Reminder

Tableau CoP Meetings are recorded, see OneDrive link at the top of this page for recordings

Add Trend Lines to a Visualization

The Forecast option doesn’t always appear. It depends on the aggregation of your measure and your dimension type.

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

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

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

See demo in recording.

Reminder

Tableau CoP Meetings are recorded, see OneDrive link at the top of this page for recordings

Tableau Issues from last week

Any questions? Everything is resolved now.

Tableau Upgrade

https://ucsdcollab.atlassian.net/wiki/spaces/ACP/pages/2903212053

Q: How to force Tableau to show multiple measures in their own columns and with field names

Add any 2 measures to your display. Go to graph options in upper right and click on table (top left option).

That’s the quick way.

What is happening? Tableau wants you to use the Measure Names and Measure Values with all the measures you want in the Measure Values card. Once you have those items Tableau will show measures in their own columns and with field names.

Q: Where should images be saved?

Issue - Currently images go from desktop to workbook to Tableau server workbook. Sometimes the image disappears from Tableau server. Is there a better way to save / publish images so that the image doesn’t disappear? Is anyone else having this issue?

Sarah - No one else has reported this issue. Let us check to see if the best practice would be to save to a separate ‘images’ location on Tableau Server.

Next Topic (request)

How do the built in projections work?

Reminder

Tableau CoP Meetings are recorded, see OneDrive link at the top of this page for recordings

UCOP Tableau User Group Meeting (sent to mail list)

Good morning all,

I hope you’re having a great September. This is a reminder that our next Tableau User Group meeting is tomorrow afternoon, 9/18 at 3:30pm. In addition to some time for discussion about current project questions, we will have two speakers joining us. Please see the speaker and Zoom info below. We look forward to seeing you all there.

• Gloria Issa (UCOP, Institutional Research and Academic Planning ): techniques for integrating color changes into line graphs

• Nancy Carrada Zuniga (UC Santa Barbara, Office of Budget and Planning): tips and tricks for data preparation for Tableau Reporting

Best, Mahsa and Andrea

 --

Join Zoom Meeting
https://UCOP.zoom.us/j/95263568298?pwd=RVpiZDBmVDI3NkphUHYySE5WUWFJdz09

Meeting ID: 952 6356 8298
Passcode: Tableau

Dial by your location
        +1 669 444 9171 US
        +1 669 900 6833 US (San Jose)
        +1 213 338 8477 US (Los Angeles)

Meeting ID: 952 6356 8298
Find your local number: https://UCOP.zoom.us/u/a1PsFgVt6

--------------------

Mahsa Ashabi, M.S.

(She/Her/Hers)

Data and Analytics Manager

Title IX Office, Systemwide Office for Civil Rights

mahsa.ashabi@ucop.edu :: (510)-987-9042

Schedule Change (sent to mail list)

Current: 10am-11am

New: 10:30am-11am

Reminder

Tableau CoP Meetings are recorded, see OneDrive link at the top of this page for recordings

Data Access & Security

https://blink.ucsd.edu/technology/bi/access/index.html

https://ucsdcollab.atlassian.net/wiki/spaces/ACP/pages/1657733646

Reminder

Tableau CoP Meetings are recorded, see OneDrive link at the top of this page for recordings

Tableau Desktop > Performance Recording

Anyone with Tableau Desktop can run a Performance Recording on any workbook on their desktop.

1. Start the Recording:

   • Open your workbook in Tableau Desktop. 

   • Go to Help Menu > Settings and Performance > Start Performance Recording. 

   • You won't see a visual indicator that recording has started, but it's running in the background. 

2. 2. Interact with the Dashboard:

   • Perform the actions you want to analyze, such as applying filters, navigating sheets, or using parameters. 

3. 3. Stop the Recording:

   • Go back to Help > Settings and Performance > Stop Performance Recording. 

4. 4. Analyze the Results:

   • Tableau will generate a temporary workbook containing performance data. 

   • This workbook has two main dashboards: Performance Summary and Detailed Views. 

   • The Performance Summary provides an overview of the most time-consuming events. 

   • The Detailed Views dashboard is for more in-depth analysis, especially useful for workbook developers. 

If you want your customer to be able to download Excel, don’t use these characters:

Here is the list of unsupported special characters from Google: 

• <> (less than and greater than signs)

• ? (question mark)

• " (double quote)

• : (colon)

• | (vertical bar or pipe)

• * (asterisk)

• / (forward slash)

• \ (backslash)

• # (pound)

• % (percent)

• & (ampersand)

• {} (curly brackets)

• $ (dollar sign)

• ! (exclamation point)

• ' (single quotes)

• = (equal sign)

• @ (at sign)

• + (plus sign)

• ` (backtick)

• Emojis and alt codes

Reminder

Tableau CoP Meetings are recorded, see OneDrive link at the top of this page for recordings

Tableau Upgrade Complete

https://ucsdcollab.atlassian.net/wiki/spaces/ACP/pages/2189459748

Developers can now upgrade their desktop installation to the matching version.

