Tableau Users` Manual
Contents
1. Multiple values All z All Sd Abc As Of Date Reporting Snapshot fF Abc Citizenship Status Employee Subcategory Employee Subcategory W a UOFA E I ee Pos c Departmen as Abc Department ID in i i Abc Employee Category _ Administrative Vs Te K 2005 06 2006 07 2007 08 2008 09 2009 10 2010 11 Abc Employee Classification Employee S Academic R Female Male Female Male Female Male Female Male Female Male Female Male Abc Employee Classification Code TETA Faculty Full Professor 171 175 213 213 Abc Employee Subcategory Abc Automatic b Assistant Pr 124 Employee Subcategory Sort Order Abc Ei ai 8 DS Eisen ae a oe oa oa ama o os om aan i Color Size Text ontingen u essor pakica aut eh E E E E E O e Abc Faculty Unit Code Assistant Pr Abc Fall Headcount Flag Abc Gender gt amp Hierarchy Faculty Group Category and S gt amp Hierarchy Group Category and Subcateg gt amp Hierarchy Professor by Faculty and Rank Abc HR Academic Year 4 HR Academic Year Number Abc Job Abc Job Code Other Academic includes staff who are excluded from the AA SUA association and casual contract and visiting speakers If you would like the gender dimension to appear on the row rather than the table column you can drag the gender dimension from Column Shelf onto the Row Shelf In the table the gender now shows up right beside the Academic Rank 25 Page U of A Staff Save As Revert2. icon from the Tool Tip pop up screen FLE and Headcount BACK VOrKDOOR Share e Remember my changes Edi Fall Headcount Six Year Trend Reporting Year Academic Cares Academic Career Level Muhiple v akies Al Fa Final View data icon Keep On X Bgdu x FL ape Undergraduate F010 1461 2010 11 1 355 pii li 1 367 2012 13 1 434 2013 14 1 607 lick on Sign near the column header to dnll down g Click on Reporting Year The hierachy de 2 A pop up windows appears with a table that has all the data that you selected At the top and bottom of the table you will find a link that says download all rows as a text file The download file appears as a text file with each row corresponding to a row in the table and a comma between each value in a row comma delimited This file can easily be imported into excel for additional analysis Printing WARNING If you try to print a view using the print function button or key stroke the output may have part of the graph cut off 1 Click on the Export icon found at the top center of the page and save as a pdf with the following page size and scaling settings 11 Page Export PDF Layout Paper Size D 7 Unspecified Y Scaling Portrait Landscape 100 bi Content e e This Dashboard Sheets in Dashboard Sheets in Workbook Sheets to Export Fall Headcount l Export e 2 Open and print the pdf amprov
3. You will find the table gets transformed into a bar graph Oo data C https idw bi ualberta ca t Production authoring UofAStaff UofAProfessoriateHeadcountbyFacultyandRank 3 U of A Staff SaveAs Revert Done Analytics 5 HR_Headcount_FTE_VW_Public Jimensions Abc gt gt cre Aa A Academic Rank Administrative Vs Teaching Faculty As Of Date Citizenship Status Contract Relationship Department Department ID Employee Category Employee Classification Employee Classification Code Employee Group Employee Subcategory Employee Subcategory Sort Order Faculty Unit Faculty Unit Faculty Unit Code Fall Headcount Flag Gender Hierarchy Faculty Group Category and Subcategory Hierarchy Group Category and Subcategory Hierarchy Professor by Faculty and Rank HR Academic Year Pages Filters HR Academic Year Reporting Snapshot Employee Subcategory UOFA Employee Pos Faculty Unit Administrative Vs Te Marks us Automatic v 9 Abc amp CO 123 Color Size Label Detail Tooltip ll Columns Rows HR Academic Year Multiple values Employee S Faculty gt e Tii Undo Pause Updates HR Academic Year Employee Subc All Academic R Full Professor 3 2K Z o g2 ze ou a 0K Associate E Professor Da kz 1K SE a Assistant E Professor zo 2K 58 ea SE gu r Academic Rank Administrative Vs Teach
4. Abc Pause Updates Swap Totals Show Labels Data Analytics i Pages Columns HR Academic Year Ga HR_Headcount_FTE_ z Rows Employee Subc Academic Rank Dimensions v ilters Abc Academic Rank Ahe Arita Vi T ee a a HR Academic Year Administrative Vs Teachi Faculty Unit Multiple values All v All Abc As Of Date Reporting Snapshot Abc Department Ere iiltie l init You can also check this by looking for the worksheet tab Professor Headcount at the bottom of the page which should be slightly highlighted 22 Page e gt C https idw bi ualberta ca t Production authoring UofAStaff UofAProfessoriateHeadcountbyFacultyandRank 10 N English Canada U of A Staff Save As Done e gt Ti iz Abe oO B lh Undo Reco Pause Updates Swap Totals Show Labels View Size Worksheet Export Show Me Jata Ee Pages ill Columns HR Academic Year jg HR_Headcount_FTE_ dimensions j s Rows Employee Sube Academice Rank Abc Academic Rank Abc Administrative Vs Abc As Of Date Abc Citizenship Status Abc Contract Relations Abc Department Abc Department ID Employee Abc Employee Category Subcategory Academic Rank 2005 06 2006 07 2007 08 2008 09 2009 10 2010 11 2011 12 2012 13 2013 14 2014 15 2015 16 Abc Employee Classifi Faculty Full Professor 779 788 812 840 857 835 849 848 873 832 852 Abc Employee Classifi ee Marks c Employee Group Assistant Prof
5. Ae and Dentistry included or excluded in the table or Nursing e aes figure being viewed 2012 13 Pharmacy amp Pharmaceutical Sci Physical Educ amp Recreation Public Health Rehabilitation Medicine Science 6 Page Keep or exclude one or more data cells 1 One data cell Move your mouse over a cell in a table until a tool tip box appears Academic Career Level Undergraduate Enrolment Reporting Status Final Tool tip box _ Reporting Year 2010 11 te Fall Headcount 1 355 ng Year Undergradu 3 7 keep Ony X Exclude 1 355 ll Select Keep Only to display only that one cell value in the displayed table or graph Select Exclude to remove only that one cell value in the displayed table or graph 2 Multiple data cells Hold the Ctrl key down or the Command key H when using a Mac and then select each cell you want A tool tip box will pop up when you select each cell Il Once all the cells are selected click on the Keep Only or exclude buttons on the tool tip box Keep or exclude one or more rows or columns ofa table 3 One row column Select the row header for the row you want to keep or exclude A tool tip box will pop up when you select the row Tool Tip box 2011 12 Reporting Year 5 items selected SUM of AGG Fall Headcount 3 032 PhD a Lie eS Ga Si rs J PL mi i ee Li v Keep Only X Exdude HE 201213 2010 11 d 74 Il
