Tableau provides self-service business intelligence training that enable users to efficiently navigate and access data to create and run customized workbooks. The engaging, intent-driven interface features content-sensitive menus that guide users through the development process.

Publicly available training options: https://blink.ucsd.edu/technology/bi/tools/tableau/index.html#Training

Find IT Services Business Intelligence and Analytics (ITS BIA) documentation that addresses frequently asked Tableau questions on the UC San Diego-specific documentation on the BI Tools support portal.

BIA Recommended Links

• On Tableau Public, "Big Book of Line Charts" by Robbin Vernooij = https://public.tableau.com/app/profile/robbin.vernooij/viz/BigBookofLineCharts/BBLC1
• On Tableau Public, "The Tableau Book of Calcs" by Sara Hamdoun = https://public.tableau.com/app/profile/sara.hamdoun4060/viz/TheTableauBookofCalcs/TitlePage
• Tableau's Order of Operations = https://help.tableau.com/current/pro/desktop/en-us/order_of_operations.htm
• Top 15 LOD Expressions = https://www.tableau.com/about/blog/LOD-expressions
• Understanding LODs = https://interworks.com/blog/2024/12/10/understanding-lods-in-10-minutes-or-less/
• Functions in Tableau = https://help.tableau.com/current/pro/desktop/en-us/functions.htm

Tableau - FAQ

How do I improve my workbook performance?

There are a few options but we recommend:

1. Convert Dimensional Filters to Context Filters where available (https://help.tableau.com/current/pro/desktop/en-us/order_of_operations.htm)
2. Review the view(s) you are using, can you use a different view with a smaller data set?
3. Break your report into separate workbooks.  You can link reports so that they appear to be the same workbook but are actually separate.

Why is my workbook suddenly long-running or incorrect?

There are a few options:

• Tableau may be cached in the browser.  Have the customer clear Tableau when closing browser.
• Have you added any calculations or blended data recently?
• Has the data source added an unusual amount of data recently?

What calculations can I do in Tableau?

Tableau supports a number of functions = https://help.tableau.com/current/pro/desktop/en-us/functions.htm

If you are using data from Activity Hubs (which sit on Hana servers) you can also use Hana specific codes = https://help.sap.com/docs/SAP_HANA_PLATFORM/4fe29514fd584807ac9f2a04f6754767/20e6a27575191014bd54a07fd86c585d.html

Additional Tableau Training Documents