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What is Tableau?
Tableau produces a suite of products, including desktop, mobile, and server platforms. We foresee two sets of users at UM: those who will primarily view and interact with reports and those who will produce reports for others. Due to the expense of Tableau Desktop, we have a limited pool of licenses for "producers," but a we have virtually unlimited seats for "viewers" on Tableau Server.
Tableau Desktop runs locally on your Mac or PC and allows you to quickly see patterns, identify trends, and discover insights from your existing data. Tableau connects directly to your data sources (Excel, SQL, SAP server feeds, etc.), both static and live, allowing you to filter data dynamically and perform calculations on existing data, without wizards, scripts, or writing code. Analysis happens visually, by producing interactive tables, charts, and dashboards that opens your data for exploration. These visualizations are often referred to as "vizzes".
Once you've explored your data, you can share your insights with others by publishing your vizzes to Tableau Server. Server provides a common portal for browsing vizzes by project. We are creating projects that loosely correspond to administrative roles and organizational lines. Generally, IREP and IT will create vizzes for the role based projects, while departments/schools will have dedicated projects for their area content producers to publish to. Our goal is to facilitate collaboration so helpful vizzes created by a particular organizational unit may be adopted for publication to a wider audience.
Tableau Mobile is a free iOS and Android app that connects to Tableau Server to provide further optimization of the viewer experience over mobile web browsers.
Vizable is Tableau's latest mobile product and offers self-service analytics directly on your mobile device. Although elegant and powerful, Vizable doesn't directly connect to Tableau Server and is so only useful with standalone datasets.
What is new in Tableau?
Current version 2019.2 installed Oct. 27, 2019
This version has a new look, with navigation moved to the side, and the option to set your own start page. Additionally, data sources that have not been set to deny viewing are easier to find now. Users who have data source permissions for both viewing and connecting may need to have view permissions set to "deny" if they should not be able to see the name of those sources.
Follow the links below to see new features available.
How do I get access to Tableau?
Viewers will have access to vizzes published on the Ole Miss Tableau server at tableau.olemiss.edu using their existing WebID accounts. Tableau accounts are assigned to all active employees with WebID accounts. If you are unsure if you have an account or need to request one, please email email@example.com to request one.
Producers will create vizzes in Tableau Desktop and publish to our server. A good rule of thumb: if you know what a pivot table is, you will likely be able to make use of Tableau Desktop. Licenses are limited, but you may request one using this form (PDF).
Instructors who wish to utilize Tableau within a course may request a free Tableau Desktop license.
Students may also request a free Tableau Desktop.
How do I retrieve my license?
If you have already been assigned a license and need to access it again, sign into the Tableau website with your Ole Miss email address and the password you set for your Tableau account. Then you will be able to retrieve the assigned license.
How do I get access to the budget report?
All UM employees with budget signatory roles automatically have access. Sign into myOleMiss and go to the Employee tab. Click the plus on the Analytics workset and click Analytics. Click the Budget Control System tab, select "Tableau - Budget Report - Non GM Funds", make sure “Open in New Window” is checked and finally click Launch Report.
How do I get training for the Tableau Budget or Grants reports?
Budget and grant report training can be requested by emailing firstname.lastname@example.org.
What if I‘m not a signatory?
Non-signatory employees who require access to budget reports should complete a Web Application Access Request Form for Analytics Delegate – BCS/STEP/Financials.
How do I get access to the grants management (GM) report?
Access to these reports may be requested through the Web Application Access Request Form. You must download that form and open it in order to interact with the fields. Select "Analytics Delegate - Grants Management Departmental" from the dropdown menu and complete the rest with your particular details. Instructions for submitting the request are available are available on the form itself.
I still have questions. Who do I contact?
For more information, please email us at email@example.com.