Content Comparison

Tableau Desktop users can utilize the Tableau Server provided by Pitt IT to share dashboards. The following are practices and recommendations for utilizing the University of Pittsburgh’s Tableau Server, located at https://analytics.pitt.edu

Accounts and Projects

User Accounts

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You can request the creation of , deletion or changes to a Tableau Project folder by opening a Helpdesk request. Please provide the name of the requested group - the Pitt IT Analytics team member implementing your request may work with you to align your request along existing naming conventions. As the requestor, you will be made the owner of the Project folder, and can assign permissions as you desire. You can find information on working with permissions on Tableau here - https://help.tableau.com/current/server/en-us/permissions.htm

Public Dashboards

Tableau dashboards can be configured to be visible to the general public. These dashboards can be embedded in web pages, or shared with those outside of the University. To make a dashboard public, please contact the Pitt IT Helpdesk with details about your request. A member of the Pitt IT Analytics team will work with you to review your dashboard (to ensure no PII or sensitive data is being released) and publish it for public consumption.

Data Sources

Selecting the right approach - Live Connection vs. Extract

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• How frequently is your data refreshed? Do not schedule a Tableau extract to run more frequently than the data is refreshed - this will minimize Tableau Server delays.

• How frequently do your users need the data refreshed? While your underlying data may be refreshed daily, users may only consume the report/analysis at a weekly level. When possible, set the refresh of a Tableau extract to run only as frequently as it will bring value to the users of your dashboard.

• If your data accrues slowly and includes timestamps, consider implementing incremental extracts. Incremental Extracts use a date field to only bring in new records to your Tableau data source or dashboard.

• Extract timings
  Subscriptions
  Public

• reorganizgin projects

Selecting a Schedule for Extracts

Things to keep in mind when selecting a schedule for your Tableau Extract…

• The Tableau Server is busiest between 6:00 a.m. and 9:00 a.m., as data warehouse and other data refreshes complete and Tableau extracts begin. If possible, choose a time outside of that window to help ensure your job completes when schedule.

• Adjust your refresh schedule to ensure that each refresh is providing value to your customer.

• Do not refresh the data more frequently than it updates in the source

Subscriptions

Subscriptions run as part of the same work queue as extracts. Where possible, guide users to scheduling subscriptions outside of the 6:00 a.m. - 9:00 a.m. busy hours to ensure subscription messages arrive on time.

If you would like to request a new schedule frequency for subscriptions, please contact the Pitt IT Helpdesk and request the creation of a new Tableau schedule.