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.
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".
The Tableau Server offers several tools for finding workbooks, including Favorites and Search Tools. Both of these options are described below.
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.
To retrieve favorited reports, click the Star icon in the upper right corner near your initials.
To favorite a workbook for easy retrieval:
Go to List View.
Click the star to the left of the workbook name.
To remove a favorite, click the star again.
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.