Tableau Publishing & Sharing Insights 3 — Questions and Answers
Question 1: What governs which users can publish content to a specific Tableau Server project?
- Project permissions combined with the user's site role (Correct answer)
- The version of Tableau Desktop
- The number of dashboards in the workbook
- The extract refresh schedule
Correct 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.
Question 2: Which site role typically allows a user to view and interact with published content but not publish their own?
- Viewer or Explorer (depending on permissions) (Correct answer)
- Server Administrator
- Creator
- Unlicensed
Correct answer: Viewer or Explorer (depending on permissions)
Viewer and Explorer roles permit consumption and interaction, while publishing usually requires Creator-level rights.
Question 3: What happens to a workbook's calculated fields when you publish it with a live connection?
- They remain in the workbook and are computed against the live source at query time (Correct answer)
- They are deleted on publish
- They convert into an extract automatically
- They become read-only data source filters
Correct 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.
Question 4: Why might you choose to publish with an extract instead of a live connection for a widely shared dashboard?
- To improve performance and reduce load on the source database (Correct answer)
- To enable web editing
- To bypass all permissions
- To remove calculated fields
Correct 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.
Question 5: A Story in Tableau is best described as a way to:
- Present a sequence of sheets and dashboards to convey a narrative (Correct answer)
- Refresh extracts on a schedule
- Manage user permissions
- Connect to a new data source
Correct 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.
Question 6: What is a 'custom view' on Tableau Server?
- A saved personalized state of a view, such as specific filter selections (Correct answer)
- A new data source
- An admin-only dashboard
- A scheduled refresh job
Correct 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.
Question 7: When sharing a dashboard link, what does the 'Show Sharing Options' / share button typically provide?
- A direct URL and embed code for the view (Correct answer)
- The raw extract file
- The publisher's password
- A list of all server users
Correct 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.
Tableau Publishing & Sharing Insights 3
What governs which users can publish content to a specific Tableau Server project?