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Running Tableau Server Reports

  1. Log in to Tableau Server.
    1. Go to tableau.osu.edu.
    2. Click Secure Data.
    3. Review the Terms of Service
    4. Click Proceed to Reports to accept the Terms of Service.
    5. Log in using BuckeyePass.
  2. Click Explore in the navigation menu
    • All the groups of reports that you have access to are available
    • This includes reports specific to your college, unit, or department in addition to university-wide, or Enterprise, reports
About the Tableau Server navigation menu
  • Home: Log in landing page. Provides quick access to your favorites and most recently used reports
  • Explore: All the groups of reports, or projects, that you have access to use
  • Favorites: Projects, folders, reports and datasets you have marked as a favorite by selecting the associated star
  • Recents: Reports and datasets most recently used
  • Recommendations: Reports and datasets you may find useful based on what you usually use.
  • External Assets: Data stored locally that has been used in ad hoc reports and analytics. Most often used by data analysts
  1. Click the appropriate project and navigate to the report or dashboard you wish to run.
 

Helpful Note:

Select the Enterprise folder to access reports and dashboards that have been reviewed and certified by data stewards. This includes reports and dashboards for the university’s administrative systems. The Enterprise folder is organized by data domain. Only domains that you have access to will be available.

Note that the navigation path followed to get to a report is available in the header. Click any of the steps to return to that point the in path.

  1. Select and apply filters.
 

Critical Note:

Each report and dashboard will have different options for filtering data. See Using Filters in Tableau Server for more information about using and saving filters.

  1. Review results.
    You can choose to review results online in Tableau Server or use results in Excel. Expand the sections below for more information  about each option.
Review results online

In addition to being able to scroll through output to view information – note that both horizontal and vertical scroll bars may be available – Tableau Server reports are interactive. Not all interactive options are available in every report.

  • Hover over column headings for additional sort options
  • Click a cell in the output to see available focus and drill down options including:
    • Click Keep Only to focus only on that value
    • Click Exclude Only to remove that value from the results
    • Click + to drill down to more information about that value
  • Click Undo (or Redo) in the report header to return to the previous view
  • Click Revert in the report header to remove the current filter and go back to the default view of the report
Use results in Excel

Use Excel to perform additional analysis or to download results.

Important Information

Review the reports and data sources available in Tableau by viewing the Tableau Reporting Dashboard.

  • Protecting the university’s data is an important part of your role. Be sure you understand the university’s Institutional Data Policy before using or sharing data. See Cybersecurity for Ohio State for more information about the policies and regulations everyone must follow.