Brainscape's Knowledge GenomeTM


Top Flashcards (Certified)
All Flashcards

Tableau Data Analyst Certificate > Tableau Server and Tableau Cloud > Flashcards

Tableau Server and Tableau Cloud Flashcards

(51 cards)

Start Studying
1
Q

How do you Publish a Workbook to Tableau Cloud/Server?

(In Tableau Desktop)

A

1- Sign into your tableau server

2 - Open the “Publish Workbook” dialog box
* “Server” > “Publish Workbook”
* Under “Project”: Select the project
* Under “Name”: enter workbook
* Under “Tag”: add search tags
* Under “Permissions”: accept the default project settings
* Under “Data Sources”: Select “Edit” to change how the data is embedded or how people authenticate with data sources.
* Click “Publish”

Image 10

https://help.tableau.com/current/pro/desktop/en-us/publish_workbooks_howto.htm

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
2
Q

If you are publishing a ____ data source, you need to set a refresh schedule for each extract connection in the data source.

A

If you are publishing a multi-connection data source, you need to set a refresh schedule for each extract connection in the data source.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
3
Q

To publish a workbook, you need to first open:

  • Tableau Desktop 
  • Tableau Public
  • Tableau Reader
  • Tableau Cloud 
  • Tableau Server
  • Tableau Prep

You can publish to:
* Tableau Desktop 
* Tableau Public
* Tableau Reader
* Tableau Cloud 
* Tableau Server
* Tableau Prep

A

Tableau Desktop

Tableau Cloud & Tableau Server

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
4
Q

T/F

To use refresh schedules with connections to a database that requires you to sign in to it, you must store (embed) a database user’s credentials with the connection.

A

True

(Note that store & embed mean the same thing.)

https://help.tableau.com/current/pro/desktop/en-us/publish_workbooks_schedules.htm

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
5
Q

When you publish to Tableau Server, the schedule runs and is managed on the ____.

A

Server

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
6
Q

If your workbook connects to a Tableau data source, it’s recommended to choose ____ Publish Type publishing. (Note that these options are in the “Manage Data Source” dialogue box)

  • Embed password
  • Allow refresh access
  • Prompt Users
A

Embed password

Note that I think the only 2 options are Embed password or Prompt Users.

Image 29

How to Publish Workbook: https://help.tableau.com/current/pro/desktop/en-us/publish_workbooks_howto.htm

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
7
Q

If you’re publishing an extract and want to set up a refresh schedule, you must select ____ or ____ when publishing your workbook.

(Tableau Cloud & Tableau Server)

A

Embed password or Allow refresh

Bonus: It’s under “Authentication” Image 29

How to Publish Workbook links:
https://help.tableau.com/current/pro/desktop/en-us/publish_workbooks_share.htm
.
https://help.tableau.com/current/pro/desktop/en-us/publish_workbooks_howto.htm

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
8
Q

T/F

If you’re publishing a workbook and want to set up a refresh schedule, you must select Embed password or Allow refresh access.

A

False

If you’re publishing an extract and want to set up a refresh schedule, you must select Embed password or Allow refresh access.

How to Publish Workbook links:
https://help.tableau.com/current/pro/desktop/en-us/publish_workbooks_share.htm
.
https://help.tableau.com/current/pro/desktop/en-us/publish_workbooks_howto.htm

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
9
Q

You’re in Tableau Desktop.

If you’re publishing an extract and want to set up a refresh schedule, what are the steps to allowing extract refreshes?

  1. Open ____: Select ____ > Select ____ (If neccesary, ____)
  2. Open ____:
    Go to ____ > Select ____
  3. Under ____, Select ____
  4. Select ____

(for Tableau Cloud or Server)

A
  1. Open “Publish Workbook to Tableau [Server/Cloud]” dialog box: Server > Publish Workbook (If neccesary, Sign into server.)
  2. Opens “Manage Data Sources”: Under “Data Source”, Select “Edit” Image 34
  3. Under “Authentication”, Select “Allow Refresh” Image 29
  4. Select “Publish” Image 34

How to Publish Workbook links:
https://help.tableau.com/current/pro/desktop/en-us/publish_workbooks_share.htm
.
https://help.tableau.com/current/pro/desktop/en-us/publish_workbooks_howto.htm

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
10
Q

You have a connection that requires authentication.
.
If you want to set up an automatic refresh schedule, you must ____

(for Tableau Cloud or Server)

A

Hint: Choose from:
* Embed the password in the credentials
* Embed the password in the connection
* Embed the alert in the connection
* Embed the alert in the credentials

.
.
.
.
.
.
.
.
.
.
.
.
.

embed the password in the connection

In other words, you must:
store (embed) a database user’s credentials with the connection

https://help.tableau.com/current/pro/desktop/en-us/publishing_sharing_authentication.htm

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
11
Q

To use refresh schedules with connections to a database that requires you to sign in to it, you must ______.

