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Road Traffic Collisions Tableau Dashboard

Answering Key Questions – Tableau Server

How do I..?

1. …login?

a. Navigate to http://tableau.tfwm.org.uk or http://tableau.wmca.org.uk either

directly or through the TfWM landing page.

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b. Login to Tableau Server using the email address and password provided to you

c. If you have trouble logging in or need us to help reset your password, please email

the team at datainsight@wmca.org.uk

2. …change my password?

a. Login to Tableau Server

b. Select the icon to the top right of the website

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c. Select ‘My Account Settings’

d. Select ‘Change Password’

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e. Type in your old password in the ‘Current password’ box

f. Type In a new password in the ‘New password’ and ‘Confirm password’ box

g. Select ‘Save password’

3. …add a favourite?

a. Login to Tableau Server

b. Navigate to the dashboard that you want to favourite

c. Select the ‘Star’ icon to the top of the page

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4. …view my favourites?

a. Login to Tableau Server

b. Select the ‘Star’ icon to the top right hand side of the page

c. Select the view you want to navigate to

5. …change my start page?

a. Login to Tableau Server

b. Navigate to the page you want to set as your start page

c. Select the icon to the top right of the website

d. Select ‘Make This My Start Page’

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6. …save a view I have created?

a. Login to Tableau Server

b. Navigate to the dashboard where you want to set up a view

c. Set up your view using the filters and selection tools available

d. Select ‘View: Original’ from the top grey toolbar

e. Name your view

f. Select ‘Save’

g. If you want to make this a default view select ‘Make this my default view’

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7. …set up alerts?

a. Login to Tableau Server

b. Navigate to the dashboard where you want to set up an alert

c. Select ‘View: Original’ from the top grey toolbar

d. Ensure you have selected one of the views you have created

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e. Select the ‘Y’ axis of a table you wish to set the alert for

f. Select ‘Alert’ from the top grey toolbar

g. Set up your alert parameters

h. Select ‘Create Alert’

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i. To manage alerts, select ‘My Content’

j. Select ‘Alerts’ and then the three dots to edit or delete alerts