Sage Surfaces TSM Training

Reports

• Metrics • Tracks and displays key performance indicators (KPIs) • Set up by a Tableau Administrator • Tableau.com: If you have multiple dashboards you frequently check, you can create metrics for the key numbers from those dashboards and monitor them all at once by adding them to your favorites or creating them to the same project. Metrics is optimized for Tableau Mobile, so you can monitor your data on the go with the Tableau Mobile app for iOS and Android. • Subscriptions • Have a filtered Workbook or View emailed to your inbox on a regular interval • Filters are saved – and the recipient receives a link to a filtered Workbook (report)

• Pause button for large data sets with several filter changes • Don’t forget to “unpause” after filter(s) is(are) ready • View (Original or Saved) • Asterisk means the view has been changed since it was loaded • Creating & Saving your own view • Alerts

• Must be on a view that has an “Axis” • Set up by a Tableau Administrator • Specify View name

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