![]() ![]() This includes section 508, FERPA, HIPAA and any other applicable internal and external policies, regulations and guidelines. Comply with any other applicable internal and external policies, regulations and guidelines The Institutional Data Policy can be found here: Standards and guidelines for publishing a Tableau workbook Comply with all applicable internal and external policies, regulations and guidelines. When the Tableau workbook is tested and ready for publication, follow instructions in the Cookbook Manual for Tableau Developers of this document to enter and submit publication information and start a review process.Īfter approval, finalize publishing the workbook to the UW Madison Institutional Data project and cleanup if anything left over in Staging. Once an Authorized Developer has created a workbook, the developer should publish the workbook in the Staging project of the Tableau server and provide access to any staff that will be testing and/or approving the workbook before publication. Publishing or Modifying a Tableau WorkbookĪn Authorized Developer should develop a workbook following the Tableau Visualization Standards section of this document. Look for related communications from our office. If everything goes well, then production will be upgraded. When the development server is upgraded and the upgrade has been communicated to the community, developers need to test their workbooks in the dev server. We all play a role in making sure that upgrade goes smoothly. UW Systems and AE Business Solutions process an upgrade on a biannually. Here is how the preferences.tps should look like (you can copy it over the existing one): These palettes should be saved inside the preferences.tps file (usually, it is inside the “C:\Users\\Documents\My Tableau Repository” folder). The download links can be found on Tableau’s website here: Here is information on how to request a quote through AE Business Solutions: Download Tableauĭownload the version matching our server’s version. If you are an authorized publisher, you will be added to the production project as well) The development area ( Staging and Templates projects) of the server. ![]() The next step will be scheduling an onboarding session by DAPIR.Īfter onboarding, Authorized Developers/Publishers will be given access to: ![]() Please make sure to review them before submitting a request. In the form, the requester agrees to comply with the standards and guidelines. To request an Authorized Developer/Publisher role, fill out the following form:Īnd after it is approved, somebody from DAPIR will reach out to you. If you are going to be publishing to the production folder on the server as well, you will need to be an Authorized Publisher. To develop Tableau workbooks for publication to the UW-Madison’s Tableau server and Tableau Public, you must be an Authorized Developer. Onboarding authorized developers and publishers Data Stewards review enterprise Tableau workbooks and determine the appropriate access group or audience for each workbook prior to publication. Under UW-Madison’s Institutional Data Policy, Institutional Data Stewards authorize access to institutional data and have broad responsibility and authority with respect to maintaining a quality institutional data environment. ![]() APIRDM also serves as the first point of contact for troubleshooting Tableau Server issues and for interacting with UW System Administration on Tableau Server. Role of Data, Academic Planning and Institutional Research (DAPIR)įor the purposes of authorizing workbooks, enforcing standards, and maintaining organization of the server, the Data, Academic Planning and Institutional Research (DAPIR) will review and approve all Tableau workbooks for the enterprise. These guidelines apply whether the report is published on our hosted servers or on public platforms. Developers seeking approval for their institutional data product must meet the standards outlined in this document. ![]()
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