6. Code 4bc National Status Abc October AGE 5 YEAR GROUP Organization Group Abc Principle Job Flag Reporting Snapshot Date 4bc Reporting Snapshot Month Abc Staff Agreement Abc Staff Agreement Code Abc Staff Association Abc Staff Association Description Abc UOFA Employee Position Flag Abc Measure Names Wleasures Employee FTE Employee ID Number of Records Measure Values 4 Left click your mouse on the Gender dimension hold on the left mouse button and drag the Gender Dimension to the Column Shelf You should drop the Gender dimension after HR Academic Year on the Column Shelf 24 Page e gt C https idw bi ualberta ca t Production authoring UofAStaff UofAProfessoriateHeadcountbyFacultyandRank 10 U of A Staff Save As Done Ti iz 2 Abc Undo Redo Pause Updates ga Totals Show Labels Data Analytics ll Columns HR Academic Year Gm HR_Headcount_FTE_VW_Public Dimensions bd Abc Academic Rank Abc Administrative Vs Teaching Faculty Abc As Of Date Abc Citizenship Status Abc Contract Relationship Abc Department Abc Department ID HR Academic Year Multiple values Employee Abc Employee Category Subcategory Academic Rank 2006 06 amsar 2007 08 zo0e oe 2009 10 201 Abc Employee Classification Faculty Full Professor 812 857 to Employee Classification Code mieten ay gts Abc Employee Group Assistant Professor 345 374 see Employee Subcategory a i e E T E 4 Em
7. Done e gt fi t Abc oO illh Undo Redo Pause Updates Swap Totals Show Labels View Size Worksheet Export Show Me HR_Headcount_FTE_VW_Public imensions x Abc Academic Rank Abc Administrative Vs Teaching Faculty Abc As Of Date Abc Citizenship Status Abc Contract Relationship Abc Department Abc Department ID Abc Employee Category Abc Employee Classification Academic Rank Gender 2005 06 2006 07 2007 08 2008 09 2009 10 2010 11 2011 12 2012 13 2013 Full Professor Female 171 175 183 198 213 213 223 223 2 Abc Employee Group 172 184 194 189 189 188 198 206 2 iarsna E E E E E E E E Employee Subcategory Sort Order Assistant 124 124 137 156 167 160 153 147 1 Abc Faculty Unit Professor Abc Faculty Unit r a S a a a a e a a Abc Faculty Unit Code Contingent g Abc Fall Headcount Flag Faculty Male ie ma 37 40 49 58 67 71 75 84 Hierarchy Faculty Group Category and S ee pee a ee ee amp Hierarchy Group Category and Subcateg Aasistant iei a r amp Hierarchy Professor by Faculty and Rank Aint E a a MR ame cd Abe yen ee Male 81 84 105 112 115 108 93 83 4 HR Academic Year Number Abc Job Abc Job Code Other Academic includes staff who are excluded from the AASUA association and casual contract and visiting speakers Abc National Status Abc October AGE 5 YEAR GROUP Organization Group 6 If you would like to export this table as an image you ca
8. Rank Share Remember my changes Edit rnd Aa c3 UofA Professoriate Headcount by Faculty and Rank UofA Professoriate Headcount by Faculty and Rank Select Filters to Apply to Data HR Academic Year Administrative Vs Teaching Faculty Faculty Unit Multiple values v All v All T Employee Subcategory Academic Rank 2005 06 2006 07 2007 08 2008 09 2009 10 2010 14 2011 42 2012 43 2013 14 2014 15 2015 16 Fecelly Full Professor 779 788 B12 840 857 835 849 348 873 832 852 Associate Professor 463 457 469 476 483 482 492 515 537 536 533 Assistant Professor 30 321 345 360 374 357 339 317 4 253 265 Total 1 549 1 566 1 626 1 676 1 714 1 674 1 680 1 680 1 694 1 621 1 650 Contingent Full Professor 42 cn en 75 87 1 110 1 1 134 Faculty Associate Prof z n z SEOCERS PRESSION 95 111 119 140 163 159 165 179 198 209 212 Assistant Professor 143 159 1 190 1 12 Total 281 320 383 430 470 462 455 448 442 432 439 Grand Total 1 830 1 886 2 009 2 106 2 184 2 136 2 135 2 128 2 136 2 053 2 089 Once in the Web Authoring Interface double check that the correct worksheet is being worked on You can do this by checking the ending of the URL which should contain the worksheet name In this case it should be similar to UofAProfessoriateHeadcountbyFacultyandRank SomeNumber C https idw bi ualberta ca t Production authoring UofA statt UofAProfesoroteHeadcountbyFaculyandRanke0 U of A Staff EEEF Save As Done oo Ti it gt
9. Rank Jimensions oe r Filters Abc Academic Rank whos ks o 7 ar j HR Academic Year Administrative Vs Teachi Facu 4bc Administrative Vs Teaching Faculty HR Academic Year amp _ _ m Multiple values All i All Abc As Of Date Reporting Snapshot eer BES Abc Citizenship Status Employee Subcategory Ab ntr lationshi c Contract Relationship UOFA Employee Pos Abc Department re acul ni Abc Department ID ty ee Administrative Vs Te Employee Abc Employee Category Subcategory Academic Rank 2005 06 2006 07 2007 08 Abc Employee Classification Faculty Full Professor 779 788 942 Abc Employee Classification Code Mark Associate Professor 453 457 469 Marks Abc Employee Group Assistant Professor 207 374 345 Abc Employee Subcategory Abc Automatic id Total 4 549 4 566 4 626 Employee Subcategory Sort Order a 9 Asc Contingent Full Professor 43 on an Abe Farg j 13 Faculty PENS a 5 aap Color Sire Text Associate Professor 95 114 4415 Abe Faculty Unit Assistant Professor 143 159 04 Abc Faculty Unit Code m mn ji 284 320 383 Abc Fall Headcount Flag Detail Tooltip Grand Tota 1 otal 1 830 1 886 2 009 abc Gender l amp Hierarchy Faculty Group Category and S Abc Other Academic includes staff who are excluded from the AA SUA Hierarchy Group Category and Subcateg Hierarchy Professor by Faculty and Rank Abc HR Academic Year HR Academic Year Number 4be Job Abc Job
10. next to the workbook or view to make it a favorite Navigating to Favorite Go to the Favorite drop down menu and selecting the favorite that you want Remove a Favorite Click on the yellow star next to the workbook or view name list view In the thumbnail view click on the star that appears next to the name on the images tool tip Advance searching fo UNIVERSITY OF osese CFE Projects i Projects Workbooks Student Vin m Views Data Sources Filters Advance searching You can do advance searches by using the Filter panel on the left side of the screen Search by e Content found in the name of workbooks or information in a view e Filter by selecting a project owner tag date or favorite This displays all the workbooks or views associated with the selection For example selecting an owner will display all workbooks and views that are owned by a particular owner e You can add multiple filters For example you can have it display all the workbooks in student projects that have content related to retention 13 Page Web Authoring People can use the web authoring function also known as Web Edit to customize workbooks published on the Tableau server Using the web authoring function users gain access to the data set behind the workbooks They can pick the dimensions and measures from the data set and customize report content to suit their data need In this section v
