Bronze Study Guide 9.0 Flashcards
What is the difference between these Tableau desktop products: Personal, and Professional?
- Personal only connects to flat files (Excel, Access, CSV, and Tableau Data Extract.)
- No publishing to Server with personal.
What is the difference between these Tableau server products: Server, Online, and Public?
- Maintenance-Tableau Online (no SLA) and Tableau Public are maintained by Tableau, while Tableau Server is maintained by the customer.
- Data flow- Any data source can connect directly with Tableau Server. Non cloud based data sources must be pushed to Tableau Online via a data extract.
- Security- Data and visualizations are secure in Tableau Online and Tableau Server. Tableau Online complies with SSAE-16 and US-EU Safer Harbor principles, but is not HIPPA or FERPA compliant. Row level data can be protected in Tableau Public, but anyone can the visualizations published.
- Licensing-Tableau Server is licensed for the entire server. Tableau Online is licensed by the site. Public and Public premium is licensed by the individual user.
- Authentication- Tableau Public and Online are authenticated via a Tableau generated ID. Server authentication supports authentication or active directory. Server also supports authentication with trusted tickets, or SAML.
- Environment- Tableau Server, Online, and Public are all web based methods of sharing content from Tableau Desktop. Reader is desktop application to open and view content from Tableau Desktop.
Can I use Tableau Desktop on a Mac?
You sure can! Tableau Desktop can be installed on both Mac and Windows operating systems.
I have a Mac work laptop, but they also give us Windows desktop workstations? Am I allowed to install on both?
Yes, as long as you are the only person who uses both of those computers, you can install it on both.
When I open Tableau on my Mac I am not able to connect to Netezza (or X database). Am I missing something?
While Tableau Desktop for Mac has all the same functionality as Tableau Desktop for Windows, unfortunately some database vendors have not developed drivers for Macs. Since Tableau uses the native database drivers to connect to all the databases you see in the ‘Connect To Data’ window, it is possible Tableau for Mac may only be able to connect to a subset of the databases you have in your organization.
However, this is a perfect time to use the Tableau Data Server! If another user has published a data source to the Tableau Data Server, you will be able to leverage that data source in your Tableau Desktop to connect to databases that you could not connect directly to from your Mac. In this scenario Tableau Server acts as a Proxy (middle-man) between you and the database to relay all queries and data between the two. This means you do not need to worry about having any drivers on your computer. Yay!
If my co-worker who has Tableau Desktop for Windows sends me a workbook file, will I be able to open in in my Tableau Desktop for Mac?
Heck yea! All files are completely interchangeable between Windows and Mac as long as they use extracts. If you need a live connection to a database make sure those drivers are available on Mac.
Do Tableau products work in a virtual environment (VM)?
Yes! It’s recommended for dedicated hardware in a VM environment and provision it with minimum hardware requirements.
What API support does Tableau offer?
- Tableau Data Extract API- Create a program to bring data from a non-supported data source into Tableau. The program will automate Tableau Data Extract datasource creation.
- Javascipt API- For deeply embedding vizzes inside intranet/extranet applications.
- Rest API- Representational State Transfer API. For server automation such as user/group replication, lifecycle management, portal wrappers.
Why use Tableau? What value does Tableau deliver?
Tableau allows anyone to explore and answer questions of their data. We enable powerful analytics with a focus on self-service; this promotes speed, ease, and powerful insights. While there is a learning curve, an Excel literate user will see increased productivity immediately, by spending more time asking questions of their data. The here is that users are able to quickly iterate through an analytical cycle of asking and being able to answer their own questions, which lead to more questions, and the cycle continues, They are able to this both independently and in collaboration with IT resources, Tableau customers have a more complete picture of their projects and more options when decision need to be made.
Who usually uses Tableau within a company?
Tableau’s mission is to help people see and understand their data. ‘People’ means anyone with questions about data, from elementary students, scientists, doctors, executives, anyone! There is lots of pent-up anxiety and curiosity that can be resolved through data analysis. Ask around? Who has enough information to feel comfortable making decisions and understanding what is and what is possible?
How long does it take to learn Tableau?
