How do I manage my Tableau Faculty Participation Dashboard?

Table of contents:

• Request the Faculty Participation Report
• Loading the Workbook into Tableau Cloud
• Connecting the Amazon Redshift in Tableau Cloud
• Loading the Workbook into Tableau Desktop
• Connecting the Amazon Redshift in Tableau Desktop
• Adjusting the Completed Assessments Calculation
• Customizing Your Dashboard

Request the Faculty Participation Report

The first step in managing the Faculty Participation Report is requesting the Workbook file from the Customer Support team. 

To send that request, please send an email to insightssupport@elumen.info with the following information:

Subject Line: [Institution Name]: Request for Faculty Participation Report Workbook File

Body: Please include whether you are using Tableau Cloud or Tableau Desktop. Include what version of Tableau Desktop you are using. 

Once we have received the email, we will send you a secure link to download the workbook file. 

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Loading the Workbook into Tableau Cloud:

To upload the Faculty Participation to your Tableau Cloud, use the following steps:

1. Log in to your Tableau Cloud environment.
2. Select Explore from your left-hand navigation.
3. Then select New and then Upload Workbook.
   
4. Either click Choose a file or drag the file into the upload area. (Add a name and select the project you are uploading the file into. 
   
5. Click the upload button, and the file will now appear in your Tableau Cloud environment. 

Once Loaded you can open the file and you will see the following:

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Connecting the Amazon Redshift in Tableau Cloud:

Once you have uploaded the workbook file, you will need to make sure you are connected to your Amazon Redshift Data Lake.

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Loading the Workbook into Tableau Desktop:

Place the file you recieved from Insights on your local environment and simply load the file into desktop:

Once loaded you will see the following:

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Connecting the Amazon Redshift in Tableau Desktop:

The connection to Amazon Redshift is similar to the connection to Tableau Cloud, with two additional steps. 

1. Make sure you have downloaded the Amazon Redshift driver for Tableau Cloud:
   Amazon Redshift Driver Download
2. Ensure you have connected with your Insights CSM to make sure you have your local IPs whitelisted.

From there, you can refer to our article on connecting to the Amazon Redshift Data Lake.

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Adjusting the Completed Assessments Calculation

1. In Tableau Desktop or in Tableau Online editing mode, navigate to any worksheet.
2. Search for the “Completed Assessments Int” calculation
   1. The default calculation works as follows:

COUNTD(     IF NOT ISNULL([Assessment Result Id]) THEN (         [Section Id (Assessment Results)]     )     END )

1. It is calculated by the Section ID. If a different grain of measurement is desired, simply replace the Section ID with the desired measurement, such as Cycle ID, Program ID, etc.
2. NOTE: This is counted out of Planned Assessments. Please ensure your Completed Assessment grain matches that of the Planned Assessment grain.

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Customizing Your Dashboard

1. To update the dashboard with your school’s logo and name, select the logo and click the down arrow.
2. Select “Edit image” and upload your logo file in the pop-up that appears.

1. To update your school’s name, select the “University at College” placeholder name and click the down arrow.
2. Select “Edit Text”
3. In the pop-up that appears, you may need to double-click to view the text (its color is set to white, so it can be difficult to see)
4. Update the text with your school name and click Ok.