11. 1000 3 3 500 0 2005 06 2006 07 2007 08 2008 09 2009 10 2010 11 2011 12 2012 13 2013 14 2014 15 2015 16 29 Page 5 The Grand Total might not be needed We can remove it by unchecking the Show Column Grand Totals option from the Totals menu Pages Filters HR Academic Year amp Reporting Snapshot Employee Subcategory UOFA Employee Pos Faculty Unit Administrative Vs Te Marks inf Automatic v amp i5 Color Size Detail Tooltip amp Academic Rank Uncheck Show Column Grand Totals to remove Grand i w pat I i Undo Re Pause cae Swap ta Hide Labels ew Size Workshee Tota Is fro m t h e il Columns HR Academic Year amp Show Row Grandigals Graph O Show Column Grand Totals Rows Employee Subc CNTD Em Academic Rank BB Full Professor Bl Associate Professor HR Academic Year Faculty Unit All Remove All Subtotals mpun Multiple values E Assistant Professor Employee S Faculty a 2000 Fd 2 a 1500 w S 1000 o 3 500 0 Contingent Faculty zt count of Employee ID _ gs 8 30 Page The graph below shows the graph without Grand Totals e Ti i 2 Abc or fH tlh Undo Redo Pause Updates Swap Totals Hide Labels View Size Worksheet Export Show Me Pages lll Columns HR Academic Year Rows Employee Subc CNTD Employee ID 4 Filters
12. 6 Page Example 2 Web Authoring Turn a Professor Headcount Table from a Table to a Bar Graph The Web Authoring interface also provides you tools to transform a table into a graph This example will guide you through the process 1 Enter the web edit mode for the worksheet UofA Professoriate Headcount by Faculty and Rank Click on Edit We have a table with professor headcount by Employee Subcategory Academic Rank and HR Academic Year This is our starting point oa C https idw bi ualberta ca t Production authoring UofAStaff UofAProfessoriateHeadcountbyFacultyandRank 3 U of A Staff Save As Done data Analytics i HR_Headcount_FTE_VW_Public Jimensions Abc Abc Abc Abi Abc A Abc pad a A Academic Rank Administrative Vs Teaching Faculty As Of Date Citizenship Status Contract Relationship Department Department ID Employee Category Employee Classification Employee Classification Code Employee Group Employee Subcategory Employee Subcategory Sort Order Faculty Unit Faculty Unit Faculty Unit Code Fall Headcount Flag Gender Hierarchy Faculty Group Category and Subcategory Hierarchy Group Category and Subcategory Hierarchy Professor by Faculty and Rank HR Academic Year HR Academic Year Number Job Job Code National Status October AGE 5 YEAR GROUP Organization Group Principle Job Flag Reporting Snapshot Date Reporting Snapshot Month Staff A
13. L 6 O OK Contingent Full Professor E qa Har 4 If we would like to see the proportion of professor headcount based on academic rank you can move the Academic Rank dimension out of Row Shelf and place it in the Marks Card on the Color icon Please note that you need to drop the Academic Rank dimension on top of the Color Icon Color 28 Page As shown in the graph below each vertical bar represents the total professor headcount in the year for either Faculty or Contingent Faculty Each colour in the bar represents the professor headcount belonging to an academic rank The legend on the side indicates which colour represents which academic rank gen fa H fi i gt Abc oF 5 ih Undo Redo Pause Updates Swap Totals Hide Labels View Size Worksheet Export Show Me i Pages IIl Columns HR Academic Year Rows Employee Subc CNTD Employee ID Filters i PAPON cademic Ran F a 5 HR Academic Year Administrative Vs Teachi HR Academic Year amp Hl Full Professor Multiple values All Reporting Snapshot I Associate Professor Employee Subcategory I Assistant Professor UOFA Employee Pos Faculty Unit Employee S Administrative Vs Te Faculty 2000 i B Fd S Marks g 1500 in Automatic a 5 Z 4000 l ol amp 3 Color Size Label 5 2 Detail Tooltip r Contingent Academic Rank 2000 S E 1500 S 1000 8 3 500 a i i Grand Total 2000 E 1500 S 3
14. MATEON cademic Ran i ini i i P CHR Academic Year a HR Year Administrative Vs Teachi Faculty Unit m Multiple values All nes All Reporting Snapshot Bl Associate Professor Employee Subcategory Bl Assistant Professor UOFA Employee Pos Faculty Unit Employee S Administrative Vs Te Faculty 1500 Marks Q t Automatic X g s amp 135 a Color Size Label 5 1000 S Detail Tooltip bed E 2 amp Academic Rank a 500 0 Contingent Faculty 1500 f k 1000 S F 8 3 3 a 2005 06 2006 07 2007 08 2008 09 2009 10 2010 11 2011 12 2012 13 2013 14 2014 15 2015 16 31 Page
15. Mode 15 Page 2 Dimensions are characteristics of an entity In the example above each record is a person s job record limited to Active Leave With Pay or Leave of Absence APL status in the staff headcount and FTE dataset The dimensions are mostly the qualitative attributes about the job and the person who holds the job such as Department the job belongs to National Status the employee has and the Staff Agreement the job is classified into The dimensions are frequently used to pivot slice the data In this example the Employee Category and Employee Sub Category are used on the row shelf to slice the headcount Hierarchy is built on top of the dimensions to represent the hierarchical relationships among them A hierarchy gt Hierarchy Faculty Group Category and Subcategory has a triangle shape and a flow chart sign beside its name When the triangle shape gets clicked the hierarchy is unfolded and the underlying dimensions are displayed You can use the dimensions belonging to a hierarchy in the same way as the stand alone dimensions e g drag the dimensions to Row and Column Shelves to further pivot the data aul U of A Staff iy Save As Done sa UofA Staff ey Save As Done Data Analytics Data Analytics bg HR_Headcount_FTE_VW_Public 7 tm HR_Headcount_FTE_VW_Public Dimensions v e eee eae Dimensions 7 a 7 ma one ans l Abc Academic Rank Abc Administrative Vs Teaching Facu
16. Select Keep Only to display only that row column in the displayed table Select Exclude to remove only that one row column in the displayed table 4 Multiple data rows columns Hold the Ctrl key down or the Command key H when using a Mac and then select each row column you want A tool tip box will pop up when you select each row column ll Once all the rows columns are selected click on the Keep Only or exclude buttons on the tool tip box 7 Page Drill down or drill up in a table or graph The drill down or drill up function refers to either expanding or contracting the detail of a particular row or column in a table or Graph 1 Drill down Move the mouse over a particular row or column A box with a in it appears over the row or column Fall Headcount Enrolment Reporting Status Reporting Year t Undergraduate Final 200910 1 461 2010 1 1 1 355 011712 1 367 201314 607 mm ma Il Click on the to drill down to a level below reporting year An additional column showing an additional breakdown of reporting year into the student study year appears between reporting year and undergraduate in the table Fall Headcount Enrolment Reporting Status Reporting Year Study Year Undergraduate Final 200510 OO 1 284 2 150 Y3 557 Y Ay ry miie a 1 2 Drill up Move the mouse over a particular row or column A box with a in it appears over the row or col
