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Want to see a prior session? OneDrive > Tableau CoP
Time Tracking= ACOP-388
2024-09-18
Topic | Notes |
|---|---|
Reminder | All sessions are recorded and saved to the OneDrive link above. |
How to find specific rows in EAH-Workforce-View? | |
Name vs Name Current | For Name fields, Current and non-Current will always show the same. AH Name fields show Lived Name as of Today (midnight) when the Lived Name is provided. If there is no Lived Name provided then the Legal Name will be displayed. This is true for all AHs and all Person Name Fields (First, Middle, Last, Display, Full). There are restricted views that show Legal and Lived name at the same time but the data steward must approve and grant you access. Email busintel@ucsd.edu for further information. P4 Data = https://security.ucop.edu/policies/institutional-information-and-it-resource-classification.html |
EAH Current vs As Of | Current = Today or Most Recent Value As Of = the value seen on a specific date, use with the associated date field (history) Job Action Effective Date |
SAH Current, First, Term Based | Current = Today’s Term or Most Recent Value First = First Term Enrolled/Admit/Accepted at UCSD Term Based = the vales seen during a specific term (history) |
EAH Questions? | Best place to get support is bah.ucsd.edu > https://bah.ucsd.edu/hr-payroll/index.html > Ask Question/Report Issue link |
How to share Tableau twb files | Best Practice:
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AH Field List Report | https://tableau.ucsd.edu/#/views/ActivityHubFieldList/CoreViews?:iid=2 Check out the Core Views tab vs the Restricted Views tab Search for a keyword rather than a full field name Download the crosstab of data to see all the fields in a view Restricted Views and P4 fields required additional approval for access, so while they are on the list you may not be able to see them |
2024-08-21
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 | |
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:
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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