Tableau Quick Start & FAQ

Owned by Brandi Belleau
Last updated: Dec 17, 2024
11 min read

We're here to help.

The Analytics Team is committed to helping the University community understand, utilize, and embrace Tableau for their business needs. See the list of opportunities to interact with the team and move your projects forward.

The Tableau Training and Resources page provides a list of links to helpful in-house training materials, LinkedIn learning videos, and more!

As well, we take requests for Tableau Training! Click here for the training request form.

Have a dashboard design idea that could benefit users University-wide? Do you need to answer questions or streamline your business processes in a way that isn’t quite addressed by the Enterprise Dashboards? Submit a help ticket with your thoughts and let us know how this would be a great way to serve your School, Office, and others! Click here to open a case with the Help Desk.

A design sprint is a framework for answering critical business questions by designing, prototyping, and testing ideas with users. You can do this over the course of one day or break it up across multiple days.

  • Understand and define the problem

  • Sketch out solutions and decide the best path forward

  • Wrap up with a team retrospective and packaged “product”

Think of ‘Analytics Doctor’ as office hours. You can schedule a 15 minute timeslot to go through specific questions and roadblocks you’re experiencing. Come prepared with questions and concerns. Click here to schedule.

Tips for troubleshooting & providing details for a Help Ticket

For more involved questions, glitches you’re seeing in a dashboard, or intensive dashboard interventions, open a case with the Technology Help Desk.

Resources

Available Now

In Development

  • Data Sources & Dashboards in development:

    • Admissions (Just Released! Quick Start Guide forthcoming.)

    • Class Enrollment & Grades (Just Released! Click for more details.)

    • Persistence & Retention

    • Enrollment Tracking - course repeats, permission numbers, PERC rosters, grade change auditing

  • Data Dictionary

  • Simple form for general feedback and FAQ submission

  • Announcement page for performance updates and improvements

Frequently Asked Questions

The questions below were gathered from meetings, emails, help tickets, and more. Are you and your colleagues still bandying about questions that aren't answered below? Please fill out this brief form to get your questions answered for the University community.

Getting Started

Next Level Questions

Sharing & Access

Tableau Web Edit or Tableau Desktop?

When should I use Web Edit?

 

Need help? Contact the Pitt IT Helpdesk