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: Heidi.hiemstra@uky.edu

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:

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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 **

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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.

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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.

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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

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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.

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