1. View this as a Slide Show to see the animations on selected slides.
Tableau Server 101
View this as a Slide Show to see the animations on selected slides.

2. Requesting Tableau Server Access

3. How to Request Tableau Server Access
Click here to navigate to the A&S Enrollment Management website

4. How to Request Tableau Server Access
All users must have signed the Statement of Responsibility before requesting access. Click this link for instructions on how to do so.
If you are unsure of your Department Number, please consult this list. The College of Arts & Sciences codes begin on page 15.
Contact Michelle Combs if you have any questions.

5. Tableau Server Navigation

6. How to Navigate to Dashboards
Click here to navigate to the A&S Enrollment Management website

7. First you will see this…
This is basically the same text as the Statement of Responsibility
Check the box and continue to the dashboards tagged for your position
Log in with your normal Link Blue ID and Password

8. …then you will see this!

9. How to Navigate to Dashboards
Hover over the thumbnail of a workbook to see a brief description and activate the view button.
Click on View to open the workbook.

10. How to Navigate to Dashboards
Hover over the thumbnail of a dashboard to see a brief description and activate the view button.
Click on View to open the dashboard.
(Just like opening a workbook!)

11. Interacting with Dashboards - Filters
Once you have opened a dashboard, you can customize the view to see the data you are interested in using filters (highlighted in yellow in this image).

12. Interacting with Dashboards - Filters
Notice how the data below the filters and the Total Enrollment count change as filters are modified.

13. Interacting with Dashboards – Exporting Data
After you have filtered the data and found what you are looking for, you may want to export into Excel. Use the Download button to do this.

14. Interacting with Dashboards – Exporting Data
To export to Excel, you will want to download the Crosstab. This will generate a .csv file. The Crosstab option may be greyed out. This often happens when there are multiple tables on a dashboard. To resolve, click on the table you want to export and Tableau will recognize it.

15. Interacting with Dashboards - Tabs
You can navigate to another dashboard in the workbook by clicking on the tabs at the top. Let’s go to the Workbook Summary.

16. Interacting with Dashboards – Workbook Summary
Most of our workbooks have a Workbook Summary at the end. This helps to explain the data in the workbook and define key terms. Check here first if you have questions. We may have already answered them!

17. Interacting with Dashboards – Breadcrumb Links
Use the “breadcrumb” links at the top to navigate back to the workbook view (Major/Minor Demographics and Student Rosters) or the project view (College of Arts & Sciences). Let’s click on College of Arts & Sciences.

18. Navigating Tableau Server - Tags
Use Tags to narrow the selection of workbooks in the College of Arts & Sciences project.

19. Navigating Tableau Server - Favorites
You can also Favorite a workbook by clicking on the star next to its title.

20. Tableau Server FAQ

21. Tableau Server FAQ Where does this data come from? How current is it?
All data comes from SAP. It updates nightly and is current as of 2 AM EST on the day you are viewing the dashboard.
I’ve looked around but still don’t see the data I’m looking for. How can I get it?
Submit a Data Request Form!
Can I share this information?
All student data is protected by the Family Educational Rights and Privacy Act (FERPA). Data may only be shared in compliance with this federal law.

22. How to Make a Data Request
Click here to navigate to the A&S Enrollment Management website

23. Give us the real date. We have been very good at meeting deadlines
Give us the real date. We have been very good at meeting deadlines. Please do not pad your request.
If this is a recurring request then tell us. If you would like on-going access as a dashboard then tell us. If you think the dashboard will be helpful for other departments then tell us.
Data prior to Fall 2008 is extremely difficult to get and must be requested from institutional research. Expect significant delays (months).

24. Additional Resources

25. Additional Resources & Quick Links
Contact the A&S Data Team
Michelle Combs:
Raegan Wilson:
Jesse Hedge:
Tableau Server Access Request
A&S Data Request Form
A&S Enrollment Management