Activating and Logging IntoYour Account

You must visit SBVC's Tableau website to access your account. If you have a Tableau account, you should have received an email from “Tableau Cloud” with an activation link.

Note: There is no way to resend the activation email. Clicking the link in the original email will either take you to active your account or send a new activation link.

To log into your account, you must use If you are prompted for a "Site URI," then you'll need to go back and re-enter your email.

 Log In Screen

Viewing All Available Dashboards

To view the dashboards available to you, follow these steps:

  1. On the left-hand side of the page, click “Explore”.
  2. In the drop-down menu at the top of the page, navigate to “All Views” or “All Workbooks” (recommended)
    All Workbooks
    • Views live inside Workbooks
    • Workbooks usually have multiple Views
    • For example, the Demographics Workbook contains the Views:
      • Current Demographics
      • Demographics Trends

Return to top.

Set a Start Page

You can set any page as your start page.

  1. In the top right-hand corner, click your initials.
  2. Select “Make This My Start Page”.

Start Page

Return to top.

Download Formats

In the top right-hand corner, you can choose to download:

  • Images
  • Summary Data
    • Data
    • Crosstab
  • PDFs
  • PowerPoint Slides

Download Options

Return to top.

Data vs. Crosstab Summary Data

You can download the summarized data into two formats:

  1. Data
  2. Crosstab

Both formats will display the information that is within the tooltip for the selected chart.


Original Chart: Age Group Trends

Age Group Trends

Data Download Option

  • Opens a new browser and displays the summary data.
  • Can be downloaded as a .csv file.
  • Note: Must click a chart before viewing the summary data.

Summary Data

Crosstab Download Option

  • Opens a dialog window to select download options.
  • This format generally retains the structure of the original view (as opposed to the above list-style view).
  • Can be downloaded as either an Excel or .csv file.
  1. Select the chart and format to download.
    Download Crosstab
  2. View the downloaded data.
    Downloaded Data

Return to top.


To leave a comment on a dashboard, click the text bubbles icon in the top right-hand corner.

Note that comments are visible to everyone who has access to that dashboard.


Return to top.

Custom and Default Views

Custom views are shortcuts to dashboards that you have already adjusted (filtered, sorted, etc.) and saved.

  1. Make any desired changes to the dashboard.
  2. Click the “View: xxxx” button in the blue bar above the dashboard.
  3. Adjust the settings in the dialog window and click “Save”.
    • Select "Make it my default" to have this view open when first loading the dashboard.

Custom Views

Return to top.

Email Subscriptions

Snapshots of the default view* can be sent to your email on a regular (hourly, daily, weekly, or monthly) basis.

  1. On the blue bar, click “Watch” with the eye icon.
  2. Click “Subscriptions”.
  3. Adjust the settings in the dialog window.


*See the Custom and Default Views section to learn how to set a default view.

Return to top.

Viewing Your Custom Content

You may edit, view, and delete Custom Views and Subscriptions that you have saved.

  1. Click your initials in the top right-hand corner.
  2. Click “My Content”.
  3. Navigate to either “Custom Views” or “Subscriptions”.

Custom Content

Return to top.