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Topic Overview



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Introduction

The Tableau workspace is a powerful and fast growing data visualization tool . Tableau simplifies raw data into easily understandable visual formats. Users can analyze data and create various forms of dashboards and worksheets quickly and easily. With its easy navigation and configuration tools, Tableau allows users to visualize all their data in one central location. 


Launch Tableau

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Select the Tableau Reporting and Self-Service  Tab from the bottom of the NYSERDA Launch page.

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One the next screen, select either Production or Self-Service:

Edit environment that provides much more functionality and allows users to create unique reports with associated filters and views, using all the available data sets that are in Tableau
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Production
View only environment which provides access to all of NYSERDA's pre-canned reports. In the Production environment, users can view, print or download reports or data as well as set and save filters for reports that have filter options.Self-Service

The Production environment in Tableau gives users view/read-only access to all if its visualizations. Users can filter workbooks and visualizations to create specific views, which they can save for later use. However, users cannot edit the data or visualizations beyond setting filters.

Users can access a project report/workbook or dashboard directly through Tableau (as shown in Tableau) or through Dashboard Central which can also be found on the Launch Page. Once a user chooses and enters a dashboard, they can switch between different tabs of the workbook, similar to how users can switch between tabs on an Excel Workbook.

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Self-ServiceAll users have web-edit access through the Self-Serving environment, where they can edit Tableau data and visualizations however they need and save them locally without affecting the original Tableau articles. To visualize data in different formats, click on Show Me and it proposes different types of visuals for the data.




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Regardless of which option you choose, you'll be brought to Tableau's home page.

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FunctionDescription
ASearchUse the search engine to locate reports and sites within Tableau.
BSite SelectionIf you selected the wrong site when logging into Tableau Production, you can use this drop-down to navigate to other Tableau sites.
CControlsUse these controls to navigate between different Tableau views.
DReport FoldersThe folders shown in this section contain the varied reports and views stored in each Tableau site.
EFavoriteClicking this icon below any report folder or view will save the access link in your Favorites control option in the left hand navigation pane for easier access in the future.





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