Data Visualization
Create dashboards and visualizations based on data to identify trends.
Embedded Files
Tableau Server Environments
Create dashboards and visualizations based on data to identify trends. This will allow you to make informed business decisions and clearly communicate insights to stakeholders.
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.
Getting Started
User Site Roles
Each user has a Site Role assigned to them that determines their level of access to Tableau: Project Leader/Creator, Viewer, and Explorer.
Use the list below for reference on the levels of access and guides needed to navigate the site. To request access to Tableau, contact the Enterprise Data Integrations team.
Private (Restricted) Server Roles
The Enterprise and Data Integrations team may obtain licenses and accounts for the Private Tableau server. 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
The designated site administrator creates accounts for the Core-based Tableau server and do not require the 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 the web environment
Explorer (can publish) - can publish, save and edit workbooks in the web environment
Explorer - can browse and interact with published dashboards
Document Library
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
A descriptive guide to understanding the Private Tableau environment.
Private Tableau Server Access: Contact 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 contact the Enterprise Data Integrations team.
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