17. Tableau Users Manual Using Tableau Server to Access the Acorn Institutional Data Warehouse Prepared by Strategic Analysis and Data Warehousing 306 Campus Tower 8625 112 Street Edmonton Alberta Canada T6G 1K8 Phone 780 492 7478 stramail ualberta ca 1 Page Table of Contents Modifying the displayed information ON a VIEW ccccscsscscsccccscscsccccccsceccccccscscescccecscescececscesecsecsces 6 FU PIII OU PEE E ass so E at ci ea E A ice eee alec aes a va eet ee IT Gee 6 Keep or exclude one OF MOLE data CEIS 0 ccccssecccssescccnaeseccnaeseccsusecccauseccsausecssusecesaunecssausesssuecssausecssauseessausessagaseeas 7 Keep or exclude one Or more rows OF columns Of a table ccsssscccccssesecccccnescccccsensecccsauseecessuueeesssuensecsssaunseesssaees 7 Drill down or rill Up in a table OF graph cccssccccssescccsseccccsuscccscusecsauseessauseessauseessauseesauseessauecesaueessaunsessaesesaaeesas 8 OE LC ec ope alesse fase eaten eee aie tt oma ET gine sep ee es ee 9 FON OI ase seca cetera EE cates sees dees gene sede og ees ese ess eee E se lew ese seee eee nesses 9 Resetting and removing CHANGES tO Views sccccseesccnaescccsaeseccsueeecsausecssaseecsaeeeessunseesausecssauseessusessauseessaussesauages 10 Remembering and Saving information ccccscscsccscscsccccccscsccccccscsceccccscsceccccccscscessccscsceseccececssess 10 REOT SOU IAS atest areca dente ona caso sa gnaa sone E E E E E E yea seein ceed are esan
18. Va ve m Fi Marks Assistant Prot Ac ASOfDate Citizenshig Statusro Snapshot Abc Automatic F Total Abe Citizenship Status Employee Subcategory Contingent Full Professor Abe Faculty T Abc Contract Relations UOFA Empluyee Pus Aue Deparlmenl Faculty Unit Abe Teanartment Il 1 Abc Employee category Abc Employee Classif Abr Ac Employee Classi i arks Ane Employee Group i ba m A I rhe she Assistant Prot Total Fmplayee Detail Tooltip Grand Total Subeategary Faculty Other Academic includes CNTD Employee The Marks Card 5 on page 15 controls various parts in the data display area You can drag the dimensions and measures into the Marks Card to control the graph type colour size tooltip value and so on Tableau online help has full coverage on this topic You can find the details by following this URL http onlinehelp tableau com current pro online windows en us buildmanual shelves _marks html Marks Abc Automatic amp S Pb Color gjize Text Detail Tooltip tbc CNTD Employee 19 Page 7 Column Shelf dimension Column Shelf Each item placed on the Column Shelf corresponds to a table column in the display area When a measure is placed on the Column Shelf a graph is created in the display area More details can be found in Example 2 on page 27 Pages Columns HR Academic Year gployee Categ Employee Subcat Filters m eee a HR Academic Year Employee G
19. arious components on the web authoring interface will be discussed At the end two examples are given to demonstrate how web authoring can be used to change table content and transform a table into a graph format The U of A Staff workbook in the Staff Project is used for the purpose of illustration Home gt Staff gt 4 U of A Staff gt l UofA Staff Headcount Click on the Edit menu to T Share Remember my changes v Ed Se ee eet ae pS eer a s bias apaia open the workbook in web 23908 UofA Staff Headcount edit mode UofA Staff Headcount Select Filters to Apply to Data HR Academic Year Employee Group Employee Category Employee St Multiple values on All v All v All Employee Group Employee Category Employee Subcategory 2005 06 2006 07 2007 08 2008 09 2009 10 2010 11 2011 12 2012 143 2013 14 2014 15 2015 16 Employee Academic Administrative Professional 7p a TEE m ms a am E TE mS Officer 5 tia ict a a 5 a Contingent Faculty 281 320 383 430 470 462 455 445 442 432 439 Contingent Faculty Service n gt 7 am GA Officer 2 3 2 5 8 i 8 13 19 22 22 Contract Academic Staff Teaching Faculty 848 913 941 906 882 977 990 985 922 924 1 549 1 566 1 626 1 676 1 714 1 674 1 680 1 680 1 694 1 621 1 650 Capes doen einen 48 47 52 62 67 66 70 69 66 74 78 14 Page Workbook in Web Edit Mode Web Edit mode provides tools for customizing a workbook on Tableau server In fact the Web Edit
20. e or figure which makes them stand out more in the view Highlighting in tables e Highlight a row or column by selecting it s header e Highlight a cell by selecting the cell Highlighting in figures e Highlight a value in a graph by selecting the element in the graph e g a bar in a chart ora colour in a stacked bar chart e Highlight a value in a graph by selecting the value in a colour legend for the figure Note The highlight selected items icon next to the legend title should be selected first and appear grey in order for it to work 9 Page Resetting and removing changes to Views Remove the last change to a view or all the changes lt CG https idw bi ualberta ca t Production views FLEandHeadcount_0 FallHeadcountSixYearTrend 1 CI FLE and Headcount KEE Back Workbook Share Remember my changes Edit rad C S Fal Headcount Six Year Trend Fall Headcount amp FLE Table Fall Headcount hart Fall Headcount by Current National Status Labi Full Load Ear Click the revert all button to return the View to it s default Click back arrow to undo last modification e g filter or keep only selection settings Remembering and saving information Remember my settings When you leave a Tableau view all the changes that you made e g filters highlights drill downs etc are lost To save your setting Click on remember my settings in the top left section of the screen Type in what you want to call t
21. ee 10 EX DONT GE T Er oxen cease nee sesepoeacencnre E EEEE sor anre ye oneat adie pene oemstnumanaunee EE E AEE EEA 11 P OE tertvteassusecaas E E E E E A EE E 11 IMPLOVING NAVISAUION sicccncenssavicaseccvasanieses dorin nin N E AOE OEEO 12 Display of Workbooks and VIEWS sicrssieuniiererinintietniint init tin T ionnann AEE ANNAE EEE AEEA EEDEN EAEAN A EEDA AONNE 12 SEC SLON PUGO aeriene rrer EEEE EEE EAE EN EEEE EE EEE R 12 FOOT O aaie E E E E EA E OA E EAE EA E E 13 Advance searching ssssessssesessecsesseoesssossssoesssossssoesssossssoesssoessssesssoecssoecssssossssossssossesossssossssosessosse 13 MW CPUC OA eoria EA EE 14 Workbook iN Wep Ean MOGE eisereen aara Ea EEA R AAEE EN TAE EEN OEA OA 15 Example 1 Web Authoring Add Gender to Professor Headcount Table ccccseeecccseseccceeeescceecscseseeeceeseseeenses 21 Example 2 Web Authoring Turn a Professor Headcount Table from a Table to a Bar Graph csscccccseeeseeeeees 27 2 Page Navigation on Tableau Server Tableau Server Login address https idw bi ualberta ca Definitions e Views Pages that display data in tables or graphs and the display of the information can be change by manipulating elements of the page e g filters Workbooks contains a group of pages that were developed together from a common data source and can have linked views that are displayed as tabbed views Projects organizational folders where workbooks can be stored with designated acces
