Tableau link:
To view, run, and export Catalyst, OPOC, and ONHRDB reports, users can utilize the Tableau reporting portal. In order to gain access to the Tableau and the reports, users need to contact the Service Desk and submit a request for a reports account.
How to log in to Tableau
Click the link to access Tableau:
Enter your username and password then click “Sign in”.
Once you have signed in you will be taken to the home screen.
The home screen will display "Recents", "Recommendation" sections and Side Bar Menu.
The Side Bar Menu can be used to access the "Home", "Favorites", "Recents", "Shared with Me", "Recommendations" and "Explore" pages.
The Home page will display the main page.
The Favorites page will display all reports that have been favorited by the user. Reports can be favorited by clicking the star icon on a report.
The Recents page will display reports that have recently been viewed by the user.
Reports shared with a user will be displayed in this section.
The Recommendations page will display trending reports for your agency.
The Explore page will display all your agency reports.
How to run a report
To run a report, click on the Explore section, then the applicable folder, once this has been selected users will see a list of their agency reports.
- Users can also access reports from the following pages once a report has been ran or favorited: Favorites, Recents and Recommendations.
Click on the title of the report you wish to run, once you have selected the report, the prompt window will appear at the top of the report.
- For date prompts, a date can be entered manually, or using the calendar once the start or end date has been selected.
Users can wish to change and use the reset view button or undo my last action button to reset the filters.
Prompts may vary depending on the selected report.
How to Filter a report
To filter a report, click on the Filter icon under the Analyze section.
Once the filter icon is selected, the filter tool bar will appear. Click on the "Filter" button to expand the filters values.
Users will be able to select the applicable values than click "OK" to save.
- The report will refresh once the selected values have been saved.
Filters may vary depending on the selected report.
Please note, Additional Filters may appear for some reports, users can expand the "Additional filters current tab" by click the option.
To reset all values, click on the reset icon this will remove all selected filters for each category:
To refresh the report, and the prompts, click on the refresh icon under the Query section, this will refresh the entire report:
Export/Download a Report
For any questions or inquiries, please contact the Service Desk.