(for Tableau Cloud or Server)

A

Hint: ____a database user’s credentials with the ______

.
.
.
.
.
.
.
.

.
.

..

.

.

.

store (embed) a database user’s credentials with the connection

https://help.tableau.com/current/pro/desktop/en-us/publish_workbooks_schedules.htm

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
12
Q

How to Publish a Data Source to Tableau Server/Tableau Cloud

(in Tableau Desktop)

A
  1. Sign into ____
  2. Open the “____” dialog box:
    Select “…. “ > “…..” > …. (Image 1)
  3. Edit the “….” dialog box (Image 2) >
    click “____”
    .
    .
    .
    .
    .
    .1. Sign into Tableau Cloud/Server
    .2. Open the “Publish Data Source to Tableau [Server/Cloud]” dialog box:
    Select “Server” >
    “Publish Data Source” >
    select data source (Image 1)
    .3. Edit the “Publish Data Source to Tableau [Server/Cloud]” dialog box (Image 2) >
    click “Publish”

https://www.youtube.com/watch?v=_llHyB39Beg
.
https://help.tableau.com/current/pro/desktop/en-us/publish_datasources.htm

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
13
Q

How to open a Published Data Source (From Tableau Desktop)
.
1. Open “____” dialog box Image 31:
. Open ____ >
. Under “____”, click “____”
2. Select ____
3. ____
4. Select ____
5. Click “____”
6. Select ____

(From Tableau Desktop to Tableau Cloud or Tableau Server)

A
  1. Open “Tableau Server Sign In” dialog box Image 31:
    Open the Start Page (Connect Pane) >
    Under “To a Server”, click “Tableau Server”
    .
  2. Select appropriate server:
    Tableau Cloud: click “Tableau Cloud” at bottom left or in options Image 31
    Tableau Server: type in server link Image 32
    Then click “Connect”:
  3. Sign in with credentials [username(Server)/email(Cloud) & password]
  4. Select the appropriate data source from the “Search for Data” dialog Image 35
  5. Click “Connect”
  6. Select the sheet tab to start your analysis

Bonus: Click “Sheet” to open up sheet: Image 6

https://www.youtube.com/watch?v=_llHyB39Beg
8:23 (I think this vid is outdated)
.
https://help.tableau.com/current/pro/desktop/en-us/examples_tableauserver.htm

https://www.youtube.com/watch?v=o675zmq2H6U

https://help.tableau.com/current/pro/desktop/en-us/examples_tableauserver.htm#:~:text=connect%20from%20tableau%20desktop

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
14
Q

T/F

You can build a dashboard in Tableau Cloud

A

True

https://www.youtube.com/watch?v=plt_t04KTAA

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
15
Q

How to update a published data source (Choose one)

  1. Start Page > “Tableau Server” > “Tableau Cloud” > log in > Click the appropriate datasource > edit
  2. Open Workbook>in the Data Pane, right click data source > “Edit Data Source” Image 7>
  3. Download a local copy of the Data Source > Make your edits > Open Workbook > “Server” > “Publsh Data Source” > select local copy Image 8> Change name from the copy to the published data source (usually same name) Image 9 > Uncheck “Update workbook to use the published data source > “Yes” to overwrite
A
  1. Wrong bc this is just the connection. You don’t have access to the raw data here
  2. Takes you to the same place as 1
  3. Correct option

(idk if this will be on the test, but may be good to know)

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
16
Q

How to Download View and Workbooks on Tableau Server and Tableau Cloud

A
  1. At the top of a view in Tableau Cloud or Tableau Server, click “Download.” Or, click the download button Download icon, depicted by a rectangle with a downward facing arrow. wherever it appears on the page.
    Image 14
  2. download format:
    * Image 15

https://help.tableau.com/current/pro/desktop/en-us/export.htm

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
17
Q

How to update a published data source (extract?) (Choose one)

  1. Open data source from the Start page and after signing in, there is a list of data sources from the server.
  2. Create and edit a local copy of the Data Source and connect to new published data source
  3. Edit Data Source from the Data Pane Image 7
A
  1. Wrong bc this is just the connection. You don’t have access to the raw data here
  2. Correct option
  3. Takes you to the same place as 1

(idk if this will be on the test, but may be good to know)

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
18
Q

Steps to create a data-driven alert for Profit in Image 16.

