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Navigating Tableau
Updated over a week ago

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

In this article

About Tableau

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 help you understand your service level, outcomes, financial and worker performance data, breakdowns and trends with greater clarity and insight.

Tableau subscription service includes the Penelope Base Reports suite that offer 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 about the different Penelope base reports available in the Penelope Online Dashboard.

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

In this section

The Penelope Online Dashboards Interface

When you log in to the Penelope Online Dashboards (Powered by Tableau) site, the first page you see looks something like the following example:

From this page, you can select Explore to view 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.

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):

  • Quick Search the View name at the top of the page and select, or search the Workbook name and select the desired View

  • Navigate to a Project (ex. Penelope Base Reports), select a Workbook (ex. Demographics of Individuals Added), then click the desired View

    • Note: You can toggle the results to display in a List View like the above screenshot or a Grid View with thumbnails like the below screenshot

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. You can perform a blank search at the top of the page, then from the Filters section on the right-hand side, select your desired search criteria in one or more of the following filters:

  • Location

  • Owner

  • Tag

  • Modified on/after

  • Modified on/before

  • Created on/after

  • Created on/before

  • My favorites

  • My recents

2. Click the Views or Workbooks tabs to see the results for each resource type.

Navigate to Higher Level in Tableau

After selecting a view, 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 View Data icon.

A new browser window will display, and 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.

2. Select one of the file format options. The View should then download to your browser.

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.

2. Complete one of the following actions:

  • To share with other Tableau users, type their username in the "Share with people" text box

  • To get a link of the View, copy the text from the "Share using a link" section and paste in your desired location

  • To embed the View in another site, select "Copy Embed Code" and paste in your desired section.

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 Favorite

You can designate a report as a favorite, giving you the option to filter the list of reports to only show favorites.

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

2. In the Filters section, check the "My favorites" box to show only Views marked as favorites.

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