Publish and Manage Content on Tableau Server and Tableau Cloud9% of the exam
Alerts, subscriptions, custom views and permissions
Data-driven alerts on continuous axes, subscriptions and their When Data Refreshes rule, saving and sharing custom views, and how site roles cap capabilities while user and group permission rules decide effective access, including web editing and overwriting a workbook.
Manage published workbooks: Create alerts; Create subscriptions; Create and save custom views; Understand user roles and permissions; Customize and distribute a published workbook.
~7 min read · 12 practice questions ·
What the exam expects
- Create a data-driven alert on a published view and know which axes, content and credentials it needs.
- Subscribe yourself, users or groups to a view or workbook, and know when When Data Refreshes is offered.
- Save, default, share and delete custom views, and predict what happens when content or its owner changes.
- Work out a user's effective permission from site role, ownership, user rules and group rules.
- Customize and distribute a published workbook: web edit, save a copy or overwrite, and who owns the result.
- Key terms: data-driven alert (a notification when data crosses a threshold); subscription (a scheduled image or PDF snapshot by email); custom view (a saved state of filters, sorts and selections); site role (the ceiling on a user's capabilities); capability (an allowed or denied action on one piece of content).
Key facts
Alert axis
- Detail
- Continuous numeric; not bins, discrete axes, Gantt charts or maps
Alerts on story points
- Detail
- Not supported
Server alerts and subscriptions
- Detail
- Email address, View, Download Image/PDF, unattended data access
When Data Refreshes
- Detail
- Only with one data extract on a published connection
Subscribing a group
- Detail
- Members captured at creation; group sets can't be subscribed
Viewer sharing a custom view
- Detail
- Can't make it visible; can copy the URL
Deleted original content
- Detail
- Its custom views are deleted
Site role
- Detail
- Maximum capabilities; grants none by itself (except admins)
User rule versus group rule
- Detail
- User rule evaluated first; group rules only if unspecified
Two groups, allow and deny
- Detail
- Deny wins
Overwrite by a non-owner
- Detail
- Publish As with the same name; they become owner
Sources for this section (7)
- Data-Driven Alertshelp.tableau.com (opens in a new tab)
- Ensure Accesshelp.tableau.com (opens in a new tab)
- Create a Subscriptionhelp.tableau.com (opens in a new tab)
- Use Custom Viewshelp.tableau.com (opens in a new tab)
- Site Roleshelp.tableau.com (opens in a new tab)
- Effective permissionshelp.tableau.com (opens in a new tab)
- Permissionshelp.tableau.com (opens in a new tab)
- Why can't a data-driven alert be created on a story point?
- When is a subscription suspended?
- With no user rule, one group allows a capability and another denies it. What is the result?
- Do permission changes on a project reach workbooks already in it?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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