Data Visualization

You need this to: create dashboards and visualizations based on data to identify trends, allowing you make informed business decisions and clearly communicate insights to stakeholders.

Getting Started

Tableau Server Environments

There are two types of servers you can host your insights on depending on the type of content you have. Use the table below for reference, and if you have any questions or would like access to Tableau, reach out to the Enterprise Data Integrations team.


User Site Roles

Each user has a Site Role assigned to them that determines the level of access they have on Tableau: Project Leader/Creator, Viewer, and Explorer.

Use the list below for reference on levels of access and guides needed to navigate the site. To request access to Tableau, reach out to the Enterprise Data Integrations team.

Private (Restricted) Server Roles

Licenses and accounts for the Private Tableau server may be obtained from the Enterprise and Data Integrations team. Three types of user licenses are supported:


  • Site Administrator Creator - requires Creator license to be purchased for each team (allows unrestricted access to content on a site basis)

  • Creator - allows for maximum level of content access without site administrator permissions; Creator licenses must be purchased

  • Viewer - can view reports and/or dashboards (with permission)


Core-based Server Roles

Accounts for the Core-based Tableau server are created by the designated site administrator and do not require purchasing of licenses. These include the following:


  • Site Administrator Creator - requires Creator license to be purchased for each team (allows unrestricted access to content on a site basis)

  • Site Administrator Explorer - same access as site administrator creator, but can’t connect to external data from web environment

  • Explorer (can publish) - can publish, save and edit workbooks in web environment

  • Explorer - can browse and interact with published dashboards


Document Library

Viewer’s Guide

Step-by-step instructions on how to navigate the Tableau environment as a Viewer user.

Viewer User Access | Reach out to your Site Administrator to setup access.

Project Leader/Creator’s Guide

Step-by-step instructions on how to navigate the Tableau environment as a Project Leader or Creator user.

Creator User Access (Private server) | Reach out to the Enterprise and Data Integrations team for a valid license and account.

Creator User Access (Core-based server) | Reach out to the site administrator for access.

NOTE: For both Core-based and Private Tableau servers, each team account is responsible for purchasing the Creator license before having access.


Private Tableau Server Guide

Descriptive guide to understanding the Private Tableau environment.

Private Tableau Server Access | Reach out to the Enterprise and Data Integrations team to obtain a valid license and account.

Core-based Tableau Server Guide

Descriptive guide to understanding the Core-based Tableau environment.

Core-based Tableau Server Access | Reach out to the Enterprise and Data Integrations team to obtain a valid license and account.


Tableau FAQ

Have questions about Tableau? They may already have answers. Click the document to the left for FAQs.

If you don't see an answer to your question, you can reach out to the Enterprise Data Integrations team here.

Glossary for Tableau Server

You can find Tableau-specific terms and definitions in the document to the left.

Additional Information

OIT Service Catalog

You can access more information including Tableau benefits, costs, and support OIT provides in our Service Catalog found here.