A
  1. Select ____
  2. Click “____” > “____”
  3. “____” > “____” dialog box pops up
  4. ____
  5. Click “____”
    .
    .
    .
    .
    ..
    .
    ..
    .
  6. Select “Profit” axis
  7. Click “Watch” > “Alerts” Image 17
  8. “Create” > “Create Alert” dialog box pops up Images 18
  9. Edit the options as appropriate
  10. Click “Create Alert”

https://www.youtube.com/watch?v=G7NpQJoO3UQ

and

https://help.tableau.com/current/pro/desktop/en-us/data_alerts.htm

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
19
Q

What’s in a “Create Alert” dialog box in Tableau Server/Cloud?

How would you edit the dialog box to do the following for Image 16:

Send alert when Profit is < 0.
Send alert daily when condition is met.

A

Hint: strict
.
.
.
..
.
.
.
.
.
.

Hint: STRiCT
.
.
.
..
.
.
.
.
.
.
Hint: CTSTR
.
.
.
..
.
.
.
.
.
.

Images 18
* Under “Condition”: “Below/equal to”
* Under “Threshold”: type 0
* Under “Subject”: This will be the email subject line. Describe alert “Profit is below 0”
* Under “When the condition is true, send alert”: “Daily at most”
* Under Recipients: add anyone who also shares the Tableau Cloud space

https://www.youtube.com/watch?v=G7NpQJoO3UQ

and

https://help.tableau.com/current/pro/desktop/en-us/data_alerts.htm

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
20
Q

Steps to set up a Subscription for the dashboard in Image 20

A
  1. Click ____ > “____” Image 17
  2. Edit “____” dialouge box Image 19

.
.
.
.
.
.
.
.
.
.
.
1. Click “Watch” > “subscriptions” Image 17
2. Edit “Subscribe” dialouge box Image 19

https://www.youtube.com/watch?v=M7IABxLm-o4

and

https://help.tableau.com/current/online/en-us/subscribe_user.htm

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
21
Q

Steps to create & save a custom view

  1. Open Workbook in Tableau Cloud/Server
  2. ____
  3. Open “____” dialogue box: Select “____” or “____” from the toolbar Image 21
  4. Fill out “____” dialogue box > Click “____”
Study These Flashcards
A
  1. Open Workbook in Tableau Cloud/Server
  2. Change to desired view (e.g. filter to one country)
  3. Open “Custom Views” dialogue box: Select “View Original” or “Save Custom View” from the toolbar Image 21
  4. Fill out “Custom Views” dialogue box > Click “Save”

https://help.tableau.com/current/pro/desktop/en-us/customview.htm

and

https://www.youtube.com/watch?v=8wScjSmaLNI

22
Q

To efficiently manage permissions:

Manage permissions for ____, not ____

  • users
  • groups
Study These Flashcards
A

Manage permissions for groups, not users

23
Q

To efficiently manage permissions:

Manage permissions for ____, not ____

  • content
  • projects
Study These Flashcards
A

Manage permissions for projects, not content

24
Q

A common way to manage permissions is to use ____ for users who should have the same permissions.