Data Blending

SAH-Enrollment-View and SAH-ClassComponent-View

Error = Cannot blend the secondary data source because one or more fields use an unsupported aggregation

https://community.tableau.com/s/question/0D54T00000VAGvuSAH/solution-for-the-error-cannot-blend-the-secondary-data-source-because-one-or-more-fields-use-an-unsupported-aggregation

https://help.tableau.com/current/pro/desktop/en-us/multipleconnections_troubleshooting.htm?_gl=1*14uxjcw*_ga*MTIzMzQxNDM0LjE3NDQ4MjMyODc.*_ga_8YLN0SNXVS*MTc0NDgyMzI4Ni4xLjEuMTc0NDgyMzI4Ny4wLjAuMA..

Filters and Parameters

Showing Multiple Filters using parameters. Parameters allows an existing field to be filtered.

Table Calculation possible enhancement

Case Submitted issue occurs on Table Calculation of default aggregate of Sum.

Reminder

Tableau CoP Meetings are recorded, see OneDrive link at the top of this page for recordings

Reminder

Tableau CoP Meetings are recorded, see OneDrive link at the top of this page for recordings

https://ucsdcollab.atlassian.net/wiki/spaces/ACP/pages/2189459748

Start testing today in Tableau QA. Tableau Prod/Public will be upgraded Friday, April 11 at 5pm.

1. VPN is required for Tableau QA access

2. Do NOT upgrade your desktop until after April 11. You should currently be on version 2023.1.x.

• Can you sign like a customer would?

• Can you navigate the environment?

• Can you open your report?

• Do the filters work as expected?

• Do the links within your report work as expected?

• Can you publish to the upgraded environment?

Send all your testing feedback to busintel@ucsd.edu prior to April 11.

Tableau Pricing

Desktop licenses will go to $540 per year, prorated to June 30, 2026.

Blink > Tableau > Licensing = https://blink.ucsd.edu/technology/bi/tools/tableau/index.html#Licensing

Reminder

Tableau CoP Meetings are recorded

Tableau Office Hours

Office Hours = bring your questions and we’ll get them solved

CoP = we’ll have demos for you

Security Question

Q: If I want to share my Tableau reports with another group, how best can I do that?

Create an AD group for them, or ask them for an AD group and request busintel@ucsd.edu add them to the folder.

Highlighting

Q: Can you bold a column?

Yes = https://help.tableau.com/current/pro/desktop/en-us/formatting_fonts_beta.htm

Drill Through to Jira

Q: How is this set up?

Action option on dashboards = https://www.tableau.com/blog/rough-guide-dashboard-actions

Toggle for Output

Q: How do we deconstruct the toggle?

See demo = https://help.tableau.com/current/pro/desktop/en-us/parameters_create.htm

How do I see if a data source is being used?

In Tableau, go to the Explore window.

1. Change the explore object to ‘All Data Sources’ (note, you should only see the data sources you have access to)

2. Click the filter on the right to see filter options

3. Focus the list on key data sources

Open

How do I see if a workbook is being used?

In Tableau, go to the Explore window.

1. Change the explore object to ‘All Workbooks’ (note, you should only see the workbooks you have access to)

2. Click the filter on the right to see filter options

3. Focus the list on key data sources

Open

Master - Child Relationship

Q: Is this available in Tableau?

Unfortunately no.

Bursting

Q: Is bursting available in Tableau?

Only available in Cognos but you can set up views and subscriptions.

Even if you set up the subscription only the person on the subscription can modify it.

Tableau Upgrade

Planning for end of March / early April

https://ucsdcollab.atlassian.net/wiki/spaces/ACP/pages/11176254

Next Time

How can an extract be created so that it is only the data used in the workbook?

UCOP is using this

https://data.ucop.edu/support-training/tableau-user-group.html

Reminder

Tableau CoP Meetings are recorded

Tableau Resources

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

ACP > https://ucsdcollab.atlassian.net/wiki/spaces/ACP

CoP Meeting Notes > Search on page > https://ucsdcollab.atlassian.net/wiki/spaces/ACP/pages/11176512

Training >https://ucsdcollab.atlassian.net/wiki/spaces/ACP/pages/11174914

Upgrades > https://ucsdcollab.atlassian.net/wiki/spaces/ACP/pages/11176254

Tableau UCSD Public > https://ucsdcollab.atlassian.net/wiki/spaces/ACP/pages/445907264

Maillist > https://ucsdcollab.atlassian.net/wiki/spaces/ACP/pages/805012134

Student Workers

Can use Tableau student license to build workbooks.

Can publish to Tableau Prod for business use, must use same publishing process as employees: https://ucsdcollab.atlassian.net/wiki/spaces/ACP/pages/1657733646

Cannot use Tableau Prod for class work or research projects.

Next Time

How can an extract be created so that it is only the data used in the workbook?

UCOP is using this