Tableau: Adding the User Group Table

This article will help walk you through adding user groups to your ActivTrak Tableau templates.

 

Please make sure you have Tableau Desktop 2020.2 installed or later.

 

 

1. Go to the Data Source tab in Tableau.

2. Click on the ‘Migrated Data’ table and then select ‘Remove’. 

A few warning messages will show up. Just click ‘Ok’ to proceed:

3. Drag and drop the ‘logs’ table into the ActivTrak Data Source pane. 

A few warning messages will show up. Just click ‘Ok’ to proceed:

Screen_Shot_2020-12-23_at_11.19.51_AM.pngScreen_Shot_2020-12-23_at_11.19.57_AM.png

4. Do the same with the ‘usergroups’ table. Drop the table to the right of the ‘logs’ table (a noodle link will show up). Once the tables are in place, wait until the ‘Edit Relationship’ window pops up:


Screen_Shot_2020-12-23_at_11.22.57_AM.png

5. In the Edit Relationship window,  select User from the ‘logs’ table and User (Usergroups) from the ‘usergroups’ table.

 

 

Screen_Shot_2020-12-23_at_11.23.20_AM.png

 

 

6. Do the same with the Logondomain columns (see screenshot below). Then click on ‘Close’ located on the bottom right corner of the Edit Relationship window.

 

Screen_Shot_2020-12-23_at_11.23.44_AM.png

 

 

7. Click on the X mark to close the Edit Relationship window:

Screen_Shot_2020-12-23_at_11.24.08_AM.png

 

8. Select the type of connection that you wish ‘Live’ or ‘Extract’. 

 

 

 

9. In the bottom right corner of Tableau, click on ‘New Worksheet’. 

 

Screen_Shot_2020-12-23_at_11.24.31_AM.png


10. In the Data pane panel, search for the ‘Reporting Group’ dimension. Right click on the object and then select ‘Replace References’ 

 

 

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11. Find usergroups and click ‘Ok’. Unfortunately, this will cause the Reporting Group filter to disconnect from some of the worksheets so the filter will need to be reconnected.

 

 

Screen_Shot_2020-12-23_at_11.25.25_AM.png

 


12. To reconnect the filter, right click on the Usergroup filter (name changed from Reporting Group to Usergroup) and select “Apply to worksheets” > “selected worksheets”

 

Screen_Shot_2020-12-23_at_11.25.49_AM.png

 


13. Reconnect the user group filter as follows:

 

Screen_Shot_2020-12-23_at_11.25.54_AM.png

 

Activity Analysis tab



Screen_Shot_2020-12-23_at_11.26.34_AM.png

 

App/Sites Usage tab

 

 

Screen_Shot_2020-12-23_at_11.26.54_AM.png

 

 

 

Productivity Leaderboard tab



Screen_Shot_2020-12-23_at_11.27.14_AM.png

 

Break Time tab



Screen_Shot_2020-12-23_at_11.27.42_AM.png

 

 

Weekly User Dashboard tab

 

Screen_Shot_2020-12-23_at_11.28.06_AM.png

 

 

Collaboration tab


Screen_Shot_2020-12-23_at_11.28.27_AM.png

 

 

Knowledge Management tab

 

 

Screen_Shot_2020-12-23_at_11.28.50_AM.png

 

 

Alarms Activity tab


Screen_Shot_2020-12-23_at_11.29.33_AM.png

File Transfer Risks tab

 

Screen_Shot_2020-12-23_at_11.29.09_AM.png


14. The charts on the Productivity Trend tab will change in color. To update the colors, click on the Productivity Legend and then select the colors that you want to represent Productive. Undefined and Unproductive. 

 

Screen_Shot_2020-12-23_at_11.29.57_AM.png

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