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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

List of supported data connectors for Tableau & Cognos can be found here: Interim Solution - Adding Data to Cognos or Tableau

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.

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