Tableau Server and Tableau Cloud Flashcards
How do you Publish a Workbook to Tableau Cloud?
(In Tableau Desktop)
1- Sign into your tableau server (note that idk if you always need to sign in if you’ve signed in before)
* “Server” > “Sign In”
* Click “Tableau Cloud” (note: may say Tableau Online) Image 12
* Sign in with Tableau Authenticator (if necessary)
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 do you Publish a Workbook to Tableau Server
Hint: Tableau server = a server that’s not fully hosted by Tableau)?
Hint: In Tableau Desktop
1- Sign into server
* “Server” > “Sign In”
* Next to “Server”: Enter the name or address of your Tableau server Image 13
* “Connect”
* Sign in Image 11 (may not look like this I think. The sign in is created by whoever created the 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
If you are publishing a ____ data source, you need to set a refresh schedule for each extract connection in the data source.
If you are publishing a multi-connection data source, you need to set a refresh schedule for each extract connection in the data source.
To publish a workbook, you need to first open:
- Tableau Desktop
- Tableau Public
- Tableau Reader
- Tableau Online
- Tableau Server
- Tableau Prep
You can publish to:
* Tableau Desktop
* Tableau Public
* Tableau Reader
* Tableau Online
* Tableau Server
* Tableau Prep
Tableau Desktop
Tableau Online/Cloud & Tableau Server
To use refresh schedules with connections to a database that requires you to sign in to it, you must ____.
- copy a database user’s credentials before the connection
- copy a database user’s credentials with the connection
- store a database user’s credentials with the connection
- Embed a database user’s credentials before the connection
store (embed) a database user’s credentials with the connection
(Note that store & embed mean the same thing.)
https://help.tableau.com/current/pro/desktop/en-us/publish_workbooks_schedules.htm
You must store (embed) a database user’s credentials with the connection
to use refresh schedules with connections to a database that ____
requires you to sign in to it
____ embeds the credentials in the connection, so that you can set up refreshes of that extract on a regular schedule.
Hint: Choose from:
* Allow refresh access
* Refresh Not enabled
* Export Content
* Publish
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Allow refresh access
https://help.tableau.com/current/pro/desktop/en-us/publishing_sharing_authentication.htm
When you publish to Tableau Server, the schedule runs and is managed on the ____.
Server
If you’re publishing an extract and want to set up a refresh schedule, you must select ____ or _____.
Embed password or Allow refresh access
https://help.tableau.com/current/pro/desktop/en-us/publish_workbooks_howto.htm
What are 2 ways you can set up a refresh schedule for an extract your publishing?
What are the steps to finding these 2 ways?
(In Tableau Desktop)
Hint: You can find the 2 way by following these steps:
1. Select ____ > ____ = opens ____ dialog box
2. Under ____ click ____ > Under ____, select either ____ or ____
2 ways: Embed password or Allow refresh access
You can find the 2 way by:
1. Select “Server” > “Publish Workbook” = opens “Publish Workbook” dialog box
2. Under “Data Source”, click “Edit” > Under “Authentication”, select either “Embed password” or “Allow refresh access”
https://help.tableau.com/current/pro/desktop/en-us/publish_workbooks_howto.htm
If your workbook connects to a Tableau data source, it’s recommended to choose:
- Embed password
- Allow refresh access
Embed password
https://help.tableau.com/current/pro/desktop/en-us/publish_workbooks_howto.htm
How to Schedule data extract refreshes
- Open ____
- Open ____:
Go to ____ > Select ____ - Under ____, Select ____
- Open “Publish Workbook dialog box”: Server > Publish Workbook
- Open the “Manage Data Sources” popup:
Go to “Data Source” (which lists the workbook’s connections) > Select “Edit” - Under “Authentication”, Select “Allow Refresh”
- Select “Publish”
https://help.tableau.com/current/pro/desktop/en-us/publish_workbooks_share.htm
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https://help.tableau.com/current/pro/desktop/en-us/publish_workbooks_howto.htm
If you want to set up an automatic refresh schedule, you must ____
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
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embed the password in the connection
https://help.tableau.com/current/pro/desktop/en-us/publishing_sharing_authentication.htm
To use refresh schedules with connections to a database that requires you to sign in to it, you must ______.
Hint: ____a database user’s credentials with the ______
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store (embed) a database user’s credentials with the connection
https://help.tableau.com/current/pro/desktop/en-us/publish_workbooks_schedules.htm
After ____, you can set up a refresh shedule for each extract you published.
Hint: ____ a workbook in ____
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Publishing a Workbook in Tableau Desktop
Steps to Publish a Data Source
(Tableau Desktop)
Open Workbook > “Server” > “Publish Data Source” > select data source (Image 1) > this opens the “Publish Data Source to Tableau Online” dialogue box (Image 2) > Edit as needed > “Publish”
https://www.youtube.com/watch?v=_llHyB39Beg
How to open a Published Data Source
(Tableau Desktop)
Open the Start Page (Connect section shown) > Under “To a Server” click “Tableau Server”
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Click “Tableau Online” > log in
This screen pops up: Image 4
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Click the appropriate datasource
You can Edit the Connection (Live/Extract) & filters
The columns will also popup: Image 5
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Bonus: Click “Sheet” to open up sheet: Image 6
https://www.youtube.com/watch?v=_llHyB39Beg
T/F
You can build a dashboard in Tableau Cloud
True
https://www.youtube.com/watch?v=plt_t04KTAA
How to update a published data source (Choose one)
- Start Page > “Tableau Server” > “Tableau Online” > log in > Click the appropriate datasource > edit
- Workbook>Right click data source > “Edit Data Source Image 7>
- 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
- Wrong bc this is just the connection. You don’t have access to the raw data here
- Takes you to the same place at 1
- Correct option
(idk if this will be on the test, but may be good to know)
How to Download View and Workbooks on Tableau Server and Tableau Cloud
- 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 - download format:
* Image 15
https://help.tableau.com/current/pro/desktop/en-us/export.htm
Steps to create a data-driven alert for Image 16.
Send alert when Profit is < 0.
Send alert daily when condition is met.
- Open Tableau Cloud
- Select “Profit” axis
- Click “Watch” > “Alerts” Image 17
- “Create” > “Create Alert” dialog box pops up 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 dontion is true, send alert”: “Daily at most”
* Under Recipients: add anyone who also shares the Tableau Cloud space
* Click “Create Alert”
https://www.youtube.com/watch?v=G7NpQJoO3UQ
and
https://help.tableau.com/current/pro/desktop/en-us/data_alerts.htm
Steps to set up a Subscription for the dashboard in Image 20
You only want the
- Open Dashboard in Tableau Cloud: Open Tableau cloud>”Explore”> select appriopriate View (e.g. All Views or All Workbooks) > Open appropriate Workbook
- Click “Watch” > “subscriptions” Image 17
- Edit “Subscribe” dialouge box 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
* Click “Subscribe”
https://www.youtube.com/watch?v=M7IABxLm-o4
and
https://help.tableau.com/current/online/en-us/subscribe_user.htm
Steps to create & save a custom view
- Open Workbook in Tableau Cloud/Server
- Change to desired view (e.g. filter to one country)
- Open “Custom Views” dialogue box: “View Original” or “Save Sustome View” from the toolbar Image 21
- 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
To efficiently manage permissions:
Manage permissions for ____, not ____
- users
- groups
Manage permissions for groups, not users
