with you.

Under this section, try to cover things about: a. Under this section give a more detailed explanation of all the dashboard using call outs. (4) A more detailed explanation of all the tabs within the dashboard

#Using tableau reader pdf#

Go to File>Print to PDF and select the size and orientation and the location you want to save the file. You can quickly print all or part of the workbooks to PDF. This data can then be downloaded as a text file.Ĭrosstab: Transfer the data from the dashboard into Excel by selecting any of the data from the report. (You may need to click a 2nd time.)ĭata: The data feeding the report will open in a new window. Image: This allows you to save an image of the current graph (with filters). Go to Worksheet>Export> and select one of the following options: On the dashboard, you can export the report and its data. Additionally, by clicking on the ‘View Data’ button you can see all the records that are used to build the view these can then be downloaded into a CSV file. If you use your mouse and the control key to select several marks you can then choose to ‘keep only’ those items selected or ‘exclude’ the selected marks to further filter the data that you are viewing. If you hover your mouse over the graph you will see additional information. Similarly, when you select on a graph, text or a legend for a graph, all of the graphical elements that are associated with that data point will be updated (applicable in some cases only). Enter the ESC key to exit from the selection. To remove the highlighting, click again on the same graphical element c.

When you click on a graph, text or a legend for a graph, all of the graphical elements that are associated with that data point will be highlighted. For example: Select the options that you want from the filters and the view will automatically update. The dashboards contain filters (in the form of drop downs or radio boxes) that allow you to select just the data category in which you are interested. If the installation is managed by an IT support team then include their contact details or the procedure involved to get Tableau installed onto a machine (3) How does the user interact with the dashboard?Ĭover the following topics in this section and support it with screenshots wherever possible a.

#Using tableau reader install#

Include information regarding how to install Tableau Reader or the link to the Tableau Serverī. Include contact details of the person the user can get in touch with if they have any question or feedback (2) How can the user access the dashboard?Ī.

Write if the dashboard or the underlying data can be shared or re-distributed.

Include permission and data privacy notes here.

Include a list of all data sources used in this dashboard.

If the data included in the dashboard is in arrears then specify those nuances as well here.

Include how frequently the dashboard is sent out and the frequency of underlying data refresh.

If it is a server, then include the link to the server. is it via email, then include the email address.

Include what the medium of distribution is E.g.

#Using tableau reader free#

Tableau Reader is a free desktop application that you can use to open, and interact with, the data visualisations that are built in Tableau.

#Using tableau reader software#

Tableau is a business intelligence software that allows users to view dashboards which are visual, interactive and easy to use.

If you are distributing the dashboard using Tableau Reader and not a server then include a small note on what Tableau and Tableau Reader.

Who is this dashboard for and the problem it is trying to solve for these users?.

Give a summary of the kind of analysis and what type of insights can be found within the dashboard.

Write what the aim/objective of the dashboard is and what the benefits are using it.

Let’s see what goes into each of the points mentioned above in greater detail. It could be sent as a PDF, hosted on your team site or be another tab within your Tableau workbook. (3) How does the user interact with the dashboard? (2) How can the user access the dashboard? To improve user engagement it is always advisable to distribute a user guide as well which should cover