You can view workbooks on Tableau in several ways:
1. Direct link: If a workbook is published, you might receive a link that takes you directly to it. After logging in, the workbook with all its 'views' will open immediately.
2. Tableau Home page:
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A: Start Exploring button: This leads you to available Projects, Workbooks, and Views.
B: Left-hand menu: This menu allows you to navigate to:
- Home page
- Favourites - add frequently used Views or Workbooks to your Favourites by clicking the star next to their name.
- Recent Projects, Workbooks and Views - quickly find what you have recently accessed.
- Recommended Views - See trending views in the University over the past week.
C: Search bar: Easily find content available.
D: Help menu, Notifications and Your Account: Navigate to these options as needed.
E: Recent Projects, Workbooks and Views: View recently opened items here.
Understanding the structure
Tableau is organised into hierarchy of projects, workbooks, and views.
- Projects - Broad categories of information. For example, "HR Data Mart - Restricted" contains HR data.
- Workbooks - Collections of views within a project. For example, "HRI-1997 Staff Turnover" workbook.
- Views - Individual interactive tables, charts, or dashboards within a workbook. For example, "Annual Turnover by Division and Role" is a view within the "HRI-1997 Staff Turnover" workbook.
This structure is visible in the breadcrumb trail at the top, showing current location.