Summary

• What:

  • Upload data via Excel or CSV to Cognos server directly or Tableau server directly

• Pros:

  • Can be used immediately

  • Can blend with Activity Hub views (may reduce speed of report)

  • Good solution for historical data or data that rarely changes

• Cons:

  • Must be manually uploaded by report developer

  • Does note allow for data to be used by data integrations

• How:

  • Instructions Coming Soon

Cognos Process

1. Upload a CSV or Excel directly to Cognos. Instructions.

2. Build your reports using the uploaded Excel.

3. Notes:

   1. Your customers must have access to the uploaded Excel location along with your reports.

Tableau Process

1. Upload a CSV or Excel directly to Tableau desktop. Instructions.

2. Publish to Tableau server.

3. Build your workbook using the data source published to Tableau server.

4. Notes:

   1. You must have a Team Folders set up on Tableau server before you can publish to Tableau server. See Data Access > New Folders for details.

   2. Your customers must have access to the workbooks that includes the Excel data along with the dashboard.