22. emic Year HR Academic Year Number Job Job Code National Status October AGE 5 YEAR GROUP Organization Group Principle Job Flag Reporting Snapshot Date Reporting Snapshot Month Abc Staff Agreement Abc Staff Agreement Code Abc Staff Association Abc Staff Association Description Abc UOFA Employee Position Flag Measures Employee FTE Employee ID Number of Records f Measure Values 3 List of Measures 7 Column Shelf Filters 8 Row Shelf HR Academic Year displayed Employee Category Employee Subcategory in the Academic Administrative Professional Offi view Contingent Faculty Service Officer Abc Automatic amp Research Academic Staff pport ting Funded 153 3 214 3 113 3 179 Support Trust Funded 1 321 1 144 1 095 1 159 1 155 1 190 1 179 6 Marks Card Post Doctoral Post Doctoral Fellows Post Doctoral Fellows Fellows Student Employee Excluded Students Undergraduates Graduate Assistants Graduate Assistants GTA GRA Other GTA GRA Other 2 468 2 505 2 691 2 712 2 891 3 000 3 113 Other Academic includes staff who are exc luded from the AA SUA association and casual contract and visiting speakers NS 10 Table Graph Data Display Area es Peer Staff FTE Staff FTE by Faculty sete Headcount Staff Headcount by Faculty CE N 11 Worksheets in the Workbook 1 The word authoring is part of the URL when the workbook is in the Wed Authoring
23. essor 307 321 345 360 374 357 339 317 284 253 265 Abc Employee Subcat Abc Automatic v 4 Employee Subcat 2 S pa Contingent Full Professor 43 50 60 75 87 34 100 110 122 128 134 Abc Faculty Unit 123 Faculty y Color Size Text HE FORMAR Assistant Professor 143 159 204 215 220 209 190 159 122 95 93 Abc Faculty Unit Code Abc Fall Headcount Flag Abc Gender amp Hierarchy Faculty amp Hierarchy Group gt amp Hierarchy Profes Abc HR Academic Year 4 HR Academic Yea Abc Job Abc Job Code Abc National Status Abe Organization Group Abc Principle Job Flag Reporting Snapsh Abc Reporting Snapsh Abc Staff Agreement Abc Staff Agreement C Abc Staff Association Abc Staff Association D Abc UOFA Employee P Abc Measure Names Vieasures 4 Employee FTE 4 Employee ID Number of Records 4 Measure Values Other Academic includes staff who are excluded from the AA SUA association and casual contract and visiting speakers Staff FTE by Faculty Staff Headcount by Faculty 3 Once you are in the right worksheet you can begin editing Try to find dimension Gender from Dimensions Pane on the Left The dimensions are sorted alphabetically 23 Page U of A Staff paappp Epi Save As Doane J di dai Fause Updates Swap Jata Analytics Pages Columns HR Academic Year ii HR_Headcount_FTE_WW_Public E Rows Employee Subc Academic
24. ference among gray colours Another clue is to check the URL the ending is the name of the worksheet that is currently being edited C https idw bi ualberta ca t Production authoring UofAStaff UofAStaffHeadcount Staff 20Headcount 3 Lc U of A Staff wae SEE Save As Revot Onne The end of the URL has the name of the worksheet that is currently opened in the Web Authoring mode The is a replacement for the space in the worksheet ie name The 3 at the end has something to do with the versioning of Tableau which can be ignored by user Example 1 Web Authoring Add Gender to Professor Headcount Table This example demonstrates the steps taken to add the Gender dimension into the Profess Headcount worksheet using the Web Authoring Interface 1 Inthe U of A Staff project find the UofA Staff Headcount workbook Once in the workbook navigate to and click on the UofA Professoriate Headcount by Faculty and Rank worksheet 5 tab at the top of the display page The table shows the professor headcount by Employee Subcategory Faculty vs Contingent Faculty and Academic Rank Full Associate Assistant Professor You can further detail the headcount by gender by using Web Authoring To enter the Web Authoring Interface click on the Edit menu under workbook path top left hand of display page 21 Page Home gt E gt Staff E U of A Staff gt ili UofA Professoriate Headcount by Faculty and
25. greement Staff Agreement Code Staff Association Pages Filters HR Academic Year Reporting Snapshot Employee Subcategory UOFA Employee Pos Faculty Unit Administrative Vs Te Marks Abc Automatic amp 6 Abc Color Size Detail Tooltip oc CNTD Employee Text II Columns Rows HR Academic Year Multiple values Gh Pause Updates HR Academic Year amp Employee Subc All Employee Administrative Vs Teachi i E Ak Swap Totals Show Labels Academic Rank Faculty Unit All Subcategory Academic Rank 2005 06 2006 07 2007 08 2008 09 Faculty Full Professor 779 788 812 840 Associate Professor 463 457 469 476 Assistant Professor 307 321 345 360 Total 4 549 1 566 1 626 1 676 Contingent Full Professor 43 cp 60 75 Faculty ats Associate Professor 95 111 119 140 Assistant Professor 143 159 204 15 Total 281 320 383 430 Grand Total 1 830 1 886 2 009 2 106 oO 6H CO View Size Worksheet Export Show Me 2009 10 2010 11 2011 12 2012 13 2013 14 857 835 B49 848 873 483 482 492 515 537 374 357 339 317 284 1 714 1 674 1 680 1 680 1 694 87 94 100 110 122 163 159 165 179 198 220 209 190 159 122 470 462 455 448 442 2 184 2 136 2 135 2 128 2 136 Other Academic includes staff who are excluded from the AA SUA association and casual contract and visiting speakers Om the Marks Card find the measure CNTD Employee ID AKA Headcount Drag it to the Column Shelf
26. he custom view in the field at the top of the drop down menu You can save multiple different configurations for a view and call them whatever makes sense to you The name of the Remember my Settings menu changes to Original View once you have saved your first custom view Change custom views Edit the saved views by clicking Manage custom views on the Original View menu You can either delete a custom view or publish it so everyone with access to the workbook can access the custom view you created FLE and Headcount Back Workbook Click Here to save settings a Share Remember my changes Edit Fall Headcount Six Year Trend Fall Head it amp FLE Fall Headcount Reporting Year Academic Career Academic Caree Multiple values T All F AN Fall Headcount 10 Page Exporting data Method 1 Downloads whole table 1 Click on the Export icon found on the top center of the page 2 Select cross tab data A download prompt appears asking if you want to download a text file that can be viewed in excel Export icon Image alee Academic Career Level Data am Faculty Current National Status 7 Al Crosstab ng ba Al PDF c Export icon drop down menu You can also use the export icon to export the view as either an image or a pdf file Method 2 Downloads data for selected rows or columns onl 1 Click on all the row or column headers of the data you want to download Select the View data
