Publishing & Sharing Insights Flashcards

When you publish a workbook to Tableau Server, what determines whether viewers can interact with filters and parameters?

Answer: The workbook's permissions and the published view's web edit settings

Interactivity depends on the permissions granted and the view's settings, not the publisher's license or data source type.

What is the main advantage of publishing a data source separately from a workbook on Tableau Server?

Answer: It allows the data source to be reused and centrally managed across multiple workbooks

A published data source can be shared and governed centrally, letting many workbooks connect to a single trusted source.

A colleague needs to see your dashboard but does not have a Tableau license. Which option lets them view it?

Answer: Publish to Tableau Public or export a static PDF/image

Unlicensed viewers can see content via Tableau Public or static exports like PDF and image files.

What does scheduling an extract refresh on Tableau Server accomplish?

Answer: It automatically updates the extract with current source data at set intervals

A refresh schedule keeps the extract's data current by re-querying the source on a defined cadence.

Which Tableau feature lets users receive an email when data crosses a defined threshold on a published view?

Answer: Data-driven alerts

Data-driven alerts notify users via email when a continuous axis value meets a set condition.

What is the purpose of a subscription in Tableau Server/Cloud?

Answer: To email a snapshot of a view or workbook on a recurring schedule

Subscriptions deliver scheduled image or PDF snapshots of content to recipients' inboxes.

When embedding a Tableau view in a web page, which method gives the most control over interactivity and events?

Answer: The Tableau JavaScript Embedding API

The JavaScript Embedding API exposes events and methods for programmatic control of the embedded view.