How to create your own charts from BI datasets

Owned by Lavanya Davluri, created
May 29, 2023
2 min read

You can use the transaction-level dataset and guest-level dataset to do your own analysis in tableau.

Transaction-Level Data:

Guest-Level Data:

 Instructions

  1. Open Tableau from OKTA tile:

  2. Create a new workbook in your tableau space

  3. in the search bar, search for the dataset, “Im using the Weekly Execution offers dataset”. Click Connect.

     

  4. Create your report by dragging and dropping metrics from the table

  5. Save your created report in a space in Tableau

  6. You can open up your report anytime and will be able to get refreshed data , download the dataset, download the chart, set alerts and share and many more.

  7.