This page is for UW System Administration staff interested in publishing to UWSA’s site on Tableau Server. Employees of UW institutions should contact their site administrator.
Need to report an issue with the UWSA Tableau Server site? Contact the content owner or email tableau-administrators@uwsa.edu.
UWSA site publication process
1. Development
UWSA staff develop content in Tableau Desktop (not on the server). Developers can request a staging area from UWSA site administrators to get ready for step 2.
2. Staging
Developer publishes content to their staging area for testing and for review by data stewards or other qualified colleagues. When complete, developer requests publication for end use.
3. End Use
Site administrators create an "end use" folder and grant access to the specified audience. Site administrators move the content from Staging to the end use folder.
4. Maintenance
Developers inform site admins of staff changes in the end-user audience. Developers can update content manually by republishing (overwriting). Content with data source connections can be scheduled to update data automatically during off-peak hours.
Design guidance
Developers are responsible for designing Tableau Server content that is accessible and user-friendly. Below are some UWSA-specific resources. In addition, Tableau has numerous free resources.
Accountability design standards
UWSA OPAR developed design standards in consultation with the UWSA Web Team for visualizations published to the UW System accountability website. Priorities were a size that embeds well in wisconsin.edu web pages and is fully visible on tablet and larger screens, a color palette optimized for contrast, and fonts that complement the wisconsin.edu web design. You can copy the accountability design standards by downloading a Tableau workbook from one of the accountability web pages, opening it in Tableau Desktop, and "copy formatting" using the method described here.
Mobile-friendly design
Tableau Desktop allows creation of dashboard layouts for different device types. A UWSA example is OPAR's visualization of Wisconsin High School Graduate Projections.
User-based filtering
With user filters, you can build a single data visualization and have it show information tailored to an individual user. A UWSA example is available for viewing and downloading here (login required).
Request staging area
UWSA Tableau Server - Request Staging Area
Please fill out the form below to request a staging area on UWSA's site on UW System Tableau Server. You will use the staging area to publish content for testing and review BEFORE you make it available to end users.
Request publication for end use