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You can request the creation, 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 - For beginner users: we recommend you set and lock permissions https://help.tableau.com/current/server/en-us/permissions_projects.htm#LockProjectto make sure that access is granted in a consistent manner.

For advanced users: you might let each author / publisher manage permissions .htmto their own asset. If you use this approach, people are likely to see unusual behavior (e.g., users may be able to see the workbook but they can’t see the project it belongs to; or users can see one sheet but not all sheets within a workbook.

As the owner of a project, you may also create sub-project folders.

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 Technology Help Desk 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.

Examples include…


Data Sources

Info

The Pitt IT team recommends the use of Published Data Sources, especially for data that needs to be reused in a number of waysmore than one dashboard. See https://help.tableau.com/current/pro/desktop/en-us/publish_datasources_about.htm#what-makes-up-a-published-data-sourcefor more information.

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