25
____ allow full connecting and publishing access * Server Administrator * Site Administrator Explorer * Creator * Site Administrator Creator * Explorer * Viewer * Site Administrator * Unliscenced * Explorer (can Publish)
Site admin Site Admin Creator
26
# T/F Explorer (Can Publish) and Site Administrator Explorer have limited publishing capabilities.
True | (Note that there is also just "explorer" and they cannot publish)
27
# T/F Explorer doesn't allow publishing
True
28
____ don't allow Publishing * Server Administrator * Site Administrator Explorer * Creator * Site Administrator Creator * Explorer * Viewer * Site Administrator * Unliscenced * Explorer (can Publish)
Explorer, Viewer, Read Only, and Unlicensed
29
How to Refresh Extracts on a Schedule: . 1. Create ____ 2. Enable ____ 3. Publish a ____ | in Tableau Server or Tableau Cloud
**Create a new schedule:** .1. Sign into Tableau Server .2. Edit "Create Schedule" dialogue **Image 27**: Go to "Schedules" page > Click "New Schedule" **Image 23** .3. Click "Create" . **Enable Schedule extract refreshes & failure emails** .1. Select "Settings" > "General" page .2. Under "Email Notification", select "Send email to data source and workbook owners when scheduled refreshes fail" .3. Under "Embedded Credentials", select both check boxes to allow publishers to embed credentials and schedule extract refreshes. . **Publish a workbook with an extract** 1. Open Tableau Desktop 2. Open "Publish Workbook to Tableau Server" dialog box: Select "Server" > "Publish Workbook" 3. Click "Schedules & Authentication" 4. Under "Extract Schedule", select the schedule from the list. ## Footnote https://help.tableau.com/current/server/en-us/qs_refresh_extracts.htm
30
How to edit an existing Extract Refresh Schedule | in Tableau Server
Hint: 1. Sign into Tableau Server 2. Go to "____" page 3. Select existing schedule > ____ > "____" **Image 28** 4. Edit schedule 5. Click "Save" . . . . . . . . . . .1. Sign into Tableau Server .2. Go to "**Schedules**" page .3. Select existing schedule > **Action dropdown arrow** > "**Edit Settings**" **Image 28** .4. Edit schedule .5. Click "Save" ## Footnote https://help.tableau.com/current/server/en-us/schedule_manage_create.htm
31
# T/F Refreshes are not supported in Tableau Cloud
False They are supported, although it depends on the data source. For example, SAP BW data extracts published on Tableau Cloud cannot be refreshed. ## Footnote https://help.tableau.com/current/online/en-us/to_keep_data_fresh.htm
32
How to schedule refresh tasks directly on Tableau Cloud for extracts of cloud-hosted data. Note to self: There is another way to schedule extract refreshes (creating a schedule then publishing using that schedule). I think that is they way they will test bc it's the way shown on the study guide. Maybe it's just good to know this other way may exists, but I don't have to memorize it. | (idk if this is avaible for any tableau server)
Hint: .1. Sign into Tableau ____ .2. Select ____ from the left navigation pane **Image 25** .3. Filter/Sort workbooks/dashboards as needed **Image 30** .4. In the workbook/data source you want to refresh, select "...." > "...." .5. In the "...." dialog, select "...." .6. Edit the "____" dialog **Image 26** . . . . . 1. Sign into **Tableau Cloud** 2. Select "**Explore**" from the left navigation pane **Image 25** 3. Filter/Sort workbooks/dashboards as needed **Image 30** 4. Select the check box for the workbook or data source you want to refresh, and then select **Actions** (the 3 dots next to workbook/datasource) > "**Refresh Extracts**" 5. In the "**Refresh Extracts**" dialog, select "**Schedule a Refresh**" 6. Edit the "**Create Extract Refresh**" dialog **Image 26** ## Footnote https://help.tableau.com/current/online/en-us/schedule_add.htm#online . https://www.youtube.com/watch?v=WZ87BVHNrf4 . https://www.youtube.com/watch?v=4W8LniddddE 7:40
33
# T/F You can have multiple extract refresh schedules for one dashboard.
True
34
# T/F You can start publishing a workbook by clicking the "Share" button in the Tableau Desktop toolbar.
True ## Footnote https://help.tableau.com/current/pro/desktop/en-us/publish_workbooks_share.htm
35
You want to create an extract refresh. Match the steps to the correct server: * Tableau Cloud * Tableau Server . 1. "Schedule" page 2. "Explore" page 3. In the “Refresh Extracts” dialog, select “Schedule a Refresh” 4. “Create Extract Refresh” dialog box
1. Cloud 2. Both 3. Both 4. Both
36
What are the differences between Tableau Cloud and Tableau Server . Cost: Server Manager:
**Cost**: Cloud costs more **Server Manager**: 1. Tableau Cloud: Tableau manages the server 2. Tableau Server: You manage the server ## Footnote https://www.youtube.com/watch?v=rN6lT6hiU3M
37
# T/F How to tell if you're using Tableau Cloud and Tableau Server have
question mark on the upper right hand ## Footnote https://www.youtube.com/watch?v=dTFSMsyXUI0
38
What does the highlighted icon for **Image 33** mean?
That data source is published to Tableau Server/Tableau Cloud ## Footnote https://www.youtube.com/watch?v=o675zmq2H6U
