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Help & Documentation

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Help & DocumentationGetting DataWorking with Tableau

Working with Tableau

1. Overview
- 1.1 Tableau Overview
- 1.2 Best practices for Tableau
2. Set-up Considerations
- 2.1 Sending a Tableau Workbook
3. Establishing a Connection
4. Creating Content
5. Datasets
- 5.1 Create Dataset from Tableau
6. Miscellaneous

Topics

1. Overview 2
- 1.1 Tableau Overview
- 1.2 Best practices for Tableau
2. Set-up Considerations 1
- 2.1 Sending a Tableau Workbook
3. Establishing a Connection 6
4. Creating Content 7
5. Datasets 1
- 5.1 Create Dataset from Tableau
6. Miscellaneous 5

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Other Resources

Getting Started
Metric Insights Overview
Jump Start Guide for Administrators
Jump Start Guide for Regular Users
Use Case Workflows

Getting Data
Connecting to Data Sources
Automating the Collection of Data
API Access
Working with Tableau
Working with Qlik Sense
Working with Microsoft Power BI
Working with Google Services

Creating Content
Datasets
Creating Basic Metrics and Reports
Creating Dimensions
Creating Dimensioned Metrics and Reports
Governance
Portal Pages

Alerting
Alerting

Collaboration and Sharing
Adding Context to Metrics
Pushing Information to Users
Chatbot Integrations

System Administration
Announcements
Controlling Access to Metric Insights
Controlling Access within Metric Insights
Deployment & Configuration
FAQs
How-to Videos
Identity Profiles
Maintenance
Managing the Metric Insights Environment
Release Notes

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