Viewing the Dashboards in Tableau
These dashboards enable you to view real-time financial metrics related to offerings from Extreme Networks.
Accessing Tables and Graphs in Tableau
When you first access Tableau, you are presented with high-level dashboards. The Home view shows your recently accessed dashboards. The dashboards presented are previews. Click a dashboard to open it.
To view all dashboards to which you have access, click the Explore button (
) in the left-panel menu.
After you select a dashboard, any Views that are included in the dashboard are displayed. Views serve to organize related information. Click a View to display the tables and graphs included in that View.
Learning More About the Data
Learn more about the metrics displayed in a table or graph by hovering over a value. When the mouse cursor moves over a value, it changes from an arrow to a finger icon and a Tool Tip window displays.
Open the Tool-Tip window by selecting the data point in a table or graph. You can then perform the following:
- Keep Only — Filters the table or graph to display only the selected data point. To undo this action, press Ctrl + Z on your keyboard or click the Undo button (
) in the top-left corner. - Exclude — Removes the selected data point from the table or graph. To undo this action, press Ctrl + Z on your keyboard or click the Undo button () in the top-left corner.
- View Data (
) — Opens the selected data in the View Data window, from which you can download the data via a clickable link. - View Additional Data — Many of the pop-ups contain additional information about the metrics included in the table or graph you are viewing. Some of these pop-up descriptions include clickable links to a dictionary topic where terms are defined, while other Tool Tip descriptions include financial implication information that explains what trends in the data might indicate.
To discard any unsaved changes and revert back to the dashboard the last time it was saved, click the Revert button (
) in the top-left corner.
Using Tableau
Tableau enables you to filter and manipulate data to gain insights and answer questions about the information presented. The data is updated on a periodic basis. To pause any automatic updates of the data, click the Pause (
) button in the top-left corner of the window.
Tableau provides the following functionality via the buttons in the top-right corner of the window:
- View — A View in Tableau is a dashboard with filters applied to highlight specific data. Click the View button to open the Custom Views window, from which you can save or change Views.
- Alerts — Tableau enables you to configure alerts that send an email to recipients you define when certain criteria is met. Click the Alerts button to open the Alerts pane on the right side of the window, where the alerts configured for the graph are displayed.
- Metrics — Metrics provide you with insights into trends in the data. Tableau provides you with the ability to highlight the metrics that are most important to you and save them all in one location.
- Share — Tableau provides you with the opportunity to share your View with other users with access to the data. To share a View with other users, click the Share button.
- Download — You can download the information in your View in a variety of formats. To download the data, click the Download button.
- Comments — Use comments to create a dialogue with other users with access to your View. Click the Comments button to open the Comments pane, where you can add a comment. Use the at-sign character (@) to specify a user to whom you are communicating.
- Full Screen — To expand the View so it displays in full screen format, click the Full Screen button. Press the Esc button to exit full screen format.