Tableau Server Practice Flashcards
All Tableau Server ships with default project.
Cannot delete this project and the default group is all users, many clients go in and delete this all users group because when you create a new project it will pick up the default settings for the default project.
Are permissions still applied if I embed a view into my web portal?
Yes, when looking at a view embedded into another web portal, you are still logged in to tableau server. Therefore all permissions are still applied.
Best practice to edit individual users permissions in Tableau projects?
It is a best practice to use groups and manage users through groups. Setting permissions at the group level in Server projects will make the process much more streamlined in the long run.
Can content admins add users on their own?
Currently, no. This may change in future versions of Tableau.
Can I add quotas to sites? E.g., I want a site to have only 7 users and 50 workbooks maximum?
Yes, you can specify quotas such as storage quotas and maximum amount of users.
Can I configure server to use IIS or my instance of Apache as the web server?
No need to. Tableau server includes a web server (along with many other components) in the single installation file.
Can I install it on Linux?
No
Can I run tableau server in virtual environment (on a VM)?
Absolutely. Virtual environments are fully supported.
Can I specify a filter via the URL? For instance, I want to filter only to my company: Chevron.
Yes, to specify a filter via the URL, simply add the following to the URL exactly as shown and hit enter on the keyboard: &Company=ChevronNotice that there is no colon ?:? this time (compared to the previous question)
Can I switch from using Local Authentication to Active Directory?
The most important thing to be aware of while installing Tableau Server is that once you choose your authentication method (?Use Active Directory? or ?Use Local Authentication?), you cannot change it without re-installing Tableau Server.Once set, the only
Can I turn off comments?
Yes, this is controlled by the permissions for that view. There are specific permissions to ?View Comments? and ?Add Comments?.
Can we use external storage for your data engine such as a SAN?
Data engine storage is integrated and managed by Tableau Server for performance reasons. The location of this storage is not configurable ? it is installed in a specific directory on the same drive as the server software. The extract storage should not be
Can you show me how a Server view looks like on an iPad?
Yes:1) Create a shortcut in your browser with the following:javascript:location.href=”http://ipadpeek.com/?url=”+location.href+escape(“?:embed=y&:mobile=true”);2) This will open the current view in iPadPeek with the necessary embed and mobile tag3) You ca
Do I need additional drivers for my data source installed on Tableau Server?
a. Yes, the drivers page on the Tableau Software home page contains links and information for obtaining the proper driver for your data source connection.
Do I need to maintain the Apache web server or the Postgres database?
No. Tableau takes care of all maintenance and upgrades for its individual components in the Tableau server maintenance releases you download from our website.
Do virtualization snapshots and NT backups work with Tableau Server?
a. When considering disaster recovery options, it is import to understand precisely how virtualization snapshots and file-level backups interact with Tableau data.During the installation of Tableau Server, the licensing service writes license information
Does Tableau integrate with my company?s LDAP server for authentication?
Tableau integrates with the Windows form of LDAP (Active Directory) or you can create local users for Tableau server. Users can be synced with Active Directory by using Tableau’s command line utilities
Does Tableau offer collaborative analytics? For instance, I found out Sales in Montana are doing poorly, and I want to default to this view whenever I log into Tableau Server. I also want to share this view with my colleagues, and talk about it on a for
Yes, Tableau is all about collaborative analytics. You can go to the upper right-hand corner of your server view, select to save a view for future consumption, and even share that view with your co-workers. You can then discuss your analyses and insight
How are permissions set for a workbook view?
E.g., Say John is allowed to download the data at the user level, but his group has been set to deny. Tableau first checks ?Has the user [John] been specifically denied the capability?? No, he has not been denied at the user level, so we move to the sec
How do I determine the number of VizQL, Application, Data Server, and Background processes currently running?
The Maintenance Page on the Server Admin section will tell you how many process are running.
How do I determine which of my machines is the primary and secondary?
The primary machine is the machine you installed the primary software on. Worker machines have their own software installation. You should be able to check this in the Configure Tableau Server application under the Servers tab.
How long does it take for Tableau to switch to the backup if the primary machine fails?
It takes just a matter of minutes. The system will have to check to make sure the server has failed, and if multiple checks indicate that the server has failed, then Tableau switches over to the backup machine.
How many test environments can I have?
The End User License Agreement for Tableau Server allows for one production environment and up to two, non-production environments. 1) For instance, if a client purchases an 8 core server, they can have up to two additional non-production core environmen
How might I conduct row-level or user-level security at the workbook level?
There are three ways to accomplish row-level security. 1) Data source enforced2) Calculation Based User Filters: Create a Calc using User functions such as ISMEMBEROF() or FULLNAME()3) Set-based user filters: In Desktop: Server > Create User Filter
How might I upgrade or duplicate a Tableau Server environment?
There is a knowledge base article available for reference during the upgrade
I blended multiple data sources in my workbook. Can I publish the blended data sources to Tableau Data Server?
