Publishing & Sharing Insights Flashcards

What governs which users can publish content to a specific Tableau Server project?

Answer: Project permissions combined with the user's site role

Publishing rights come from project-level permissions together with the user's assigned site role.

Which site role typically allows a user to view and interact with published content but not publish their own?

Answer: Viewer or Explorer (depending on permissions)

Viewer and Explorer roles permit consumption and interaction, while publishing usually requires Creator-level rights.

What happens to a workbook's calculated fields when you publish it with a live connection?

Answer: They remain in the workbook and are computed against the live source at query time

Calculations stay with the workbook and run against the live data each time the view is loaded.

Why might you choose to publish with an extract instead of a live connection for a widely shared dashboard?

Answer: To improve performance and reduce load on the source database

Extracts are optimized and offload query work from the source, improving performance for many concurrent viewers.

A Story in Tableau is best described as a way to:

Answer: Present a sequence of sheets and dashboards to convey a narrative

A Story is a sequence of story points (sheets/dashboards) used to walk an audience through insights.

What is a 'custom view' on Tableau Server?

Answer: A saved personalized state of a view, such as specific filter selections

A custom view saves a user's particular filter and selection state for quick reuse without altering the original.

When sharing a dashboard link, what does the 'Show Sharing Options' / share button typically provide?

Answer: A direct URL and embed code for the view

The share option supplies a link and embed code so others can access or embed the view.