Audience: Tableau is useful for UNL administrators and decision makers.
Tableau is a data visualization product specializing in business intelligence. It works with hundreds of data sources, allows for fast and easy visualization design and deployment and works with all devices. The University of Nebraska provides Tableau to all campuses to improve data access and decision making.
Features
Tableau Reporting for Business and Finance is a series of Tableau reports designed for UNL administrators that provide for visual analysis of data for decision-making. To access these reports, open Tableau and go to the projects folder "UNL - Business and Finance" -- these visualization projects focus on Budget, Financial, Payroll and Procurement data. For questions, please email financialsystems@unl.edu. This quick reference guide provides more detail about the Business and Finance visualizations.
Get Started
1. Get Tableau Security
Visit UNL Institutional Effectiveness and Analytic's Tableau website to complete a security request.
2. Login to Tableau
Login to Tableau and enter your TrueYou credentials. If you have access to multiple sites, select a specific one when you sign in.
3. Navigate to Views
Tableau views are organized in a hierarchical format. "Projects" are at the highest level, "Workbooks" are stored inside of "Projects," and "Views" are like folder tabs inside a "Workbook." Visit UNL Institutional Effectiveness and Analytic's Tableau website to find the Server Navigation Guide, which provides instructions for how to navigate and run reports and dashboards, and other Tableau desktop guides.