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Topic

Notes

Reminder

All sessions are recorded and saved to the OneDrive link above.

Tableau bookmarks

If you have bookmarks pointing at Tableau webpages they may be broken as Salesforce is converting the Tableau webpages to the Salesforce URL.

Just discovered today so BIA will be updating our impacted links.

Repointing Workbooks

AH User Acceptance Testing (UAT)

Tableau data connections

Data Guidelines: https://blink.ucsd.edu/technology/bi/data-guidelines.html#Data-Connection-Policies

3rd Party Vendors (often for cloud connections) - often don’t work or cannot be supported by BIA

Explore these alternatives:

  1. Data loads into an Activity Hub

  2. Cognos (where can the list of connectors be found?)

  3. Not available to all teams - use your local server

Irvin - year ticket

Will do further testing, Irvin will provide exact date fields for Fiscal Year start.

Does UCSD support Tableau Prep?

Nope. UCSD supports data correction in data source or new fields / grouping

Tableau Prod Security

Developer = Same as Consumer + Can publish, rename, move, download workbook, edit, delete

Consumer (default)= Can view, interact, comment, download summary data (HTML, PDF, Excel)

Consumer Restricted = Can view, interact, comment, NO downloading data

Tableau Prod > All UCSD Consumers

Developer = Same as Consumer + Can publish, rename, move, download workbook, edit, delete

Consumer (default)= Can view, interact, comment, download summary data (HTML, PDF, Excel)

Consumer Restricted = Can view, interact, comment, NO downloading data

Tableau download issue

Has anyone downloaded a workbook that became blank on download?

Row level security? Issue with Tableau connection?

Open a ticket with busintel@ucsd.edu next time for further troubleshooting.

2024-07-17

Topic

Notes

Reminder

All sessions are recorded and saved to the OneDrive link above.

License maintenance errors

  1. Make sure your Tableau desktop matches the version of our Tableau Server (2023.1.x)

  2. Contact software@ucsd.edu to request confirmation from Saleforce that your license has been renewed.

    1. Be sure to include your Tableau license key

    2. You can look up your license key online in the Tableau customer portal: https://customer-portal.tableau.com/s/

How to Share with All Users

If ‘All Users’ is only UCSD folks:

  1. BIA can make your folder available to all at UCSD*

  2. BIA can create you a folder within the ‘Public’ project in Tableau Prod so everyone at UCSD can see it*

*The UCSD person must existing in Tableau

If ‘All Users’ is the entire world

  1. You can request to have a folder created on Tableau Public (https://tableaupublic.ucsd.edu/#/signin)

Rules

a. Can only publish extracts, no live connections.

b. In the workbook, only include summary data that is displayed.

https://public.tableau.com

Tableau Public: https://blink.ucsd.edu/technology/bi/tools/tableau/Public.html

Owned and operated by Salesforce/Tableau

Anything you publish becomes the property of Salesforce/Tableau

Do NOT publish UCSD data here.

What to do when troubleshooting

  1. Open Cognos or a brand new workbooks to see if the data is there

    1. https://tableau.ucsd.edu/#/views/AH-DataLoadStatusReport/Status?:iid=1

  2. Check your filters:

    1. In a new workbook, add the fields that you are using w/out your filters

    2. Remove your filters 1 by 1 to see if the results change

    3. Confirm the values in your filter

    4. Confirm the filter field is the one you want

  3. Are there issues with your calculations?

    1. Functions: Trim, Upper, Lower

    2. Check for Null, empty string and just a space.

    3. Other data quality issues?

    4. Is there an expected character limit?

  4. What are you expecting to see?

    1. What data source are you validating with?

    2. What was the original request? Does the request need to be updated?

    3. Has the business need changed?

    4. AH are designed to match the original data source and not data warehouses.

  5. Is there an issue with the tool?

    1. BI tools do exactly what they are told so we have to learn to speak their preferred language

Troubleshooting Tips

  1. If you have frequent issue with certain data, have a validation workbook saved on the side to check common issues

  2. If you have frequently used prompts or fields have a personal template saved on the side

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