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Getting Started with Penelope Online Dashboards
Getting Started with Penelope Online Dashboards

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Penelope Software offers a special online subscription service that utilizes the reporting engine Tableau to provide a suite of online reports based on data from your Bonterra database.

About Penelope Online Dashboards

Tableau is data visualization software created by Tableau Software. It is an online reporting and Dashboard tool that helps you see and understand your data.

By connecting to your Penelope database, Tableau generates visualizations of metrics based on a configured data set. These Dashboards can help you understand your service level, outcomes, financial and worker performance data, breakdowns and trends with greater clarity and insight.

Penelope’s Tableau subscription service includes the Penelope Base Reports. This suite of reports includes; Pre-generated Dashboards for data sets like client demographics, Referrals, Pre-Enrollment, Events, and Worker data.

Each Dashboard allows for dynamic filtering on selected variables like time, service, site etc. You can get further insight by viewing the underlying data set directly from the Dashboard page.

About This Guide

This guide provides information on how to use Penelope Online Dashboards, navigate, interact, download views, share views and customize reports using Tableau.

For information on the different Bonterra base reports click here.

Terminology in Tableau

In familiarizing yourself with Tableau, there are a few key terms you should be aware of:

Log in to Tableau

1. Browse to your Penelope-Tableau URL.

2. In the Username field, type your username for Tableau.

3. In the Password field, type your password for Tableau.

4. Click Sign In.

Navigating Penelope Online Dashboards

The Penelope Online Dashboards Interface

When you log in to the Penelope Online Dashboards (Powered by Tableau) site, the first page you see will look something like the following example. From this page, you can explore the content that is available to you by searching, filtering, and sorting the view. In this example, we are looking at a Project: Penelope Base Reports. A Project is the highest level of organization in Tableau and contains several related Workbooks. From this page, you can navigate back to the main Project page using the shortcut to the homepage or the navigation breadcrumb trail. Alternatively, you can explore the Workbooks, Views, or Data Sources pages.

View a Report/View

A View is a single report within a Workbook and where you will spend most of your time in Tableau. To navigate to a View, complete one of the following actions (depending on your current location in Tableau):

Navigate to a View using the Content Menus

1. Complete one of the following options:

  • Click Projects > select a Workbook > click the desired View thumbnail name in a list.

  • Click Workbooks > click the desired View thumbnail name in a list. Penelope Software 6

  • Click Views > click the desired View thumbnail name in a list.

Example: Click Workbooks > click the Demographics of Individuals New Case Services View.

Navigate to a View using Quick Search

2. In the Search bar, type a keyword for the report and click a View in the list.

Navigate to a View using General Filters

You can use Filtered Search to access a View (or other resources like Projects and Workbooks) by using a combination of search criteria that are specific to the resource. The search results show relevant items for each content page.

1. From the General Filters section, type your desired search criteria in one or more of the following filters:

• Project

• Owner

• Tag

• Modified on or after

• Modified on or before

• Only my favorites

• Only my recently viewed

2. Click the Projects, Workbooks, Views, and Data Sources menus to see the results for each resource type.

Navigate to Higher Level in Tableau

You can navigate back to a higher level from the Workbook or View page by clicking a breadcrumb link:

View Details for a Specific Data Set

To view the details for a specific data set within the report, hover your cursor over the specific data set and a box will appear with additional information:

Highlight Specific Data

You can select one or specific sets of data in a View to highlight it. When you make this type of selection, all other data is dimmed so that your selection stands out.

1. Complete one of the following options:

• To select a single data point, click an individual data set.

• To select multiple data points, click and drag your cursor to select several sets of data.

• To select multiple data points, hold the CTRL key and click several sets of data

View the Data Source or a Specific Data Set

You can view the underlying data source for a specific data point

1. Select the specific data point in the visualization.

2. In the pop up, click the icon.

The data source for the specific data point you selected is available on the Summary tab. To view the data source for all components of the visualization, click the Full data tab. You can optionally download the Summary and/or Full data as a CSV file by clicking the Download all rows as a text file option on either tab.

Example: Data Source Summary

Example: Data Source Full Data

Apply Filters to the Data

You can filter data in a View to narrow the visualization to specific data of interest by using the filters to the right of the Dashboard. Filters for each View typically include date-based options like Year, Quarter, and Month as well as options that are specific to the report like Worker, Site, or Service. You can determine whether you want to include or exclude the chosen filter values (for example, sometimes it is easier to select what you don't want to see than all the things that you do want). Many Views also allow you to filter to exclude unspecified or unrecorded data (i.e. those clients who did not have a value selected for the identified criteria). Alternatively, you can view the data for only those clients without a value selected.

Revert Applied Filters

To restore the filters to the default, original selections, click Revert.

Download a View

You can download a copy of a View in the following formats: image (PNG), Data (this option opens a new tab in the browser window and displays the data in summary and in detail. You can also then download the data from this view as a CSV file), Crosstab (CSV), and PDF.

1. From the View page click Download.

Share a view

When you share a link to a View from Tableau, the recipient must have an account for Tableau and permission to access the view.

1. From the View page click Share.

Customize your Experience

Set your Homepage

1. Browse to the page in Tableau that you want to set as your homepage.

2. In the top right-hand corner, click your username.

3. Click Make This My Start Page.

Mark a View as a Favourite

You can designate a report as a favorite giving you the option to filter the list of reports to only show favorites by toggling back and forth between “Show Only Favorites” or “View All”.

1. From the View page or a View thumbnail, click the icon.

Subscribe to a View

You can subscribe to a View to have Tableau email you a copy of the report(s) on a scheduled basis.

1. From the View page, click Subscribe.

Unsubscribe from a View

1. Open your account settings in Tableau by completing one of the following options: • Click the Manage my subscriptions link at the bottom of a subscription email.

• Sign into Tableau, select your name, and click My Content.

2. Click Subscriptions.

3. Select the check box next to the View(s) you want to unsubscribe from.

4. Click Actions and select Unsubscribe.

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