27. i i 2 Abc Swap Totals Show Labels Faculty Unit X AIl ol View Size Worksheet Export 5 ih CNTD Employee ID Show Me 2014 15 832 536 253 1 621 128 209 95 432 2 053 o eee 27 Page 2015 16 acs 533 3 Youcan label the headcount on the bar graph by clicking on the Labels icon in the Marks Card and check the box Show mark Labels Production authoring UofAStaft UofAProfessoriateHeadcountbyFacultyandRank 3 rt SS oem F ai gt Abc ol 32 Undo F Pause Updates Swap Totals Hide Labels View Size Worksheet Pages IIl Columns HR Academic Year Rows Employee Subc Academic Rank CNTD Employee ID Filters agi ji i Adminis ati li TU Le li OR Academi Yea L Academic Year Administrative Vs Teachi a Multiple values AM Reporting Snapshot Employee Subcategory UOFA Employee Pos Faculty U nit Employee Academic R Administrative Vs Te Faculty Full Professor 5 E 2 9K Marks 2 21K mW ul Automatic o ox Associate 5 amp Abr Professor E 2K Color Size Label ma a8 EET W Show mark labels Zi ssi oe ali aii sie Seer E Sok E m a ee Assistant E egary Professor E ri S S g1K au 307 321 345 360 374 357 _ C OK M a a O E z ZOK a T 1549 1 566 1 626 1 676 1 714 1 674 F HR
28. ing Navigation UNIVERSITY OF sete sev SAOTestIDy nnn a AT BERTA Thumbnail view of workbooks Favorite drop down meny gt a ser rreferences List view of workbooks _ Make thisgpy start page Projects 1 HH Delete Permissions Change Owner Move Tag Tabs Scheduled Tasks Downloac J Workbooks 4 m 7 Sort By Namet Project Sheets Modified Owner Views 22 Applicant and Enrolment Data Sources Management Report Convocation FLE and Headcount oe ee ee ee a e ee F F mies oe me Account Menu Filters Clear All X i _ Student x H Any Tag Any Date Retention Rates Tag Menu Display of Workbooks and views You can display workbooks and views as thumbnails small images of the workbook or as a lists e Thumbnails works better if you are looking for information displayed in a particular way table or graph e Lists works better if you have a lot of workbooks or views and you need to display them as a list to get them all displayed on the page Set start page 1 Navigate to the page project workbook or view that you want to start on when you first login to Tableau server 12 Page 2 Click on the Account menu in the top left corner of the screen and select Make this my start page Favorites Add a Favorite e Thumbnail view Move your over the workbook or view image Click on the faint outline of a star next to the name on the tool tip that appears e List view click on this star
29. interface is very similar to what developers use for creating Tableau workbooks on their desktop The graph below depicts the items on the web authoring interface The details for each item are explained in the following sections It is important to understand the items on the web authoring interface before jumping into customizing workbooks Items highlighted in red font are only accessible in Web Edit and they are the tools for customizing the display area which is highlighted in green font 1 The URL with the word authoring in it indicates the workbook is in web edit mode 4 Toolbar gt https idw bi ualberta ca t Productio ofAStaff UofAStaffHeadcount Staff 20Headcount 1 i U of A Staff Save As eve Done 2 List of Dimensions 5 Filter Shelf gt fi iF 2 Abc oO 8 Unde Redo Pause Updates Swap Totals Show Labels View Size Worksheet Export Show Me Abc Academic Rank Abc Administrative Vs Teaching Faculty Abc As Of Date Abc Citizenship Status Abc Contract Relationship Abc Department Department ID Employee Category Employee Classification Employee Classification Code Employee Group Employee Subcategory Employee Subcategory Sort Order Faculty Unit Faculty Unit Faculty Unit Code Fall Headcount Flag Gender Hierarchy Faculty Group Category and Subcategory Hierarchy Group Category and Subcategory Hierarchy Professor by Faculty and Rank HR Acad
30. ll other views in the workbook are represented by tabs and can be accessed by clicking on the tab rather than going back to the workbook level FLE and Headcount 4 Workbook name Back Workbook Click here to go back to the workbook level lists all workbook views Share emember my changes Edit Fall Headcount Six Year Trend Reporting Year Academic Career Multiple values v All Academic Career Level hd All Y Fall Headcount a oe Enrolment Reporting Status Reporting Year Undergraduate PAD Masters Otli Final 2009 10 1 461 70 92 2010 11 1 355 80 84 2011 12 1 367 74 69 2012 13 1 434 69 75 2013 14 1 607 9U 63 76 Click on sign near the column header to drill down e g Click on Reporting Year The hierachy designed for this worksheetis Reporting Year gt Stu 5 Page Modifying the displayed information on a view The information displayed in a Tableau view can be changed so that you see less information filtering keep exclude drill up more information drill down reordered sorting or highlighted FLE and Headcount Back Workbook Helpv vey SAOTestiIDy a Share Remember my changes Edit rad o rI Fall Headcount Six Year Trend Fall Headcount amp FLE Fall Headcount Full Load Equivalent FLE About Reporting Multi v Academic aj Academic iam Program iam CurrentN ayy PGME_FL Multi
31. lty Abc Administrative Vs Teaching Faculty Abc As Of Date Abc As Of Date Abc Citizenship Status Abc Citizenship Status Abc Contract Relationship Abc Contract Relationship Abc Department Abc Department Abc Department ID Abc Department ID Abc Employee Category Abc Employee Category Abc Employee Classification Abc Employee Classification Abc Employee Classification Code Abc Employee Classification Code Abc Employee Group Abc Employee Group Abc Employee Subcategory Employee Subcategory Sort Order Abc Faculty Unit Abc Faculty Unit Abc Faculty Unit Code Abc Fall Headcount Flag Abc_Gender Abc Employee Subcategory Employee Subcategory Sort Order Abc Faculty Unit Abc Faculty Unit Abc Faculty Unit Code Abc Fall Headcount Flag Abc Gender Hierarchy Faculty Group Category and Subcategory Hierarchy Faculty Group Category and Subcatess Abc Administrative Vs Teaching Faculty es Hierarchy Group Category and Subcategory Abe Faculty Unit s Hierarchy Professor by Faculty and Rank Abc Employee Group Abc HR Academic Year Abc Employee Category HR Academic Year Number Ab aa a Abc Job ga Hierarchy Group Category and Subcategory Abc Job Code amp Hierarchy Professor by Faculty and Rank Abc National Status Abc HR Academic Year Abc October AGE 5 YEAR GROUP HR Academic Year Number Organization Group Job Ab Abc Principle Job Flag we ee Reporting Snapshot Date Abe October AGE 5 YEAR GROUP Abc Rep
32. met Project Sheets Modified Owner Size Views 27 Applicant and Enrolment Data Sources 0 Management Report BTIVO 5 FLE ar Filters n T s e ee eee ee Me Goes a E Student x r lt Any Owner Name of Projet SRR containing these a a Any Tag workbooks Any Date Any Date Numbers next to headings are associated ONLY with the number of items found in the Student project and therefore varies from the start page Show Only Favorites Show Only Recently Us Note The orange bar next to the Workbooks in the left hand sidebar indicates that workbooks are displayed on the screen This page shows links to all the views included in the workbook selected in step 2 Click on the view image or title that you wish to look at UNIVERSITY OF ALBE RTA Workbook name containing Views ee ae Click link to return to Project Workbook FLE and Headcount in Project Student workbook is located in Projects HH Delete Permissions Tag Scheduled Tasks Download Workbool Workbooks 7 SotBy Name Sheet t Modified Owner Views Data Sources Fall Headcount Six Year Trend Fall Headcount amp FLE Fall Headcoun BEN mee 2 Filters ae Q 5 Any Project Any Owner Any Tag Any Date Thumbnails per page 12 Any Date Show Only Favorites Click on the name or image of the view to open the page Show Only Recently Us 4 Page 4 This page displays the view you selected A