It’s extremely easy to install Tableau Desktop or Server, connect to data, and begin exploring data, but every customer has unique requirements. The learning curve really depends on the analysis and the environment where Tableau is deployed. To answer this question more precisely, let’s start a guided evaluation. Participation is mutual. We’ll guide you through a use case of your choosing. In return, we ask for your employee’s participation. You’ll see just how quickly YOUR employees can answer questions THEY have of THEIR own data.
We have a BI standard. How does Tableau differ?
Tableau is a qualitatively different software built to a higher standard, a human standard, than legacy tools in the market. We challenge you to find another software that is as easy for business users to ask and answer questions iteratively. Empowering users in this way makes a difference for every employee and for the organizational culture as well. Tableau’s DRIVE methodology tackles organizational and technical issues associated with broad based, self-service analytics roll-out.
I have free analytical software, why buy Tableau?
A lot of our customers own free software. They choose Tableau because it’s the highest productivity and most enjoyable tool to use on the market. The Tableau purchase price is far less than the cost of user sanity and time. Tableau helps remedy some of the effects of free tools like a lack of a single source of data, missing collaboration, too many manual reports, or poorly made or missed decisions. Does this sound familiar?
How does Tableau help guarantee success?
Overall, Tableau software has one of the highest average customer satisfaction ratings for analytical software. We ensure success with our software in many ways.
- With your purchase, you enter into a customer success program where we contact you to make sure you are achieving an expected or higher ROI from Tableau.
- Maintenance that includes first come-first serve tech support help on any issue, including user implementation questions, and no cost upgrades to the latest release.
- Participation in Tableau’s community forum to share ideas with fellow members.
- Complimentary resources like A-Z tutorial videos, weekly live training, and articles available through Tableau.com.
- Tableau’s annual customer conference. We give you the best we have to offer in the form of support, interactive activities, customer speakers and customer collaboration.
What separates Tableau from competitors?
- Time to Value: Tableau takes less time to deploy than many other BI tools. No programming skills are required!
- Designed for Flow: Making the interface “disappear” has been a design goal since our founding 10 years ago. No other software allows the user to focus on the data as well as Tableau.
- Visual Analytics: In Tableau Desktop you define both the chart and the query in one step and can do so by directly interacting with the visualization rather than first defining a query, then taking the resulting table and applying it to a chart.
- Agile Data Connections: Tableau has 40+ tuned, live data connections to on premise, cloud and file based data sources. Keep your data where it is, we’ll connect to it and leverage your investment in data architecture, or you can create data extracts for fast I memory queries and sharing. Plus Tableau supplies a data engine for additional data support right out of the box.
What languages does Tableau support?
English
French
German
Brazilian
Portuguese
Spanish
Simplified
Chinese
Korean
Japanese
What is the DRIVE program methodology?
Data democratization can have a transformative potential in the modern workplace. Does this mean the benefits magically appear by simply handing out software like lollipops at during the holidays? No.
Technical users are like ducks to water with new software and challenges, they enjoy it. However, it is the rest of the knowledge workers also have a great contribution to make. What’s the best way to successfully deploy this capability to them?
Our answer to this question involved researching best practices in our customer base and reverse engineering questions that such users typically ask. It turns out that sometimes the simplest questions are the hardest to answer:
• “Do I really need to learn a new tool?”
• “Is this important?”
• “What’s the benefit?”
• “How do I get started?”
• “What data is available?”
• “How much time will this take?”
• “What happens if I get stuck?”
We posed these questions rhetorically and developed a framework for answering them in a process called “Drive.”
DRIVE is four steps. It methodically blocks and tackles the organizational and technical issues associated with a broad based, self-service analytics roll-out.
In the first phase, Discovery, we ask whether the organization truly wants to empower business users. Organizations that proceed with Drive believe that the substantial benefits of self-service outweigh the costs of enablement. We identify sponsors and then do a traditional gap-analysis to determine what is required to have a successful journey.
The next step, Prototyping, is when we work with a cross-functional group to flesh out visualization, data governance, technical and operational issues. We also build up a gallery of useful and inspiring work.
After that, during Foundation Building we operationalize what we’ve learned to provide the answers, support, and encouragement that business users require. In this phase we setup the Center of Operations to manage the technical aspects and the Center of Evangelism to manage the program.
