Tableau - Requesting access to Tableau Server

This document outlines the process for requesting access to reports and dashboards in Tableau Server.

Introduction

There are two kinds of roles that can be requested in Tableau Server:

  1. Academic Roles
  2. Administrative Roles

The Academic Roles will provide access to reports and dashboards that primarily involve student data. Administrative Roles will provide access to primarily to financial data.

Academic Roles

Academic Roles are organized by function and/or purpose. The following Academic Roles are available:

  1. Admissions and Financial Aid
  2. Enrollment
  3. Retention and Graduation
  4. Degrees Awarded
  5. Academic Program
  6. Curricular
  7. Faculty and Staff
  8. Special Projects
  9. Equity

Administrative Roles

Administrative roles in Tableau mirror the access structure in WISER. Generally, Unrestricted access will be granted to most users who have a need for data and reports in most units of the university. Special approval will be required for Restricted and Developer access. Administrative roles are as follows:

  1. Unrestricted – this is the role for most users seeking administrative data. This will provide viewer access to any reports and dashboards published in unrestricted divisions and departments. A list of unrestricted divisions and departments can be found in Appendix 1 of this document. If a user’s unit is not in this listing, the user will need to request the Restricted role.
  2. Restricted – this role includes the same access as the Unrestricted role and will also provide view access to central administration accounts not included in the unrestricted group. This role requires Controller and Budget Director approval.
  3. Developer – this role is for special users to provides access to all divisions and departments across the institution, as well as the ability to publish new reports and dashboards. It requires the same approval as the Restricted role, as well as approval by the Tableau Site administrators.
  4. Developer - Dev – this role provides access to the Tableau Development site. This site can be used for testing and learning purposes.

Administrative role access requests are reviewed by the Budget Office.

In order to request any of the access roles listed above, submit a HelpDesk ticket through ITS. The request type will be “I have a request” and the subtype will be “Tableau Access Request”. Please specify the type of role or roles you are requesting from the above lists using the check boxes provided.

Access requests will be reviewed by the Tableau System Administrators and you will receive a notification from the HelpDesk when your access request ticket is resolved. Multiple roles can be requested within a single HelpDesk ticket.

Appendix 1 – Unrestricted Units

Unrestricted Units
0101 Chancellor
0102 Affirmative Action
0108 University Wide Efforts
0127 Health Science Consortium
0201 Academic Affairs
0202 Research & Sponsored Programs
0204 IRAP
0205 Graduate Studies
0208 Undergrad Research & Creativity
0209 Academic Advising
0210 Summer Session
0211 Admissions
0212 Records & Registration
0213 CATL
0214 Financial Aid
0216 Career Services
0250 International Education & Engagement
0259 University Library
0301 Dean School of Education
0302 Educational Studies
0310 IPSE
0320 Extended Learning
0401 Dean of Students
0402 Office of Student Life
0403 Organized Activities
0404 REC Center
0405 Child Care Center
0420 Rec Sports & Intramurals
0460 Student Health Center
0465 Counseling & Testing
0470 Residence Life
0485 Fieldhouse
0486 Stadium Sport Complex
0489 Athletics
0490 Student Union
0491 Dining Services
0492 University Bookstore
0493 University Textbook Rental
0494 Violence Prevention
0505 University Advancement
0601 Diversity & Inclusion
0602 Equity and Affirmative Action
0606 Upward Bound
0607 LGBTQQ
0608 Campus Climate
0630 Multicultural Student Services
0640 Access Center
0650 Student Support Services
0704 Internal Audit
0732 Document Services
0733 Hazardous Materials Management
0740 Information Technology
0744 University Police
0745 Parking
0760 Stadium Complex
0770 Physical Plant Operations
0772 Custodial Services
0773 Building Maintenance
0774 Landscape Operations
0775 Passenger Fleet
0776 Power Plant
0777 Small Projects
08XX College of Business Administration
28XX College of Arts, Social Sciences, and Humanities
36XX College of Science and Health
7003 Curriculum Redesign
7004 Faculty Research
700108, 10 Academic Staff Council
700111 Faculty Senate
700172 University Staff Council







Keywords:Tableau   Doc ID:106803
Owner:Mark H.Group:UW-La Crosse
Created:2020-10-23 08:31 CSTUpdated:2020-11-20 10:26 CST
Sites:UW-La Crosse
CleanURL:https://kb.uwlax.edu/requesting-access-to-tableau-server
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