5 Replies Latest reply on Mar 29, 2017 11:55 PM by Sanket Deshpande

Communicate back using Tableau Server

Bharadwaj Munjuluri Mar 28, 2017 1:37 AM

I have not tried using Tableau Server to publish my reports generated using Tableau Desktop. However, I wanted to explore if the following requirement can be availed using the Tableau Server:

After I publish my report to Tableau Server, I believe a user can see the report via a URL. I would like to check if there is a feasibility for the user to Select a particular area (a bar or a slice in the pie, etc) and add a comment to it which can be sent either to the Report Creator or anyone in the firm?

For example, I, as a user of the report, see on the Tableau URL page that a particular area in the report is not as expected and willing to check back with concerned department. Currently, I highlight the area, take a screenshot and send it to the concerned department. I wish if I can do it from the report itself.

1. Re: Communicate back using Tableau Server

shripal gandhi Mar 28, 2017 2:53 AM (in response to Bharadwaj Munjuluri)

Hello,

You can use comments section below in Tableau dashboard opened in URL

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2. Re: Communicate back using Tableau Server

Bharadwaj Munjuluri Mar 29, 2017 7:51 PM (in response to shripal gandhi)

Thank you Shripal. Could you also show me which section has it? And this comment section goes to someone?
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3. Re: Communicate back using Tableau Server

Sanket Deshpande Mar 29, 2017 9:53 PM (in response to Bharadwaj Munjuluri)

Hi Bharadwaj,

I think this comment section wont be available if your hitting the Dashboard directly through URL.
You will have to access the dashboard through server or put " ?:embed=n" in URL which initially will be
='y'

Regards,
Sanket
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4. Re: Communicate back using Tableau Server

Bharadwaj Munjuluri Mar 29, 2017 11:18 PM (in response to Sanket Deshpande)

Thank you @Sanket Deshpande@. I am looking for:
1. Is this Comments box specific to a Tableau Report?
2. Can I comment at an atomic level? I see a problem in a particular section and I want to know what happened there (see attachment)
3. Who can see the comments? Can I restrict?
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5. Re: Communicate back using Tableau Server

Sanket Deshpande Mar 29, 2017 11:55 PM (in response to Bharadwaj Munjuluri)

Hi Bhardwaj,

1.Sadly you cannot add that kind of atomic level comment to a Tableau Dashboard.
2. What you can do most is add a generic comment in the comment box at the bottom of every tableau dashboard at Server Level( as shown in above screenshot) or highlight a specific point that you want to bring to notice by using Annotations at Desktop Level
3. The permissions for View/Add comments can be set by clicking on the
workbook-> actions-> permissions and then select or deselect the View and Add comments option.
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