Scale-up is the end-game, more of a finishing line. Introducing the value proposition, tools, and programs created in earlier steps to change the analytic culture, one business unit at a time. We know that we now have answers to the questions that business users will ask and a strong programmatic framework in place to support them. We’re not just dropping software on the business users; we’re planning and preparing for change in a responsible way, knowing we’ll be successful.
DRIVE, like the idea of giving tools and opportunities to think critically and creatively by more people across the organization, is mainly just common-sense.
What is the installation like for a Tableau Server?
This depends on the installation environment and available hardware. A single server is pretty easy. A cluster is relatively easy as well but will take time to align and configure each server within the cluster. For optimum performance always make sure there is more hardware than the minimum requirements. We recommend a guided evaluation to gain a better understanding of your specific environment. It will decrease deployment time and help us troubleshoot any issues in the future.
What web browsers is server compatible? Do I need an app?
Tableau Server, Online, and Public are compatible with Android Browser, Internet Explorer, Safari, Mozilla Firefox, and Google chrome for a desktop, laptop, tablets and mobile phones. A free Tableau app is available for Android and iOS tablets, but not necessary for server access. The app provides nothing different than web based access.
Does Tableau support email bursting or email subscriptions?
Tableau Server and Tableau Online do support email subscriptions sent to your inbox on a schedule. Email bursting is not supported out of the box. It’s possible to set up with any command-line email program (like febootimail)” …. This leverages the “get” method which can render a report as PDF, PNG, XLS, or TWBX. Point out that there are 3rd party solutions such as Push Intelligence from MetricInsights that add bursting and data-driven alerts.
What is data server? How should it be used?
Use Tableau Data Server for data manageability and governance. Data Server is a Tableau Server component that acts like a middle man between Tableau users and the data. Create reusable data connections that are secure. Many workbooks may use one data connection from Tableau Data Server.
There are several of us that use Tableau Desktop to analyze the same data, is there a way for us to share Data Connections?
This is exactly what Tableau’s Data Server is designed to do – share data. All of the effort to connect to a data source and its associated metadata can be reused by publishing the Data Connection to Tableau Server. Then, the data connection, its calculations, sets, defaults and other metadata can be used securely by many people.
My company is concerned about Data Governance. How can Tableau help me?
“What kind of governance concerns do you have? That means different things to different industries.” Tableau Server provides the governance to prepared content by enforcing entitlements to dashboards and visualizations. Data Server provides governance by enforcing entitlements on the data connection itself.
What is the Purpose of Guest Access?
A Guest user is available in Tableau Server to allow unauthenticated users without an account on the server see and interact with an embedded view. When enabled, the user can load a web page containing an embedded visualization without signing in. This option is only available with a core-based server.
How is Guest Access enabled?
Server > Settings
Although this setting is server wide you can control guest access on a site by site basis using view permissions. If a view does not have guest access enabled then guests will never be able to see the view.
How do I use Search in Tableau Server?
Quick Search searches all content
Filtered Search only shows content relevant to the page you are on. For example if you are viewing the project page a filtered search will finrd projects matching the search terms (and filters)
As an administrator, how do I view recently viewed views
Look at the bottom of a view or dashboard on Tableau Server. If you are an administrator there will be a link “Who has seen this view?”
An administrator can also see who has been looking at a particular views from the Tableau Server status page.
What authentication models do you support?
Tableau Server supports local authentication and active directory authentication. The models are mutually exclusive. To change models, a Tableau Server will need reconfiguration. A Tableau Server can also work with trusted tickets and SAML for a single sign on experience or Kerberos authentication model.
Is it possible to embed the views in Server into another application or a portal?
Yes. It’s possible and easy to embed views into systems like SharePoint or a company portal.
Does Tableau support multi-tendancy?
Yes. Tableau accomplishes this through sites.
What is a site?
Sites are independent environments for different organizations or groups on a single server system. Each site’s projects, workbooks, data, and user lists are isolated from those of other sites. A system administrator can only see every site and perform actions such as creating sites and making system-wide changes.
What is a project?
A project is a collection of related workbooks within a site. When publishing a report to a project, the default action is to copy security from that project to the report. This makes setting up project security an important part of deployment.
