About Tableau at IU

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Tableau at IU

On August 5, 2023, Indiana University upgraded to Tableau version 2023.1.

Tableau is visualization software that helps you view, understand, and analyze your data, no matter how complex. Using Tableau, you can create interactive dashboards and share them securely with others in seconds. IU uses Tableau Desktop for creating reports and Tableau Server for publishing the reports.

Tableau Server is available for production use at IU, providing the publishing platform to store reports and the web layer to view them. Reports security is managed by the Apply Security site where Access Control Management (ACM) groups can be assigned to reports for end-user access.

UITS has committed to supporting the server as a general data asset analytics and visualization tool. The value of the desktop tool to a unit is greatly enhanced by having a central Tableau Server instance in which to publish work. Once work is published from Tableau Desktop into the server environment, authorized users can access the reports and interactive dashboards built using a standard web browser.

Purchase a desktop license for IU

Each Tableau Desktop user is required to have a unique license, which allows them to install the desktop client on at most two devices. You purchase this license as part of Tableau Creator from Salesforce via BUY.IU, and then renew it annually to continue using it. As long as you continue to use Tableau Desktop as part of a Tableau Creator license, you must renew the subscription annually. If you choose to stop paying the subscription, you may continue using the software up to the version available when the subscription was terminated.

To purchase the Tableau Desktop client license:

  1. Email Marc Drenning at Salesforce (mdrenning@salesforce.com) to request an order form for Tableau Desktop.
  2. Go to BUY.IU.

  3. In the left pane of the main BUY.IU page, select Shop, and then Non-Catalog Item.

  4. In the "Supplier" field, enter Salesforce, and select the SALESFORCE.COM entry when it pops up.
  5. Fill out the form. In the "Product Description" field, enter exactly what appears below:
    Creator License - Annual Subscription License $630
  6. In the "Quantity" field, enter 1.
  7. In the "Price Estimate" field, enter $630.
  8. Select Save and Close.
  9. When you Checkout your shopping cart items, select "External Notes and Attachments". You will now see an "External Note" under the list of products in the requisition.
  10. To the right of the "External Note" label, select Edit. Add the contact name and email address for this license and select Save.
  11. Under "Internal Notes and Attachments", select Add. Attach the quote/order form and select Save.
  12. Once the requisition is processed, Purchasing will sign the order form via DocuSign on behalf of the requester.
  13. To check the status of your Purchase Order at any time, contact purchasing support.
Note:
If you want to try out Tableau Desktop before purchasing a license, Tableau currently offers a 14-day free trial; see Start a Free Tableau Trial.

Renew a desktop license

The procedure for renewing a Tableau desktop license will vary depending on whether you have a Tableau Creator license or Perpetual Desktop Professional license.

Note:
New Perpetual Desktop Professional licenses are no longer offered, and existing Perpetual licenses will not be renewable after March 1, 2024. You may continue to use the Perpetual-license desktop client through the end of your contract. If your contract ends on or after March 1, 2024, you will no longer have access to maintenance after your contract end date. Once your Perpetual Desktop Professional license expires, you will need to replace it with a Tableau Creator license.

To renew a Tableau Desktop Creator license, follow the same steps as purchasing a new license, except email Amanda Falk at Salesforce (afalk@salesforce.com) to request the order form.

To renew a Perpetual Desktop Professional license:

  1. Email Amanda Falk at Salesforce (afalk@salesforce.com) to request an order form.

  2. Go to BUY.IU.

  3. In the left pane of the main BUY.IU page, select Shop, and then Non-Catalog Item.

  4. In the "Supplier" field, enter Salesforce, and select the SALESFORCE.COM entry when it pops up.
  5. Select Save and Add Another.
  6. In the "Product Description" field, enter exactly what appears below:
    Tableau Desktop - Renewal License $25/month; $300 annual
  7. In the "Quantity" field, enter 1.
  8. In the "Price Estimate" field, enter $300.
  9. Select Save and Close.
  10. When you Checkout your shopping cart items, select "External Notes and Attachments". You will now see an "External Note" under the list of products in the requisition.
  11. To the right of the "External Note" label, select Edit. Add the contact name and email address for this license and select Save.
  12. Under "Internal Notes and Attachments", select Add. Attach the quote/order form and select Save.
  13. Once the requisition is processed, Purchasing will sign the order form via DocuSign on behalf of the requester.
  14. To check the status of your Purchase Order at any time, contact purchasing support.

Download Tableau Desktop

To download the latest maintenance release of Tableau Desktop 2023.1 go to Tableau Desktop Product Downloads and Release Notes, expand 2023.1, select the latest release, and then, under "Download Files", select the Windows or Mac version.

Update Tableau Desktop

If you are not using the latest maintenance release of Tableau Desktop 2023.1, you'll be prompted to install it. The maintenance release is denoted by the number after the second decimal point; for example, for version 2023.1.2, the maintenance release is 2. You may install new maintenance releases of the Tableau Desktop client, as long as you remain on a 2023.1.x version of the software.

Learn more and get help

For more about using Tableau, see Tableau Desktop. For IT Training materials about Tableau, see Tableau Training Resources.

For information about publishing Tableau workbooks to IU's Tableau server, see Publish in Tableau.

To request help involving Tableau Server at IU, complete the EDSD Support Form .

For technical help with Tableau Desktop or with Tableau licenses, contact Tableau Support.

This is document bfto in the Knowledge Base.
Last modified on 2023-08-22 15:43:05.