Reminder

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

Tableau Upgrade

Tableau Upgrade to 2023.1.9

Row Level Security using Username

Tableau Row Level Security Per Person

Row Level Security using AD Group

Column Level Security

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. From March 1 to March 15.

Friday March 15 at noon will be the Go / No Go decision.

Tableau FAQ Survey

Blink: https://blink.ucsd.edu/technology/bi/tools/tableau/index.html#FAQS

Collab: Tableau FAQ

Where do you go to look for Tableau FAQ’s? Blink

What Tableau related questions do you get?

• What is Tableau Public and when would it be used? Allows Tableau workbook to be shared with all people including outside of UCSD. There is no customer security. There is report developer security so only your team can publish to your folder in Tableau Public. Only data extracts can be published - no live connections. Example: https://ir.ucsd.edu/third-week/index.html

• What if I want to share will all of UCSD? You can use Tableau Public Folder in Tableau Prod or use the same security as the Tableau Public Folder. Example: UCPath Dept Hierarchy

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