Tableau Server and Tableau Cloud Flashcards
How do you Publish a Workbook in Tablea Desktop?
- Server > Publish Workbook to open the “Publish Workbook” dialog box
- select the project > enter a name for the workbook > add search tags
- Edit the following:
Permissions &
Data Sources > Edit to change how the data is embedded or how people authenticate with data sources. - Click Publish
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 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 ____
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
Steps to Publish a Tableau Prep Workflow to Tableau Server
https://www.youtube.com/watch?v=D66rutoaxoI
How to update a published data source
- 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 t 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
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