You cannot publish them as you would publish a traditional data source. This is because data blending defines the blends at the workbook level, and the workbook level cannot be published up to Tableau Data Server. Therefore, instead of publishing your d
I don?t see the Scheduling button in the Publish Workbook window. What should I do?
This means that Scheduling had not been enabled on server yet. A System Admin on server must go to the Maintenance page and enable both ?Embedded Credentials? and ?Scheduling?. After that is done, go back to desktop and choose Server->Log off before try
I have data source in SQL server with multiple tables, and I now want to use that data source with Vertica. How might I change the connection to use Vertica?
We cannot change the data connection source. You would create a new data source to Vertica with your tables and joins, and use ?Replace Data Source? in your reports to leverage the Vertica connection instead of SQL server.
I published a data source to data server, and now I want to change a calculation. How might I reflect these changes in Data Server?
In desktop, simply right-click on the data source and select ?Create Local Copy?. Once you?ve made your changes, simply right click on the data source, and republish it up to the server. Be sure to use the same name as before, so as to replace your data
I published a workbook that is connected to an Excel file but I see an error on server when I try to view the report. What is wrong?
a. If they do not have Office installed on the server machine, then the necessary driver to connect to Excel files are not on there yet. They can download the ?Microsoft Access Database Engine 2007? from the Drivers page on our website.b. If they have Of
I want to embed tableau dashboards into my web portal (or Sharepoint or ASP.net page), but I don?t want them to see a tableau login screen. Is that possible? (Single Sign On)
a. Yes. If your portal uses Active Directory for authentication then you simply embed the tableau view using an iFrame (or Page Viewer Web Part in Sharepoint). If Tableau server is configured to also use Active Directory then both systems will authentic
I?m purchasing core. How can the cores be deployed?
You must purchase 8 cores at a minimum, with increments of 4 thereafter. In a single server environment, the number of cores in use on a physical or virtual machine must not exceed the number licensed. In a multi-server environment with primary and work
If I am using AD, are my Tableau users always synced with my AD users?
When we import an AD group on Tableau server, this is a one-time import of all users in that group. You can then periodically ?sync? with AD using the Tableau Server GUI as an Administrator. You can also automate the sync using tabcmd to sync a particula
If I import a group from Active Directory, can it go to a specific site?
Yes.
If I want to actually log in as the end-user to the database because I already have row-level security built into my database, can I do that?
a. If your database is SQL Server, you have the option to Impersonate the end user logging into the database. This is controlled by clicking the Authentication button in the Publish Workbook window. Change the setting from ?Server Run As account? to ?Im
If The PC group is Allowed to see the PC project, but Wilson (a member of the PC group) is Denied ability to see the PC project, what will he see when he logs in?
He will not see the PC project (unless he was specifically allowed to see any particular view or workbook in that project).This is because permissions are evaluated at the User level before the Group level. User permissions trump Group permissions.
If Wilson is Denied ability to view a particular workbook but he is Allowed to see one of the worksheets in the workbook, what will he be able to see when he visits the page for that workbook?
a. He will be able to see the workbook but when he clicks on it he will only see the view he was specifically allowed to see.b. This is because permissions are evaluated at the View level, then the Workbook Level, then the Project level. If you are not a
Is it possible to have no toolbar on my server view?
a. Yes. To remove the toolbar, add the following exactly as it is shown at the end of your URL: &:toolbar=nob. If you want the toolbar to be on top, simply add the following at the end of your URL: &:toolbar=top
Is it possible to have weekly scheduled e-mails where I send out a .png, .pdf, or .csv of the Tableau visual?
Yes, users can subscribe to a view to receive an email with an image of the latest data on a set schedule. If you want to send out pdf or csv then you can use Tabcmd and a third-party tool such as febootimail to schedule when these e-mails get sent out, a
Is it possible to specify a size when publishing a dashboard to fit within our confines on sharepoint, ipad, etc.?
a. Yes, upon publishing your dashboard, simply select to size it using the bottom left hand of your dashboard screen, and selecting to Edit Size -> At Least. At Least allows for the dashboard to expand and fit larger screens, but maintain its your desire
Is there any internet access requirements for the server product?
Internet access for the server product is not required. It is primarily used for Activation of the software and Online Maps. We can provide specific URLs to these web services for adjustments to your firewall. Or, should you choose not to open your fir
Permisions for default state across Tableau Server in the absense of allowing permissions?
The default state is to deny permissions.
What are Projects?
Projects are the largest group of organization of content on the Tableau Server. They are a collection of related workbooks.
Say my DBA gives me development rights to a QA database, I?ve produced my report in Tableau desktop and embedded my credentials, once it?s on server, how does the DBA change to using a generic set of credentials?
Under database connections, as an administrator, you can edit the username and password, or the database server that the report connects to.
The data in our database updates at irregular times. Can I somehow tie my extract refreshes to my database ETL process?
You can trigger a specific schedule to refresh using the tabcmd command line utility. We can set up a schedule on tableau server called ?ETL? (choose any interval, it won?t matter) and check the box to ?disable? it. Disabling it will tell tableau server
Views
Reports, dashboards and vizualizations that you can interact with and save in specific way.
