Tableau

2022 marks the 3-year anniversary of Ohio State’s Tableau roll-out. In January 2022, the Data and Analytics team released an online survey to gather data and gain insights from the last three years of Tableau use at the university. The survey findings and user testimonials were used to build a three years of Tableau blog series.

Use the links listed to jump to individual posts or use the three years of Tableau blog tag to revisit the series all at once.

• Three Years of Tableau
• Tableau Supports the Pandemic Response
• Workday, Meet Tableau
• Tableau Collaboration Grows a Community
• More Insights from the Tableau Use Survey

Access to Tableau Server must be requested. To be approved for access, the user must be up to data with Institutional Data Policy (IDP) training.

To obtain access in Tableau, submit a request through ServiceNow. 

Complete these fields:

• Request Type: New Account/Access
• Tableau Project Name: Indicate your area*
  • "None" is an acceptable value for area.
• Role: Report users

If you are looking for your area's project leader, review the Tableau Project Leader list. If you do not see a Project Leader for your area and would like one, contact Data-Visualization@osu.edu. 

Tableau Desktop software must be installed direcly on your PC or laptop. This requires a valid license product key which is provided with purchase. For information about Tableau Desktop access, review the Tableau Access information found in the Administrative Resource Center (ARC).

The process for adding or changing access uses ServiceNow. Use this ServiceNow link to initiate a Self Service request. If you have questions about the process or need assistance, contact Data-Visualization@osu.edu. 

The list of available Tableau dashboards/data sources is available through this Certified Enterprise Dashboards and Data Sources link.​

Students may download Tableau Desktop for one-year, free of charge. Verification of student status is required. For more information, please check out Tableau Student.

In order to develop Tableau dashboards using departmental data, you’ll need the Tableau Desktop software, and a valid license.

It is imperative for developers to ensure proper security is enforced with certain types of data. Please work with your Tableau Server Project Leader for things like managing group memberships and permissions, establishing database connections and sensitive data guidance.

Additionally, if you’d like to share your dashboard, please see the next answer below.

Your first contact will be with your Tableau Server Project Leaders. If you have a sharable dashboard, the Project Leader will work with the data steward community to ensure sharing the data contained in the dashboard is OK.

Please verify what data is OK to upload with your area’s Tableau Server Project Leader.

To share your dashboard, you would use Tableau Server to publish it. To ensure access, you would work with your Tableau Server Project Leader, please contact this individual with your request. Please see the list of Tableau Server Project Leaders. If you’d like to use the Tableau Server, and your department does NOT have a Tableau Server Project Leader, and you’d like to become one, please submit a request briefly explaining your situation to Data-Visualization@osu.edu.

Your Tableau Project Leader has the ability to set permissions on every view/dashboard in their project folder. The project leader will work closely with the publishers/developers and the data stewards to ensure data is secured and only visible to users who have access to see that data.

You will work with your Tableau Project Leader to apply security to your dashboards so users cannot edit/download data/download your dashboard.

Please refer to the Certified Enterprise Dashboards and Data Sources link. This will list all certified enterprise data sources. You may connect in Tableau Desktop from Connections – Tableau Server.

Each department has their own Tableau Server Project Leader who maintains access to their department’s dashboards. For the dashboard that you’d like to access, you should contact that department’s Tableau Server Project Leader. If you would like to see who the Tableau Server Project leaders are, please refer to the list of Tableau Server Project Leaders.

In the event you would like to connect to a data source and you are having issues with connecting to the data source, first reach out to your local IT support team to ensure your connections are valid. If you still cannot connect to your data source, reach out to Data-Visualization@osu.edu.

• Choose “Activate by signing in to a server” from the options shown in the screen shot below.
• Input “https://dataviz.rae.osu.edu/.“
• Login through the DUO push process.

• I’m a Tableau developer and would like to use the Ohio State standards with my dashboard.

• Ohio State Tableau style guide - color palette, icons, font information (login required)
• Ohio State Tableau dashboard template download
• Ohio State Tableau dashboard template download - Print/Subscription/PDF

This is most likely due to a caching issue. You can clear your browser cache, use incognito (Chrome), or choose an alternate browser.

Your first point of contact should always be your Tableau Project Leader. If your Project Leader cannot resolve your issue, they will reach out to the Tableau Server Administrators to address the problem.

You may register using the Tableau Doctor session link.