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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.
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).
Please note that desktop users are required to attend Tableau: Start Here training before their licenses are issued.
Instructors who wish to utilize Tableau within a course may request a free Tableau Desktop license.
Students may also request a free Tableau Desktop.
Is there training available?
Tableau training will not be offered during Summer 2018, however will return in the Fall. Training is generally held in Weir Hall on the second Friday of each month in two, one-hour blocks.
9:00 — Tableau: Start Here
An overview of the Tableau interface along with a guided tutorial on connecting to a data source and creating your first viz. Will provide a good base knowledge of Tableau's capabilities, which can inform what kinds of reports/data sources would be useful for individual schools and the university as a whole. This is the introductory training for anyone new to Tableau, and will be offered each month. After their initial training session, Producers may attend both hours of training or just the sessions that are relevant to their needs.
10:00 — Tableau: Topics
A more in-depth discussion on specific functions and use cases within Tableau. Content will be different each month. The first half of this class will highlight a particular feature or function within Tableau, with the second half serving as a campus user group, giving the Ole Miss Tableau community the opportunity to share what they've done with Tableau. Need to bring your own laptop.
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.
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.
I still have questions. Who do I contact?
For more information, please email us at firstname.lastname@example.org.