Using UW-Madison's Tableau Server

Users of UW-Madison's Institutional Tableau workbooks may need to navigate UW-Madison's Tableau server. This KB article explains how to get the most out of UW-Madison's Tableau Server and its multiple methods for finding workbooks.

Signing In to UW-Madison's Tableau Server

Please refer to this KB document on Signing In to View Institutional Tableau Workbooks.

The best way to navigate the server and see all available reports to you is to click the Explore button on the left hand sidebar, then click "UW Madison Institutional Data".

Explore

Finding a Workbook

The Tableau Server offers several tools for finding workbooks, including Favorites and Search Tools. Both of these options are described below.

Quick Search

Enter keyword(s) in the Quick Search bar at the top of the page to see matching content from anywhere in the site. As you type, a sample of matching content appears according to relevance. Hover over items for more information. To see all results, click on See All.

For more detailed searches, use the operators and, or, or not. Use * at the beginning or end of a word to substitute for exact terms. Use quotation marks to enclose search phrases.

Search Box

Favorites

To retrieve favorited reports, click the Star icon in the upper right corner near your initials.

3. Click Favorites

To favorite a workbook for easy retrieval:

  1. Go to List View.

  2. Click the star to the left of the workbook name.

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  3. To remove a favorite, click the star again.

Advanced Search Options

Advanced Search Options allows you to find content using a search box as well as filters. Results are displayed only within the source page you are currently on. For example, if you are on the Workbooks source page, advanced searches only display workbooks containing your search criteria.

Open Advanced Filter Options

Need More Information?

If you have questions about this document, please contact the Office of Data Management and Analytics Services (ODMAS, https://data.wisc.edu/) at info@data.wisc.edu.




Keywords:Tableau Server Institution Dashboard Find 2019.1   Doc ID:84940
Owner:Steven T.Group:Office of Data Management & Analytics Services KB
Created:2018-08-16 19:16 CDTUpdated:2021-10-20 15:05 CDT
Sites:Office of Data Management & Analytics Services KB
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