33. n click on the Export menu on the top menu bar and choose Image U of A Staff SaveAs Revert Done gt fh iF Abc o al Undo Redo Pause Updates Swap Totals Show Labels View Size Worksheet Show Me i HR_Headcount_FTE_VW_Public Dimensions X Abc Academic Rank Abc Administrative Vs Teaching Faculty Abc As Of Date Abc Citizenship Status Abc Contract Relationship Abc Department Abc Department ID Abc Employee Category Abc Employee Classification Abc Employee Classification Code Abc Employee Group Abc Employee Subcategory Employee Subcategory Sort Order Abc Faculty Unit Abc Faculty Unit Abc Faculty Unit Code Abc Fall Headcount Flag HR Academic Year Administrative Vs Teachi ee Employee Academic Subcategory Rank Gender 2005 06 2006 07 2007 08 2008 09 2009 10 2010 11 2011 42 2012 13 2013 44 2014 45 2015 16 Faculty Full Professor Female 171 175 183 198 213 213 223 223 234 215 220 Associate 172 184 194 189 189 188 198 206 218 222 231 Professor Assistant Professor Contingent Faculty Abc Gender g Hierarchy Faculty Group Category and S A raay Group Category and Subcateg Asistant amp Hierarchy Professor by Faculty and Rank Professor Abc HR Academic Year HR Academic Year Number Abc Job Abc Job Code Other Academic includes staff who are excluded from the AA SUA association and casual contract and visiting speakers 2
34. ng in the workbook b Swap Clicking on Swap causes the column and row headings in the view area table or graph to get swapped row items move to column and column items move to row It is similar to the Transposed function in Excel c Totals Totals have four sub menu items which can be used to turn on and off the totals and subtotals in the data display area i i Show Row Grand Totals Show Column Grand Totals Add All Subtotals Remove All Subtotals d Show Labels toggles the labels in the graph format It has no effect table format View Size this menu can be used to control the item size in the display area For instance if the table cell is too narrow the content will be displayed as To resize the cell and view the number masked by users can click on View Size gt Cell Size gt Wider 17 Page H ih Worksheet Export Show Me Norma Cl Entire View Ci Fit Width Fit Height ell all Con b 7 Cel ize Taller 2010 11 2011 12 2 Wider Narrower Bigger Smaller Square Cell Text Cell f Worksheet allows users to create a new sheet from scratch or duplicate an existing sheet It also allows you to rename an existing sheet g Export users can export worksheets to Image Data PDF and Crosstab formats Please refer to page 11 for usage details discussed earlier in this text h Show Me itis an intelligent feat
35. orting Snapshot Month Organization Group Abc Staff Agreement Abc Principle Job Flag Abc ee U Reporting Snapshot Date Abc Staff Association Abc Reporting Snapshot Month Abc Staff Association Description Abc Staff Agreement 3 Measures are usually the quantitative attributes of an entity Measures are mostly numeric and mathematical calculations can be performed on the measures For instance each person s job 16 Page record has an FTE Full Time Equivalent number FTE can be added together so that the total number of FTE in a department can be measured If the measure is to be displayed in a table the corresponding measure should be placed on the Mark Shelf 6 in the screen shot on page 15 above Ifthe measure is to be displayed in a line bar graph the measure should be placed on the Column Shelf 7 or Row Shelf 8 In the Web Edit mode the tool bar menu provides many options for users to change the layout of the view create brand new sheets and to export results in various formats i es A di gt gt Ab oO HO il Undo Pause Updates Swap Totals Show Labels View Size Worksheet Export Show Me a Pause Updates Users can ignore this option It is related to updating data sources using live connections Up to this point the data sources provided by the Strategic Analysis and Data Warehousing SADW Office use data extracts rather than live connections Clicking or unclicking on this meu will not change anythi
36. ple values Fall Headcount hia Dropdown filter Drill down icon Academic Career Level Sort icon Enrolment Column header Reporting oe Status Reporting Year a Undergraduat PhD Masters Other GS Grand Total Final 2009 10 29 642 2 683 4 252 216 36 783 2010 11 30 087 2 862 4 350 134 37 422 2011 12 30 419 2 937 4442 95 37 886 2012 1 30 986 3 066 4 404 128 38 569 Legend 2013 14 30 700 3 019 4 489 156 38 355 Click on sign near the columfgeader to drill down e g Click on Reporting Year The hierachy designed for this worksheetis Reporting Year gt Study Year Row header j Academic Car Fall Headcount BB Other Gs 2009 10 2010 11 2011 12 2012 13 2013 14 2014 15 _ E Masters 40K 4 252 ee E Pho E Undergraduate Fall Headcount N X Final Final Final Final Final Preliminary Filtering data 1 Click on the upside down triangle on left side of the dropdown filter 2 Select either one item on the dropdown filter single value menu or multiple items multiple value menu Single value selection Multiple value selection Program A X Academic AlN All Academic Car Null lw Masters Agric Life amp Environ Sciences pra Other GS Augustana Faculty laf Pho Business Education Undergraduate Engineering Undernraduata Extension Faculte Saint Jean Faculty of Native Studies daredajear can Click on boxes of the values to be Law r this workshef
37. ployee Subcategory Sort Order Contingent Full Professor Abc Faculty Unit EF Faculty ag EF poe e e e E E Abc Faculty Unit Gender Assistant Professor 143 159 15 Abe Faculty Unit Code lt Abe Fall Headcount Flag oe te Abc Gender gt amp Hierarchy Faculty Group Category and S Abc io Other Academic includes staff who are excluded from the AA SUA association and casual gt g Hierarchy Group Category and Subcateg gt amp Hierarchy Professor by Faculty and Rank Abc HR Academic Year HR Academic Year Number The above graph shows that Gender dimension is being dragged out from the dimension pane and moving toward the column shelf The graph below shows the gender dimension ended up on the column shelf At the same time the headcount is further sliced by gender female and male gt CG https idw bi ualberta ca t Production authoring UofAStaff UofAProfessoriateHeadcountbyFacultyandRank 10 U of A Staff Save As Revert Done e gt Ti iz 2 Abc Aime Undo Redo Pause Updates Swap Totals Show Labels View Size Worksheet Export Show Me Data Analytics Pages II Columns HR Academic Year Gender Gm HR_Headcount_FTE_VW_Public _ evens Rows Employee Subc Academic Rank ilters Abc Academic Rank HR Academic Year Administrative Vs Teachi Faculty Unit Abc Administrative Vs Teaching Faculty HR Academic Year
