Cookbook

• Read it top to bottom
• Look at previous comments
• Take a look at functional areas (if other, let McKinney know after approving)
• See if the URL set properly (it should point to production version of workbook)
• If exclusion checkbox is checked, communicate the consequences to the developer
• Final QA, make sure that the two restriction fields are filled, if not set, set them
• Read all comments again before hitting approve
• Look at the definitions
• If a workbook has a non-public classification, the Request URL should be set to either an email address or https://data.wisc.edu/request-access/
• Make sure a descriptive comment as to what is changed is included.

Workbook

Navigate to workbook using the URL set in cookbook if new, otherwise, look under staging 

Download the workbook if you have access to see data (especially if new)

Take a look at the query behind the workbook if possible

Home page

• Do Links work on navigation icons, i icon, ? icon, the classification icon, UW-Madison logo and any hyperlink on the page (please see appendix for more information on links)
• Check the format of navigation panel (please see appendix on specs)
• Does classification icon match data restriction level specified in cookbook
• Does footer have proper format and information
• Proper font for title and description

Dashboards:

• Do links work (please see appendix for more information on links)
• Check the footer: email is set, the logo and classification icon look correct
• Check the classification icon
• Make sure the information and help icons looks correct (more information on ‘i’ and ‘?’ icons)
• Check the filter panel: border, orientation, action title, if cascading: shaded and only relevant data selected, if non-cascading: non-shaded and relevant data not selected (please refer to appendix for more on filters)
• Check the title of columns and title of filters and make sure there is a definition linked for them in cookbook specification if needed
• College/school names need to follow the proper format (please refer to UW-Madison Enterprise Tableau Development and Publication Process)
• Make sure nothing is clicked or selected in the workbook when uploading to the server

Additional

• Overall look and feel

Final QA:

• make sure that the two restriction fields are filled in cookbook, if not set, set them
• If any comments, make sure to read them and handle the concerns
• If fixes were requested on first stage, review the fixes again

Accessibility

• Check color contrast
• Check that all images have alternative text

Appendix

Navigation panel (home page)

What’s Inside - Title

• Vertical container, shaded color #c5050c, second thickest solid border color #c5050c
• What’s Inside title 18pt Tableau Regular font, white
• Left aligned directly under workbook title, fixed height, w387

What’s Inside - Dashboard Navigation

• Vertical container containing 11 additional containers. Each of the 11 containers contains a navigation button and navigation text.
• Second thickest solid border color #c5050c

Navigation buttons:

• Red arrow buttons in container navigate to the corresponding dashboard
• w39, h39; Outer padding 6
• Hover text is “Click to go to this page”
• (Note: Arrows may seem disproportionately smaller in Tableau Desktop but they do appear normally when viewed in the Tableau server.)

Navigation text:

• Dashboard name worksheets in order from top to bottom of container, fit to width
• Dashboard names 15pt, font color #333333
• w348, h39; Outer padding 4
• Technical Notes text is 2nd to bottom
• Tips on Using Tableau is final/bottom in the container

Review Exceptions:

Data Steward review will no longer be required for minor revisions of workbooks that do not change the way data is defined, collected, or presented. Examples of these changes include updating a workbook's data source to include a new year of data, transferring a workbook's owner to another developer, minor visual changes for accessibility reasons, and copy edits. If the change you are making to a workbook falls into this category, please put the phrase Minor Revision at the beginning of your change comment. After completing their review, DAPIR will approve and activate the specification without Data Steward involvement. The developer will not have to activate the specification. If DAPIR determines that Data Steward review is in fact needed, they will make note of that and advance the specification to Data Steward review as is standard.

Links:

Navigation icons:

Should navigate properly to referencing page

Technical notes (i) icon

This should navigate to corresponding information page on RADAR. The id on this link should match the same id in cookbook link (the first solo 5 digits number that appears in the link)

Tips on using Tableau (?) icon

Should navigate to the Tableau quick reference guide:

https://data.wisc.edu/wp-content/uploads/How_to_Use_a_Tableau_Visualization.pdf

Data classification icons:

Internal data

https://data.wisc.edu/internal-data/

Public data

https://data.wisc.edu/public-data/

Restricted data

https://data.wisc.edu/restricted-data/

Sensitive data

https://data.wisc.edu/sensitive-data/

UW-Madison log:

Should navigate to: https://www.wisc.edu/

Filters

General considerations

Filters should be located on the left side of dashboards that are landscape and on the top of dashboards that are portrait.

The width of the filters’ container (on landscape visualizations), or height of the filters’ container (on portrait visualizations) may be reduced where filter names allow, but must be the same across all dashboards of a single workbook.

Group multiple filters together in a layout container.

All filters/Parameters/Instructions/Legends/Any other text in filter panel, needs a border with the following format:

Use #b4b4b4 color second thinnest solid border around layout container.

Structure from top to bottom in landscape, left to right in portrait, for example, school/college, department, course, etc.

Legend

If a legend applies to all views, place in layout container with filters.

If a legend applies to one view, place as close to view as possible.

Cascading

Fill layout container with 33% #b4b4b4color.

Select “only relevant values.”

Non-cascading

Do not fill background color.

Do not select “only relevant values.”

Information and Help Icons

Horizontal container, top right corner, w98 h54

Information Icon

• Black filled circle with white “i”
• w45 h54, fixed width
• Fit entire view
• Links to Cookbook technical notes about the visualization and underlying data

Help Icon

• Black filled circle with white “?”
• w45 h54, fixed width
• Fit entire view
• Links to PDF with basic instructions on using a Tableau visualization, available at http://data.wisc.edu/wp-content/uploads/How_to_Use_a_Tableau_Visualization.pdf.

 Acceptable School/College names