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Tableau

Learn about using Tableau at UC San Diego.

Overview

Tableau desktop is a client application for Windows and Mac that emphasizes data discovery and interactive data visualization.

Licenses for Tableau desktop must be purchased by departments, but we have negotiated a UC San Diego discount. Contact busintel@ucsd.edu to request a quote (pricing varies in part based on how much time remains in the current maintenance cycle).

Interactive workbooks designed in Tableau desktop can be shared with others on Tableau Server. UC San Diego enterprise licensing for Tableau server has been purchased through a partnership between Academic Affairs and Information Technology Services (ITS). As a result, there is no direct charge to use this service. Contact busintel@ucsd.edu to request access to Tableau server.

Environments

Tableau Desktop

In the Tableau client is where you will develop solutions and connect to data. This environment can only connect to  sources provisioned via Tableau Server to which you have access to in either the QA or Production Environments.

Tableau QA Environment

From the QA environment, Developers will be able run all of your reports and connect directly to ITS governed data sources. This environment is where all testing, including consumer/ user acceptance testing, should occur prior to migration to production.

Tableau Production Environment

This is the destination for production ready workbooks that are targeted towards a UCSD audience. Consumers will access workbooks developed for them through this environment.

Tableau Public Production Environment

This is the destination for production ready workbooks for an audience outside UCSD. Typically these workbooks are embedded in web pages for viewing on the public internet. 

Quick start

Consume pre-built Workbooks

Use the Tableau Production Environment. No license is required to view existing workbooks that you have access to. Contact your report developer for links to Tableau Server workbooks accessible with your AD group membership.

Develop, modify and/or publish a Workbook to Tableau Server

Use the Tableau QA Environment. You will need a Tableau license or free trial to connect to a data source on Tableau Server. Once you have access to a data source, connect to Tableau Server in the Tableau Desktop client.

Data sources

The desktop client can only attach to data sources that are:

  1. provisioned in Tableau Server and allow access to your AD account, or
  2. local data sources you import.

Tableau data sources have been published to the Tableau Server using the ITS BIA validation process.

If you currently have data available in Cognos, ITS BIA is available to deliver it to Tableau server and implement a strategy to keep Cognos and Tableau data in sync.

From the QA environment, you will be able run all of your reports and connect directly to your production data. This environment is where all testing, including consumer/ user acceptance testing, should occur prior to migration to production.

Contact the ITS Business Intelligence and Analytics Team with questions.