38. roup eee Category Employee Subcategory Multiple values al t LAI Reporting Snapshot AEE Aa All Employee Category Employee Subcategory Employee Group Employee Category Employee Subcategory 2005 06 2006 07 2007 08 2008 09 2009 10 2010 11 UOFA Employee Pos Employee Academic Administrative Professional 364 413 457 76 521 521 ra a Employee Group Officer Conti t Facul anil a 281 320 383 430 470 462 Contingent Faculty Service E P 2 5 gt a Marks Officer z 2 2 Contract Academic Staff z zz 848 913 944 906 882 Abe Automatic ki Teaching Facul 1 54 1 1 626 1 676 1714 1 874 ro Abr 3 7 Faculty Service Officer Color Size T 48 47 a2 62 6T 66 Librarian gt 8 Row Shelf dimensions can be placed on the Row Shelf Items placed on the Row Shelf correspond to rows in the table When a measure is placed on the Row Shelf a graph is created in the display area More details can be found in Example 2 on page 27 Pages Il Columns HR Academic Year Rows E Employee Group E Employee Categ Employee Subcat Filters Tr es ray eo 7 gee Category Subcategory Reporting Snapshot ai Employee Category Employee Subcategory UOFA Employee Pos Employee Group Employee Employee Subcatego Strate Pores l 2005 06 2006 07 2007 08 2006 09 2009 10 2010 11 364 413 457 476 a2 a2 Officer Employee Group Contingent Facul ee eae 281 320 383 430 470 462 Contingen
39. s rights Projects contain workbooks and workbooks are made up of views Accessing a View through the Project screen The Project screen is what you see the first time you login to the Tableau server This will be your start page unless you manually change where you want to start see page 11 To return to this page at any point click on the UofA logo in the top left corner The project page will list all the projects that you have permission to access 1 Click on the link to the Project you would like to access g ALBERTA Projects lt Page Name Click here to get a page listing workbooks located in the student project folder Projects Student Workbooks e m V liews Data Sources Filters Any Project Any Owner Any Tag Numbers associated with projects workbooks views and data sources refers to all the items that you have access too Any Date Any Date Show Only Favorites Show Only Recently Us Note The orange bar next to the Projects in the left hand sidebar indicates that projects are displayed on the screen 3 Page 2 3 This will direct you to a page with a list of all the workbooks that are associated with that project Click on the workbook that contains the view that you want to see ro UNIVERSITY OF Workbooks Projects Gi Delete Permissions Change Owner Move Tag Tabs Scheduled Tasks Dow Workbooks lt 7 SotBy Na
40. t Faculty Service n a 7 z A Marks Officer 2 a 2 z Contract Academic Staff z 848 913 S44 06 882 Abc Automatic Teaching Facul RER 1 54 1 556 1 626 1 676 1 714 1674 B re Abc ia Lo 2 Faculty Service Officer Color Size a iy 46 47 32 62 6T 66 Librarian _ 9 Filters shown in the display area All the filters for the workbook are on the Filters Shelf Item 5 as explained earlier Per the author s discretion some filters are hidden from the user and some filters are presented to the user in the display area The filters presented in the displayed area are intended to be controlled by the user for changing the values 20 Page 10 Table Graph Data Display Area 10 on page15 This is where the information is presented to the user It could be in the format of a table or a graph By changing the elements in the Marks Shelf the presentation of the data can be changed e g changing from line graph to bar graph 11 Worksheets in the Workbook 11 on page 15 a workbook usually contains a number of worksheets In the Web Authoring view users can work on one worksheet at a time to customize the content Users can switch to different worksheets by clicking on the various tabs located on the bottom of the display page Please pay close attention to which worksheet you are editing One clue is that the current worksheet tab is a slightly lighter colour compared to other tabs however it is not easy to tell the dif
41. umn Fall Headcount Enrolment Reporting Status Reporting Year Stu dy Year Undergraduate Final A010 00 2 150 Y3 aor Ya 470 8 Page Il Click on the to collapse the column to the left of the reporting year the column disappears The column to the right of the gave a more detailed breakdown of the reporting year column e g Undergraduate headcount in Y1 for reporting year 2009 10 Sorting data Sorting allows you to reorder rows in a table based on the values found in one column When you hover over a table column a triangular shaped image appears made up of 3 horizontal bars To order the column from highest to lowest values click on the icon that looks like an upside down triangle at the right corner of the column header we icon Reporting Year Undergraduate PhD Mastirt Other GS 2009 10 1 461 g2 23 2010 11 1 355 80 84 8 2011 12 1387 74 Sg 2012 13 1434 69 75 or 201314 1 607 The sort reorders all the rows in based on the sort order of the column Therefore the reporting year order results in the non sequential order 2009 10 2010 11 2013 14 2012 13 2011 12 Also notice that the sort icon now remains visible indicating that a sort was done on this column Reporting Year Undergraduate PhD Masters F Other GS 005 10 1 451 70 g2 23 2010 11 13546 80 34 B 2013 14 1 607 3 T 2012 13 1 434 69 To B 2011712 1367 T4 Highlighting Highlighting changes the brightness of parts of a tabl
42. ure that would suggest a graph based on the data element currently presented in the display area You might need to adjust the dimensions on the column and row shelves to turn the suggested graph into the desired layout Filters Shelf 5 on page 15 has all the filters which control the data presented in the workbook Dimensions can be dragged into Filters Shelf to further restrict data Please be cautious when adding new filters Some filters used in the report such as Reporting Snapshot Month is essential for getting the correct headcount It is advised that users add more filters into the Filters Shelf rather than removing any existing filters When adding filters please be careful not to drag the new dimension over existing filters on the Filters Shelf because such action would remove an existing filter To add a new filter drag the new dimension to the empty space on the Filters Shelf The two images below show the wrong way and the correct way of adding filters 18 Page I Columns HR Acach gt Q G https idw biualberta ca t Production authe L a UofA Staff Save AS Lone Employ Filters HR Academic Year HR Academic Year Pra Reporting Snapshot eile Employee Subcategory Jala Analylics H Ij kime UOFA CRANES Fos Ph IR_ leadcount_MTE EE U E Ruys Administrative Vs Te Employee Jimensions Ran iti TUL Proressol he earn al Citizenship Status a ie Administatve
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