Tableau Reports Demos (Videos)
Unpack the Data You Need
Watch these videos to increase your familiarity with Tableau dashboards and learn how each report may help inform your work. Once you've learned your way around, access the Tableau dashboards on the Advancement Business Intelligence Portal.
Intro: Understanding UVA Tableau Dashboards
Explore common features of UVA Advancement Tableau dashboards including creating custom views and alerts
Using Tableau in General
Watch this general overview video provided by tableau.com.
Alumni Portrait
Understand alumni engagement across the University and within each school
Campaign Daily Transactions
Access gifts and commitments for specific date ranges and to specific schools, units, and initiatives
Campaign Daily Transactions: Alerts
Learn how to set alerts
Campaign Donors
Great prospecting tool that allows you to filter by program, allocations, reunion segments, and parent categories
Campaign Reporting: Campaign Giving Details
Campaign Reporting dashboard now includes a details pivot table
Campaign Reporting: Campaign Summary Report
Explore progress to date across the University, or by school, unit, or fundraising initiative
Campaign Reporting: Cash Flow and Commitments
Access year-over-year comparisons useful for tracking school and unit fundraising progress
Contact Reports
Learn to access contact reports in Tableau
Explore Donors: Introduction
An orientation to this data rich dashboard
Explore Donors: Filtering 1
Basic filtering
Explore Donors: Filtering 2
Prospecting with advanced filtering
Explore Donors: Radius Search and Drill Through
Search geographically and dig into details on individuals
Explore Donors: Gift, Pledge, and Biographic Detail
Get all the donor details you need
Portfolio Analysis & DO Activity: DO Portfolio Overview
Explore the DO Portfolio report including the Portfolio Crossover tab
Portfolio Analysis & DO Activity: DO Portfolio Setting Alerts
Learn how to set alerts
Portfolio Analysis & DO Activity: FY Summary
Learn about the summary of your fiscal year activity
Portfolio Analysis & DO Activity: FY Details
Learn about the details for your fiscal year activity
Regional Analysis: Intro
Learn to navigate the Regional Analysis Dashboard
Regional Analysis: Filtering
Learn to use advanced filtering