Welcome to the Tableau Cloud Viewer Guide! This guide will help you navigate and utilize Tableau Cloud as a Viewer. As a Viewer, you can interact with dashboards and visualizations created by others but cannot create or edit content.

Accessing Tableau Cloud

1. Navigate to https://richardson.okta.com/app/UserHome

• Home Page: After logging in, you'll be directed to the Home Page, which displays recent dashboards and projects

Navigating the Tableau Interface

2. Top Navigation Bar: The top navigation bar includes options for Help Menu, Notifications, and Account Menu.

 

3. Click the "Search for views, workbooks, and more" field.

 

4. Click the arrow to access the side panel

Viewing and Interacting with Dashboards

5. Click "Explore" Click "Customer Success Group"

 

6. Opening a Dashboard: Click on a dashboard from the Home page, use the search function to find and open it, or through the Explore button on the side panel.

 

7. Click into a dashboard

 

8. Interacting with Visualization: Adjust filters to refine the data displayed

 

9. Interacting with Visualization: Tool Tips - Hover over data points to see detailed information

 

10. Full-Screen Mode: Click the full-screen button for a better view.

 

11. Exporting Visualizations: Select "Image", "PDF", or "PowerPoint" from the download options to export the visualization.

• *To download certain sheets from this dashboard click "PowerPoint" or "PDF"
• Click on the downward carrot.
• Click "Specific sheets from this dashboard".
• Deselect the items you do not want downloaded.
• Select the sheets you want downloaded.
• Click "Download".

 

Alerts and Subscriptions

12. To add yourself to an existing alert navigate to "Watch".

• Click on "Alerts".

13. If an alert is already created, you can add yourself to it by clicking on "Add Me".

 

Tip: Requesting Alerts!

• If you need an alert created, please contact Sam, Erin, Jackie or Jamie for assistance.

 

14. To remove yourself from an alert click "Actions".

• Click "Remove me".

 

15. To create a subscription click "Watch".

• Click "Subscriptions".

 

16. Click through the different options on how you would like the Subscription to come through.

• Click the "Message (Optional)" field.
• Click "On Selected Schedule"
• Click "Weekly".
• Click "Subscribe".

FAQs and troubleshooting

17. Common Issues:

• Login Problems: Ensure your Okta credentials are correct. If issues persist, contact IT support.
• Dashboard Loading Issues: Check your internet connection and try refreshing the page.

 

18. Help and Support:

• Visit the Tableau Cloud Help Center for additional resources and tutorials.
• Reach out to Sam Reyes for one-on-one support.