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Set Up Education Intelligence

To access dashboards, visualizations, metrics, and the Education Cloud Semantic Data Model (SDM), install Education Intelligence.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions with Education Cloud, Data 360, and Tableau Next
User Permissions Needed
To install Education Intelligence:

Education Cloud Full Access

AND

Tableau Unmetered Admin or Tableau Next Admin

AND

Data Cloud Architect

Prerequisites for the Education Intelligence Installation

Before you install Education Intelligence, complete these steps.

  1. Set up Data 360 for Education Cloud.
  2. Turn on Tableau Next.
  3. Turn on Metric Insight Summary in Tableau Next Setup.
    Only turn on Metric Insight Summary. The TableauFollowMetrics permission set isn’t a requirement.
  4. Install the C360 semantic model.
  5. Install the Education Cloud data kit bundle. For more information on the Education Cloud data kit bundle, see Education Data Kit.

Install Education Intelligence

  1. From Setup, find and select Templated Apps.
  2. Click Templates.
  3. Find Education Intelligence, and from the Action dropdown, click Create App.
  4. Select the data space that you deploy your Education Cloud data streams to. See Deploy an Education Data Kit Data Stream.
  5. Click Next.
  6. To rename the app, enter an app name.
  7. Click Create.
  8. On the Monitor page in the App Hub, track the installation progress. If anything fails, find error details on this page.
  9. To get updates to Education Intelligence, update the app.
    1. From Setup, find and select App Hub.
    2. Find Education Intelligence, and from the Action dropdown, click Update.
    3. Complete the update by using the guided setup.
  10. If you’ve updated the app or if your previous update attempt failed, reconfigure the app or create another version.
    To reconfigure the app, from the Action dropdown in Education Intelligence, click Reconfigure. To create another version of the app, click Create as New. Then complete the update by using the guided setup.

Now, you can access the Tableau Next components and the Education Cloud SDM in the Education Intelligence app. From the App Launcher, find and select Tableau Next, and then from the search bar, find and select Education Intelligence.

To make sure that the insights come from the correct data streams, deploy the related data stream bundles. See Education Intelligence Considerations and Requirements.