Tableau Help

Tableau Server and Desktop Help

Tableau is one of the world’s most powerful Business Intelligence (BI) tools, but it does have an initial learning curve. Tableau has created training materials to help you get up to speed and maximize its value. For additional training resources, refer to:

Editing Tableau Workbooks

Users can modify the Default Workbook provided by Janrain only by using the Save As command. Refer to these Tableau help topics for more information on editing and creating workbooks and views:

Tableau Users and Roles

Your site administrator may add users to your Tableau server site once access has been provided by Janrain. Refer to these Tableau help topics for more information on users and available roles:

Tableau Server has a number of available user roles, but these are the roles that are most useful for use with Customer Insights:

Subscribing to Views

To have a Customer Insights view emailed to you on a scheduled basis, subscribe to the view.