You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 19 Next »

Overview

Tableau allows users to configure data and save it locally. Additionally, users can download reports and share them internally, and under certain circumstances, externally.

Downloading Data from Tableau Reports

The Download option is located on the Tool Bar which is either displayed at the top or bottom of the screen

image2019-6-17_14-13-43.png

When you click on the download icon you will get the following choices:

image2019-6-17_14-14-1.png

  • PDF: Allows users to select multiple views (tabs) and consolidate them into one report and print as a PDF
  • Crosstab: Downloads data as displayed in reports into excel, giving the same view as the tabular view (one view at a time)
  • Data: Downloads all underlying data used to create a tab into excel 
  • Image: Downloads a picture of the view, although usually not recommended

Some tabs have multiple worksheets on the same tab—Example in the NEIS Periodic Procurement Report the Section 1 summary includes two worksheets, one is the summary table and the other is calculation of the competitive percentage.  When working in a view like this, Tableau will download the data that pertains to the worksheet that your cursor is in.  So, if you want to download the table itself, your cursor would have to be active in the table.

Sharing

Question

Can a Tableau project (dashboards, reports, maps, etc.) be shared with an external stakeholder such as a NYSERDA contractor, partner, or another state entity?

Answer

Yes, there are two ways to share a Tableau project with an external stakeholder; either via a URL or via a static file.

Sharing a Tableau Project with an External Stakeholder via

PROS

CONS

Notes

URL

· Automatically refreshes data daily

· Provides user with access to the underlying data

· Not secure; Only PUBLIC information can be included in the Tableau Project

Sharing a Tableau project with an External Stakeholder via a URL is the preferred method, but it can only be leveraged for Public information. All Tableau projects published to the External space on NYSERDA’s server are vulnerable to discovery by the public. The only way to share a Tableau project with someone external to NYSERDA given NYSERDA’s existing Tableau server structure is by publishing it to the External space on NYSERDA servers. Solutions to add/modify servers to securely share a Tableau project with an External Stakeholder are very expensive.

Static File

· Tableau project can contain confidential information

· User must download and install a free version of Tableau Reader. ITS tenants can submit a ticket to ITS to get Tableau Reader installed on their machine. ITS has an install package in SCCM for Tableau reader software.

· Data is NOT automatically refreshed; any updates to the data or project requires NYSERDA staff to send a new File to the External Stakeholder

· User cannot access the underlying data

The Tableau File can be shared securely through an External SharePoint site or other secure file transfer; Confidential information can be included in the Tableau Project (permission from Data Governance must be obtained prior to sharing any confidential information through any means with an External Stakeholder)

Required Action:

  • Complete a Service Desk request if you are interested in data visualizations.  Select “IT Support”, then “Data Sets, Maps and Visualizations”.
  • Contact Data Governance if you need to share Tableau project information that contains Confidential-Internal or Confidential-Private data.
  • No labels