39
How to sign into Tableau Server and Tableau Cloud (from Tableau Desktop)
1. "Server" Menu > "Sign In" OR Open the Start Page (Connect section shown) > Under "To a Server", click "Tableau Server" **Image 31** 1. Next to "Server": Enter address of your Tableau server **Image 13** or click "Tableau Cloud" **Image 12** 1. "Connect" 1. Sign in * Tableau Server: Username & password **Image 11** * Tableau Cloud: email & password A list of data sources will pop-up if you signed in from the Start Page. IDK if the data sources will pop up by just using the "Server" menu ## Footnote https://help.tableau.com/current/pro/desktop/en-us/sign_in_server.htm
40
What options are in the "Publish Data Source" dialog box ?
Hint: pendent . . . . . . . Hint: PeNDenT (PNDTP) . . . . .. . . . . Project Name Description Tags Permissions ## Footnote **Image 2**
41
What options are in the "Publish Workbook to Tableau [Server/Cloud]" dialog box ?
Hint: pendents . . . . . . . Hint: PeNDenTS (PNDTSPD) 2P 2D 7 total . . . . .. . . . . Project Name Description Tags Sheets Permissions Data Sources More Options (check boxes) * show sheets as tabs * show selection * Include external files ## Footnote **Image 34**
42
You want to create a live connection to a published data source. You also want to filter the data source. You start by signing into the Tableau Server/Cloud through the start page and selecting the appropriate data. What do you do after that?
1. On the upper right hand side under "Connection", select "Live" 2. On the upper right hand side under "Filters", select "Add" ## Footnote **Image 5**
43
How to Open a Dashboard in Tableau Cloud
1. Open Tableau cloud 2. "Explore" 3. select appriopriate View (e.g. All Views or All Workbooks) 4. Open appropriate Workbook
44
When you are creating a subscription, what are the options?
Hint: SIFSMSM . . . . . . . . . . Hint: MMISSS. F . . . . . . . . . . **Image 19** * Subscribe Users: Add people * Include: This View/Entire Workbook (Check the box for "Don't send if view is empty" if applicable) * Format: Image/PDF/Image and PDF * Subject: type title: "Daily updates" * Message: any details like "keep an eye on [blank]" * Schedule: edit days/times/timezone * Manage Subscriptions: (idk what's in here) ## Footnote https://www.youtube.com/watch?v=M7IABxLm-o4 and https://help.tableau.com/current/online/en-us/subscribe_user.htm
45
You are connecting to a cube (multidimensional) data source by using Tableau Server/Cloud. What dialog box appears and why?
The "Create Local Copy" dialog box appears. You must create a local copy of the data before you can start your analysis.
46
How to download a local copy of the data source.
1. Data menu 2. select the data source 3. select "Create Local Copy" ## Footnote https://help.tableau.com/current/pro/desktop/en-us/examples_tableauserver.htm#:~:text=connect%20from%20tableau%20desktop
47
How to create a workbook with a published data source
1. On Tableau Server/Cloud, go to "Explore" page 2. select "All Data Sources" from drop down menu 3. In the list, select the check box next to the data you want to use. 4. At the top of the page, from the Actions drop-down menu, select New Workbook. ## Footnote https://help.tableau.com/current/pro/desktop/en-us/examples_tableauserver.htm#:~:text=connect%20from%20tableau%20desktop
48
You've signed into Tableau Server/Cloud. How do you open the "Connect to Data" page?
Hint: There are 2 ways . . . .. . . . . 1. Home > New > Workbook 2. Explore > New > Workbook ## Footnote https://help.tableau.com/current/online/en-us/creator_connect.htm
49
You've signed into Tableau Server/Cloud and opened the "Connect to Data" page. What are the tabs you see?
Hint: There is a difference between Tableau server and cloud. . . . . . . . . Hint: San Franisco CDs . . . . . . . . Hint: SFCD . . . . . . . . Tableau Server . **On this site**. Browse to or search for published data sources. If you have Data Management, you can also connect to data using a virtual connection. If you have Data Management with Tableau Catalog enabled, you can additionally connect to external assets like databases, files, and tables. . **Files**. Upload Excel or text-based data sources (.xlsx, .csv, .tsv) directly in your browser. . **Connectors**. Connect to data housed in a cloud database or on a server in your enterprise. . Tableau Cloud * The same as Tableau Server plus: * **Dashboard Starters**. Use to author and analyze data from Oracle Eloqua, Salesforce, ServiceNow ITSM, and QuickBooks Online.
50
# T/F You've signed into Tableau Server/Cloud and opened the "Connect to Data" page. The tabs/options for Tableau Server and Cloud on the "Connect to Data" page are the same.
False The tabs are NOT the same. Tableau Cloud also has a "Dashboard Starters" tab
51
If a data source is published to Tableau Server or Tableau Cloud, what icon will appear next to the data source name in the data pane?
Tableau Icon | **Image 33**

Tableau Data Analyst Certificate (14 decks)

Brainscape helps you reach your goals faster, through stronger study habits.
© 2025 Bold Learning Solutions. Terms and Conditions