Important Notice
The content in this space is currently being migrated to the cloud. Any content edits must be made by a Knowledge Base admin until migration is complete.
To request content edits, please submit a request to the Strategic Operations Training Team
and include the page URL and details on required edits.
A member of the Strategic Operations Training Team will reach out for clarity if needed.
Tableau
The Tableaus workspace is a powerful and fast growing data visualization tool. Tableau simplifies raw data into easily understandable visual formats. Users can analyze data and create various forms of dashboards and worksheets quickly and easily. With its easy navigation and configuration tools. Tableau allows users to visualize all their data in one central location.
Select the Tableau Reporting and Self-Service Tab from the bottom of the NYSERDA Launch page.
One the next screen, select either Production or Self-Service.
Production | The Production environment in Tableau gives users view/read-only access to all if its visualizations. Users can filter workbooks and visualizations to create specific views, which they can save for later use. However, users cannot edit the data or visualizations beyond setting filters. Users can access a project report/workbook or dashboard directly through Tableau (as shown in Tableau) or through Dashboard Central which can also be found on the Launch Page. Once a user chooses and enters a dashboard, they can switch between different tabs of the workbook, similar to how users can switch between tabs on an Excel Workbook.
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Self-Service | All users have web-edit access through the Self-Serving environment, where they can edit Tableau data and visualizations however they need and save them locally without affecting the original Tableau articles. To visualize data in different formats, click on Show Me and it proposes different types of visuals for the data. |
Regardless of which option you choose, you'll be brought to Tableau's home page.
Letter | Function | Description |
|---|---|---|
A | Search | Use the search engine to locate reports and sites within Tableau. |
B | Site Selection | If you selected the wrong site when logging into Tableau Production, you can use this drop-down to navigate to other Tableau sites. |
C | Controls | Use these controls to navigate between different Tableau views. |
D | Report Folders | The folders shown in this section contain the varied reports and views stored in each Tableau site. |
E | Favorite | Clicking this icon below any report folder or view will save the access link in your Favorites control option in the left hand navigation pane for easier access in the future. |
Creating New Datasets and/or Dashboards in Tableau
Click on Service Desk (IT & Facilities) panel through the NYSERDA Launch Page.
Scroll down on the page and click on the Data Governance/Maps/Visuals tab on the left.
Within the Data Governance/Maps/Visuals tab, select the Data Sets, Maps and Visualizations ticket type.
If the Dashboard Requirement Template was leveraged, drag and drop the template within the Attachment box.
Click Create at the bottom when complete to submit the ticket.
Request Tableau Desktop Software Access
Click on Service Desk (IT & Facilitaties) panel through the NYSERDA Launch Page.
Scroll down on the page and click on the IT Support tab on the left.
Within the IT Support tab, select the Software Ticket Type.
Click Create at the bottom when complete to submit the ticket.
Tableau Learning
Tableau has a compilation of video tutorials, practical training, and documentation that users may use to better understand how to navigate through different Tableau functions. These are accessible through the Learning tab on the Tableau website, tableau.com. (This is a direct link to the Tableau website, NOT the Tableau Application.)
Data Plus Science Website
In addition to the Knowledge Base, you can access more Tableau Training by going to dataplusscience.com and accessing the Tableau Reference Guide in the Learn More section.
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