Reminder

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

Tableau Upgrade

Coming soon - do not upgrade early - stay on 2021.4.x so you can publish to the server

Moving to 2023.1.9

Friday 2/23/24 - announcement confirming dates

Tentative dates - Friday March 1 Tableau QA will open for testing by report developers with a snapshot of Tableau Prod taken end of day Thursday February 29.

Report developers have 2 weeks to test reports. Friday March 15 will be the Go / No Go decision.

Reminder

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

Lesser Know Functions

https://community.tableau.com/s/news/a0A4T000002OOOCUA4/total-vs-windowsum

https://help.tableau.com/current/pro/desktop/en-us/functions_functions_tablecalculation.htm

Tableau

1. Assumes that your data is coming in from spreadsheets

2. Assumes that your data is flat and all in 1 table

This works well if all your reporting is coming from 1 team for your entire company.

Tableau at UCSD

1. There are at least 3 separate Tableau environments run by 3 different teams with 3 different sets of rules

2. For example: HIPPA compliance; internal vs external audience; business use; license structure; data connections

Activity Hubs Tableau

-Not HIPPA compliant; for internal UCSD use only; not for research projects or classroom work; each developer needs a license but customer do not; BIA can help you set up a connection to between our Tableau and your data source but only the AH team has direct access to the AH (and they create the AH data sources).

Short - Interim - Long Term

Short: Available Now

Interim: Can be done in a few weeks or less.  Requires a ticket to busintel@ucsd.edu requesting firewalls be lowered.

Long: Fields from an existing data source (Kuali, Oracle, UCPath) then it is part of our monthly release.  If it's new tables then we do have to wait for integration.  If it's a new set of data then we'll need to wait for integration and also go through field naming, view modeling and identification of what data you want to join with it.

Tableau upgrade

Coming soon - do not upgrade early - stay on 2021.4.x so you can publish to the server